Added to YB: 2024-08-21
Pitch date: 2024-08-18
ODFL [bullish]
Old Dominion Freight Line, Inc.
+4.91%
current return
Author Info
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Company Info
Old Dominion Freight Line, Inc. operates as a less-than-truckload motor carrier in the United States and North America.
Market Cap
$39.3B
Pitch Price
$197.96
Price Target
N/A
Dividend
0.61%
EV/EBITDA
22.57
P/E
39.49
EV/Sales
7.17
Sector
Ground Transportation
Category
growth
Moat GOATs: Old Dominion (OD)
ODFL: Leading LTL shipper, 20%+ ROIC. Superior service (low damage, on-time) via culture, alignment, asset ownership. 91% owned centers, union-free. Low 70s operating ratio. Gaining market share in consolidated industry. Potential for ROIC expansion as network matures. Challenges: slow industry growth (1%/yr), replication risk.
Read full article (5 min)