Old Dominion Freight Line Inc (ODFL)vsXPO Logistics Inc (XPO)
ODFL
Old Dominion Freight Line Inc
$179.79
-0.42%
INDUSTRIALS · Cap: $38.89B
XPO
XPO Logistics Inc
$182.18
-0.09%
INDUSTRIALS · Cap: $22.25B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 53% more annual revenue ($8.57B vs $5.60B). ODFL leads profitability with a 19.4% profit margin vs 4.7%. XPO appears more attractively valued with a PEG of 1.90. ODFL earns a higher WallStSmart Score of 67/100 (B-).
ODFL
Strong Buy67
out of 100
Grade: B-
XPO
Buy61
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
-18.9%
Fair Value
$169.79
Current Price
$182.18
$12.39 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
Earnings expanding 52.8% YoY
Every $100 of equity generates 21 in profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.2x book value
Expensive relative to growth rate
Trading at 10.9x book value
Distress zone — elevated risk
4.7% margin — thin
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 : XPO
The strongest argument for XPO centers on EPS Growth, Return on Equity. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : ODFL
The primary concerns for ODFL are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 55.9x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Key Dynamics to Monitor
ODFL profiles as a mature stock while XPO is a value play — different risk/reward profiles.
XPO carries more volatility with a beta of 1.70 — expect wider price swings.
XPO is growing revenue faster at 13.2% — sustainability is the question.
ODFL generates stronger free cash flow (196M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (67/100 vs 61/100), 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.
XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
Compare with Other TRUCKING Stocks
Want to dig deeper into these stocks?