ArcBest Corp (ARCB) is overvalued and RXO Inc (RXO) is undervalued.
Against our estimates of intrinsic value, RXO trades at the wider discount: a margin of safety of +62%, against -166% for ARCB.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 11.5% (average of 2 methods) values the shares at $49.58; the price of $131.71 is 166% above that value, and 68% of that value comes from beyond year five.
Leak Score 0/100 on 3 of 12 signals
A 1.5x revenue multiple, discounted for its losses, values the shares at $52.21; the price of $19.79 is 62% below that value.
Leak Score 56/100 on 2 of 12 signals
| Metric | ARCB | RXO |
|---|---|---|
| Verdict | Overvalued | Undervalued |
| Price | $131.71 | $19.79 |
| Intrinsic value | $49.58 | $52.21 |
| Margin of safety | -166% | +62% |
| Leak Score | 0/100 (3/12) | 56/100 (2/12) |
| Market cap | $2.9B | $3.3B |
| Revenue growth, 5 years | 6.4% | 11.3% |
| Operating margin | 3.1% | -0.2% |
| Net margin | 0.4% | -1.7% |
| Return on equity | 1.3% | -6.8% |
| Debt to equity | 0.36 | 0.48 |
| P/E | 189.3x | — |
| Forward P/E | 13.8x | 32.2x |
| P/B | 2.3x | 2.2x |
| Dividend yield | 0.4% | — |