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Added to YB: 2024-06-03

Pitch date: 2024-05-31

ODFL [bullish]

Old Dominion Freight Line, Inc.

-8.63%

current return

Author Info

No bio for this author

Company Info

Old Dominion Freight Line, Inc. operates as a less-than-truckload motor carrier in the United States and North America.

Market Cap

$31.7B

Pitch Price

$174.56

Price Target

N/A

Dividend

0.74%

EV/EBITDA

17.89

P/E

30.53

EV/Sales

5.70

Sector

Ground Transportation

Category

growth

Show full summary:
Bonhoeffer Capital Management Portfolio Holding: Old Dominion Freight Line, Inc.

ODFL: Transformed from commodity trucking to franchise via consolidation. Intrinsic value & stock price grew 28%/yr (vs 12.7% index), driven by avg 24.5% ROE (ended in 30%s). Despite appearing overvalued, price tracked fair value. Morningstar DCF shows value creation outpacing market.

Read full article (1 min)