Roadrunner Transportation Systems (NASDAQ: RRTS) and Macquarie Infrastructure (NYSE:MIC) are both industrials companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, valuation, institutional ownership, analyst recommendations, profitability, dividends and earnings.
Macquarie Infrastructure pays an annual dividend of $5.52 per share and has a dividend yield of 7.9%. Roadrunner Transportation Systems does not pay a dividend. Macquarie Infrastructure pays out 255.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Macquarie Infrastructure has increased its dividend for 5 consecutive years.
This table compares Roadrunner Transportation Systems and Macquarie Infrastructure’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Roadrunner Transportation Systems||1.49%||5.11%||2.40%|
Insider & Institutional Ownership
80.9% of Macquarie Infrastructure shares are owned by institutional investors. 5.9% of Macquarie Infrastructure shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Earnings and Valuation
This table compares Roadrunner Transportation Systems and Macquarie Infrastructure’s gross revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Roadrunner Transportation Systems||$1.97 billion||0.17||$100.85 million||N/A||N/A|
|Macquarie Infrastructure||$1.75 billion||3.30||$604.97 million||$2.16||32.39|
Macquarie Infrastructure has higher revenue, but lower earnings than Roadrunner Transportation Systems.
This is a summary of current ratings and recommmendations for Roadrunner Transportation Systems and Macquarie Infrastructure, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Roadrunner Transportation Systems||0||2||1||0||2.33|
Roadrunner Transportation Systems presently has a consensus target price of $9.67, suggesting a potential upside of 9.23%. Macquarie Infrastructure has a consensus target price of $89.33, suggesting a potential upside of 27.69%. Given Macquarie Infrastructure’s stronger consensus rating and higher probable upside, analysts plainly believe Macquarie Infrastructure is more favorable than Roadrunner Transportation Systems.
Macquarie Infrastructure beats Roadrunner Transportation Systems on 12 of the 15 factors compared between the two stocks.
About Roadrunner Transportation Systems
Roadrunner Transportation Systems, Inc. (RRTS) is an asset-light transportation and logistics service provider. The Company offers a suite of global supply chain solutions, including truckload logistics (TL), customized and expedited less-than-truckload (LTL), intermodal solutions (transporting a shipment by over one mode, primarily through rail and truck), freight consolidation, inventory management, expedited services, air freight, international freight forwarding, customs brokerage and transportation management solutions. The Company operates through three segments: Truckload Logistics, Less-than-Truckload and Global Solutions. The Company utilizes a third-party network of transportation providers, consisting of independent contractors (ICs) and purchased power providers, to serve a diverse customer base. It primarily focuses on small to mid-size shippers.
About Macquarie Infrastructure
Macquarie Infrastructure Corporation owns and operates a group of businesses that provide services, such as bulk liquid terminalling and handling services. The Company operates through four segments: International-Matex Tank Terminals (IMTT), Atlantic Aviation, Contracted Power (CP) and MIC Hawaii. Its group of businesses also provides services, such as aircraft fueling, CP generation and utility gas services. Its group of businesses provides services to businesses, government agencies and individuals in the United States. IMTT segment provides bulk liquid terminal services in the United States. As of December 31, 2016, Atlantic Aviation operated Fixed based operations (FBOs) at 69 airports in the United States. The businesses in its CP segment sell electricity to off-takers, pursuant to multi-year contracts. MIC Hawaii segment consists of Hawaii Gas and several smaller businesses. Hawaii Gas consists of a gas utility and a liquefied petroleum gas (LPG) distribution business.
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