Old Dominion Freight Line Inc vs Tractor Supply Co — how do they compare? Old Dominion Freight Line Inc trades at $181.96 (market cap $37.68B), while Tractor Supply Co trades at $33.44 (market cap $17.44B). The key difference: Old Dominion Freight Line Inc is far larger — about 2.2× Tractor Supply Co's market cap, and Tractor Supply Co pays the higher dividend (2.87%). Which is the better fit depends on your goals — on Pluang, investors hold Old Dominion Freight Line Inc for 76 Days and Tractor Supply Co for 88 Days on average.
| ODFL | TSCO | |
|---|---|---|
Market Cap | $37.68B | $17.44B |
Volume | 1,550,104 | 10,598,723 |
Sector | Industrials | Consumer Cyclical |
52-Week High | $248.73 | $56.37 |
52-Week Low | $126.29 | $29.14 |
Typical Hold Time | 76 Days | 88 Days |
Enterprise Value | $37.42B | $23.76B |
Dividend Yield | 0.64% | 2.87% |
Signals from Pluang's Aura AI — not financial advice
ODFL trades at $175.61, down 1.35% on the day, with a bearish technical signal but strong fundamentals including a 19.44% net income margin and consistent earnings beats. The company recently announced a 4.9% general rate increase effective October 5, 2026, to offset rising costs and support service investments. Despite a high P/E ratio of 34.95, robust profitability and positive cash flow trends underpin the stock's valuation.
The outlook is mixed: analyst consensus is a buy with a $230.93 price target, implying significant upside, but near-term technical pressure and valuation concerns present risks. Key catalysts include execution of the rate increase and Q3 2026 earnings, while macroeconomic pressures on freight demand remain a headwind.
Tractor Supply (TSCO) trades at $32.52, up 0.71% on the day, with a bullish technical signal from moving averages and a neutral RSI. The company reported revenue of $15.52B in 2025, with a net income margin of 6.42% and a P/E ratio of 17.44. Recent earnings misses and a dividend streak under scrutiny are balanced by expansion efforts, including a new distribution center in Idaho.
The outlook is mixed; analyst consensus is a $36.76 price target with a near-even split between buy and hold ratings. Risks include consecutive earnings misses and competitive pressures, but the company's strong ROE of 39.51% and consistent dividend history offer potential for patient investors amid cyclical challenges.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →