ArcBest Corporation: Cheap Valuations And Good Growth Prospects

Jul. 28, 2022 2:00 PM ETArcBest Corporation (ARCB)1 Comment
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Summary

  • There are near-term concerns due to macro headwinds.
  • However, long-term growth prospects look good on the back of a large cross-selling opportunity and MoLo acquisition.
  • Valuations are attractive.

ABF Freight Systems trucks

Sundry Photography

Investment Thesis

A few years ago, ArcBest (NASDAQ:ARCB) shifted from a pure-play LTL player to an integrated logistics company and gained the ability to fulfill multiple needs of customers with its integrated solutions. This is helping the

ARCB Operating Metrics

ARCB Operating Metrics (Annual) (Company Data, GS Analytics Research)

ARCB Asset-Light and Asset-Based Quarterly Revenues

ARCB Asset-Light and Asset-Based Quarterly Revenues (Company data, GS Analytics Research)

ARCB Quarterly Operating Metrics

ARCB Quarterly Operating Metrics (Company data, GS Analytics Research)

ARCB Asset-Based Revenue per Hundred Weight Including fuel surcharge

ARCB Asset-Based Revenue per Hundred Weight Including fuel surcharge (ARCB investor presentation)

ARCB Operating Metrics For April and May 2022

ARCB Operating Metrics For April and May 2022 (Company 8-K filing)

ARCB Revenue Mix Pre and Post MoLo

ARCB Revenue Mix Pre and Post MoLo (Company Data, GS Analytics Research)

ARCB P/E Valuation

ARCB P/E Valuation (Seeking Alpha)

This article was written by

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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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