Old Dominion Freight Line Inc (ODFL)vsTFI International Inc (TFII)
ODFL
Old Dominion Freight Line Inc
$245.52
-0.81%
INDUSTRIALS · Cap: $51.11B
TFII
TFI International Inc
$159.50
-0.51%
INDUSTRIALS · Cap: $13.10B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 44% more annual revenue ($7.87B vs $5.46B). ODFL leads profitability with a 18.5% profit margin vs 3.8%. TFII trades at a lower P/E of 44.4x. ODFL earns a higher WallStSmart Score of 46/100 (D+).
ODFL
Hold46
out of 100
Grade: D+
TFII
Avoid35
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
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
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 23.8%
No standout strengths identified
Areas to Watch
Trading at 11.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 2.9%
3.8% margin — thin
Operating margin of 4.4%
Elevated debt levels
Weak financial health signals
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 : TFII
TFII has a balanced fundamental profile.
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 : TFII
The primary concerns for TFII are Profit Margin, Operating Margin, Debt/Equity. A P/E of 44.4x leaves little room for execution misses. Thin 3.8% 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 1.46 — expect wider price swings.
TFII is growing revenue faster at -0.8% — sustainability is the question.
ODFL generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (46/100 vs 35/100), backed by strong 18.5% margins. Both earn "Hold" and "Avoid" 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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