ArcBest Corporation (ARCB) vs Schneider National, Inc. (SNDR)

ArcBest Corporation and Schneider National, Inc. are both Trucking companies. Schneider National, Inc. is the larger, with a market value of $5.6B against $2.9B — 2.0× the size. Schneider National, Inc. trades at the lower P/E: 48.8× against 179×. Schneider National, Inc. grew revenue faster over the last twelve months: 6.25% against 3.70%. Schneider National, Inc. has the higher net margin (1.92% vs 0.39%) and the higher return on invested capital (3.53% vs 1.39%). Both pay a dividend; Schneider National, Inc. yields more (1.38% vs 0.30%). Across the 23 metrics below, Schneider National, Inc. leads on 17 and ArcBest Corporation on 6.

Valuation

Metric ARCB SNDR Trucking median
P/E 178.80 48.83 50.34
P/S 0.67 0.94 1.19
P/B 2.21 1.79 1.48
Price to free cash flow 13.51 17.28 13.51
EV/EBITDA 13.70 8.93 11.77
EV/Sales 0.68 0.95 1.03
Earnings yield 0.56% 2.05% 0.21%
Free cash flow yield 7.40% 5.79% 4.56%

Profitability

Metric ARCB SNDR Trucking median
Gross margin 0.69% 56.18% 51.20%
Operating margin 0.69% 3.03% 0.00%
Net margin 0.39% 1.92% 0.35%
Free cash flow margin 4.93% 5.44% 5.45%
Return on equity 1.27% 3.68% 0.31%
Return on assets 0.66% 2.24% 0.37%
Return on invested capital 1.39% 3.53% (0.05%)

Growth

Metric ARCB SNDR Trucking median
Revenue growth (TTM) 3.70% 6.25% 4.46%
EPS growth (last fiscal year) (64.11%) (10.61%) —
Revenue growth, 5-year CAGR 6.40% 4.50% 6.44%
Net income growth, 5-year CAGR (3.31%) (13.32%) 0.00%

Health

Metric ARCB SNDR Trucking median
Debt to equity 0.17 0.13 0.17
Current ratio 0.97 2.03 1.52
Net debt to EBITDA 0.38 0.26 1.59

Dividend

Metric ARCB SNDR Trucking median
Dividend yield 0.30% 1.38% 1.00%
Payout ratio 0.06 0.15 0.08

Size

Metric ARCB SNDR Trucking median
Market cap 2.85b 5.59b 1.53b

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