AIT vs ODFL
Applied Industrial Technologies vs Old Dominion Freight Line — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
62
Buy
VS
ODFL
Old Dominion Freight Line
65
Buy
| Metric | AIT | ODFL |
|---|
| AI Score |
62
|
65
|
| Price |
$337.51
|
$199.62
|
| P/E Ratio |
30.55×
|
38.75×
|
| ROE |
22.3%
|
23.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.3%
|
31.7%
|
| Debt / Equity |
0.26×
|
0.00×
|
| Dividend Yield |
0.6%
|
0.6%
|
| RSI (14) |
30.6
|
30.1
|
| Beta |
0.847
|
1.177
|
| Expected Upside |
—
|
+9.9%
|
AI Committee View
Current Innellis committee reasoning for AIT versus ODFL.
ODFL leads by 3 points.
ODFL scores 65/100 (Buy) versus AIT at 62/100 (Buy).
AIT Committee View
80% agreement
5 analysts
The primary driver is news sentiment is positive (+0.27 across 56 articles, 14d). The main limiting factor is p/e of 32.7 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 21.6% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 32.7 is moderate-to-rich — Value
- Price-to-book of 4.8x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
ODFL Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- News sentiment is positive (+0.17 across 12 articles, 14d) — News
Bear Case
- MACD histogram negative -- bearish momentum — Technical