Which is your favorite and why? (ODFL & TFII)
Thanks
Jim
Comparing the two, ODFL is much more expensive with a forward-earnings valuation at 31.0x, while TFII comes in at 15.7x. ODFL has performed better year-to-date, up 41.4%, while TFII is up 18.8%. ODFL is expected to see revenue growth of 11.7% and 9.4% in the next two years, along with EPS growth of 20.2% and 15.1%. TFII is expected to see revenue growth of 8.6% and 7.23% in the next two years, along EPS growth of 25.6% and 15.6%. We like TFII a bit better here mainly due to the slightly better EPS prospects along with trading at a much more reasonable valuation.