On the filings, Old Dominion (ODFL) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it HOLD.
Best-in-class LTL operator with a fortress balance sheet, but 45.7x trailing earnings on a third straight year of declining revenue and EPS — own it, don't chase it.
Decent franchise, recessionary freight backdrop, but a its multiple on falling earnings leaves no margin of safety.
| Metric | ODFL | XPO |
|---|---|---|
| Fundamentals score | 68 | 60 |
| Revenue growth (YoY) | -5.5% | +1.1% |
| Net income growth (YoY) | -13.7% | -18.3% |
| Net margin | 18.6% | 3.9% |
| Return on equity | 23.7% | 17.0% |
| ROIC (est.) | 24.6% | 9.5% |
| Liabilities / Equity | 0.27 | — |
| Piotroski F-score | 6 / 9 | 6 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 12:20 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 3:08 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.