ODFL vs TLSS vs XPO Stock Comparison

Old Dominion Freight Line, Transportation & Logistics Systems and Xpo Prices as of Nov 4, 2026 Peers: Industry group
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XPO XPO, Inc.
$188.23 +2.9% 1M +33.8% 1Y
Market cap
$22.02B
P/E
43.8x
Revenue (TTM)
$8.84B
Div. yield
–
Trucking Industrials
1 win

Head to Head

11 decided of 12

Old Dominion Freight Line leads on 8 of the 12 questions below (Old Dominion Freight Line 8, Transportation & Logistics Systems 2, Xpo 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionODFLTLSSXPOLeader
Larger companyMarket capitalisation $37.22B $588.94M $22.02B ODFL
Cheaper on earningsLower P/E, profitable companies only 34.2x -634.0x 43.8x ODFL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 29.3x — 31.8x ODFL
Faster revenue growthRevenue growth, trailing twelve months -0.6% — +9.5% XPO
More profitableNet margin, trailing twelve months 19.4% — 5.7% ODFL
Better return on capitalReturn on invested capital 24.1% — 12.7% ODFL
Less leveragedLower net debt / EBITDA -0.1x — 2.0x ODFL
Higher dividend yieldTrailing dividend yield 0.64% — — –
Better 1-year returnPrice return, last 12 months +26.9% +900.0% +33.8% TLSS
Better 5-year returnAnnualised price return, 5 years +0.6%/yr +38.0%/yr +32.2%/yr TLSS
Less volatileAnnualised volatility, 1 year 38.3% 1,876.1% 40.9% ODFL
Higher overall scoreMean of the five percentile scores vs peers 50/100 31/100 48/100 ODFL

Percentile Scorecard

ODFLTLSSXPO

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

AxisODFLTLSSXPO
Valuation 6 #129 of 137 4 #131 of 137 17 #114 of 137
Growth 33 #86 of 127 88 #16 of 127 91 #13 of 127
Profitability 88 #16 of 125 – 66 #43 of 125
Financial Health 94 #10 of 147 0 #147 of 147 25 #110 of 147
Shareholder Returns 30 #62 of 88 – 41 #52 of 88
Overall 50 31 48
  • ODFL ranked among 150 companies in Transportation
  • TLSS ranked among 150 companies in Transportation
  • XPO ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodODFLTLSSXPOSPY
1 month +0.0%+900.0%+2.9% -1.0%
3 months -16.7%+900.0%-5.9% -0.4%
6 months -10.6%+900.0%-11.0% +4.5%
Year to date +14.4%+900.0%+38.5% +12.4%
1 year +26.9%+900.0%+33.8% +13.6%
3 years -8.6%+900.0%+136.7% +76.4%
3 years, per year -2.9%+115.6%+33.3% +20.8%
5 years +2.9%+400.0%+303.1% +63.7%
5 years, per year +0.6%+38.0%+32.2% +10.4%
10 years +636.9%-98.0%+1,469.9% +267.7%
10 years, per year +22.1%-32.4%+31.7% +13.9%

Risk

MeasureODFLTLSSXPOSPY
Volatility, 1Y 38.3%1,876.1%40.9% 12.8%
Downside volatility, 1Y 39.2%—39.2% 12.7%
Beta vs S&P 500, 1Y 0.946.601.18 1.00
Return / volatility, 1Y 0.700.480.83 1.06
Max drawdown, 5Y -45.5%-92.5%-47.0% -25.4%
From 52-week high -27.9%-87.5%-17.6% -1.6%
52-week high $248.73$0.80$228.37 $779.14
52-week low $126.29$0.01$125.64 $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.

MultipleODFLTLSSXPO
P/E now vs peer median 34.2xmedian 14.5x -634.0xmedian 14.5x 43.8xmedian 14.5x
P/S now vs peer median 6.6xmedian 1.0x —median 1.0x 2.5xmedian 1.0x
EV/EBITDA now vs peer median 20.3xmedian 8.2x —median 8.2x 17.7xmedian 8.2x
P/FCF now vs peer median 33.4xmedian 12.9x -2,278xmedian 12.9x 33.5xmedian 12.9x
P/B now vs peer median 8.2xmedian 1.2x -27.7xmedian 1.2x 11.2xmedian 1.2x
PEG now vs peer median -9.86median 0.64 -10.35median 0.64 0.31median 0.64

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 monthsODFLTLSSXPO
Revenue $5.60B – $8.84B
Operating income $1.45B -$1.15M $876.00M
Net income $1.09B -$1.06M $503.00M
Free cash flow $1.11B -$258.49K $657.00M
EPS (diluted) $5.22 $0.00 $4.26
Cash & equivalents $283.94M $29.08K $260.00M
Total debt $20.00M $175.00K $3.12B
Shares (diluted) 208.72M 5.89B 118.00M
Enterprise value $36.48B $588.84M $20.92B

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
MetricODFLTLSSXPO
P/E 34.2x -634.0x 43.8x
P/FCF 33.4x -2,278x 33.5x
P/Operating cash flow 26.7x -2,278x 19.5x
P/S 6.6x – 2.5x
P/B 8.2x -27.7x 11.2x
P/Tangible book 8.2x -27.7x 12.9x
EV/EBITDA 20.3x – 17.7x
EV/EBIT 25.5x -513.5x 28.4x
EV/Revenue 6.6x – 2.8x
EV/FCF 33.1x -2,279x 37.9x
EV/Operating cash flow 26.5x -2,279x 22.0x
PEG (3Y EPS CAGR) -9.86 -10.35 0.31

Growth

14 metrics
MetricODFLTLSSXPO
Revenue growth (1Y) -0.6% – 9.5%
Revenue CAGR (3Y) -2.0% – 5.0%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 1.1% 24.9% 32.3%
Operating income CAGR (3Y) -5.2% 31.0% 39.5%
Net income growth (1Y) -0.5% -43.9% 51.5%
Net income CAGR (3Y) -5.2% 51.8% 138.7%
EPS growth (1Y) 1.1% 73.6% 54.1%
EPS CAGR (3Y) -3.5% 61.2% 139.3%
Operating cash flow growth (1Y) -5.2% 63.4% 19.3%
Operating cash flow CAGR (3Y) -4.1% 55.5% 21.0%
Free cash flow growth (1Y) 42.8% 63.4% 183.2%
Free cash flow CAGR (3Y) 19.9% 57.1% 217.0%

Profitability

14 metrics
MetricODFLTLSSXPO
Gross margin – – –
EBITDA margin 32.4% – 15.9%
Operating margin 25.8% – 9.9%
Pretax margin 25.9% – 7.6%
Net margin 19.4% – 5.7%
FCF margin 19.9% – 7.4%
Operating cash flow margin 24.9% – 12.8%
Return on equity 24.3% – 25.5%
Return on assets 19.1% -4,668% 6.0%
Return on invested capital 24.1% – 12.7%
Return on capital employed 28.0% – 13.4%
Asset turnover 1.0x – 1.1x
Cash conversion (OCF / net income) 1.3x 0.2x 2.3x
Stock comp / revenue – – 0.9%

Financial Health

11 metrics
MetricODFLTLSSXPO
Debt / assets 0.3% 572.2% 37.6%
Debt / equity 0.0x 0.0x 1.6x
Net debt / EBITDA -0.1x – 2.0x
Debt / FCF 0.0x -0.7x 4.8x
Liabilities / assets 20.7% 69,686% 76.3%
Equity / assets 79.3% -69,586% 23.7%
Interest coverage 2,184x -57.5x 4.2x
Current ratio 1.9x 0.0x 1.0x
Quick ratio 1.7x 0.0x 0.8x
Cash ratio 0.5x 0.0x 0.1x
Altman Z-score 21.75 – 3.72

Shareholder Returns

7 metrics
MetricODFLTLSSXPO
Dividend yield 0.6% – –
Net buyback yield 1.5% – 1.4%
Shareholder yield 2.1% – 1.4%
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.

ConsensusODFLTLSSXPO
Forward P/E 29.3xFY2026 – 31.8xFY2026
EPS, next fiscal year $6.13FY2026 $0.00FY2023 $5.91FY2026
EPS growth, next FY +26.7%FY2026 – +58.4%FY2026
EPS growth, the year after +3.8% – +6.3%
Revenue, next fiscal year $6.39BFY2026 $31.69MFY2023 $9.30BFY2026
Revenue growth, next FY +16.1%FY2026 – +13.9%FY2026
Revenue growth, the year after -5.2% +288.2% +5.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersODFLTLSSXPO
Held by institutions 79.6% – 100.0%
Institutions holding 1,029 – 753
Change in shares held, QoQ +2.2% – +2.2%
Institutions buying 547 – 434
Institutions selling 341 – 211
Buyers to sellers 1.60 – 2.06

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.

ODFLTLSSXPO
ODFL 1.00 – 0.75
TLSS – – –
XPO 0.75 – 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ODFL, TLSS and XPO?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: Old Dominion Freight Line (ODFL) $37.22B, Transportation & Logistics Systems (TLSS) $588.94M, Xpo (XPO) $22.02B.

Which stock is cheaper, ODFL, TLSS and XPO?

Old Dominion Freight Line (ODFL) trades on the lowest price-to-earnings ratio (Old Dominion Freight Line (ODFL) 34.2x, Transportation & Logistics Systems (TLSS) -634.0x, Xpo (XPO) 43.8x). On next year's consensus earnings, Old Dominion Freight Line (ODFL) is cheapest (Old Dominion Freight Line (ODFL) 29.3x, Xpo (XPO) 31.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Xpo (XPO) grew revenue fastest over the trailing twelve months: Old Dominion Freight Line (ODFL) -0.6%, Xpo (XPO) +9.5%.

Which company is more profitable?

Old Dominion Freight Line (ODFL) has the highest net margin (Old Dominion Freight Line (ODFL) 19.4%, Xpo (XPO) 5.7%). On return on invested capital, Old Dominion Freight Line (ODFL) leads (Old Dominion Freight Line (ODFL) 24.1%, Xpo (XPO) 12.7%).

Which stock has performed better?

Over the past year Transportation & Logistics Systems (TLSS) returned the most: Old Dominion Freight Line (ODFL) +26.9%, Transportation & Logistics Systems (TLSS) +900.0%, Xpo (XPO) +33.8%. Over five years, Transportation & Logistics Systems (TLSS) compounded fastest (Old Dominion Freight Line (ODFL) +0.6%/yr, Transportation & Logistics Systems (TLSS) +38.0%/yr, Xpo (XPO) +32.2%/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) 0.64%. Transportation & Logistics Systems (TLSS) and Xpo (XPO) 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) 38.3%, Transportation & Logistics Systems (TLSS) 1,876.1%, Xpo (XPO) 40.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ODFL, TLSS and XPO?

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 8. 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.