FER vs ODFL
Ferrovial vs Old Dominion Freight Line — AI-powered side-by-side comparison
VS
ODFL
Old Dominion Freight Line
65
Buy
| Metric | FER | ODFL |
|---|
| AI Score |
49
|
65
|
| Price |
$63.01
|
$199.62
|
| P/E Ratio |
63.02×
|
38.75×
|
| ROE |
15.0%
|
23.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
10.4%
|
31.7%
|
| Debt / Equity |
1.86×
|
0.00×
|
| Dividend Yield |
2.1%
|
0.6%
|
| RSI (14) |
34.4
|
30.1
|
| Beta |
0.795
|
1.177
|
| Expected Upside |
+3.8%
|
+9.9%
|
AI Committee View
Current Innellis committee reasoning for FER versus ODFL.
ODFL leads by 16 points.
ODFL scores 65/100 (Buy) versus FER at 49/100 (Watch).
FER Committee View
33% agreement
6 analysts
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.25 across 4 articles, 14d). Value Analyst remains cautious — p/e of 67.8 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- News sentiment is positive (+0.25 across 4 articles, 14d) — News
Bear Case
- P/E of 67.8 is expensive by classic value standards — Value
- Price-to-book of 6.8x prices in significant intangible value — Value
- Debt-to-equity of 2.00 adds balance-sheet risk to the value case — Value
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