Critical Review: Old Dominion Freight Line (NASDAQ:ODFL) vs. Neutron (NASDAQ:LIME)

Old Dominion Freight Line (NASDAQ:ODFL) and Neutron (NASDAQ:LIME) are both industrials companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, earnings, institutional ownership, risk, dividends, analyst recommendations and profitability.

Insider & Institutional Ownership

77.8% of Old Dominion Freight Line shares are owned by institutional investors. 8.2% of Old Dominion Freight Line shares are owned by company insiders. Comparatively, 3.8% of Neutron shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Profitability

This table compares Old Dominion Freight Line and Neutron’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Old Dominion Freight Line	19.44%	24.87%	19.47%
Neutron	N/A	N/A	N/A

Analyst Ratings

This is a breakdown of current recommendations for Old Dominion Freight Line and Neutron, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Old Dominion Freight Line	2	13	9	1	2.36
Neutron	0	1	9	0	2.90

Old Dominion Freight Line presently has a consensus target price of $226.55, indicating a potential upside of 14.05%. Neutron has a consensus target price of $38.86, indicating a potential downside of 8.23%. Given Old Dominion Freight Line’s higher probable upside, equities research analysts plainly believe Old Dominion Freight Line is more favorable than Neutron.

Earnings and Valuation

This table compares Old Dominion Freight Line and Neutron”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Old Dominion Freight Line	$5.60 billion	7.35	$1.02 billion	$5.19	38.27
Neutron	$986.01 million	2.79	N/A	N/A	N/A

Old Dominion Freight Line has higher revenue and earnings than Neutron.

Summary

Old Dominion Freight Line beats Neutron on 9 of the 10 factors compared between the two stocks.

About Old Dominion Freight Line

Old Dominion Freight Line, Inc. operates as a less-than-truckload motor carrier in the United States and North America. The company offers regional, inter-regional, and national less-than-truckload services, as well as expedited transportation. It also provides various value-added services, including container drayage, truckload brokerage, and supply chain consulting. As of December 31, 2023, it owned and operated 10,791 tractors, 31,233 linehaul trailers, and 15,181 pickup and delivery trailers; 46 fleet maintenance centers; and 257 service centers. Old Dominion Freight Line, Inc. was founded in 1934 and is headquartered in Thomasville, North Carolina.

About Neutron

Lime is the largest global shared micromobility business. We are on a mission to build a future where transportation is shared, affordable, and carbon-free. Lime provides convenient and reliable short-term rentals of e-scooters and e-bikes at an affordable price. As of December 31, 2025, we operated in approximately 230 cities(1) across 29 countries(2). In 2025, we delivered a seamless rider experience to approximately 19 million riders. Our market leadership and scale have made Lime a widely recognized brand — valued by riders for our availability and trusted by cities for our operating track record. This leadership and scale have also yielded favorable unit economics, enabling us to continue investing in our growth. Lime has revolutionized the shared micromobility industry through our vertically integrated platform, which combines our proprietary hardware and software, data, tech-enabled operations, and government relations expertise. Our vertical integration allows us to maintain control of key aspects of our service and is designed to accelerate rider adoption, boost usage frequency, facilitate regulatory compliance, and optimize cost efficiency — fueling sustainable growth while solidifying trusted partnerships with cities and positioning us as a leader in the shared micromobility industry. Our platform creates a self-reinforcing, virtuous network effect that aligns value for riders and city priorities: more riders using our service enables cities to meet their local policy goals faster, which encourages cities to expand shared micromobility programs and invest in additional infrastructure, which in turn enhances the rider experience and attracts even more riders. What started as convenience enjoyed by individual riders has, through our platform, reshaped how people move around cities, which demonstrates that shared micromobility isn’t just viable but can be an essential component of urban life. The extensive presence of our electric vehicles in cities around the world has established our brand with the public, reinforcing our leadership position in the shared micromobility industry. Each of our e-scooters and e-bikes serves as mobile advertisements within the cities in which we operate, continuously reinforcing brand recognition. Our reach is further amplified through our network partnerships, including our mutually exclusive partnership with Uber. Lime vehicles are featured as a ride option within the Uber app in nearly all of our shared markets, providing Lime with direct access to Uber’s global user base. Revenue generated through our partnership with Uber was approximately 14.1%, 15.8%, and 14.3% of total revenue in 2023, 2024, and 2025, respectively, and was approximately 14.0% for the three months ended March 31, 2026. We believe our platform, combined with our global scale, market leadership, brand awareness, efficient operating model, and network partnerships creates significant competitive advantages, which has positioned us as a leader in the shared micromobility industry, has fueled sustained growth over time, and has contributed to our significant market share. We calculate our market share primarily using data for monthly active app users (“MAAUs”) from Sensor Tower (as defined below) for each of the countries we operated in and supplementing with publicly available information and our internal data. Our principal executive offices are located in San Francisco, California.