Old Dominion Freight Line Inc vs UnitedHealth Group Inc — how do they compare? Old Dominion Freight Line Inc trades at $232.8 (market cap $48.83B), while UnitedHealth Group Inc trades at $431 (market cap $396.27B). The key difference: UnitedHealth Group Inc is far larger — about 8.1× Old Dominion Freight Line Inc's market cap, and UnitedHealth Group Inc pays the higher dividend (2.13%). Which is the better fit depends on your goals.
| ODFL | UNH | |
|---|---|---|
Market Cap | $48.83B | $396.27B |
Sector | Industrials | Health |
52-Week High | $248.73 | $436.35 |
52-Week Low | $126.29 | $237.77 |
Enterprise Value | $48.58B | $442.96B |
Dividend Yield | 0.49% | 2.13% |
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.
UnitedHealth Group (UNH) trades at $431.31, up 2.32% today, with a bullish technical outlook and strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $6.38 surpassing expectations by 29%, and maintains robust cash flow from operations of $19.70 billion in 2025. Recent news highlights strategic moves to reduce pediatric prior authorizations, aiming to improve care access and operational efficiency.
The outlook remains positive with an 82.69% analyst buy rating and a consensus price target of $476.50, implying 10.5% upside. Key risks include regulatory scrutiny, as seen in Massachusetts' $100 million Medicaid fraud lawsuit filed May 29, 2026, and margin pressure from rising medical costs. Long-term growth is supported by aging demographics and digital health investments.
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 →UnitedHealth Group is one of the largest private health insurers, providing medical benefits to 50 million members globally, including 5 million outside the U.S. at the end of 2021. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth's continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Read more on UNH →