Landstar System vs Old Dominion Freight Line
LSTR and ODFL side by side, both in trucking and courier services, except air. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How LSTR and ODFL compare
Old Dominion Freight Line is the larger company, worth 7.4 times as much as Landstar System ($35.8B against $4.8B).
On earnings, Old Dominion Freight Line is cheaper: it trades at 33.2× trailing earnings, against 37.0× for Landstar System.
Landstar System grew revenue faster over the last twelve months (4.1% versus −0.64% for Old Dominion Freight Line).
Old Dominion Freight Line keeps more of each dollar of sales as profit, with a net margin of 19.4% compared with 2.6% at Landstar System.
Both pay dividends: Landstar System yields 1.1% and Old Dominion Freight Line 0.67%.
Old Dominion Freight Line scores higher on the StockData Score (17 against 9 for Landstar System), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | LSTR | ODFL |
|---|---|---|
| Size and price | ||
| Market cap | $4.8B | $35.8B |
| Share price | $142.70 | $172.56 |
| Change, 1 year | 14.6% | 26.8% |
| Change, 5 years | −18.9% | −1.1% |
| Beta (5Y) | 0.74 | 1.10 |
| Employees | 1,378 | 21K |
| StockData Score | ||
| Total score | 9 | 17 (better) |
| Valuation score | 0 | 2 (better) |
| Growth score | 1 | 1 |
| Performance score | 3 | 5 (better) |
| Health score | 3 | 5 (better) |
| Dividend score | 2 | 4 (better) |
| Valuation | ||
| P/E | 37.0× | 33.2× (better) |
| P/S | 1.0× (better) | 6.4× |
| P/B | 5.8× (better) | 7.9× |
| EV/EBITDA | 20.6× | 19.6× (better) |
| P/FCF | 27.6× (better) | 32.1× |
| FCF yield | 3.6% (better) | 3.1% |
| Fair value | $109.38 | $143.75 |
| Margin of safety | −30.5% | −20.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 4.1% (better) | −0.64% |
| Revenue growth, 5Y average | 2.8% | 6.5% (better) |
| Net income growth (TTM) | −21.6% | −0.52% (better) |
| EPS growth (TTM) | −19.1% | 1.4% (better) |
| EPS growth, 5Y average | −7.8% | 11.3% (better) |
| Profitability | ||
| Operating margin | 3.5% | 25.8% (better) |
| Net margin | 2.6% | 19.4% (better) |
| FCF margin | 3.5% | 19.9% (better) |
| Return on equity | 15.0% | 24.8% (better) |
| Return on invested capital | 27.0% (better) | 25.1% |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Net debt / EBITDA | – | −0.15 |
| Interest coverage | 33.6× | – |
| Current ratio | 1.82 | 1.89 (better) |
| Altman Z-score | 9.15 | 21.02 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.1% (better) | 0.67% |
| Payout ratio | 93.3% | 21.8% |
| Years of dividend growth | 7 | 9 (better) |
| Dividend growth, 5Y average | 5.0% | 30.1% (better) |
| Buyback yield | 2.1% (better) | 1.5% |
| Shareholder yield | 3.2% (better) | 2.2% |
| Ownership | ||
| Held by institutions | 102% | 79.8% |
| Held by insiders | 0.91% | 8.3% |
| Insider net buying, 12 months | −$2.8M (better) | −$26.2M |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 4.9% | 4.7% |
Go deeper
- LSTR stock overview
- LSTR income statement
- LSTR valuation and score
- ODFL stock overview
- ODFL income statement
- ODFL valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.