Analyzing Schneider National (NYSE:SNDR) & DSV (OTCMKTS:DSDVY)

Schneider National (NYSE:SNDR) and DSV (OTCMKTS:DSDVY) are both transportation companies, but which is the better business? We will compare the two businesses based on the strength of their profitability, risk, dividends, institutional ownership, analyst recommendations, earnings and valuation.

Institutional and Insider Ownership

28.5% of Schneider National shares are owned by institutional investors. Comparatively, 0.2% of DSV shares are owned by institutional investors. 23.6% of Schneider National shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Analyst Recommendations

This is a breakdown of current ratings and target prices for Schneider National and DSV, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Schneider National	0	10	6	0	2.38
DSV	0	1	4	0	2.80

Schneider National currently has a consensus target price of $31.69, indicating a potential downside of 12.86%. Given Schneider National’s higher possible upside, equities analysts clearly believe Schneider National is more favorable than DSV.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Schneider National	1.73%	3.45%	2.12%
DSV	2.55%	9.45%	3.67%

Dividends

Schneider National pays an annual dividend of $0.40 per share and has a dividend yield of 1.1%. DSV pays an annual dividend of $0.33 per share and has a dividend yield of 0.3%. Schneider National pays out 71.4% of its earnings in the form of a dividend. DSV pays out 10.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Schneider National has raised its dividend for 2 consecutive years. Schneider National is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Volatility & Risk

Schneider National has a beta of 1.14, meaning that its stock price is 14% more volatile than the S&P 500. Comparatively, DSV has a beta of 1.19, meaning that its stock price is 19% more volatile than the S&P 500.

Valuation and Earnings

This table compares Schneider National and DSV”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Schneider National	$5.67 billion	1.12	$103.60 million	$0.56	64.95
DSV	$37.45 billion	1.59	$1.23 billion	$3.15	39.32

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

Summary

DSV beats Schneider National on 10 of the 17 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 DSV

DSV A/S offers transport and logistics services in Europe, the Middle East, Africa, North America, South America, Asia, Australia, and the Pacific. It operates through three segments: Air & Sea, Road, and Solutions. The company provides air freight, air freight compliance and carrier, and rail freight services; sea freight, and sea freight compliance and carrier services, as well as freight containers. It also offers road freight services, such as part and full loads, groupage, specialized transport, express, and online and document handling services; and workshops. In addition, the company provides logistics solutions for automotive, technology, healthcare, energy, industrial, retail/ fashion, and chemical sectors; and inventory management solutions. Further, it offers special project transport services, such as industrial projects, renewable energy, government logistics, ship charter, and air charter services; and courier and warehousing services. The company was formerly known as DSV Panalpina A/S and changed its name to DSV A/S in September 2021. DSV A/S was incorporated in 1976 and is based in Hedehusene, Denmark.