ArcBest Corp (ARCB) is overvalued and XPO Inc (XPO) is overvalued.
Both trade above our estimate of their intrinsic value. ARCB is the closer of the two: -166%, against -353% for XPO.
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
Discounting its cash flows at 12.0% (average of 3 methods) values the shares at $39.25; the price of $177.67 is 353% above that value, and 66% of that value comes from beyond year five.
Leak Score 49/100 on 9 of 12 signals
| Metric | ARCB | XPO |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $131.71 | $177.67 |
| Intrinsic value | $49.58 | $39.25 |
| Margin of safety | -166% | -353% |
| Leak Score | 0/100 (3/12) | 49/100 (9/12) |
| Market cap | $2.9B | $20.8B |
| Revenue growth, 5 years | 6.4% | -4.4% |
| Operating margin | 3.1% | 9.8% |
| Net margin | 0.4% | 4.7% |
| Return on equity | 1.3% | 21.6% |
| Debt to equity | 0.36 | 2.03 |
| P/E | 189.3x | 52.2x |
| Forward P/E | 13.8x | 27.2x |
| P/B | 2.3x | 10.6x |
| Dividend yield | 0.4% | — |