ODFL vs XPO vs KNX Stock Comparison

Old Dominion Freight Line, Xpo and Knight-Swift Transportation Holdings Prices as of Oct 27, 2026 Peers: Industry group
XPO XPO, Inc.
$187.89 +8.5% 1M +50.0% 1Y
Market cap
$21.13B
P/E
52.3x
Revenue (TTM)
$8.57B
Div. yield
–
Trucking Industrials
3 wins

Head to Head

11 decided of 12

Old Dominion Freight Line leads on 6 of the 12 questions below (Old Dominion Freight Line 6, Xpo 3, Knight-Swift Transportation Holdings 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionODFLXPOKNXLeader
Larger companyMarket capitalisation $36.55B $21.13B $9.81B ODFL
Cheaper on earningsLower P/E, profitable companies only 33.6x 52.3x 243.2x ODFL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 30.5x 31.8x 28.3x KNX
Faster revenue growthRevenue growth, trailing twelve months -0.6% +7.0% +7.0% XPO
More profitableNet margin, trailing twelve months 19.4% 4.7% — ODFL
Better return on capitalReturn on invested capital 24.1% 10.8% — ODFL
Less leveragedLower net debt / EBITDA -0.1x 2.3x — ODFL
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +36.8% +50.0% +39.7% XPO
Better 5-year returnAnnualised price return, 5 years +2.2%/yr +29.5%/yr +2.2%/yr XPO
Less volatileAnnualised volatility, 1 year 37.7% 42.1% 37.8% ODFL
Higher overall scoreMean of the five percentile scores vs peers 49/100 42/100 51/100 KNX

Percentile Scorecard

ODFLXPOKNX

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

AxisODFLXPOKNX
Valuation 6 #128 of 136 13 #119 of 136 66 #47 of 136
Growth 33 #81 of 121 85 #19 of 121 73 #33 of 121
Profitability 86 #17 of 115 60 #47 of 115 –
Financial Health 94 #10 of 143 24 #109 of 143 –
Shareholder Returns 26 #61 of 82 31 #57 of 82 12 #72 of 82
Overall 49 42 51
  • ODFL ranked among 150 companies in Transportation
  • XPO ranked among 150 companies in Transportation
  • KNX ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodODFLXPOKNXSPY
1 month +7.9%+8.5%-1.0% -0.2%
3 months -17.3%-8.2%-10.2% +3.9%
6 months -15.7%-15.4%-3.8% +8.2%
Year to date +19.3%+38.2%+20.5% +12.9%
1 year +36.8%+50.0%+39.7% +12.3%
3 years +1.5%+179.1%+31.5% +87.4%
3 years, per year +0.5%+40.8%+9.6% +23.3%
5 years +11.7%+263.5%+11.4% +67.9%
5 years, per year +2.2%+29.5%+2.2% +10.9%
10 years +631.8%+1,492.3%+117.6% +261.1%
10 years, per year +22.0%+31.9%+8.1% +13.7%

Risk

MeasureODFLXPOKNXSPY
Volatility, 1Y 37.7%42.1%37.8% 12.7%
Downside volatility, 1Y 37.7%39.4%32.8% 12.7%
Beta vs S&P 500, 1Y 0.941.201.01 1.00
Return / volatility, 1Y 0.981.191.05 0.97
Max drawdown, 5Y -45.5%-51.3%-39.6% -25.4%
From 52-week high -24.8%-17.7%-23.6% -1.2%
52-week high $248.73$228.37$82.45 $779.14
52-week low $126.29$123.66$41.68 $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.

MultipleODFLXPOKNX
P/E now vs peer median 35.7xmedian 16.3x 54.4xmedian 16.3x 243.2xmedian 16.3x
P/S now vs peer median 6.9xmedian 1.0x 2.6xmedian 1.0x 1.3xmedian 1.0x
EV/EBITDA now vs peer median 21.2xmedian 8.7x 19.4xmedian 8.7x —median 8.7x
P/FCF now vs peer median 34.8xmedian 11.4x 37.4xmedian 11.4x 19.2xmedian 11.4x
P/B now vs peer median 8.5xmedian 1.2x 11.2xmedian 1.2x —median 1.2x
PEG now vs peer median -10.28median 0.82 0.79median 0.82 —median 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 monthsODFLXPOKNX
Revenue $5.60B $8.57B $8.00B
Operating income $1.45B $752.00M $338.60M
Net income $1.09B $404.00M –
Free cash flow $1.11B $588.00M –
EPS (diluted) $5.22 $3.42 –
Cash & equivalents $283.94M $298.00M –
Total debt $20.00M $3.21B –
Shares (diluted) 208.72M 118.00M 163.28M
Enterprise value $35.81B $19.95B $9.81B

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
MetricODFLXPOKNX
P/E 35.7x 54.4x 243.2x
P/FCF 34.8x 37.4x 19.2x
P/Operating cash flow 27.8x 20.2x 6.7x
P/S 6.9x 2.6x 1.3x
P/B 8.5x 11.2x –
P/Tangible book 8.5x 13.1x –
EV/EBITDA 21.2x 19.4x –
EV/EBIT 26.6x 33.1x –
EV/Revenue 6.9x 2.9x 1.3x
EV/FCF 34.6x 42.3x –
EV/Operating cash flow 27.6x 22.9x 6.7x
PEG (3Y EPS CAGR) -10.28 0.79 –

Growth

14 metrics
MetricODFLXPOKNX
Revenue growth (1Y) -0.6% 7.0% 7.0%
Revenue CAGR (3Y) -2.0% 4.1% 4.8%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 1.1% 11.6% 26.6%
Operating income CAGR (3Y) -5.2% 34.7% -13.5%
Net income growth (1Y) -0.5% 17.1% –
Net income CAGR (3Y) -5.2% 68.8% –
EPS growth (1Y) 1.1% 18.1% –
EPS CAGR (3Y) -3.5% 68.8% –
Operating cash flow growth (1Y) -5.2% 29.2% 86.3%
Operating cash flow CAGR (3Y) -4.1% 17.3% 8.0%
Free cash flow growth (1Y) 42.8% 281.8% –
Free cash flow CAGR (3Y) 19.9% 145.0% –

Profitability

14 metrics
MetricODFLXPOKNX
Gross margin – – –
EBITDA margin 32.4% 15.0% –
Operating margin 25.8% 8.8% –
Pretax margin 25.9% 6.4% –
Net margin 19.4% 4.7% –
FCF margin 19.9% 6.9% –
Operating cash flow margin 24.9% 12.7% 19.0%
Return on equity 24.3% 21.2% –
Return on assets 19.1% 4.9% –
Return on invested capital 24.1% 10.8% –
Return on capital employed 28.0% 11.6% –
Asset turnover 1.0x 1.0x –
Cash conversion (OCF / net income) 1.3x 2.7x –
Stock comp / revenue – 0.9% –

Financial Health

11 metrics
MetricODFLXPOKNX
Debt / assets 0.3% 38.5% –
Debt / equity 0.0x 1.6x –
Net debt / EBITDA -0.1x 2.3x –
Debt / FCF 0.0x 5.5x –
Liabilities / assets 20.7% 76.5% –
Equity / assets 79.3% 23.5% –
Interest coverage 2,184x 3.6x –
Current ratio 1.9x 1.0x –
Quick ratio 1.7x 0.9x –
Cash ratio 0.5x 0.2x –
Altman Z-score 22.55 3.59 –

Shareholder Returns

7 metrics
MetricODFLXPOKNX
Dividend yield 0.6% – 1.2%
Net buyback yield 1.4% 1.0% –
Shareholder yield 2.0% 1.0% 1.2%
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.

ConsensusODFLXPOKNX
Forward P/E 30.5xFY2026 31.8xFY2026 28.3xFY2026
EPS, next fiscal year $6.13FY2026 $5.91FY2026 $2.23FY2026
EPS growth, next FY +26.7%FY2026 +58.4%FY2026 +77.0%FY2026
EPS growth, the year after +3.8% +6.3% +95.5%
Revenue, next fiscal year $6.39BFY2026 $9.30BFY2026 $7.91BFY2026
Revenue growth, next FY +16.1%FY2026 +13.9%FY2026 +5.9%FY2026
Revenue growth, the year after -5.2% +5.4% +6.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersODFLXPOKNX
Held by institutions 79.6% 100.0% 100.0%
Institutions holding 1,025 749 628
Change in shares held, QoQ +2.2% +2.2% +1.9%
Institutions buying 543 431 376
Institutions selling 341 211 168
Buyers to sellers 1.59 2.04 2.24

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.

ODFLXPOKNX
ODFL 1.00 0.75 0.74
XPO 0.75 1.00 0.67
KNX 0.74 0.67 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ODFL, XPO and KNX?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: Old Dominion Freight Line (ODFL) $36.55B, Xpo (XPO) $21.13B, Knight-Swift Transportation Holdings (KNX) $9.81B.

Which stock is cheaper, ODFL, XPO and KNX?

Old Dominion Freight Line (ODFL) trades on the lowest price-to-earnings ratio (Old Dominion Freight Line (ODFL) 33.6x, Xpo (XPO) 52.3x, Knight-Swift Transportation Holdings (KNX) 243.2x). On next year's consensus earnings, Knight-Swift Transportation Holdings (KNX) is cheapest (Old Dominion Freight Line (ODFL) 30.5x, Xpo (XPO) 31.8x, Knight-Swift Transportation Holdings (KNX) 28.3x). 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) +7.0%, Knight-Swift Transportation Holdings (KNX) +7.0%.

Which company is more profitable?

Old Dominion Freight Line (ODFL) has the highest net margin (Old Dominion Freight Line (ODFL) 19.4%, Xpo (XPO) 4.7%). On return on invested capital, Old Dominion Freight Line (ODFL) leads (Old Dominion Freight Line (ODFL) 24.1%, Xpo (XPO) 10.8%).

Which stock has performed better?

Over the past year Xpo (XPO) returned the most: Old Dominion Freight Line (ODFL) +36.8%, Xpo (XPO) +50.0%, Knight-Swift Transportation Holdings (KNX) +39.7%. Over five years, Xpo (XPO) compounded fastest (Old Dominion Freight Line (ODFL) +2.2%/yr, Xpo (XPO) +29.5%/yr, Knight-Swift Transportation Holdings (KNX) +2.2%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Old Dominion Freight Line (ODFL) has been the steadiest (Old Dominion Freight Line (ODFL) 37.7%, Xpo (XPO) 42.1%, Knight-Swift Transportation Holdings (KNX) 37.8%). Volatility measures how widely the price swings, not the risk of the business.

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

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 6. 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.