Schneider National Inc (SNDR)vsWerner Enterprises Inc (WERN)
SNDR
Schneider National Inc
$25.85
+2.30%
INDUSTRIALS · Cap: $4.43B
WERN
Werner Enterprises Inc
$29.14
+0.94%
INDUSTRIALS · Cap: $1.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 91% more annual revenue ($5.67B vs $2.97B). SNDR leads profitability with a 1.8% profit margin vs -0.5%. WERN appears more attractively valued with a PEG of 3.83. WERN earns a higher WallStSmart Score of 47/100 (D+).
SNDR
Hold43
out of 100
Grade: D
WERN
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-641.1%
Fair Value
$4.01
Current Price
$25.85
$21.84 premium
Intrinsic value data unavailable for WERN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
4.5% revenue growth
ROE of 3.5% — below average capital efficiency
1.8% margin — thin
Operating margin of 2.6%
3.8% earnings growth
Smaller company, higher risk/reward
Operating margin of 1.3%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SNDR
The strongest argument for SNDR centers on Price/Book, Debt/Equity.
Bull Case : WERN
The strongest argument for WERN centers on Price/Book.
Bear Case : SNDR
The primary concerns for SNDR are Revenue Growth, Return on Equity, Profit Margin. A P/E of 42.8x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Bear Case : WERN
The primary concerns for WERN are EPS Growth, Market Cap, Operating Margin.
Key Dynamics to Monitor
SNDR profiles as a value stock while WERN is a turnaround play — different risk/reward profiles.
SNDR carries more volatility with a beta of 1.06 — expect wider price swings.
SNDR is growing revenue faster at 4.5% — sustainability is the question.
SNDR generates stronger free cash flow (76M), providing more financial flexibility.
Bottom Line
WERN scores higher overall (47/100 vs 43/100). Both earn "Hold" 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.
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.
Visit Website →Werner Enterprises Inc
INDUSTRIALS · TRUCKING · USA
Werner Enterprises, Inc., a transportation and logistics company, is engaged in the transportation of general freight shipments in interstate and intrastate commerce in the United States, Mexico, and internationally. The company is headquartered in Omaha, Nebraska.
Visit Website →Compare with Other TRUCKING Stocks
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