WallStSmart

Old Dominion Freight Line Inc (ODFL)vsSaia Inc (SAIA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Old Dominion Freight Line Inc generates 68% more annual revenue ($5.46B vs $3.25B). ODFL leads profitability with a 18.5% profit margin vs 7.8%. SAIA appears more attractively valued with a PEG of 2.65. SAIA earns a higher WallStSmart Score of 46/100 (D+).

ODFL

Hold

46

out of 100

Grade: D+

Growth: 2.0Profit: 8.5Value: 2.0Quality: 8.0
Piotroski: 4/9Altman Z: 4.87

SAIA

Hold

46

out of 100

Grade: D+

Growth: 4.7Profit: 5.5Value: 3.0Quality: 8.0
Piotroski: 5/9Altman Z: 3.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ODFLSignificantly Overvalued (-78.2%)

Margin of Safety

-78.2%

Fair Value

$137.89

Current Price

$245.52

$107.63 premium

UndervaluedFair: $137.89Overvalued

Intrinsic value data unavailable for SAIA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ODFL5 strengths · Avg: 9.2/10
Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.8710/10

Safe zone — low bankruptcy risk

Market CapQuality
$51.11B9/10

Large-cap with strong market position

Return on EquityProfitability
22.9%9/10

Every $100 of equity generates 23 in profit

Operating MarginProfitability
23.8%8/10

Strong operational efficiency at 23.8%

SAIA2 strengths · Avg: 10.0/10
Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.9510/10

Safe zone — low bankruptcy risk

Areas to Watch

ODFL4 concerns · Avg: 2.5/10
Price/BookValuation
11.6x4/10

Trading at 11.6x book value

PEG RatioValuation
3.512/10

Expensive relative to growth rate

P/E RatioValuation
51.3x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-2.9%2/10

Revenue declined 2.9%

SAIA4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
7.8%3/10

7.8% margin — thin

PEG RatioValuation
2.652/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ODFL

The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 18.5% and operating margin at 23.8%.

Bull Case : SAIA

The strongest argument for SAIA centers on Debt/Equity, Altman Z-Score.

Bear Case : ODFL

The primary concerns for ODFL are Price/Book, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.

Bear Case : SAIA

The primary concerns for SAIA are Revenue Growth, EPS Growth, Profit Margin. A P/E of 50.8x leaves little room for execution misses.

Key Dynamics to Monitor

ODFL profiles as a declining stock while SAIA is a value play — different risk/reward profiles.

SAIA carries more volatility with a beta of 2.12 — expect wider price swings.

SAIA is growing revenue faster at 2.4% — sustainability is the question.

ODFL generates stronger free cash flow (311M), providing more financial flexibility.

Bottom Line

ODFL scores higher overall (46/100 vs 46/100), backed by strong 18.5% margins. 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.

Saia Inc

INDUSTRIALS · TRUCKING · USA

Saia, Inc., is a transportation company in North America. The company is headquartered in Johns Creek, Georgia.

Visit Website →

Want to dig deeper into these stocks?