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 $10.0B against $5.6B — 1.8× the size. TFI International Inc. trades at the lower P/E: 29.7× against 48.8×. Schneider National, Inc. grew revenue faster over the last twelve months: 6.25% against −1.72%. TFI International Inc. has the higher net margin (4.13% vs 1.92%) and the higher return on invested capital (7.50% vs 3.53%). Both pay a dividend; Schneider National, Inc. yields more (1.38% vs 1.03%). Across the 23 metrics below, TFI International Inc. leads on 12 and Schneider National, Inc. on 11.

Valuation

Metric SNDR TFII Trucking median
P/E 48.83 29.68 50.34
P/S 0.94 1.23 1.19
P/B 1.79 3.64 1.48
Price to free cash flow 17.28 13.93 13.51
EV/EBITDA 8.93 10.19 11.77
EV/Sales 0.95 1.50 1.03
Earnings yield 2.05% 3.37% 0.21%
Free cash flow yield 5.79% 7.18% 4.56%

Profitability

Metric SNDR TFII Trucking median
Gross margin 56.18% 49.65% 51.20%
Operating margin 3.03% 7.36% 0.00%
Net margin 1.92% 4.13% 0.35%
Free cash flow margin 5.44% 8.80% 5.45%
Return on equity 3.68% 12.41% 0.31%
Return on assets 2.24% 4.57% 0.37%
Return on invested capital 3.53% 7.50% (0.05%)

Growth

Metric SNDR TFII Trucking median
Revenue growth (TTM) 6.25% (1.72%) 4.46%
EPS growth (last fiscal year) (10.61%) (25.00%) —
Revenue growth, 5-year CAGR 4.50% 15.83% 6.44%
Net income growth, 5-year CAGR (13.32%) 2.41% 0.00%

Health

Metric SNDR TFII Trucking median
Debt to equity 0.13 0.90 0.17
Current ratio 2.03 1.09 1.52
Net debt to EBITDA 0.26 2.01 1.59

Dividend

Metric SNDR TFII Trucking median
Dividend yield 1.38% 1.03% 1.00%
Payout ratio 0.15 0.18 0.08

Size

Metric SNDR TFII Trucking median
Market cap 5.59b 10.01b 1.53b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack