Critical Comparison: Schneider National (NYSE:SNDR) vs. Lakeside (NASDAQ:LSH)

Lakeside (NASDAQ:LSH) and Schneider National (NYSE:SNDR) are both transportation companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, dividends, institutional ownership and earnings.

Analyst Recommendations

This is a breakdown of recent recommendations for Lakeside and Schneider National, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Lakeside	1	0	0	0	1.00
Schneider National	1	9	7	1	2.44

Schneider National has a consensus price target of $26.53, indicating a potential downside of 4.97%. Given Schneider National’s stronger consensus rating and higher probable upside, analysts plainly believe Schneider National is more favorable than Lakeside.

Institutional and Insider Ownership

28.5% of Schneider National shares are held by institutional investors. 15.5% of Lakeside shares are held by insiders. Comparatively, 32.7% of Schneider National shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Profitability

This table compares Lakeside and Schneider National’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Lakeside	-26.59%	-172.78%	-39.90%
Schneider National	2.03%	4.04%	2.44%

Volatility and Risk

Lakeside has a beta of 2.91, indicating that its share price is 191% more volatile than the S&P 500. Comparatively, Schneider National has a beta of 1.08, indicating that its share price is 8% more volatile than the S&P 500.

Valuation and Earnings

This table compares Lakeside and Schneider National”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Lakeside	$17.79 million	0.80	-$5.25 million	($0.60)	-1.35
Schneider National	$5.29 billion	0.93	$117.00 million	$0.64	43.63

Schneider National has higher revenue and earnings than Lakeside. Lakeside is trading at a lower price-to-earnings ratio than Schneider National, indicating that it is currently the more affordable of the two stocks.

Summary

Schneider National beats Lakeside on 14 of the 15 factors compared between the two stocks.

About Lakeside

Lakeside Holding Limited, through its subsidiaries, provides integrated cross-border supply chain solution in the United States, China, South Korea, and internationally. It offers a range of integrated services under cross-border ocean freight solutions and cross-border airfreight solutions, including cross-border freight consolidation and forwarding services, customs clearance services, warehousing and distribution services, and U.S. domestic ground transportation services. The company customers include logistics service companies serving e-commerce platforms, social commerce platforms, and manufacturers to sell and transport consumer and industrial goods. Lakeside Holding Limited was founded in 2018 and is headquartered in Itasca, Illinois. Lakeside Holding Limited operates as a subsidiary of Jiushen Transport LLC.

About Schneider National

Schneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over the road freight transportation services primarily through dry van, bulk, temperature-controlled, and flat-bed trailers across either network or dedicated configurations. The Intermodal segment provides door-to-door container on flat car services through a combination of rail and dray transportation using company-owned containers, chassis, and trucks. The Logistics segment offers asset-light freight brokerage, supply chain, warehousing, and import/export services to manage and move its customers' freight. The company leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.