Arcbest Corp. /TX/ (ARCB) intrinsic value & 10-year financials
Arcbest Corp. /TX/ (ARCB) has a Graham intrinsic value of $87.03 per share. At $129.98 on Oct 17, 2026, the stock trades 49% above that value. Over the last 10 fiscal years revenue grew 4.5% a year to $4.0B, with an average return on invested capital of 11.2%.
- Graham intrinsic value
- $87.03
- Share price (Oct 17, 2026)
- $129.98
- Price vs Graham value
- 49% above
- Market cap
- $3.0B
- Revenue (FY2025)
- $4.0B
- Revenue growth (10-yr CAGR)
- 4.5%
- ROIC (10-yr avg)
- 11.2%
- Free cash flow (FY2025)
- $114.2M
ARCB 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $4.0B | $60.1M | $2.62 | $114.2M | 2.3% | 4.1% |
| FY2024 | $4.2B | $174.0M | $7.30 | $62.7M | 5.8% | 13.1% |
| FY2023 | $4.4B | $195.4M | $7.93 | $103.1M | 3.9% | 10.6% |
| FY2022 | $5.3B | $298.2M | $11.69 | $322.6M | 7.5% | 25.9% |
| FY2021 | $4.0B | $213.5M | $7.98 | $265.1M | 7.1% | 22.9% |
| FY2020 | $2.9B | $71.1M | $2.69 | $162.7M | 3.3% | 8.9% |
| FY2019 | $3.0B | $40.0M | $1.51 | $79.4M | 2.1% | 5.8% |
| FY2018 | $3.1B | $67.3M | $2.51 | $211.4M | 3.5% | 10.7% |
| FY2017 | $2.8B | $59.7M | $2.25 | $86.1M | 1.9% | 7.0% |
| FY2016 | $2.7B | $18.7M | $0.71 | $43.7M | 1.1% | 2.6% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
ARCBEST CORP /DE/ has demonstrated mature, steady growth, with revenue compounding at 4.5% annually over the past decade.
ARCBEST CORP /DE/ returns on capital have been average, hovering around 11.2% ROIC over the decade.
Over the decade, ARCBEST CORP /DE/ shows that management has aggressively returned capital to shareholders by retiring 12.7% of outstanding shares, and that the company has leveraged its balance sheet to sustain operations.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, ARCBEST CORP /DE/ is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $87.03 per share.