Schneider National, Inc. (SNDR) vs Universal Logistics Holdings, Inc. (ULH)

Schneider National, Inc. and Universal Logistics Holdings, Inc. are both Trucking companies. Schneider National, Inc. is the larger, with a market value of $5.0B against $777.1M — 6.4× the size. Universal Logistics Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Schneider National, Inc. trades at 34.8×. Schneider National, Inc. grew revenue faster over the last twelve months: 6.03% against −8.33%. Schneider National, Inc. has the higher net margin (2.38% vs −5.99%) and the higher return on invested capital (4.06% vs −2.53%). Both pay a dividend; Universal Logistics Holdings, Inc. yields more (1.42% vs 1.40%). Across the 22 metrics below, Schneider National, Inc. leads on 15 and Universal Logistics Holdings, Inc. on 7.

Valuation

Metric SNDR ULH Trucking median
P/E 34.80 n/m 41.17
P/S 0.83 0.51 0.95
P/B 1.60 1.39 1.60
Price to free cash flow 15.48 8.66 12.53
EV/EBITDA 7.74 15.37 10.55
EV/Sales 0.84 0.95 0.99
Earnings yield 2.87% (11.75%) 0.23%
Free cash flow yield 6.46% 11.55% 4.97%

Profitability

Metric SNDR ULH Trucking median
Gross margin 54.83% 35.39% 50.54%
Operating margin 3.42% (3.27%) 0.03%
Net margin 2.38% (5.99%) 0.16%
Free cash flow margin 5.36% 5.90% 2.62%
Return on equity 4.63% (15.07%) 0.00%
Return on assets 2.84% (5.17%) 0.19%
Return on invested capital 4.06% (2.53%) 0.03%

Growth

Metric SNDR ULH Trucking median
Revenue growth (TTM) 6.03% (8.33%) 7.57%
EPS growth (last fiscal year) (10.61%) (176.88%) (40.10%)
Revenue growth, 5-year CAGR 4.50% 2.30% 6.08%
Net income growth, 5-year CAGR (13.32%) 0.00% 0.00%

Health

Metric SNDR ULH Trucking median
Debt to equity 0.13 1.23 0.16
Current ratio 2.06 1.20 1.50
Net debt to EBITDA 0.26 9.17 1.59

Dividend

Metric SNDR ULH Trucking median
Dividend yield 1.40% 1.42% 1.31%
Payout ratio 0.49 — 0.49

Size

Metric SNDR ULH Trucking median
Market cap 4.95b 777.06m 1.39b

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