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

Old Dominion Freight Line holds the cleaner structural position, with the lead spread across profitability and valuation. XPO does not offset that deficit through any equally strong structural edge elsewhere. The market setup is mixed, without a decisive signal in either direction. 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.

Updated 2026-04-05

The lead is spread across profitability and valuation, rather than sitting in one isolated gap. The overall score gap is 26 points in favour of Old Dominion Freight Line, Inc..

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.
43
Peer-Score
Signal qualityMedium
vs
XPO
XPO, Inc.
17
Peer-Score
Signal qualityMedium

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

Score differences across key dimensions.

Dimension spread: ODFL vs XPO Profitability 56 1 Stability 28 24 Valuation 51 25 Growth 28 20 ODFL XPO
Gap Ranking
#1 Profitability +55
#2 Valuation +26
#3 Growth +8
#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

Old Dominion Freight Line, Inc. looks stronger on relative valuation, while the broader price setup remains mixed.

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

Relative Position vs Comparable Companies
Profitability
On profitability, Old Dominion Freight Line, Inc. is positioned higher in the group, while XPO, Inc. is closer to the middle.
Valuation
Old Dominion Freight Line, Inc. sits in the stronger part of the group on valuation, while XPO, Inc. is closer to mid-pack.
Profitability — Dominant Gap
ODFL
56
XPO
1
Gap+55in favour of ODFL

The profitability lead is mainly driven by a 14.9-point operating margin advantage.

What else supports the lead

Absolute pricing gives the lead a second hard layer of support, with a trailing P/E that is 30 turns lower.

What this means for the comparison

The lead is built on both profitability and valuation, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-driven comparisons

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.

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.