Covenant Logistics Group, Inc. (CVLG) vs Schneider National, Inc. (SNDR)

Covenant Logistics Group, Inc. and Schneider National, Inc. are both Trucking companies. Schneider National, Inc. is the larger, with a market value of $5.6B against $841.5M — 6.6× the size. Schneider National, Inc. trades at the lower P/E: 48.8× against 216×. Covenant Logistics Group, Inc. grew revenue faster over the last twelve months: 8.34% against 6.25%. Schneider National, Inc. has the higher net margin (1.92% vs 0.31%) and the higher return on invested capital (3.53% vs −0.10%). Both pay a dividend; Schneider National, Inc. yields more (1.38% vs 0.86%). Across the 23 metrics below, Schneider National, Inc. leads on 17 and Covenant Logistics Group, Inc. on 6.

Valuation

Metric CVLG SNDR Trucking median
P/E 216.47 48.83 50.34
P/S 0.66 0.94 1.19
P/B 1.98 1.79 1.48
Price to free cash flow 31.99 17.28 13.51
EV/EBITDA 11.85 8.93 11.77
EV/Sales 0.90 0.95 1.03
Earnings yield 0.46% 2.05% 0.21%
Free cash flow yield 3.13% 5.79% 4.56%

Profitability

Metric CVLG SNDR Trucking median
Gross margin 62.40% 56.18% 51.20%
Operating margin (0.09%) 3.03% 0.00%
Net margin 0.31% 1.92% 0.35%
Free cash flow margin 2.08% 5.44% 5.45%
Return on equity 0.91% 3.68% 0.31%
Return on assets 0.38% 2.24% 0.37%
Return on invested capital (0.10%) 3.53% (0.05%)

Growth

Metric CVLG SNDR Trucking median
Revenue growth (TTM) 8.34% 6.25% 4.46%
EPS growth (last fiscal year) (79.23%) (10.61%) —
Revenue growth, 5-year CAGR 6.79% 4.50% 6.44%
Net income growth, 5-year CAGR 0.00% (13.32%) 0.00%

Health

Metric CVLG SNDR Trucking median
Debt to equity 0.71 0.13 0.17
Current ratio 1.14 2.03 1.52
Net debt to EBITDA 3.09 0.26 1.59

Dividend

Metric CVLG SNDR Trucking median
Dividend yield 0.86% 1.38% 1.00%
Payout ratio 0.06 0.15 0.08

Size

Metric CVLG SNDR Trucking median
Market cap 841.53m 5.59b 1.53b

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