XPO vs ODFL Stock Comparison

Xpo and Old Dominion Freight Line Prices as of Oct 26, 2026 Peers: Industry group
XPO XPO, Inc.
$182.32 +5.3% 1M +45.0% 1Y
Market cap
$21.70B
P/E
53.7x
Revenue (TTM)
$8.57B
Div. yield
–
Trucking Industrials
3 wins

Head to Head

11 decided of 12

Old Dominion Freight Line leads on 8 of the 12 questions below (Old Dominion Freight Line 8, Xpo 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionXPOODFLLeader
Larger companyMarket capitalisation $21.70B $38.34B ODFL
Cheaper on earningsLower P/E, profitable companies only 53.7x 35.2x ODFL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 30.8x 29.8x ODFL
Faster revenue growthRevenue growth, trailing twelve months +7.0% -0.6% XPO
More profitableNet margin, trailing twelve months 4.7% 19.4% ODFL
Better return on capitalReturn on invested capital 10.8% 24.1% ODFL
Less leveragedLower net debt / EBITDA 2.3x -0.1x ODFL
Higher dividend yieldTrailing dividend yield 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +45.0% +34.1% XPO
Better 5-year returnAnnualised price return, 5 years +29.4%/yr +2.4%/yr XPO
Less volatileAnnualised volatility, 1 year 42.0% 37.7% ODFL
Higher overall scoreMean of the five percentile scores vs peers 42/100 49/100 ODFL

Percentile Scorecard

XPOODFL

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

AxisXPOODFL
Valuation 14 #117 of 136 7 #127 of 136
Growth 86 #18 of 122 34 #81 of 122
Profitability 60 #47 of 116 87 #16 of 116
Financial Health 24 #110 of 144 94 #10 of 144
Shareholder Returns 28 #59 of 82 26 #61 of 82
Overall 42 49
  • XPO 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

PeriodXPOODFLSPY
1 month +5.3%+5.3% -0.8%
3 months -12.4%-19.5% +3.5%
6 months -17.1%-17.3% +7.0%
Year to date +34.1%+16.4% +12.2%
1 year +45.0%+34.1% +13.0%
3 years +170.8%-1.0% +86.3%
3 years, per year +39.4%-0.3% +23.1%
5 years +262.0%+12.7% +68.6%
5 years, per year +29.4%+2.4% +11.0%
10 years +1,430.8%+643.2% +258.0%
10 years, per year +31.4%+22.2% +13.6%

Risk

MeasureXPOODFLSPY
Volatility, 1Y 42.0%37.7% 12.7%
Downside volatility, 1Y 39.4%37.7% 12.7%
Beta vs S&P 500, 1Y 1.200.94 1.00
Return / volatility, 1Y 1.070.90 1.02
Max drawdown, 5Y -51.3%-45.5% -25.4%
From 52-week high -20.2%-26.6% -1.8%
52-week high $228.37$248.73 $779.14
52-week low $123.66$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.

MultipleXPOODFL
P/E now vs peer median 52.8xmedian 16.1x 34.8xmedian 16.1x
P/S now vs peer median 2.5xmedian 1.0x 6.8xmedian 1.0x
EV/EBITDA now vs peer median 18.9xmedian 8.7x 20.7xmedian 8.7x
P/FCF now vs peer median 36.3xmedian 11.5x 34.0xmedian 11.5x
P/B now vs peer median 10.9xmedian 1.2x 8.3xmedian 1.2x
PEG now vs peer median 0.77median 0.81 -10.03median 0.81

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 monthsXPOODFL
Revenue $8.57B $5.60B
Operating income $752.00M $1.45B
Net income $404.00M $1.09B
Free cash flow $588.00M $1.11B
EPS (diluted) $3.42 $5.22
Cash & equivalents $298.00M $283.94M
Total debt $3.21B $20.00M
Shares (diluted) 118.00M 208.72M
Enterprise value $20.52B $37.61B

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
MetricXPOODFL
P/E 52.8x 34.8x
P/FCF 36.3x 34.0x
P/Operating cash flow 19.6x 27.2x
P/S 2.5x 6.8x
P/B 10.9x 8.3x
P/Tangible book 12.7x 8.3x
EV/EBITDA 18.9x 20.7x
EV/EBIT 32.2x 26.0x
EV/Revenue 2.8x 6.7x
EV/FCF 41.2x 33.7x
EV/Operating cash flow 22.3x 27.0x
PEG (3Y EPS CAGR) 0.77 -10.03

Growth

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

Profitability

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

Financial Health

11 metrics
MetricXPOODFL
Debt / assets 38.5% 0.3%
Debt / equity 1.6x 0.0x
Net debt / EBITDA 2.3x -0.1x
Debt / FCF 5.5x 0.0x
Liabilities / assets 76.5% 20.7%
Equity / assets 23.5% 79.3%
Interest coverage 3.6x 2,184x
Current ratio 1.0x 1.9x
Quick ratio 0.9x 1.7x
Cash ratio 0.2x 0.5x
Altman Z-score 3.53 22.07

Shareholder Returns

7 metrics
MetricXPOODFL
Dividend yield – 0.6%
Net buyback yield 1.0% 1.4%
Shareholder yield 1.0% 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.

ConsensusXPOODFL
Forward P/E 30.8xFY2026 29.8xFY2026
EPS, next fiscal year $5.91FY2026 $6.13FY2026
EPS growth, next FY +58.4%FY2026 +26.7%FY2026
EPS growth, the year after +6.3% +3.8%
Revenue, next fiscal year $9.30BFY2026 $6.39BFY2026
Revenue growth, next FY +13.9%FY2026 +16.1%FY2026
Revenue growth, the year after +5.4% -5.2%

Institutional Ownership

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

XPOODFL
XPO 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, XPO and ODFL?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: Xpo (XPO) $21.70B, Old Dominion Freight Line (ODFL) $38.34B.

Which stock is cheaper, XPO and ODFL?

Old Dominion Freight Line (ODFL) trades on the lowest price-to-earnings ratio (Xpo (XPO) 53.7x, Old Dominion Freight Line (ODFL) 35.2x). On next year's consensus earnings, Old Dominion Freight Line (ODFL) is cheapest (Xpo (XPO) 30.8x, 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?

Xpo (XPO) grew revenue fastest over the trailing twelve months: Xpo (XPO) +7.0%, Old Dominion Freight Line (ODFL) -0.6%.

Which company is more profitable?

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

Which stock has performed better?

Over the past year Xpo (XPO) returned the most: Xpo (XPO) +45.0%, Old Dominion Freight Line (ODFL) +34.1%. Over five years, Xpo (XPO) compounded fastest (Xpo (XPO) +29.4%/yr, Old Dominion Freight Line (ODFL) +2.4%/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 (Xpo (XPO) 42.0%, Old Dominion Freight Line (ODFL) 37.7%). Volatility measures how widely the price swings, not the risk of the business.

Do XPO 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, XPO 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 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.