Old Dominion Freight Line Inc (ODFL)vsOshkosh Corporation (OSK)
ODFL
Old Dominion Freight Line Inc
$212.43
+1.47%
INDUSTRIALS · Cap: $43.63B
OSK
Oshkosh Corporation
$147.37
-1.52%
INDUSTRIALS · Cap: $9.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Oshkosh Corporation generates 90% more annual revenue ($10.42B vs $5.50B). ODFL leads profitability with a 18.6% profit margin vs 6.2%. ODFL appears more attractively valued with a PEG of 3.06. ODFL earns a higher WallStSmart Score of 49/100 (D+).
ODFL
Hold49
out of 100
Grade: D+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.8%
Fair Value
$147.56
Current Price
$212.43
$64.87 premium
Margin of Safety
+32.8%
Fair Value
$259.60
Current Price
$147.37
$112.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Strong operational efficiency at 23.3%
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Trading at 10.3x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ODFL
The strongest argument for ODFL centers on Return on Equity, Operating Margin. Profitability is solid with margins at 18.6% and operating margin at 23.3%.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : ODFL
The primary concerns for ODFL are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 43.3x leaves little room for execution misses.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
ODFL profiles as a declining stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.39 — expect wider price swings.
OSK is growing revenue faster at 3.5% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (49/100 vs 48/100), backed by strong 18.6% margins. OSK offers better value entry with a 32.8% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Old Dominion Freight Line Inc
INDUSTRIALS · TRUCKING · USA
Old Dominion Freight Line, Inc. is an American less than truckload shipping (LTL) company. It offers regional, inter-regional and national LTL service. In addition to its core LTL services, the company offers logistics services including ground and air expedited transportation, supply chain consulting, transportation management, truckload brokerage, container delivery and warehousing, as well as household moving services.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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