Old Dominion Freight Line Inc (ODFL)vsTFI International Inc (TFII)
ODFL
Old Dominion Freight Line Inc
$189.05
+2.17%
INDUSTRIALS · Cap: $39.53B
TFII
TFI International Inc
$106.48
+1.65%
INDUSTRIALS · Cap: $8.64B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 43% more annual revenue ($7.88B vs $5.50B). ODFL leads profitability with a 18.6% profit margin vs 3.9%. TFII trades at a lower P/E of 28.2x. ODFL earns a higher WallStSmart Score of 51/100 (C-).
ODFL
Buy51
out of 100
Grade: C-
TFII
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-490.9%
Fair Value
$32.91
Current Price
$189.05
$156.14 premium
Margin of Safety
-396.6%
Fair Value
$25.30
Current Price
$106.48
$81.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Strong operational efficiency at 23.3%
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.1x book value
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
3.9% margin — thin
Weak financial health signals
Revenue declined 7.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : ODFL
The strongest argument for ODFL centers on Return on Equity, Operating Margin. Profitability is solid with margins at 18.6% and operating margin at 23.3%.
Bull Case : TFII
TFII has a balanced fundamental profile.
Bear Case : ODFL
The primary concerns for ODFL are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Piotroski F-Score. Thin 3.9% 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 1.39 — expect wider price swings.
ODFL is growing revenue faster at -5.7% — sustainability is the question.
TFII generates stronger free cash flow (278M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (51/100 vs 37/100), backed by strong 18.6% margins. 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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