Old Dominion Freight Line Inc (ODFL)vsSchneider National Inc (SNDR)
ODFL
Old Dominion Freight Line Inc
$245.52
-0.81%
INDUSTRIALS · Cap: $51.11B
SNDR
Schneider National Inc
$37.09
+1.13%
INDUSTRIALS · Cap: $6.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 4% more annual revenue ($5.67B vs $5.46B). ODFL leads profitability with a 18.5% profit margin vs 1.7%. ODFL appears more attractively valued with a PEG of 3.51. ODFL earns a higher WallStSmart Score of 46/100 (D+).
ODFL
Hold46
out of 100
Grade: D+
SNDR
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-78.2%
Fair Value
$137.89
Current Price
$245.52
$107.63 premium
Margin of Safety
-62.2%
Fair Value
$23.70
Current Price
$37.09
$13.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 23.8%
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Trading at 11.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 2.9%
ROE of 3.2% — below average capital efficiency
1.7% margin — thin
Operating margin of 2.4%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book.
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 : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 68.6x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
ODFL profiles as a declining stock while SNDR is a value play — different risk/reward profiles.
SNDR carries more volatility with a beta of 1.19 — expect wider price swings.
SNDR is growing revenue faster at -0.2% — sustainability is the question.
ODFL generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (46/100 vs 36/100), 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.
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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