Old Dominion Freight Line Inc vs Progressive Corp — how do they compare? Old Dominion Freight Line Inc trades at $182.25 (market cap $38.77B), while Progressive Corp trades at $216.26 (market cap $124.88B). The key difference: Progressive Corp is far larger — about 3.2× Old Dominion Freight Line Inc's market cap, and Old Dominion Freight Line Inc pays the higher dividend (0.62%). Which is the better fit depends on your goals.
| ODFL | PGR | |
|---|---|---|
Market Cap | $38.77B | $124.88B |
Sector | Industrials | Financials |
52-Week High | $248.73 | $248.80 |
52-Week Low | $126.29 | $190.40 |
Enterprise Value | $38.51B | $133.09B |
Dividend Yield | 0.62% | 0.19% |
Signals from Pluang's Aura AI — not financial advice
ODFL trades at $187.01, up 0.61% on the day, with a bearish technical signal but strong fundamentals including a 19.44% net income margin and consistent earnings beats. Recent news highlights institutional buying and sustainability reporting, while August LTL revenue per day rose 12.4% year-over-year (Business Wire, 2026-09-03).
The outlook is mixed: high valuation ratios (P/E 35.96) and declining revenue trends pose risks, but analyst consensus targets $238.73 with a buy rating from 36% of coverage. Upside hinges on freight recovery and cost discipline, while competition and economic sensitivity are key concerns.
Progressive (PGR) trades at $214.90, down 1.85% on the day, with a bearish technical signal and neutral oscillators. The stock shows strong fundamentals with a P/E of 10.78, net income margin of 12.85%, and consistent revenue growth from $49.6B in 2022 to $87.6B in 2025. Recent earnings beat expectations in Q2 2026, but Q1 2026 missed. News highlights competition in auto insurance and institutional buying, while July 2026 earnings declined year-over-year due to expenses.
The outlook is mixed: valuation appears attractive with growth potential, but technical weakness and competitive pressures pose risks. Analyst consensus is a buy with a $231.18 price target, though hold ratings dominate at 52.38%. Key risks include expense management and market volatility, while institutional accumulation supports sentiment.
Trailing returns across standard periods
Latest headlines on both assets
Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →