Old Dominion Freight Line Inc vs Vertiv Holdings Co — how do they compare? Old Dominion Freight Line Inc trades at $182.25 (market cap $38.77B), while Vertiv Holdings Co trades at $262.14 (market cap $111.97B). The key difference: Vertiv Holdings Co is far larger — about 2.9× Old Dominion Freight Line Inc's market cap, and Old Dominion Freight Line Inc pays the higher dividend (0.62%). Which is the better fit depends on your goals.
| ODFL | VRT | |
|---|---|---|
Market Cap | $38.77B | $111.97B |
Sector | Industrials | Technology |
52-Week High | $248.73 | $376.23 |
52-Week Low | $126.29 | $134.84 |
Enterprise Value | $38.51B | $112.19B |
Dividend Yield | 0.62% | 0.09% |
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.
Vertiv Holdings (VRT) trades at $290.83, up 3.67% with strong technical bullish signals and consistent earnings beats. The company demonstrates robust fundamentals with 15.09% net margins and 43.94% ROE, supported by data center infrastructure demand. Recent acquisition of UtilityInnovation Group for $1.45 billion positions VRT for AI-driven growth, while analyst consensus shows 95% buy ratings with a $355.17 price target.
Outlook remains positive given AI infrastructure tailwinds and strong execution, though elevated valuation multiples (P/E 65.8) and RSI overbought conditions warrant caution. The stock offers growth exposure to data center expansion but faces competition and execution risks on recent acquisitions.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →