Schneider National (NYSE: SNDR) and C.H. Robinson Worldwide (NASDAQ:CHRW) are both mid-cap transportation companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, earnings, valuation, analyst recommendations, dividends, risk and institutional ownership.
Schneider National pays an annual dividend of $0.20 per share and has a dividend yield of 0.7%. C.H. Robinson Worldwide pays an annual dividend of $1.84 per share and has a dividend yield of 2.1%. C.H. Robinson Worldwide pays out 54.9% of its earnings in the form of a dividend. Schneider National has increased its dividend for 10 consecutive years.
This table compares Schneider National and C.H. Robinson Worldwide’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|C.H. Robinson Worldwide||3.31%||36.06%||12.17%|
Institutional and Insider Ownership
21.5% of Schneider National shares are held by institutional investors. Comparatively, 94.2% of C.H. Robinson Worldwide shares are held by institutional investors. 0.9% of C.H. Robinson Worldwide shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.
Valuation and Earnings
This table compares Schneider National and C.H. Robinson Worldwide’s top-line revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Schneider National||$4.05 billion||1.23||$156.85 million||N/A||N/A|
|C.H. Robinson Worldwide||$13.14 billion||0.92||$513.38 million||$3.35||25.90|
C.H. Robinson Worldwide has higher revenue and earnings than Schneider National.
This is a breakdown of current ratings and target prices for Schneider National and C.H. Robinson Worldwide, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|C.H. Robinson Worldwide||3||8||4||0||2.07|
Schneider National presently has a consensus target price of $24.50, indicating a potential downside of 13.18%. C.H. Robinson Worldwide has a consensus target price of $76.07, indicating a potential downside of 12.31%. Given C.H. Robinson Worldwide’s higher possible upside, analysts clearly believe C.H. Robinson Worldwide is more favorable than Schneider National.
C.H. Robinson Worldwide beats Schneider National on 8 of the 14 factors compared between the two stocks.
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.
C.H. Robinson Worldwide Company Profile
C.H. Robinson Worldwide, Inc. is a provider of transportation services and logistics solutions through a network of offices operating in North America, Europe, Asia, Australia, New Zealand and South America. The Company’s segments include North American Surface Transportation (NAST), Global Forwarding, Robinson Fresh, and All Other and Corporate. The NAST segment provides freight transportation services across North America through a network of offices in the United States, Canada and Mexico. The primary services provided by Global Forwarding segment include ocean freight services, air freight services, and customs brokerage. The Robinson Fresh segment provides sourcing under the trade name Robinson Fresh. The All Other and Corporate segment primarily consists of Managed Services and Other Surface Transportation outside of North America. It develops global transportation and distribution networks to provide transportation and supply chain services throughout the world.
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