Analyzing AMERCO (UHAL) and Schneider National (SNDR)
AMERCO (NASDAQ: UHAL) and Schneider National (NYSE:SNDR) are both mid-cap transportation companies, but which is the superior business? We will contrast the two companies based on the strength of their earnings, profitability, risk, analyst recommendations, dividends, institutional ownership and valuation.
This table compares AMERCO and Schneider National’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Schneider National pays an annual dividend of $0.20 per share and has a dividend yield of 0.8%. AMERCO does not pay a dividend.
This is a summary of current ratings and recommmendations for AMERCO and Schneider National, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Schneider National has a consensus target price of $24.50, suggesting a potential downside of 7.30%. Given Schneider National’s higher possible upside, analysts plainly believe Schneider National is more favorable than AMERCO.
Valuation and Earnings
This table compares AMERCO and Schneider National’s revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|AMERCO||$3.42 billion||2.15||$398.42 million||$16.62||22.52|
|Schneider National||$4.05 billion||1.16||$156.85 million||N/A||N/A|
AMERCO has higher earnings, but lower revenue than Schneider National.
Institutional & Insider Ownership
30.7% of AMERCO shares are owned by institutional investors. Comparatively, 21.5% of Schneider National shares are owned by institutional investors. 42.6% of AMERCO shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
AMERCO beats Schneider National on 6 of the 11 factors compared between the two stocks.
AMERCO Company Profile
AMERCO is a do-it-yourself moving and storage operator through its subsidiary, U-Haul International, Inc. (U-Haul). The Company supplies its products and services to help people move and store their household and commercial goods through U-Haul. It sells U-Haul brand boxes, tape, and other moving and self-storage products and services to do-it-yourself moving and storage customers at its distribution outlets and through uhaul.com and eMove Websites. The Company operates through three segments: Moving and Storage; Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment includes the operations of AMERCO, U-Haul and Amerco Real Estate Company, and the subsidiaries of U-Haul and Real Estate. The Property and Casualty Insurance segment consists of the operations of Repwest Insurance Company and its subsidiaries, and ARCOA Risk Retention Group. The Life Insurance segment consists of the operations of Oxford Life Insurance Company and its subsidiaries.
Schneider National Company Profile
Schneider National, Inc. is a provider of transportation, logistics and related services. The Company’s transportation solutions include one-way, intermodal, dedicated, bulk, transport management, trans loading services, international services and Schneider payment services. Its supply chain management and consulting services include logistics solution design, global supply chain services, enterprise and market entry assistance, and sourcing and compliance. Schneider Logistics is the subsidiary of the Company, which provides supply chain management technology, managed services, engineering services and freight payment. The Company operates approximately 10,000 tractors, around 28,800 trailers and around 14,300 containers. It has operations in around 36 locations in Canada, the United States and Mexico.
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