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Company Analysis

Old Dominion Freight Line, Inc. ODFL

A comprehensive view of key metrics, scores, and financial health for Old Dominion Freight Line, Inc.

Overview of Old Dominion Freight Line, Inc.

ODFL NMS
Industrials Trucking Framework: General Corporate Large Cap
Old Dominion Freight Line, Inc. (ODFL), is a Large Cap company, in the Trucking industry, last closed at $176.23, about 73.0% overvalued vs fair value, +28.0% 1Y return, placing in the top 10% of its sector.
Metrics P/E 32.4× Rev Growth -5.5% ROE 23.9% Gross Margin 33.0% Div Yield 0.72%
USD 176.23
2.13%
(Delayed)
• Vol 90d: 31.3%
52-Week Range
Market Cap
$36.54B
Enterprise Value
$36.28B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Weak
Valuation
Good
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Weak
Valuation
Good
Completeness: 100%
Confidence: 96%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.odfl.com
HQ Thomasville, NC
Employees 20,591
Fiscal year Dec 31

Next Events

Dividend Dec 16 Ex-div: Dec 2

Fair Value Snapshot

Bear Base Bull
$43
$48
$53
Current: $176.23 -73% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$5.5B
-5.5%%
Gross Profit
$1.8B
-10.3%%
Operating Income
$1.4B
-11.8%%
Net Income
$1.0B
-13.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
93.3%
Good

Operating Cash Flow / Net Income

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
-
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$986.0M
103.2% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
0/1
Improving
1
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Old Dominion Freight Line, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
93
/100
Strong
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Margins Consistently Above Peers Gross margin at 33.0% (top 0%) and operating margin at 24.8% (top 0%) indicate strong pricing power.
  • Margins Stable Across Cycles Operating margin volatility is low (stability score 1.00), demonstrating pricing resilience across cycles.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing ODFL's balance between Growth (16.0%), Profitability (45.3%), and Safety (38.8%). Growth 16% Safety 39% Profitability 45%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

30th percentile vs peers
31
Key Signals
EPS Growth YoY -11.7% 38p Rev Growth YoY -5.5% 23p Revenue CAGR 3Y -4.2% 26p EPS CAGR 3Y -7.4% 36p TSR -10.5% 38p
Strengths
  • Interest Coverage Ratio in top 20% of peers ($4.6K, 99th percentile)
  • D/E Ratio in top 20% of peers (0.9%, 84th percentile)
  • Superior capital returns - 3 return metrics above peer median
Risks
  • Growth below peer median (percentile: 30)

Profitability

86th percentile vs peers
87
Key Signals
Strengths
Risks
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Safety

74th percentile vs peers
74
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Old Dominion Freight Line, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$47.67
- - -
-73.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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