Old Dominion Freight Line Inc vs Shopify Inc. — how do they compare? Old Dominion Freight Line Inc trades at $182.07 (market cap $38.77B), while Shopify Inc. trades at $127 (market cap $172.54B). The key difference: Shopify Inc. is far larger — about 4.5× Old Dominion Freight Line Inc's market cap, and Old Dominion Freight Line Inc pays a 0.62% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| ODFL | SHOP | |
|---|---|---|
Market Cap | $38.77B | $172.54B |
Sector | Industrials | Technology |
52-Week High | $248.73 | $179.01 |
52-Week Low | $126.29 | $95.40 |
Enterprise Value | $38.51B | $167.77B |
Dividend Yield | 0.62% | — |
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.
Shopify (SHOP) trades at $134.10, down 7.57% amid broader market weakness. The stock shows bearish technical signals with key support at $131 and resistance at $140. Fundamentally, revenue growth remains strong at $11.56B in 2025 with improving profitability, though valuation metrics appear elevated with a P/E of 90.6. Recent earnings show mixed results with a Q4 2025 miss but subsequent beats in 2026.
Analyst consensus remains bullish with 67% buy ratings and $167.50 price target, representing 25% upside. Key risks include premium valuation compression and competitive pressures in e-commerce infrastructure. The company's expanding B2B segment and AI integration provide growth catalysts, but investors should weigh rich multiples against execution risks.
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 →