Added to YB: 2025-12-11
Pitch date: 2025-10-14
ODFL [bullish]
Old Dominion Freight Line, Inc.
+44.37%
current return
Author Info
No bio for this author
Company Info
Old Dominion Freight Line, Inc. operates as a less-than-truckload motor carrier in the United States and North America.
Market Cap
$40.4B
Pitch Price
$135.19
Price Target
230.20 (+18%)
Dividend
0.60%
EV/EBITDA
23.39
P/E
39.92
EV/Sales
7.34
Sector
Ground Transportation
Category
turnaround
Old Dominion Freight Line, Inc. - $ODFL
ODFL: Leading LTL carrier at 12% market share, 20+% EPS CAGR historically. 3+ year record downturn created 30%+ underutilization. Variable costs >50%, incremental margins 35-40% (est 50% in recovery). 2027 EPS target $8.50+ (31% margin vs 29.2% 2022 peak). Trades <16x recovery EPS vs 27x LT avg. 40-70% upside on recovery.
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