Old Dominion Freight Line Inc vs United Parcel Service Inc — how do they compare? Old Dominion Freight Line Inc trades at $182.25 (market cap $38.77B), while United Parcel Service Inc trades at $99.74 (market cap $85.49B). The key difference: United Parcel Service Inc is far larger — about 2.2× Old Dominion Freight Line Inc's market cap, and United Parcel Service Inc pays the higher dividend (6.53%). Which is the better fit depends on your goals.
| ODFL | UPS | |
|---|---|---|
Market Cap | $38.77B | $85.49B |
Sector | Industrials | Industrials |
52-Week High | $248.73 | $120.00 |
52-Week Low | $126.29 | $82.58 |
Enterprise Value | $38.51B | $109.51B |
Dividend Yield | 0.62% | 6.53% |
Volume | — | 2,288,643 |
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.
UPS trades at $100.48, down 1.78% on the day, with technical indicators showing bearish momentum as the stock tests key support levels. Fundamentally, the company maintains solid profitability with 5.08% net margin and 29.66% ROE, though revenue has declined from $100.3B in 2022 to $88.7B in 2025. Recent strategic moves include a $2B+ global investment initiative and executive leadership restructuring announced in August 2026.
The stock presents a mixed outlook with attractive valuation (P/E 18.68, below industry average) and strong dividend yield, but faces headwinds from declining revenue trends and competitive pressures. Analyst consensus leans neutral with $117.90 price target suggesting 17% upside potential, though execution risks on the new operating model and dividend sustainability concerns warrant caution.
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 →United Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →