COMP <GO>
ARCB vs CAT // RETURN ON INVESTED CAPITAL (ROIC)
ArcBest Corporation (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: ARCB 3
— CAT 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAT
LAST: $126.41 (+0.48%) • MKT CAP: $2.83B
roic
5.40%
LAST: $647.39 (-9.25%) • MKT CAP: $297.59B
roic
21.15%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARCB VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARCB | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 82.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.40% | 21.15% | -15.75 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.2x | 20.9x | -5.66 | ARCB | /valuation <GO> |
| Free Cash Flow Yield | 4.04% | 3.74% | +0.30 | ARCB | /fcf-yield <GO> |
| Operating Margin | 2.30% | 17.52% | -15.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | 1.50% | 14.51% | -13.01 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | -4.00% | 18.36% | -22.36 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.39% | 1.05% | -0.66 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 8.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.9 | 33.5 | +8.40 | ARCB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.02 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.7x | 26.0x | +17.74 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.83B | $297.59B | -$294.76B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARCB REV | CAT REV | ARCB GROSS % | CAT GROSS % | ARCB FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.01B | $67.59B | — | 99.9% | $114.2M | $8.92B |
| FY 2024 | $4.18B | $64.81B | — | 100.0% | $62.7M | $10.05B |
| FY 2023 | $4.43B | $67.06B | — | 99.8% | $322.2M | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARCB // BETA —
CAT // BETA 1.02