Schneider National, Inc. (SNDR) vs TFI International Inc. (TFII)

Schneider National, Inc. and TFI International Inc. are both Trucking companies. TFI International Inc. is the larger, with a market value of $7.9B against $5.0B — 1.6× the size. TFI International Inc. trades at the lower P/E: 22.2× against 34.8×. Schneider National, Inc. grew revenue faster over the last twelve months: 6.03% against 4.20%. TFI International Inc. has the higher net margin (4.26% vs 2.38%) and the higher return on invested capital (7.76% vs 4.06%). Both pay a dividend; TFI International Inc. yields more (1.94% vs 1.40%). Across the 23 metrics below, TFI International Inc. leads on 13 and Schneider National, Inc. on 10.

Valuation

Metric SNDR TFII Trucking median
P/E 34.80 22.24 41.17
P/S 0.83 0.95 0.95
P/B 1.60 2.83 1.60
Price to free cash flow 15.48 12.53 12.53
EV/EBITDA 7.74 8.36 10.55
EV/Sales 0.84 1.21 0.99
Earnings yield 2.87% 4.50% 0.23%
Free cash flow yield 6.46% 7.98% 4.97%

Profitability

Metric SNDR TFII Trucking median
Gross margin 54.83% 48.71% 50.54%
Operating margin 3.42% 7.44% 0.03%
Net margin 2.38% 4.26% 0.16%
Free cash flow margin 5.36% 7.56% 2.62%
Return on equity 4.63% 13.10% 0.00%
Return on assets 2.84% 4.88% 0.19%
Return on invested capital 4.06% 7.76% 0.03%

Growth

Metric SNDR TFII Trucking median
Revenue growth (TTM) 6.03% 4.20% 7.57%
EPS growth (last fiscal year) (10.61%) (25.00%) (40.10%)
Revenue growth, 5-year CAGR 4.50% 15.83% 6.08%
Net income growth, 5-year CAGR (13.32%) 2.41% 0.00%

Health

Metric SNDR TFII Trucking median
Debt to equity 0.13 0.86 0.16
Current ratio 2.06 1.11 1.50
Net debt to EBITDA 0.26 2.01 1.59

Dividend

Metric SNDR TFII Trucking median
Dividend yield 1.40% 1.94% 1.31%
Payout ratio 0.49 0.43 0.49

Size

Metric SNDR TFII Trucking median
Market cap 4.95b 7.94b 1.39b

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