TFII vs ODFL Stock Comparison

TFI International and Old Dominion Freight Line Prices as of Oct 23, 2026 Peers: Industry group

Head to Head

11 decided of 12

Old Dominion Freight Line leads on 7 of the 12 questions below (Old Dominion Freight Line 7, TFI International 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionTFIIODFLLeader
Larger companyMarket capitalisation $9.29B $37.87B ODFL
Cheaper on earningsLower P/E, profitable companies only 24.2x 34.8x TFII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.6x 29.8x TFII
Faster revenue growthRevenue growth, trailing twelve months -1.7% -0.6% ODFL
More profitableNet margin, trailing twelve months 4.7% 19.4% ODFL
Better return on capitalReturn on invested capital 18.0% 24.1% ODFL
Less leveragedLower net debt / EBITDA 0.0x -0.1x ODFL
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +26.4% +34.5% ODFL
Better 5-year returnAnnualised price return, 5 years -1.0%/yr +2.6%/yr ODFL
Less volatileAnnualised volatility, 1 year 36.2% 37.6% TFII
Higher overall scoreMean of the five percentile scores vs peers 54/100 50/100 TFII

Percentile Scorecard

TFIIODFL

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

AxisTFIIODFL
Valuation 58 #58 of 136 7 #126 of 136
Growth 22 #96 of 122 35 #80 of 122
Profitability 69 #38 of 119 87 #16 of 119
Financial Health 62 #56 of 147 94 #10 of 147
Shareholder Returns 59 #35 of 84 28 #61 of 84
Overall 54 50
  • TFII ranked among 150 companies in Transportation
  • ODFL ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodTFIIODFLSPY
1 month -9.9%+2.8% -1.0%
3 months -25.2%-21.6% +2.9%
6 months -19.0%-16.9% +6.4%
Year to date +8.9%+16.5% +11.4%
1 year +26.4%+34.5% +13.1%
3 years +5.4%-5.3% +79.4%
3 years, per year +1.8%-1.8% +21.5%
5 years -4.9%+13.6% +67.7%
5 years, per year -1.0%+2.6% +10.9%
10 years +463.7%+682.0% +255.2%
10 years, per year +18.9%+22.8% +13.5%

Risk

MeasureTFIIODFLSPY
Volatility, 1Y 36.2%37.6% 12.7%
Downside volatility, 1Y 36.4%37.9% 12.7%
Beta vs S&P 500, 1Y 1.000.93 1.00
Return / volatility, 1Y 0.730.92 1.03
Max drawdown, 5Y -54.5%-45.5% -25.4%
From 52-week high -31.1%-26.5% -2.5%
52-week high $163.36$248.73 $779.14
52-week low $80.71$126.29 $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.

MultipleTFIIODFL
P/E now vs peer median 24.3xmedian 16.0x 34.8xmedian 16.0x
P/S now vs peer median 1.2xmedian 1.0x 6.8xmedian 1.0x
EV/EBITDA now vs peer median 9.3xmedian 8.7x 20.7xmedian 8.7x
P/FCF now vs peer median 8.1xmedian 11.5x 34.0xmedian 11.5x
P/B now vs peer median 3.5xmedian 1.2x 8.3xmedian 1.2x
PEG now vs peer median -2.30median 0.82 -10.04median 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 monthsTFIIODFL
Revenue $8.12B $5.60B
Operating income $597.45M $1.45B
Net income $335.80M $1.09B
Free cash flow $1.17B $1.11B
EPS (diluted) $4.61 $5.22
Cash & equivalents $205.45M $283.94M
Total debt $3.15B $184.98M
Shares (diluted) 83.41M 208.72M
Enterprise value $8.65B $37.14B

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
MetricTFIIODFL
P/E 24.3x 34.8x
P/FCF 8.1x 34.0x
P/Operating cash flow 10.4x 27.2x
P/S 1.2x 6.8x
P/B 3.5x 8.3x
P/Tangible book -4.9x 8.3x
EV/EBITDA 9.3x 20.7x
EV/EBIT 15.9x 26.0x
EV/Revenue 1.2x 6.7x
EV/FCF 8.1x 33.8x
EV/Operating cash flow 10.4x 27.0x
PEG (3Y EPS CAGR) -2.30 -10.04

Growth

14 metrics
MetricTFIIODFL
Revenue growth (1Y) -1.7% -0.6%
Revenue CAGR (3Y) 1.2% -2.0%
Gross profit growth (1Y) – –
Gross profit CAGR (3Y) – –
Operating income growth (1Y) -7.5% 1.1%
Operating income CAGR (3Y) -12.6% -5.2%
Net income growth (1Y) -8.8% -0.5%
Net income CAGR (3Y) -19.3% -5.2%
EPS growth (1Y) -5.2% 1.1%
EPS CAGR (3Y) -10.6% -3.5%
Operating cash flow growth (1Y) -13.2% -5.2%
Operating cash flow CAGR (3Y) -3.5% -4.1%
Free cash flow growth (1Y) -14.5% 42.8%
Free cash flow CAGR (3Y) -5.0% 19.9%

Profitability

14 metrics
MetricTFIIODFL
Gross margin – –
EBITDA margin 12.6% 32.4%
Operating margin 7.4% 25.8%
Pretax margin 10.1% 25.9%
Net margin 4.7% 19.4%
FCF margin 14.4% 19.9%
Operating cash flow margin 11.3% 24.9%
Return on equity 12.4% 24.3%
Return on assets 4.5% 19.1%
Return on invested capital 18.0% 24.1%
Return on capital employed 9.6% 28.0%
Asset turnover 1.1x 1.0x
Cash conversion (OCF / net income) 2.7x 1.3x
Stock comp / revenue 0.2% –

Financial Health

11 metrics
MetricTFIIODFL
Debt / assets 3.1% 0.3%
Debt / equity 0.1x 0.0x
Net debt / EBITDA 0.0x -0.1x
Debt / FCF 0.2x 0.0x
Liabilities / assets 63.5% 20.7%
Equity / assets 36.5% 79.3%
Interest coverage 3.5x 2,184x
Current ratio 1.1x 1.9x
Quick ratio 1.0x 1.7x
Cash ratio 0.2x 0.5x
Altman Z-score 2.91 22.10

Shareholder Returns

7 metrics
MetricTFIIODFL
Dividend yield 1.7% 0.6%
Net buyback yield 3.8% 1.4%
Shareholder yield 5.5% 2.1%
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.

ConsensusTFIIODFL
Forward P/E 19.6xFY2026 29.8xFY2026
EPS, next fiscal year $5.73FY2026 $6.13FY2026
EPS growth, next FY +31.1%FY2026 +26.7%FY2026
EPS growth, the year after +40.5% +3.6%
Revenue, next fiscal year $8.41BFY2026 $6.39BFY2026
Revenue growth, next FY +6.7%FY2026 +16.1%FY2026
Revenue growth, the year after +1.0% -5.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersTFIIODFL
Held by institutions 69.4% 79.6%
Institutions holding 295 1,025
Change in shares held, QoQ +1.2% +2.2%
Institutions buying 174 543
Institutions selling 90 341
Buyers to sellers 1.93 1.59

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.

TFIIODFL
TFII 1.00 0.74
ODFL 0.74 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, TFII and ODFL?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: TFI International (TFII) $9.29B, Old Dominion Freight Line (ODFL) $37.87B.

Which stock is cheaper, TFII and ODFL?

TFI International (TFII) trades on the lowest price-to-earnings ratio (TFI International (TFII) 24.2x, Old Dominion Freight Line (ODFL) 34.8x). On next year's consensus earnings, TFI International (TFII) is cheapest (TFI International (TFII) 19.6x, Old Dominion Freight Line (ODFL) 29.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Old Dominion Freight Line (ODFL) grew revenue fastest over the trailing twelve months: TFI International (TFII) -1.7%, Old Dominion Freight Line (ODFL) -0.6%.

Which company is more profitable?

Old Dominion Freight Line (ODFL) has the highest net margin (TFI International (TFII) 4.7%, Old Dominion Freight Line (ODFL) 19.4%). On return on invested capital, Old Dominion Freight Line (ODFL) leads (TFI International (TFII) 18.0%, Old Dominion Freight Line (ODFL) 24.1%).

Which stock has performed better?

Over the past year Old Dominion Freight Line (ODFL) returned the most: TFI International (TFII) +26.4%, Old Dominion Freight Line (ODFL) +34.5%. Over five years, Old Dominion Freight Line (ODFL) compounded fastest (TFI International (TFII) -1.0%/yr, Old Dominion Freight Line (ODFL) +2.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, TFI International (TFII) has been the steadiest (TFI International (TFII) 36.2%, Old Dominion Freight Line (ODFL) 37.6%). Volatility measures how widely the price swings, not the risk of the business.

Do TFII and ODFL move together?

Their daily returns over the past year have a correlation of 0.74, a strong positive relationship. Holding both adds little diversification.

Which is the better stock, TFII and ODFL?

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.