OLD DOMINION FREIGHT LINE, INC. vs Saia, Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ODFL and SAIA diverge most: on revenue growth, ODFL reads -4.8% and SAIA reads +0.4%; on debt / equity, ODFL reads 0.01 and SAIA reads 0.04. The rest of the comparable metrics sit closer together. What ODFL's price implies is a demanding bet versus history and the cohort (whole-company basis). What SAIA's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ODFL | SAIA |
|---|---|---|
| Price | $227.57 | $420.62 |
| Market cap | $47.6B | $11.3B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| P/E | 47.5 | 44.2 |
| P/B | 10.83 | 4.29 |
| P/S | 8.73 | 3.47 |
| EV/EBITDA | 27.7 | 18.9 |
| Revenue growth | -4.8% | +0.4% |
| Operating margin | 23.8% | 8.3% |
| Net margin | 18.5% | 7.8% |
| Return on equity | 22.9% | 9.7% |
| Return on assets | 17.8% | 7.2% |
| Return on invested capital | 22.6% | 9.8% |
| FCF yield | 2.1% | 1.7% |
| Dividend yield | 0.5% | — |
| Debt / equity | 0.01 | 0.04 |
| Current ratio | 1.57 | 1.52 |
| Altman Z (solvency) | 8.25 | 7.95 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.