Schneider National, Inc. (SNDR) vs XPO, Inc. (XPO)

Schneider National, Inc. and XPO, Inc. are both Trucking companies. XPO, Inc. is the larger, with a market value of $20.6B against $5.6B — 3.7× the size. Schneider National, Inc. trades at the lower P/E: 48.8× against 50.3×. XPO, Inc. grew revenue faster over the last twelve months: 7.05% against 6.25%. XPO, Inc. has the higher net margin (4.71% vs 1.92%) and the higher return on invested capital (9.66% vs 3.53%). Across the 22 metrics below, Schneider National, Inc. leads on 12 and XPO, Inc. on 10.

Valuation

Metric SNDR XPO Trucking median
P/E 48.83 50.34 50.34
P/S 0.94 2.36 1.19
P/B 1.79 10.33 1.48
Price to free cash flow 17.28 31.17 13.51
EV/EBITDA 8.93 18.03 11.77
EV/Sales 0.95 2.70 1.03
Earnings yield 2.05% 1.99% 0.21%
Free cash flow yield 5.79% 3.21% 4.56%

Profitability

Metric SNDR XPO Trucking median
Gross margin 56.18% 100.00% 51.20%
Operating margin 3.03% 8.78% 0.00%
Net margin 1.92% 4.71% 0.35%
Free cash flow margin 5.44% 7.58% 5.45%
Return on equity 3.68% 21.59% 0.31%
Return on assets 2.24% 4.91% 0.37%
Return on invested capital 3.53% 9.66% (0.05%)

Growth

Metric SNDR XPO Trucking median
Revenue growth (TTM) 6.25% 7.05% 4.46%
EPS growth (last fiscal year) (10.61%) (18.27%) —
Revenue growth, 5-year CAGR 4.50% 5.75% 6.44%
Net income growth, 5-year CAGR (13.32%) 23.50% 0.00%

Health

Metric SNDR XPO Trucking median
Debt to equity 0.13 1.63 0.17
Current ratio 2.03 1.01 1.52
Net debt to EBITDA 0.26 2.55 1.59

Dividend

Metric SNDR XPO Trucking median
Dividend yield 1.38% — 1.00%
Payout ratio 0.15 0.00 0.08

Size

Metric SNDR XPO Trucking median
Market cap 5.59b 20.62b 1.53b

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