Schneider National (NYSE:SNDR) and U-Haul (NYSE:UHAL) Financial Analysis

Schneider National (NYSE:SNDR) and U-Haul (NYSE:UHAL) are both transportation companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, institutional ownership, earnings, risk, dividends, valuation and analyst recommendations.

Institutional & Insider Ownership

28.5% of Schneider National shares are held by institutional investors. Comparatively, 3.6% of U-Haul shares are held by institutional investors. 23.4% of Schneider National shares are held by insiders. Comparatively, 43.6% of U-Haul shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Earnings & Valuation

This table compares Schneider National and U-Haul”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Schneider National	$5.67 billion	0.87	$103.60 million	$0.59	47.85
U-Haul	$5.83 billion	N/A	$367.09 million	$0.48	106.31

U-Haul has higher revenue and earnings than Schneider National. Schneider National is trading at a lower price-to-earnings ratio than U-Haul, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

Schneider National has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, U-Haul has a beta of 1.12, indicating that its share price is 12% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent recommendations for Schneider National and U-Haul, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Schneider National	2	7	6	1	2.38
U-Haul	1	0	0	1	2.50

Schneider National currently has a consensus price target of $28.43, indicating a potential upside of 0.70%. Given Schneider National’s higher probable upside, equities research analysts plainly believe Schneider National is more favorable than U-Haul.

Profitability

This table compares Schneider National and U-Haul’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Schneider National	1.83%	3.66%	2.23%
U-Haul	2.14%	1.64%	0.61%

Summary

U-Haul beats Schneider National on 7 of the 13 factors compared between the two stocks.

About Schneider National

Schneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over the road freight transportation services primarily through dry van, bulk, temperature-controlled, and flat-bed trailers across either network or dedicated configurations. The Intermodal segment provides door-to-door container on flat car services through a combination of rail and dray transportation using company-owned containers, chassis, and trucks. The Logistics segment offers asset-light freight brokerage, supply chain, warehousing, and import/export services to manage and move its customers' freight. The company leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.

About U-Haul

AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company’s Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,065 company operated retail moving stores and 20,100 independent U-Haul dealers. As of March 31, 2020, it had a rental fleet of approximately 176,000 trucks, 127,000 trailers, and 41,000 towing devices; and 1,745 self-storage locations with approximately 774,000 rentable storage units. The company’s Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. The company’s Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. AMERCO was founded in 1945 and is based in Reno, Nevada.