Old Dominion Freight Line Inc (ODFL)vsSchneider National Inc (SNDR)
ODFL
Old Dominion Freight Line Inc
$179.79
-0.42%
INDUSTRIALS · Cap: $38.89B
SNDR
Schneider National Inc
$34.15
+0.68%
INDUSTRIALS · Cap: $5.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 4% more annual revenue ($5.82B vs $5.60B). ODFL leads profitability with a 19.4% profit margin vs 1.9%. ODFL appears more attractively valued with a PEG of 2.32. ODFL earns a higher WallStSmart Score of 67/100 (B-).
ODFL
Strong Buy67
out of 100
Grade: B-
SNDR
Buy55
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
-32.7%
Fair Value
$25.44
Current Price
$34.15
$8.71 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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 40.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.2x book value
ROE of 3.2% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
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 : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book, EPS Growth. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : ODFL
The primary concerns for ODFL are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 54.4x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ODFL profiles as a mature stock while SNDR is a value play — different risk/reward profiles.
SNDR carries more volatility with a beta of 1.18 — expect wider price swings.
SNDR is growing revenue faster at 10.4% — sustainability is the question.
ODFL generates stronger free cash flow (196M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (67/100 vs 55/100), 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.
Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
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