OLD DOMINION FREIGHT LINE, INC. vs Schneider National, Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
The margin gap between Old Dominion's less-than-truckload franchise and Schneider National's truckload-and-intermodal book is stark. Old Dominion earns an 18.46% net margin against Schneider's 1.73%, and a 22.89% return on equity against 3.24%, the difference between a pricing-disciplined LTL leader and a commoditized truckload carrier in a soft market. Schneider trades dearer on earnings, 64.75 times against 45.7, but far cheaper on book, 2.11 against Old Dominion's 10.41. Schneider generates more free cash, a 5.65% yield against 2.22%, and pays a larger dividend, 1.05% versus 0.51%. At $45.8B, Old Dominion is roughly seven times Schneider's $6.4B.
Comparison updated 2026-07-11.
| Metric | ODFL | SNDR |
|---|---|---|
| Price | $227.57 | $36.37 |
| Market cap | $47.6B | $6.4B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +11.2% |
| P/E | 47.5 | 65.0 |
| P/B | 10.83 | 2.12 |
| P/S | 8.73 | 1.13 |
| EV/EBITDA | 27.7 | 10.8 |
| Revenue growth | -4.8% | +5.6% |
| Operating margin | 23.8% | 2.4% |
| Net margin | 18.5% | 1.7% |
| Return on equity | 22.9% | 3.2% |
| Return on assets | 17.8% | 2.0% |
| Return on invested capital | 22.6% | 3.5% |
| FCF yield | 2.1% | 5.6% |
| Dividend yield | 0.5% | 1.0% |
| Debt / equity | 0.01 | 0.13 |
| Current ratio | 1.57 | 1.95 |
| Altman Z (solvency) | 8.25 | 3.78 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.