Old Dominion Freight Line Inc vs Shopify Inc. — how do they compare? Old Dominion Freight Line Inc trades at $232.8 (market cap $48.83B), while Shopify Inc. trades at $118.4 (market cap $159.65B). The key difference: Shopify Inc. is far larger — about 3.3× Old Dominion Freight Line Inc's market cap, and Old Dominion Freight Line Inc pays a 0.49% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| ODFL | SHOP | |
|---|---|---|
Market Cap | $48.83B | $159.65B |
Sector | Industrials | Technology |
52-Week High | $248.73 | $179.01 |
52-Week Low | $126.29 | $95.40 |
Enterprise Value | $48.58B | $154.09B |
Dividend Yield | 0.49% | — |
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.
Shopify (SHOP) trades at $123.02, down 0.44% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported Q1 2026 EPS of $0.36, beating expectations, and shows strong revenue growth from $5.6B in 2022 to $11.6B in 2025. Operating cash flow improved to $2.03B in 2025, while net income reached $1.23B. Analyst sentiment is positive with a consensus price target of $148.54 and 66.7% buy ratings.
Outlook remains favorable due to revenue expansion and profitability gains, but high valuation ratios like P/E of 122.04 pose risks. Key opportunities include AI integration and global growth, while competition and economic sensitivity are concerns. The stock offers upside to analyst targets if execution continues.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →