Old Dominion vs Schneider National
Old Dominion and Schneider National are similar in size: $5.50bn and $5.67bn of revenue in their latest fiscal years. Schneider National grew faster (7.3% against -5.5%). Old Dominion kept more of each dollar of sales as profit: a net margin of 18.6% against 1.8%. Old Dominion carries less debt relative to equity (0.9% against 13.3%).
| Latest fiscal year | Old DominionODFL, 2025 | Schneider NationalSNDR, 2025 |
|---|---|---|
| Revenue | $5.50bn | $5.67bn |
| Revenue growth | -5.5% | 7.3% |
| Net income | $1.02bn | $104m |
| Operating margin | 24.8% | 3.0% |
| Net margin | 18.6% | 1.8% |
| Return on equity | 23.9% | 3.4% |
| Free cash flow | $955m | $285m |
| Cash | $120m | $202m |
| Total debt | $40.0m | $402m |
| Debt to equity | 0.9% | 13.3% |
| Dividend per share | $1.12 | $0.38 |
| Dividend yield | 0.7% | 1.3% |
| Share buybacks | $730m | $14.6m |
| Employees | 20,591 | 19,000 |
| Market value | $36.94bn | $5.19bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 94 (Strong) | 52 (Moderate) |
| Insider trades, 12 months | 0 buys, 12 sales | 0 buys, 10 sales |