Old Dominion Freight Line Inc vs ThredUp Inc — how do they compare? Old Dominion Freight Line Inc trades at $232.8 (market cap $48.83B), while ThredUp Inc trades at $6.01 (market cap $828.44M). The key difference: Old Dominion Freight Line Inc is far larger — about 58.9× ThredUp Inc's market cap, and Old Dominion Freight Line Inc pays a 0.49% dividend while ThredUp Inc pays none. Which is the better fit depends on your goals.
| ODFL | TDUP | |
|---|---|---|
Market Cap | $48.83B | $828.44M |
Sector | Industrials | Consumer Cyclical |
52-Week High | $248.73 | $12.08 |
52-Week Low | $126.29 | $3.11 |
Enterprise Value | $48.58B | $831.18M |
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.
TDUP trades at $6.43, down 2.58% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported Q1 2026 revenue of $81.7 million, a 15% year-over-year increase, but posted a net loss of $20.21 million for 2025. Analyst consensus is bullish with a $6.90 price target, and recent news highlights AI integration and a new peer-to-peer marketplace launch.
The outlook remains cautiously optimistic due to strong revenue growth and improving gross margins, but persistent net losses and negative ROE pose significant risks. Investment opportunity lies in operational efficiency gains from AI, while key risks include sustained unprofitability and competitive pressures in online resale.
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 →ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →