Old Dominion Freight Line Inc vs Tidewater Inc — how do they compare? Old Dominion Freight Line Inc trades at $232.8 (market cap $48.83B), while Tidewater Inc trades at $76.97 (market cap $3.88B). The key difference: Old Dominion Freight Line Inc is far larger — about 12.6× Tidewater Inc's market cap, and Old Dominion Freight Line Inc pays a 0.49% dividend while Tidewater Inc pays none. Which is the better fit depends on your goals.
| ODFL | TDW | |
|---|---|---|
Market Cap | $48.83B | $3.88B |
Sector | Industrials | Utilities |
52-Week High | $248.73 | $91.12 |
52-Week Low | $126.29 | $47.29 |
Enterprise Value | $48.58B | $3.99B |
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.
Tidewater (TDW) trades at $75.43, down 0.51% today, with a bullish technical signal from moving averages but overbought RSI readings. Recent earnings show mixed results, missing Q1 2026 estimates with $0.12 EPS versus $0.75 expected. The company maintains strong profitability with a 22.16% net margin and 24.03% ROE, while valuation ratios like a P/E of 12.72 suggest potential undervaluation. News highlights include the acquisition of Tidewater Logistics by FTAI Infrastructure in June 2026.
The outlook is cautiously optimistic due to solid fundamentals and analyst buy ratings, but risks include earnings volatility and sector sensitivity. Upside potential hinges on execution improvements, while downside risks stem from energy market fluctuations and competitive pressures.
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 →Tidewater is the leading global provider of offshore support vessels (OSVs) to the energy industry. With the world's largest fleet of platform supply vessels (PSVs) and anchor handling tugs (AHTS), it provides critical logistics and marine support for offshore oil, gas, and renewable energy projects. Following a period of massive strategic consolidation, Tidewater is now focused on maximizing day rates and free cash flow in a supply-constrained market, positioning itself as a primary beneficiary of the multi-year offshore upcycle.
Read more on TDW →