Genesee & Wyoming (NYSE: GWR) and Schneider National (NASDAQ:SNDR) are both mid-cap transportation companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitabiliy, institutional ownership, risk, valuation, analyst recommendations, dividends and earnings.
Insider and Institutional Ownership
95.8% 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 company is poised for long-term growth.
Analyst Recommendations
This is a breakdown of recent ratings and price targets for Genesee & Wyoming and Schneider National, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Genesee & Wyoming | 0 | 5 | 3 | 0 | 2.38 |
| Schneider National | 0 | 2 | 7 | 0 | 2.78 |
Genesee & Wyoming currently has a consensus price target of $75.60, suggesting a potential upside of 12.92%. Schneider National has a consensus price target of $22.43, suggesting a potential upside of 5.10%. Given Genesee & Wyoming’s higher probable upside, analysts clearly believe Genesee & Wyoming is more favorable than Schneider National.
Earnings and Valuation
This table compares Genesee & Wyoming and Schneider National’s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | EBITDA | Earnings Per Share | Price/Earnings Ratio | |
| Genesee & Wyoming | $2.08 billion | 2.00 | $609.92 million | $2.29 | 29.24 |
| Schneider National | $4.20 billion | 0.90 | $544.67 million | N/A | N/A |
Genesee & Wyoming has higher revenue, but lower earnings than Schneider National.
Profitability
This table compares Genesee & Wyoming and Schneider National’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Genesee & Wyoming | 6.64% | 6.32% | 2.63% |
| Schneider National | 4.32% | 13.37% | 5.98% |
Summary
Genesee & Wyoming beats Schneider National on 7 of the 12 factors compared between the two stocks.
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).
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.
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