ODFL vs TFII vs SAIA Stock Comparison

Old Dominion Freight Line, TFI International and Saia Prices as of Nov 2, 2026 Peers: Industry group
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TFII TFI International Inc.
$95.77 -19.4% 1M +6.7% 1Y
Market cap
$8.08B
P/E
18.8x
Revenue (TTM)
$8.39B
Div. yield
1.96%
Trucking Industrials
4 wins
SAIA Saia Inc
$354.87 +1.1% 1M +21.3% 1Y
Market cap
$9.47B
P/E
33.6x
Revenue (TTM)
$3.54B
Div. yield
–
Trucking Industrials
3 wins

Head to Head

12 decided of 12

Old Dominion Freight Line leads on 5 of the 12 questions below (Old Dominion Freight Line 5, TFI International 4, Saia 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionODFLTFIISAIALeader
Larger companyMarket capitalisation $36.56B $8.08B $9.47B ODFL
Cheaper on earningsLower P/E, profitable companies only 33.6x 18.8x 33.6x TFII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 28.7x 16.7x 33.4x TFII
Faster revenue growthRevenue growth, trailing twelve months -0.6% +4.2% +9.3% SAIA
More profitableNet margin, trailing twelve months 19.4% 5.0% 8.0% ODFL
Better return on capitalReturn on invested capital 24.1% 17.7% 10.0% ODFL
Less leveragedLower net debt / EBITDA -0.1x 0.0x -0.2x SAIA
Higher dividend yieldTrailing dividend yield 0.65% 1.96% — TFII
Better 1-year returnPrice return, last 12 months +25.5% +6.7% +21.3% ODFL
Better 5-year returnAnnualised price return, 5 years +0.2%/yr -2.9%/yr +0.6%/yr SAIA
Less volatileAnnualised volatility, 1 year 38.5% 40.9% 46.9% ODFL
Higher overall scoreMean of the five percentile scores vs peers 50/100 63/100 48/100 TFII

Percentile Scorecard

ODFLTFIISAIA

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

AxisODFLTFIISAIA
Valuation 6 #129 of 137 71 #40 of 137 21 #109 of 137
Growth 34 #82 of 124 39 #76 of 124 56 #55 of 124
Profitability 88 #16 of 122 66 #42 of 122 64 #45 of 122
Financial Health 93 #11 of 147 63 #55 of 147 92 #13 of 147
Shareholder Returns 30 #60 of 85 77 #20 of 85 6 #80 of 85
Overall 50 63 48
  • ODFL ranked among 150 companies in Transportation
  • TFII ranked among 150 companies in Transportation
  • SAIA ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodODFLTFIISAIASPY
1 month -2.4%-19.4%+1.1% -2.3%
3 months -16.7%-28.9%-1.5% -0.7%
6 months -8.3%-28.9%-12.4% +4.8%
Year to date +12.4%-7.3%+8.7% +10.3%
1 year +25.5%+6.7%+21.3% +10.3%
3 years -10.2%-16.0%-8.5% +73.0%
3 years, per year -3.5%-5.7%-2.9% +20.1%
5 years +1.2%-13.5%+2.9% +61.9%
5 years, per year +0.2%-2.9%+0.6% +10.1%
10 years +619.6%+314.6%+922.7% +258.6%
10 years, per year +21.8%+15.3%+26.2% +13.6%

Risk

MeasureODFLTFIISAIASPY
Volatility, 1Y 38.5%40.9%46.9% 12.8%
Downside volatility, 1Y 39.2%45.4%47.2% 12.8%
Beta vs S&P 500, 1Y 0.911.191.31 1.00
Return / volatility, 1Y 0.660.160.45 0.80
Max drawdown, 5Y -45.5%-54.5%-60.9% -25.4%
From 52-week high -29.1%-41.4%-27.2% -3.5%
52-week high $248.73$163.36$487.14 $779.14
52-week low $126.29$80.71$250.48 $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.

MultipleODFLTFIISAIA
P/E now vs peer median 33.6xmedian 16.1x 18.8xmedian 16.1x 33.6xmedian 16.1x
P/S now vs peer median 6.5xmedian 0.9x 1.0xmedian 0.9x 2.7xmedian 0.9x
EV/EBITDA now vs peer median 20.0xmedian 8.1x 7.8xmedian 8.1x 14.8xmedian 8.1x
P/FCF now vs peer median 32.8xmedian 11.4x 6.7xmedian 11.4x 34.0xmedian 11.4x
P/B now vs peer median 8.0xmedian 1.2x 2.9xmedian 1.2x 3.4xmedian 1.2x
PEG now vs peer median -9.69median 0.75 -3.60median 0.75 -5.95median 0.75

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 monthsODFLTFIISAIA
Revenue $5.60B $8.39B $3.54B
Operating income $1.45B $624.12M $378.33M
Net income $1.09B $356.83M $283.09M
Free cash flow $1.11B $1.21B $278.80M
EPS (diluted) $5.22 $5.07 $10.56
Cash & equivalents $283.94M $187.49M $202.52M
Total debt $20.00M $186.52M $100.00M
Shares (diluted) 208.72M 83.41M 26.82M
Enterprise value $35.82B $7.29B $9.12B

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
MetricODFLTFIISAIA
P/E 33.6x 18.8x 33.6x
P/FCF 32.8x 6.7x 34.0x
P/Operating cash flow 26.2x 9.0x 15.3x
P/S 6.5x 1.0x 2.7x
P/B 8.0x 2.9x 3.4x
P/Tangible book 8.0x -4.2x 3.4x
EV/EBITDA 20.0x 7.8x 14.8x
EV/EBIT 25.1x 13.0x 24.8x
EV/Revenue 6.5x 1.0x 2.6x
EV/FCF 32.6x 6.7x 33.6x
EV/Operating cash flow 26.0x 9.0x 15.2x
PEG (3Y EPS CAGR) -9.69 -3.60 -5.95

Growth

14 metrics
MetricODFLTFIISAIA
Revenue growth (1Y) -0.6% 4.2% 9.3%
Revenue CAGR (3Y) -2.0% 3.7% 8.3%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 1.1% 4.3% -2.9%
Operating income CAGR (3Y) -5.2% -7.0% -4.9%
Net income growth (1Y) -0.5% 9.1% -0.2%
Net income CAGR (3Y) -5.2% -12.2% -5.6%
EPS growth (1Y) 1.1% 14.5% -0.3%
EPS CAGR (3Y) -3.5% -5.2% -5.6%
Operating cash flow growth (1Y) -5.2% -6.6% -0.7%
Operating cash flow CAGR (3Y) -4.1% -2.3% 4.3%
Free cash flow growth (1Y) 42.8% -0.9% 2,140%
Free cash flow CAGR (3Y) 19.9% -3.6% 33.8%

Profitability

14 metrics
MetricODFLTFIISAIA
Gross margin – – –
EBITDA margin 32.4% 12.4% 17.9%
Operating margin 25.8% 7.4% 10.7%
Pretax margin 25.9% 7.8% 10.6%
Net margin 19.4% 5.0% 8.0%
FCF margin 19.9% 14.4% 7.9%
Operating cash flow margin 24.9% 10.7% 17.5%
Return on equity 24.3% 12.9% 8.5%
Return on assets 19.1% 4.8% 6.2%
Return on invested capital 24.1% 17.7% 10.0%
Return on capital employed 28.0% 10.0% 11.1%
Asset turnover 1.0x 1.1x 0.9x
Cash conversion (OCF / net income) 1.3x 2.5x 2.2x
Stock comp / revenue – 0.2% –

Financial Health

11 metrics
MetricODFLTFIISAIA
Debt / assets 0.3% 2.5% 2.6%
Debt / equity 0.0x 0.1x 0.0x
Net debt / EBITDA -0.1x 0.0x -0.2x
Debt / FCF 0.0x 0.2x 0.4x
Liabilities / assets 20.7% 62.6% 26.7%
Equity / assets 79.3% 37.4% 73.3%
Interest coverage 2,184x 3.7x 39.5x
Current ratio 1.9x 1.1x 1.8x
Quick ratio 1.7x 1.0x 1.7x
Cash ratio 0.5x 0.1x 0.5x
Altman Z-score 21.42 2.80 7.78

Shareholder Returns

7 metrics
MetricODFLTFIISAIA
Dividend yield 0.7% 2.0% –
Net buyback yield 1.5% 5.3% 0.0%
Shareholder yield 2.1% 7.3% 0.0%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusODFLTFIISAIA
Forward P/E 28.7xFY2026 16.7xFY2026 33.4xFY2026
EPS, next fiscal year $6.13FY2026 $5.73FY2026 $10.63FY2026
EPS growth, next FY +26.7%FY2026 +31.1%FY2026 +16.7%FY2026
EPS growth, the year after +3.8% +40.5% +28.5%
Revenue, next fiscal year $6.39BFY2026 $8.41BFY2026 $3.87BFY2026
Revenue growth, next FY +16.1%FY2026 +6.7%FY2026 +19.9%FY2026
Revenue growth, the year after -5.2% +1.0% -5.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersODFLTFIISAIA
Held by institutions 79.6% 69.4% 100.0%
Institutions holding 1,027 296 515
Change in shares held, QoQ +2.2% +1.2% +1.0%
Institutions buying 545 175 292
Institutions selling 341 90 152
Buyers to sellers 1.60 1.94 1.92

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.

ODFLTFIISAIA
ODFL 1.00 0.66 0.82
TFII 0.66 1.00 0.66
SAIA 0.82 0.66 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ODFL, TFII and SAIA?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: Old Dominion Freight Line (ODFL) $36.56B, TFI International (TFII) $8.08B, Saia (SAIA) $9.47B.

Which stock is cheaper, ODFL, TFII and SAIA?

TFI International (TFII) trades on the lowest price-to-earnings ratio (Old Dominion Freight Line (ODFL) 33.6x, TFI International (TFII) 18.8x, Saia (SAIA) 33.6x). On next year's consensus earnings, TFI International (TFII) is cheapest (Old Dominion Freight Line (ODFL) 28.7x, TFI International (TFII) 16.7x, Saia (SAIA) 33.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Saia (SAIA) grew revenue fastest over the trailing twelve months: Old Dominion Freight Line (ODFL) -0.6%, TFI International (TFII) +4.2%, Saia (SAIA) +9.3%.

Which company is more profitable?

Old Dominion Freight Line (ODFL) has the highest net margin (Old Dominion Freight Line (ODFL) 19.4%, TFI International (TFII) 5.0%, Saia (SAIA) 8.0%). On return on invested capital, Old Dominion Freight Line (ODFL) leads (Old Dominion Freight Line (ODFL) 24.1%, TFI International (TFII) 17.7%, Saia (SAIA) 10.0%).

Which stock has performed better?

Over the past year Old Dominion Freight Line (ODFL) returned the most: Old Dominion Freight Line (ODFL) +25.5%, TFI International (TFII) +6.7%, Saia (SAIA) +21.3%. Over five years, Saia (SAIA) compounded fastest (Old Dominion Freight Line (ODFL) +0.2%/yr, TFI International (TFII) -2.9%/yr, Saia (SAIA) +0.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

TFI International (TFII) has the highest dividend yield: Old Dominion Freight Line (ODFL) 0.65%, TFI International (TFII) 1.96%. 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) 38.5%, TFI International (TFII) 40.9%, Saia (SAIA) 46.9%). Volatility measures how widely the price swings, not the risk of the business.

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

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 5. 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.