Old Dominion Freight Line Inc (ODFL)vsRXO Inc. (RXO)
ODFL
Old Dominion Freight Line Inc
$189.05
+2.17%
INDUSTRIALS · Cap: $39.53B
RXO
RXO Inc.
$14.38
+3.30%
INDUSTRIALS · Cap: $2.36B
Smart Verdict
WallStSmart Research — data-driven comparison
RXO Inc. generates 4% more annual revenue ($5.74B vs $5.50B). ODFL leads profitability with a 18.6% profit margin vs -1.7%. ODFL appears more attractively valued with a PEG of 2.54. ODFL earns a higher WallStSmart Score of 51/100 (C-).
ODFL
Buy51
out of 100
Grade: C-
RXO
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
Intrinsic value data unavailable for RXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 24 in profit
Strong operational efficiency at 23.3%
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.1x book value
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
ROE of -6.3% — below average capital efficiency
Revenue declined 11.9%
Earnings declined 93.2%
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 : RXO
The strongest argument for RXO centers on Price/Book.
Bear Case : ODFL
The primary concerns for ODFL are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
ODFL profiles as a declining stock while RXO is a turnaround play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.54 — expect wider price swings.
ODFL is growing revenue faster at -5.7% — sustainability is the question.
ODFL generates stronger free cash flow (265M), 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.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading transportation and logistics provider focused on delivering efficient freight solutions across North America. Leveraging advanced technology and data analytics, RXO optimizes supply chain operations, ensuring timely and cost-effective delivery of goods for its clients. With a strong commitment to sustainability and continuous innovation, the company is well-aligned with current industry trends, enhancing its attractiveness to institutional investors. RXO's extensive network and strategic partnerships further strengthen its ability to meet various customer needs, affirming its position as a key player in the logistics sector.
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