ODFL vs SAIA vs WERN Stock Comparison

Old Dominion Freight Line, Saia and Werner Enterprises Prices as of Oct 23, 2026 Peers: Industry group
SAIA Saia Inc
$332.14 -3.4% 1M +13.8% 1Y
Market cap
$8.75B
P/E
31.5x
Revenue (TTM)
$3.39B
Div. yield
–
Trucking Industrials
2 wins

Head to Head

11 decided of 12

Old Dominion Freight Line leads on 7 of the 12 questions below (Old Dominion Freight Line 7, Saia 2, Werner Enterprises 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionODFLSAIAWERNLeader
Larger companyMarket capitalisation $37.87B $8.75B $1.70B ODFL
Cheaper on earningsLower P/E, profitable companies only 34.8x 31.5x -36.7x SAIA
Cheaper on forward earningsLower price / next fiscal year consensus EPS 29.8x 31.2x 26.9x WERN
Faster revenue growthRevenue growth, trailing twelve months -0.6% +4.8% +9.6% WERN
More profitableNet margin, trailing twelve months 19.4% 8.2% -1.4% ODFL
Better return on capitalReturn on invested capital 24.1% 10.2% -1.1% ODFL
Less leveragedLower net debt / EBITDA -0.1x 0.0x 2.7x ODFL
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.02% –
Better 1-year returnPrice return, last 12 months +34.5% +13.8% +5.2% ODFL
Better 5-year returnAnnualised price return, 5 years +2.6%/yr +4.1%/yr -9.3%/yr SAIA
Less volatileAnnualised volatility, 1 year 37.6% 46.3% 40.9% ODFL
Higher overall scoreMean of the five percentile scores vs peers 50/100 45/100 32/100 ODFL

Percentile Scorecard

ODFLSAIAWERN

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisODFLSAIAWERN
Valuation 7 #126 of 136 23 #105 of 136 51 #67 of 136
Growth 35 #80 of 122 53 #58 of 122 27 #89 of 122
Profitability 87 #16 of 119 59 #50 of 119 25 #90 of 119
Financial Health 94 #10 of 147 87 #20 of 147 35 #96 of 147
Shareholder Returns 28 #61 of 84 4 #81 of 84 22 #66 of 84
Overall 50 45 32
  • ODFL ranked among 150 companies in Transportation
  • SAIA ranked among 150 companies in Transportation
  • WERN ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodODFLSAIAWERNSPY
1 month +2.8%-3.4%-16.3% -1.0%
3 months -21.6%-21.6%-32.1% +2.9%
6 months -16.9%-24.9%-14.9% +6.4%
Year to date +16.5%+1.7%-4.1% +11.4%
1 year +34.5%+13.8%+5.2% +13.1%
3 years -5.3%-12.9%-22.1% +79.4%
3 years, per year -1.8%-4.5%-8.0% +21.5%
5 years +13.6%+22.2%-38.6% +67.7%
5 years, per year +2.6%+4.1%-9.3% +10.9%
10 years +682.0%+1,034.0%+24.6% +255.2%
10 years, per year +22.8%+27.5%+2.2% +13.5%

Risk

MeasureODFLSAIAWERNSPY
Volatility, 1Y 37.6%46.3%40.9% 12.7%
Downside volatility, 1Y 37.9%46.4%43.3% 12.7%
Beta vs S&P 500, 1Y 0.931.330.86 1.00
Return / volatility, 1Y 0.920.300.13 1.03
Max drawdown, 5Y -45.5%-60.9%-53.2% -25.4%
From 52-week high -26.5%-31.8%-39.1% -2.5%
52-week high $248.73$487.14$47.29 $779.14
52-week low $126.29$250.48$23.15 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleODFLSAIAWERN
P/E now vs peer median 34.8xmedian 16.0x 32.0xmedian 16.0x -37.3xmedian 16.0x
P/S now vs peer median 6.8xmedian 1.0x 2.6xmedian 1.0x 0.5xmedian 1.0x
EV/EBITDA now vs peer median 20.7xmedian 8.7x 14.1xmedian 8.7x 9.0xmedian 8.7x
P/FCF now vs peer median 34.0xmedian 11.5x 34.7xmedian 11.5x 32.4xmedian 11.5x
P/B now vs peer median 8.3xmedian 1.2x 3.2xmedian 1.2x 1.3xmedian 1.2x
PEG now vs peer median -10.04median 0.82 -5.12median 0.82 1.19median 0.82

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsODFLSAIAWERN
Revenue $5.60B $3.39B $3.25B
Operating income $1.45B $374.65M -$27.92M
Net income $1.09B $277.96M -$55.58M
Free cash flow $1.11B $255.23M $53.37M
EPS (diluted) $5.22 $10.36 $-0.77
Cash & equivalents $283.94M $84.01M $57.02M
Total debt $184.98M $596.06M $793.00M
Shares (diluted) 208.72M 26.83M 60.24M
Enterprise value $37.14B $8.57B $1.47B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricODFLSAIAWERN
P/E 34.8x 32.0x -37.3x
P/FCF 34.0x 34.7x 32.4x
P/Operating cash flow 27.2x 14.6x 6.3x
P/S 6.8x 2.6x 0.5x
P/B 8.3x 3.2x 1.3x
P/Tangible book 8.3x 3.2x 1.3x
EV/EBITDA 20.7x 14.1x 9.0x
EV/EBIT 26.0x 23.7x -88.2x
EV/Revenue 6.7x 2.6x 0.8x
EV/FCF 33.8x 34.8x 46.1x
EV/Operating cash flow 27.0x 14.6x 9.0x
PEG (3Y EPS CAGR) -10.04 -5.12 1.19

Growth

14 metrics
MetricODFLSAIAWERN
Revenue growth (1Y) -0.6% 4.8% 9.6%
Revenue CAGR (3Y) -2.0% 7.4% -0.8%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 1.1% -5.4% -130.5%
Operating income CAGR (3Y) -5.2% -5.3% -28.2%
Net income growth (1Y) -0.5% -4.2% -206.3%
Net income CAGR (3Y) -5.2% -6.1% -32.1%
EPS growth (1Y) 1.1% -4.3% -189.4%
EPS CAGR (3Y) -3.5% -6.3% -31.4%
Operating cash flow growth (1Y) -5.2% -3.2% 31.9%
Operating cash flow CAGR (3Y) -4.1% 2.9% -16.1%
Free cash flow growth (1Y) 42.8% 326.1% 144.6%
Free cash flow CAGR (3Y) 19.9% 29.2% 32.0%

Profitability

14 metrics
MetricODFLSAIAWERN
Gross margin – – –
EBITDA margin 32.4% 18.5% 8.4%
Operating margin 25.8% 11.0% -0.9%
Pretax margin 25.9% 10.8% -2.0%
Net margin 19.4% 8.2% -1.4%
FCF margin 19.9% 7.5% 1.6%
Operating cash flow margin 24.9% 17.9% 8.4%
Return on equity 24.3% 5.4% -4.1%
Return on assets 19.1% 4.0% -1.7%
Return on invested capital 24.1% 10.2% -1.1%
Return on capital employed 28.0% 11.4% -1.0%
Asset turnover 1.0x 0.9x 1.0x
Cash conversion (OCF / net income) 1.3x 2.2x -4.9x
Stock comp / revenue – – 0.4%

Financial Health

11 metrics
MetricODFLSAIAWERN
Debt / assets 0.3% 2.7% 25.1%
Debt / equity 0.0x 0.0x 0.6x
Net debt / EBITDA -0.1x 0.0x 2.7x
Debt / FCF 0.0x 0.4x 14.9x
Liabilities / assets 20.7% 26.8% 57.1%
Equity / assets 79.3% 73.2% 42.9%
Interest coverage 2,184x 31.1x -0.6x
Current ratio 1.9x 1.6x 1.4x
Quick ratio 1.7x 1.4x 1.2x
Cash ratio 0.5x 0.2x 0.1x
Altman Z-score 22.10 7.55 2.49

Shareholder Returns

7 metrics
MetricODFLSAIAWERN
Dividend yield 0.6% – 1.9%
Net buyback yield 1.4% 0.0% –
Shareholder yield 2.1% 0.0% 1.9%
Payout ratio (earnings) – – -60.3%
Payout ratio (FCF) – – 62.8%
Dividend growth (1Y) – – -3.2%
Dividend CAGR (3Y) – – 0.6%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusODFLSAIAWERN
Forward P/E 29.8xFY2026 31.2xFY2026 26.9xFY2026
EPS, next fiscal year $6.13FY2026 $10.63FY2026 $1.07FY2026
EPS growth, next FY +26.7%FY2026 +16.7%FY2026 –
EPS growth, the year after +3.6% +28.5% +95.3%
Revenue, next fiscal year $6.39BFY2026 $3.87BFY2026 $3.41BFY2026
Revenue growth, next FY +16.1%FY2026 +19.9%FY2026 +14.9%FY2026
Revenue growth, the year after -5.2% -5.5% +11.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersODFLSAIAWERN
Held by institutions 79.6% 100.0% 100.0%
Institutions holding 1,025 513 271
Change in shares held, QoQ +2.2% +1.0% +5.6%
Institutions buying 543 292 168
Institutions selling 341 152 73
Buyers to sellers 1.59 1.92 2.30

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ODFLSAIAWERN
ODFL 1.00 0.82 0.64
SAIA 0.82 1.00 0.64
WERN 0.64 0.64 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ODFL, SAIA and WERN?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: Old Dominion Freight Line (ODFL) $37.87B, Saia (SAIA) $8.75B, Werner Enterprises (WERN) $1.70B.

Which stock is cheaper, ODFL, SAIA and WERN?

Saia (SAIA) trades on the lowest price-to-earnings ratio (Old Dominion Freight Line (ODFL) 34.8x, Saia (SAIA) 31.5x, Werner Enterprises (WERN) -36.7x). On next year's consensus earnings, Werner Enterprises (WERN) is cheapest (Old Dominion Freight Line (ODFL) 29.8x, Saia (SAIA) 31.2x, Werner Enterprises (WERN) 26.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Werner Enterprises (WERN) grew revenue fastest over the trailing twelve months: Old Dominion Freight Line (ODFL) -0.6%, Saia (SAIA) +4.8%, Werner Enterprises (WERN) +9.6%.

Which company is more profitable?

Old Dominion Freight Line (ODFL) has the highest net margin (Old Dominion Freight Line (ODFL) 19.4%, Saia (SAIA) 8.2%, Werner Enterprises (WERN) -1.4%). On return on invested capital, Old Dominion Freight Line (ODFL) leads (Old Dominion Freight Line (ODFL) 24.1%, Saia (SAIA) 10.2%, Werner Enterprises (WERN) -1.1%).

Which stock has performed better?

Over the past year Old Dominion Freight Line (ODFL) returned the most: Old Dominion Freight Line (ODFL) +34.5%, Saia (SAIA) +13.8%, Werner Enterprises (WERN) +5.2%. Over five years, Saia (SAIA) compounded fastest (Old Dominion Freight Line (ODFL) +2.6%/yr, Saia (SAIA) +4.1%/yr, Werner Enterprises (WERN) -9.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Old Dominion Freight Line (ODFL) 0.00%, Saia (SAIA) 0.00%, Werner Enterprises (WERN) 0.02%. Old Dominion Freight Line (ODFL) and Saia (SAIA) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Old Dominion Freight Line (ODFL) has been the steadiest (Old Dominion Freight Line (ODFL) 37.6%, Saia (SAIA) 46.3%, Werner Enterprises (WERN) 40.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ODFL, SAIA and WERN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Old Dominion Freight Line (ODFL) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.