Arc Document Solutions Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Arc Document Solutions Inc (ARC) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Arc Document Solutions Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 289M vs 99,320M combined for its competitors (0.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+3.0% annualized vs trailing 12 months), vs decelerating (-9.0%) for its tracked peer group.
- Growth: Arc Document Solutions Inc generated 4.8% revenue growth year over year in Q3 2024, vs -0.5% for its competitors combined.
- Profitability: Its -0.1% net margin compares with 2.9% for the peer group.
- Peer revenue share: Arc Document Solutions Inc accounted for 0.3% of combined revenue among its tracked peer group, up from 0.3% a year earlier.
- Peer differentiation: Revenue per employee of $0.15M compares with $0.21M for the peer group (0.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ARC Sales vs. its Competitors, Q3 2024
Arc Document Solutions Inc reported revenue growth of 4.77 % year on year in Q3 2024, above its competitors' combined revenue change of -0.51 %.
With a net margin of -0.14 %, Arc Document Solutions Inc reported lower profitability than its competitors (2.94 %).
Arc Document Solutions Inc generated 0.33 % of the combined sales of its peer group, up from 0.31 % a year earlier.
API endpoints for this dataset
Arc Document Solutions Inc vs. its Competitors, Q3 2024
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Arc Document Solutions Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Arc Document Solutions Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Arc Document Solutions Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (2) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Arc Document Solutions Inc's competitor groups requires a Commercial License.
For context: the Personal Services industry grew revenue 7.7% year over year, combined, vs 4.8% for Arc Document Solutions Inc. Arc Document Solutions Inc's share of combined industry revenue moved from 0.20% to 0.19%, a loss of 0.01 percentage points.
Arc Document Solutions Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Arc Document Solutions Inc | Yes | Yes | No | No |
| Competitors combined (3) | ||||
| High-Confidence Competitors (3) | ||||
| Similar Growth & Profitability (8) | 62.50 % (5 of 8) | 87.50 % (7 of 8) | 37.50 % (3 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
ARC Stock Performance relative to its Competitors
ARC Stock Performance relative to High-Confidence Competitors
ARC Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Pitney Bowes Inc | 282.9% | Outperformed |
| 2 | Fedex Corporation | 282.9% | Outperformed |
| 3 | Deluxe Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Arc Document Solutions Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Arc Document Solutions Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Arc Document Solutions Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Arc Document Solutions Inc |
147.26 | 289.23 |
 Fedex Corporation |
76,202.76 | 95,331.00 |
 Pitney Bowes Inc |
2,167.21 | 1,862.72 |
 Deluxe Corporation |
1,205.75 | 2,126.52 |
| SUBTOTAL | 79,722.98 | 99,609.47 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Arc Document Solutions Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Arc Document Solutions Inc's Competitors Named by the Company
Competitive relationships identified from Arc Document Solutions Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Check Cap Ltd | Company report | 85% |
| Alti Global Inc | Company report | 85% |
| The Arena Group Holdings Inc | Company report | 85% |
| Deluxe Corporation | Company report | 85% |
| Pitney Bowes Inc | Company report | 85% |
| Rr Donnelley and Sons Co | Company report | 85% |
Company report basis, confidence, active dates and source counts for Arc Document Solutions Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Arc Document Solutions Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Fedex Corporation | Express U.S. Domestic 64.36 % |
| Pitney Bowes Inc | SendTech Solutions 66.92 % |
| Deluxe Corporation | Print 48.73 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Arc Document Solutions Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Arc Document Solutions Inc | 147 | 152,226 | 2,388 |
| Fedex Corporation | 76,203 | 210,909 | 8,619 |
| Pitney Bowes Inc | 2,167 | 282,230 | 28,492 |
| Deluxe Corporation | 1,206 | 465,220 | 17,494 |
| PEERS TOTAL | 79,576 | 214,435 | 8,990 |
Arc Document Solutions Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Fedex Corporation | United States 71.73 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Arc Document Solutions Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Personal Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (88 companies). See the full Personal Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 33.23 % | 33.49 % (avg) | -0.3 pp |
| Operating Margin | 3.39 % | industry median | -3.9 pp |
| EBITDA Margin | 8.82 % | 4.40 % (avg) | +4.4 pp |
| Capital Intensity (Capex / Revenue) | 4.83 % | 4.40 % (avg) | +0.4 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Arc Document Solutions Inc's Valuation vs Competitive Position
Valuation multiples vs the Personal Services industry average (88 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Personal Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 32.8x | - |
| EV / EBITDA | 6.0x | 11.8x | -5.8x |
| P/B | 0.9x | 3.0x | -2.2x |
| Return on Equity | 2.90 % | industry aggregate | -49.54 % |
| Return on Invested Capital | 2.38 % | 2.84 % (avg) | -0.46 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Arc Document Solutions Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -6.32 % | -2.44 % | 1.57 % | -4.58 % | -24.31 % | -5.96 % | 5.07 % | -1.68 % |
| Operating Margin | -11.72 % | 0.05 % | 4.46 % | 3.69 % | 4.28 % | 5.56 % | 6.42 % | 4.99 % |
| Return on Invested Capital | -8.50 % | 0.05 % | 4.35 % | 3.24 % | 2.82 % | 3.62 % | 4.61 % | 3.43 % |
| P/E | - | - | 12.5x | 21.9x | 10.3x | 14.3x | 9.8x | 16.3x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Arc Document Solutions Inc's Strategic Group Map
Arc Document Solutions Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Arc Document Solutions Inc's trailing-12-month revenue growth of 2.9% and operating margin of 3.4% compares with an average of 5.1% growth and 4.8% margin across its 8 closest peers by combined growth, margin and ROIC -- Arc Document Solutions Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Arc Document Solutions Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 4.83 % vs industry average 4.40 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Arc Document Solutions Inc's dedicated Suppliers and Customers pages, not here.
Arc Document Solutions Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Arc Document Solutions Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Arc Document Solutions Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+3.0% annualized vs trailing 12 months).
Weaknesses
- Return on equity 49.5 points below the industry aggregate.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-9.0% annualized).
Methodology: see Methodology: SWOT Analysis.
Arc Document Solutions Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Arc Document Solutions Inc | 0.73 | 1.53 | 0.45 |
| Fedex Corporation | 0.49 | 1.37 | 0.89 |
| Pitney Bowes Inc | 0.18 | 0.69 | - |
| Deluxe Corporation | 0.11 | 1.10 | 2.21 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Arc Document Solutions Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Arc Document Solutions Inc | Q3 2024 | +4.8 % | - |
| Fedex Corporation | Q3 2026 | +2.7 % | -64.8 % |
| Pitney Bowes Inc | Q3 2026 | -0.8 % | +1.4 % |
| Deluxe Corporation | Q3 2026 | +2.5 % | -61.5 % |
| PEERS TOTAL | +2.7 % | -61.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Arc Document Solutions Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Arc Document Solutions Inc | Q3 2024 | +5.9 % | +24.2 % |
| Fedex Corporation | Q3 2026 | +136.4 % | - |
| Pitney Bowes Inc | Q3 2026 | +2,602.9 % | -32.2 % |
| Deluxe Corporation | Q3 2026 | +6.9 % | +41.4 % |
Arc Document Solutions Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Arc Document Solutions Inc | 1.46% | 1.78% | 2.90% |
| Fedex Corporation | 4.16% | 5.63% | 12.56% |
| Pitney Bowes Inc | 6.10% | 12.44% | - |
| Deluxe Corporation | 2.84% | 3.41% | 11.41% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Arc Document Solutions Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Arc Document Solutions Inc | 13.08 | 0.51 |
| Fedex Corporation | 21.71 | 0.80 |
| Pitney Bowes Inc | 12.03 | 1.16 |
| Deluxe Corporation | 15.08 | 0.57 |
| PEERS AVERAGE | 19.12 | 0.80 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.