Old Dominion Freight Line Inc vs Select Medical Holdings Corporation — how do they compare? Old Dominion Freight Line Inc trades at $232.8 (market cap $48.83B), while Select Medical Holdings Corporation trades at $16.51 (market cap $2.05B). The key difference: Old Dominion Freight Line Inc is far larger — about 23.8× Select Medical Holdings Corporation's market cap, and Select Medical Holdings Corporation pays the higher dividend (1.51%). Which is the better fit depends on your goals.
| ODFL | SEM | |
|---|---|---|
Market Cap | $48.83B | $2.05B |
Sector | Industrials | Health |
52-Week High | $248.73 | $16.66 |
52-Week Low | $126.29 | $11.77 |
Enterprise Value | $48.58B | $5.01B |
Dividend Yield | 0.49% | 1.51% |
Signals from Pluang's Aura AI — not financial advice
Old Dominion Freight Line (ODFL) trades at $234.79, up 0.41% on the day, with a bullish technical signal and strong fundamental profitability. The company has consistently beaten earnings expectations in recent quarters, with Q2 2026 results pending. Revenue declined to $5.5B in 2025, but net income margins remain robust at 18.46%. Analyst sentiment is mixed, with a consensus price target of $233.67 and a Hold-heavy rating distribution. Recent news highlights operational strength amid freight market improvements and competitive pressures from Amazon's expansion into LTL shipping.
ODFL presents a balanced outlook with high-quality fundamentals offset by premium valuations. Investment opportunities include industry-leading margins, debt-light balance sheet, and potential upside from freight recovery. Key risks include valuation concerns, competitive threats, and economic sensitivity. The stock's current price near consensus target suggests limited near-term upside, requiring careful entry timing.
Select Medical (SEM) trades at $16.51, unchanged on the day, amid a completed acquisition by a consortium led by Robert A. Ortenzio and Martin F. at $16.50 per share. The stock shows a bullish technical signal with support and resistance clustered around $17. Financially, the company reported 2025 revenue of $5.45B and net income of $146.22M, with a P/E of 15.43 and P/S of 0.36 indicating moderate valuation. Recent earnings have been mixed, with a beat in Q3 2025 but misses in Q4 2025 and Q1 2026.
The acquisition at $16.50 per share caps near-term upside, with legal investigations into the board's fiduciary duties posing a key risk. Analyst sentiment is mixed with 35.71% buy ratings but 57.15% hold, reflecting uncertainty post-buyout. Investors should note the stock's limited movement potential given the acquisition price, with fundamental performance and legal outcomes driving any residual value.
Trailing returns across standard periods
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 →Select Medical Holdings Corporation is one of the largest operators of critical illness recovery hospitals, rehabilitation hospitals, outpatient rehabilitation clinics, and occupational health centers in the United States. The company's services focus on treating patients with serious illnesses, injuries, and post-acute care needs. SEM provides specialized care across various settings, aiming to help patients recover and return home.
Read more on SEM →