RXO INC (RXO) vs Schneider National, Inc. (SNDR)

RXO INC and Schneider National, Inc. are both Trucking companies. Schneider National, Inc. is the larger, with a market value of $5.6B against $3.3B — 1.7× the size. RXO INC has negative trailing earnings, so its P/E is not meaningful; Schneider National, Inc. trades at 48.8×. RXO INC grew revenue faster over the last twelve months: 9.53% against 6.25%. Schneider National, Inc. has the higher net margin (1.92% vs −1.72%) and the higher return on invested capital (3.53% vs −2.39%). Across the 20 metrics below, Schneider National, Inc. leads on 14 and RXO INC on 6.

Valuation

Metric RXO SNDR Trucking median
P/E n/m 48.83 50.34
P/S 0.55 0.94 1.19
P/B 2.23 1.79 1.48
Price to free cash flow n/m 17.28 13.51
EV/EBITDA 127.91 8.93 11.77
EV/Sales 0.63 0.95 1.03
Earnings yield (3.08%) 2.05% 0.21%
Free cash flow yield (2.23%) 5.79% 4.56%

Profitability

Metric RXO SNDR Trucking median
Gross margin 14.91% 56.18% 51.20%
Operating margin (1.25%) 3.03% 0.00%
Net margin (1.72%) 1.92% 0.35%
Free cash flow margin (1.23%) 5.44% 5.45%
Return on equity (6.79%) 3.68% 0.31%
Return on assets (3.15%) 2.24% 0.37%
Return on invested capital (2.39%) 3.53% (0.05%)

Growth

Metric RXO SNDR Trucking median
Revenue growth (TTM) 9.53% 6.25% 4.46%
EPS growth (last fiscal year) 72.43% (10.61%) —
Revenue growth, 5-year CAGR 11.33% 4.50% 6.44%
Net income growth, 5-year CAGR 0.00% (13.32%) 0.00%

Health

Metric RXO SNDR Trucking median
Debt to equity 0.33 0.13 0.17
Current ratio 1.27 2.03 1.52
Net debt to EBITDA 10.46 0.26 1.59

Dividend

Metric RXO SNDR Trucking median
Dividend yield — 1.38% 1.00%
Payout ratio — 0.15 0.08

Size

Metric RXO SNDR Trucking median
Market cap 3.29b 5.59b 1.53b

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