Critical Comparison: Schneider National (SNDR) & ArcBest (ARCB)
Schneider National (NYSE: SNDR) and ArcBest (NASDAQ:ARCB) are both transportation companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, dividends, risk, institutional ownership, earnings and analyst recommendations.
Earnings & Valuation
This table compares Schneider National and ArcBest’s gross revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Schneider National||$4.05 billion||1.27||$156.85 million||N/A||N/A|
|ArcBest||$2.70 billion||0.35||$18.65 million||$0.93||39.78|
Insider and Institutional Ownership
21.5% of Schneider National shares are owned by institutional investors. Comparatively, 89.5% of ArcBest shares are owned by institutional investors. 1.0% of ArcBest shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
This is a breakdown of current ratings and target prices for Schneider National and ArcBest, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Schneider National currently has a consensus price target of $24.75, suggesting a potential downside of 14.60%. ArcBest has a consensus price target of $30.67, suggesting a potential downside of 17.12%. Given Schneider National’s stronger consensus rating and higher probable upside, research analysts clearly believe Schneider National is more favorable than ArcBest.
Schneider National pays an annual dividend of $0.20 per share and has a dividend yield of 0.7%. ArcBest pays an annual dividend of $0.32 per share and has a dividend yield of 0.9%. ArcBest pays out 34.4% of its earnings in the form of a dividend.
This table compares Schneider National and ArcBest’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Schneider National beats ArcBest on 10 of the 13 factors compared between the two stocks.
About Schneider National
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.
ArcBest Corporation is a holding company of businesses providing integrated logistics solutions. The Company operates through three segments: Asset-Based, which consists of ABF Freight System, Inc. and other subsidiaries; ArcBest, which represents the consolidation of the operations of the Premium Logistics, Transportation Management and Household Goods Moving Services segments, and FleetNet, which includes the results of operations of FleetNet America, Inc. (FleetNet). Its Asset-Based operations offer transportation of general commodities through standard, time-critical, expedited and guaranteed LTL services-nationally and regionally. Its ArcBest segment includes truckload, expedite, international, warehousing, freight transportation, management services and moving services. Its FleetNet segment provides roadside assistance and maintenance management services for commercial vehicles to customers in the United States and Canada through a network of third-party service providers.
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