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Stock Comparison · Industry comparison · Trucking

Old Dominion Freight Line vs XPO: Which Stock Looks Stronger in 2026?

Old Dominion Freight Line holds the cleaner structural position, with profitability as the main driver and growth adding further support. XPO still has the edge on growth, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-07-05

Most of the lead runs through profitability, while growth acts as a real counterweight. Old Dominion Freight Line, Inc. leads by 12 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Trucking

This comparison is based on industry proximity, not on functional trajectory similarity. ODFL and XPO share the same industry classification.

For a similarity-based comparison, see how Old Dominion Freight Line and XPO each position within their functional peer groups in AssetNext.

Peer-Relative Score
ODFL
Old Dominion Freight Line, Inc.
51
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
XPO
XPO, Inc.
39
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: ODFL vs XPO Profitability 91 36 Stability 40 36 Valuation 44 26 Growth 15 67 ODFL XPO
Gap Ranking
#1 Profitability +55
#2 Growth +52
#3 Valuation +18
#4 Stability +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ODFL and XPO Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ODFLXPO Relative valuation Structural strength

The two profiles are relatively close, but the price setup still leans toward Old Dominion Freight Line, Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where ODFL and XPO each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ODFL Elevated · above norm 0th 50th 100th 1 pct gap XPO Elevated · above norm 0th 50th 100th 95th 97th
ODFL (95th percentile) and XPO (97th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
Old Dominion Freight Line, Inc. ranks near the top of the group on profitability; XPO, Inc. sits in the weaker half.
Growth
On growth, the gap still runs the same way: XPO, Inc. sits near the top of the group, while Old Dominion Freight Line, Inc. remains in the weaker half.
Profitability — Dominant Gap
ODFL
91
XPO
36
Gap+55in favour of ODFL

The profitability lead is mainly driven by a 15-point operating margin advantage.

What keeps the gap from being one-sided

Earnings growth also leans toward XPO, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

The profitability edge is decisive, even though current pricing and growth still lean somewhat toward XPO, Inc..

Explore full peer positioning in AssetNext

Break down the ODFL vs XPO comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how ODFL and XPO each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.