Marten Transport Ltd (MRTN)vsSchneider National Inc (SNDR)
MRTN
Marten Transport Ltd
$13.80
-0.86%
INDUSTRIALS · Cap: $1.17B
SNDR
Schneider National Inc
$34.15
+0.68%
INDUSTRIALS · Cap: $5.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 579% more annual revenue ($5.82B vs $857.65M). SNDR leads profitability with a 1.9% profit margin vs 1.5%. MRTN appears more attractively valued with a PEG of 1.83. SNDR earns a higher WallStSmart Score of 55/100 (C-).
MRTN
Hold41
out of 100
Grade: D
SNDR
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.7%
Fair Value
$20.67
Current Price
$13.80
$6.87 discount
Margin of Safety
-32.7%
Fair Value
$25.44
Current Price
$34.15
$8.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 40.0% YoY
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 1.9% — below average capital efficiency
1.5% margin — thin
ROE of 3.2% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : MRTN
The strongest argument for MRTN centers on Price/Book, Debt/Equity, Altman Z-Score.
Bull Case : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book, EPS Growth. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : MRTN
The primary concerns for MRTN are PEG Ratio, Market Cap, Return on Equity. A P/E of 96.0x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
Bear Case : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 54.4x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNDR carries more volatility with a beta of 1.18 — expect wider price swings.
SNDR is growing revenue faster at 10.4% — sustainability is the question.
SNDR generates stronger free cash flow (49M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNDR scores higher overall (55/100 vs 41/100) and 10.4% revenue growth. MRTN offers better value entry with a 33.7% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Marten Transport Ltd
INDUSTRIALS · TRUCKING · USA
Marten Transport, Ltd. is a temperature sensitive cargo truck for carriers in the United States, Canada and Mexico. The company is headquartered in Mondovi, Wisconsin.
Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
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