Old Dominion Freight Line Inc (ODFL)vsXPO Logistics Inc (XPO)
ODFL
Old Dominion Freight Line Inc
$189.05
+2.17%
INDUSTRIALS · Cap: $39.53B
XPO
XPO Logistics Inc
$192.86
+3.50%
INDUSTRIALS · Cap: $21.87B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 48% more annual revenue ($8.16B vs $5.50B). ODFL leads profitability with a 18.6% profit margin vs 3.9%. XPO appears more attractively valued with a PEG of 2.17. ODFL earns a higher WallStSmart Score of 51/100 (C-).
ODFL
Buy51
out of 100
Grade: C-
XPO
Hold41
out of 100
Grade: D
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
-1020.0%
Fair Value
$18.02
Current Price
$192.86
$174.84 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
Expensive relative to growth rate
Trading at 12.1x book value
4.6% revenue growth
3.9% margin — thin
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 : XPO
XPO has a balanced fundamental profile.
Bear Case : ODFL
The primary concerns for ODFL are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Revenue Growth. A P/E of 70.3x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ODFL profiles as a declining stock while XPO is a value play — different risk/reward profiles.
XPO carries more volatility with a beta of 1.72 — expect wider price swings.
XPO is growing revenue faster at 4.6% — sustainability is the question.
ODFL generates stronger free cash flow (265M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (51/100 vs 41/100), 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.
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.
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