Old Dominion Freight Line Inc vs Wolfspeed Inc — how do they compare? Old Dominion Freight Line Inc trades at $182.25 (market cap $38.77B), while Wolfspeed Inc trades at $27.02 (market cap $1.50B). The key difference: Old Dominion Freight Line Inc is far larger — about 25.8× Wolfspeed Inc's market cap, and Old Dominion Freight Line Inc pays a 0.62% dividend while Wolfspeed Inc pays none. Which is the better fit depends on your goals.
| ODFL | WOLF | |
|---|---|---|
Market Cap | $38.77B | $1.50B |
Sector | Industrials | Technology |
52-Week High | $248.73 | $73.68 |
52-Week Low | $126.29 | $1.21 |
Enterprise Value | $38.51B | $2.21B |
Dividend Yield | 0.62% | — |
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.
Wolfspeed (WOLF) trades at $28.88, up 1.87% today, with a bullish technical signal and mixed analyst sentiment. The stock faces fundamental challenges, including a negative gross margin of -16.05% and a net loss of $1.61 billion in 2025, though 2026 projections show potential profitability. Recent news highlights an ongoing law firm investigation and AI data center growth, creating volatility amid operational hurdles.
Outlook: WOLF offers high-risk exposure to AI-driven power semiconductor demand, but investors must weigh negative margins and legal scrutiny against bullish technicals and a $27.50 consensus target. Key risks include revenue shortfalls and balance sheet strain, requiring caution despite optimistic long-term catalysts.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →