Schneider National (NYSE: SNDR) and Knight-Swift Transportation (NYSE:SWFT) are both mid-cap industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, institutional ownership, valuation, dividends, analyst recommendations, earnings and profitability.
Schneider National pays an annual dividend of $0.20 per share and has a dividend yield of 0.7%. Knight-Swift Transportation does not pay a dividend. Schneider National pays out 22.7% of its earnings in the form of a dividend.
This is a breakdown of current ratings and recommmendations for Schneider National and Knight-Swift Transportation, as provided by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Schneider National currently has a consensus target price of $24.75, indicating a potential downside of 12.76%. Knight-Swift Transportation has a consensus target price of $28.00, indicating a potential downside of 5.05%. Given Knight-Swift Transportation’s higher possible upside, analysts clearly believe Knight-Swift Transportation is more favorable than Schneider National.
Valuation and Earnings
This table compares Schneider National and Knight-Swift Transportation’s revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Schneider National||$4.05 billion||1.24||$156.85 million||$0.88||32.24|
Schneider National has higher revenue and earnings than Knight-Swift Transportation. Schneider National is trading at a lower price-to-earnings ratio than Knight-Swift Transportation, indicating that it is currently the more affordable of the two stocks.
This table compares Schneider National and Knight-Swift Transportation’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Insider and Institutional Ownership
21.5% of Schneider National shares are held by institutional investors. Comparatively, 74.9% of Knight-Swift Transportation shares are held by institutional investors. 44.9% of Knight-Swift Transportation shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
Schneider National beats Knight-Swift Transportation on 6 of the 11 factors compared between the two stocks.
Schneider National Company Profile
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.
Knight-Swift Transportation Company Profile
Knight-Swift Transportation Holdings Inc., formerly Swift Transportation Company, provides truckload services in North America. The Company also provides rail intermodal and non-asset based freight brokerage and logistics management services. The Company provides its services across United States, Mexico and Canada using its dry van, refrigerated, flatbed and specialized trailers, and intermodal containers. As of September 10, 2017, the Company had a fleet of approximately 23,000 tractors and 77,000 trailers. It operates through its Knight Transportation, Swift Transportation, and Barr-Nunn branded subsidiaries.
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