Reviewing Genesee & Wyoming (NYSE:GWR) and Schneider National (SNDR)

Schneider National (NASDAQ: SNDR) and Genesee & Wyoming (NYSE:GWR) are both mid-cap industrials companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, risk, analyst recommendations, earnings, dividends, institutional ownership and profitabiliy.

Earnings & Valuation

This table compares Schneider National and Genesee & Wyoming’s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	EBITDA	Earnings Per Share	Price/Earnings Ratio
Schneider National	$4.12 billion	0.93	$527.62 million	N/A	N/A
Genesee & Wyoming	$2.04 billion	1.99	$590.34 million	$2.38	27.38

Genesee & Wyoming has higher revenue, but lower earnings than Schneider National.

Analyst Ratings

This is a summary of recent ratings for Schneider National and Genesee & Wyoming, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Schneider National	0	2	7	0	2.78
Genesee & Wyoming	0	5	3	0	2.38

Schneider National presently has a consensus target price of $22.43, indicating a potential upside of 3.60%. Genesee & Wyoming has a consensus target price of $75.60, indicating a potential upside of 16.00%. Given Genesee & Wyoming’s higher probable upside, analysts clearly believe Genesee & Wyoming is more favorable than Schneider National.

Institutional & Insider Ownership

96.8% of Genesee & Wyoming shares are owned by institutional investors. 3.8% of Genesee & Wyoming shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Profitability

This table compares Schneider National and Genesee & Wyoming’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Schneider National	2.24%	7.58%	2.99%
Genesee & Wyoming	6.89%	6.61%	2.71%

Summary

Genesee & Wyoming beats Schneider National on 7 of the 12 factors compared between the two stocks.

About Schneider National

Schneider National, Inc. is a provider of transportation, logistics and related services. The Company’s transportation solutions include one-way, intermodal, dedicated, bulk, transport management, trans loading services, international services and Schneider payment services. Its supply chain management and consulting services include logistics solution design, global supply chain services, enterprise and market entry assistance, and sourcing and compliance. Schneider Logistics is the subsidiary of the Company, which provides supply chain management technology, managed services, engineering services and freight payment. The Company operates approximately 10,000 tractors, around 28,800 trailers and around 14,300 containers. It has operations in around 36 locations in Canada, the United States and Mexico.

About Genesee & Wyoming

Genesee & Wyoming Inc. owns and operates freight railroads across the world. As of December 31, 2016, the Company owned or leased 122 freight railroads worldwide that are organized in 10 operating regions. The Company operates through three segments, which include North American Operations, Australian Operations and U.K./European Operations. In North America, the Company has operations in eight regions, such as Central, Coastal (which includes industrial switching and port operations), Midwest, Mountain West (which includes industrial switching operations), Northeast, Pacific, Southern and Canada. Outside the United States, the Company has operations in two regions: Australia and the United Kingdom/Europe (which consists of operations in the United Kingdom, Belgium, Germany, the Netherlands and Poland, as well as the provision of management and technical support through Freightliner to Saudi Arabia Railway Company).