Old Dominion Freight Line Inc (ODFL)vsTFI International Inc (TFII)
ODFL
Old Dominion Freight Line Inc
$222.79
-1.54%
INDUSTRIALS · Cap: $48.63B
TFII
TFI International Inc
$141.03
-4.55%
INDUSTRIALS · Cap: $12.14B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 49% more annual revenue ($8.12B vs $5.46B). ODFL leads profitability with a 18.5% profit margin vs 4.1%. TFII trades at a lower P/E of 40.7x. TFII earns a higher WallStSmart Score of 54/100 (C-).
ODFL
Hold46
out of 100
Grade: D+
TFII
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.1%
Fair Value
$139.06
Current Price
$222.79
$83.73 premium
Intrinsic value data unavailable for TFII.
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 23 in profit
Strong operational efficiency at 23.8%
Earnings expanding 41.0% YoY
Areas to Watch
Trading at 10.5x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 2.9%
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
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 18.5% and operating margin at 23.8%.
Bull Case : TFII
The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : ODFL
The primary concerns for ODFL are Price/Book, PEG Ratio, P/E Ratio. A P/E of 48.8x leaves little room for execution misses.
Bear Case : TFII
The primary concerns for TFII are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 40.7x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
ODFL profiles as a declining stock while TFII is a value play — different risk/reward profiles.
TFII carries more volatility with a beta of 1.48 — expect wider price swings.
TFII is growing revenue faster at 12.4% — sustainability is the question.
ODFL generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
TFII scores higher overall (54/100 vs 46/100) and 12.4% revenue growth. Both earn "Buy" 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.
TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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