Arc Logistics Partners LP versus Overseas Shipholding Group Inc Head to Head Compare

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This is a head to head compare of Arc Logistics Partners LP (NYSE:ARCX) and Overseas Shipholding Group Inc (NYSE:OSG) . We will compare the two companies on revenue growth, earnings, revenue per employee, operating margins, free cash flow and valuation. The head to head compare assigns 100 points in total.

Before we dive into the analysis, we will look at the stock returns for each company over the last three months, six months and the last year. The stock returns do not impact the head to head compare scores which are focused on the fundamentals of each company, but ultimately stock returns are are still a critical piece to a full analysis and compare.

Stock Returns
Symbol 3-Months 6-Months One-Year Fundamentals
ARCX -13.7% -6.1% +25.1%
OSG -33.0% -62.8% -71.8%

Arc Logistics Partners LP has a substantially higher fundamental rating then Overseas Shipholding Group Inc which has an impact on the head-to-head comparison. The CML Star Rating is an objective, quantifiable measure of a company's operating and financial condition. The rating is computed by measuring numerous elements of the company's current financial data and their associated changes over time.

Now, let's dive into the two companies to compare them.

➤ Income Statement
First we turn to the income statement and compare revenue, earnings and revenue per employee for both companies. We note that simple revenue comparisons do not impact the rating.

Overseas Shipholding Group Inc has substantially higher revenue in the last year than Arc Logistics Partners LP although both companies are still relatively small. Raw revenue comps do not affect the head to head rating.

ARCX is showing a profit while OSG has negative earnings over the last year.

Net Income

OSG generates notably larger revenue per employee ($1.1 million) than ARCX ($737,000).

Revenue per Employee
($ Millions)

➤ Margins
Next we create some derived metrics to compare the the amount of revenue earned per dollar of expense and the amount of free cash flow earned per dollar of revenue. Margins are one of the fairest ways to compare companies since they remove some of the bias of large versus small numbers.

Arc Logistics Partners LP generates $1.31 in revenue for every $1 of expense, notably higher than Overseas Shipholding Group Inc's $1.14.

Revenue per Dollar of Expense

OSG generates $0.40 in levered free cash flow for every $1 of revenue, massively higher than ARCX's $0.08.

Free Cash Flow
per Dollar of Revenue

➤ Growth
Finally we compare the financial metrics related to growth: revenue growth rates and price to sales.

While Arc Logistics Partners LP is growing revenue, Overseas Shipholding Group Inc revenue is actually shrinking. Arc Logistics Partners LP revenue is growing rapidly.

Revenue Growth

For every $1 in revenue, the stock market prices in $3.88 in market cap for ARCX and $0.39 in market cap for OSG.

Price to Sales

Arc Logistics Partners LP (NYSE:ARCX)
Overseas Shipholding Group Inc (NYSE:OSG) : 79 to 21