Schneider National Inc (SNDR)vsXPO Logistics Inc (XPO)
SNDR
Schneider National Inc
$25.85
+2.30%
INDUSTRIALS · Cap: $4.43B
XPO
XPO Logistics Inc
$192.86
+3.50%
INDUSTRIALS · Cap: $21.87B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 44% more annual revenue ($8.16B vs $5.67B). XPO leads profitability with a 3.9% profit margin vs 1.8%. XPO appears more attractively valued with a PEG of 2.17. SNDR earns a higher WallStSmart Score of 43/100 (D).
SNDR
Hold43
out of 100
Grade: D
XPO
Hold41
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
Margin of Safety
-1020.0%
Fair Value
$18.02
Current Price
$192.86
$174.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
No standout strengths identified
Areas to Watch
4.5% revenue growth
ROE of 3.5% — below average capital efficiency
1.8% margin — thin
Operating margin of 2.6%
Expensive relative to growth rate
Trading at 12.1x book value
4.6% revenue growth
3.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : SNDR
The strongest argument for SNDR centers on Price/Book, Debt/Equity.
Bull Case : XPO
XPO has a balanced fundamental profile.
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 : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Revenue Growth. A P/E of 70.3x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
XPO carries more volatility with a beta of 1.72 — expect wider price swings.
XPO is growing revenue faster at 4.6% — sustainability is the question.
XPO generates stronger free cash flow (119M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNDR scores higher overall (43/100 vs 41/100). 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 →XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
Compare with Other TRUCKING Stocks
Want to dig deeper into these stocks?