Arcbest Corporation
$3.25B- Market cap
- $3.15B
- Debt
- +$223.86M
- Cash
- −$124.23M
Capital structure 93% equity / 7% debt · EV / Revenue 0.81x · EV / EBITDA 10.86x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: ARCB stock price at discount vs ON $141.12 current versus $671.98 implied using P/E multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at ON's multiple
Implied fair value · at ARCB's multiple
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Multiple discount
Value edge
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: ARCB FY 2025 (ended Dec 31, 2025) · ON FY 2025 (ended Dec 31, 2025).
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 93% equity / 7% debt · EV / Revenue 0.81x · EV / EBITDA 10.86x
Capital structure 100% equity / 0% debt · EV / Revenue 4.41x · EV / EBITDA 33.85x
ON carries the larger enterprise value at $26.41B against $3.25B; ARCB trades on the lower EV / Revenue multiple (0.81x vs 4.41x); ARCB on the lower EV / EBITDA (10.86x vs 33.85x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
ARCBEST CORPORATION · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
ON SEMICONDUCTOR CORPORATION · implied price per share
Bear
$43.50
Base
$50.83
Bull
$60.71
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
0.17x
0.00x
Net debt / EBITDA
Leverage against operating earnings
0.33x
-3.26x
Cash and equivalents
Liquid reserves on the balance sheet
$124.23M
$2.55B
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
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