Old Dominion Freight Line Inc (ODFL)vsPACCAR Inc (PCAR)
ODFL
Old Dominion Freight Line Inc
$179.79
-0.42%
INDUSTRIALS · Cap: $38.89B
PCAR
PACCAR Inc
$122.73
+0.13%
INDUSTRIALS · Cap: $64.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 396% more annual revenue ($27.82B vs $5.60B). ODFL leads profitability with a 19.4% profit margin vs 9.0%. PCAR appears more attractively valued with a PEG of 1.00. ODFL earns a higher WallStSmart Score of 67/100 (B-).
ODFL
Strong Buy67
out of 100
Grade: B-
PCAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.0%
Fair Value
$143.29
Current Price
$179.79
$36.50 premium
Margin of Safety
-43.2%
Fair Value
$85.69
Current Price
$122.73
$37.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Strong operational efficiency at 28.8%
Earnings expanding 32.3% YoY
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.2x book value
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ODFL
The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 28.8%. Revenue growth of 10.4% demonstrates continued momentum.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : ODFL
The primary concerns for ODFL are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
ODFL profiles as a mature stock while PCAR is a value play — different risk/reward profiles.
ODFL carries more volatility with a beta of 1.17 — expect wider price swings.
ODFL is growing revenue faster at 10.4% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (67/100 vs 54/100), backed by strong 19.4% margins and 10.4% revenue growth. Both earn "Strong Buy" and "Buy" 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.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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