Schneider National (NYSE:SNDR) and Grupo Aeroportuario Del Pacifico (NYSE:PAC) Head-To-Head Comparison

Schneider National (NYSE:SNDR) and Grupo Aeroportuario Del Pacifico (NYSE:PAC) are both transportation companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, profitability, risk, valuation, earnings, institutional ownership and dividends.

Dividends

Schneider National pays an annual dividend of $0.40 per share and has a dividend yield of 1.1%. Grupo Aeroportuario Del Pacifico pays an annual dividend of $4.01 per share and has a dividend yield of 1.8%. Schneider National pays out 71.4% of its earnings in the form of a dividend. Grupo Aeroportuario Del Pacifico pays out 35.9% 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. Grupo Aeroportuario Del Pacifico is clearly the better dividend stock, given its higher yield and lower payout ratio.

Earnings and Valuation

This table compares Schneider National and Grupo Aeroportuario Del Pacifico”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Schneider National	$5.67 billion	1.15	$103.60 million	$0.56	66.54
Grupo Aeroportuario Del Pacifico	$2.16 billion	5.35	$499.30 million	$11.16	20.49

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

Profitability

This table compares Schneider National and Grupo Aeroportuario Del Pacifico’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%
Grupo Aeroportuario Del Pacifico	25.04%	43.12%	12.01%

Risk and Volatility

Schneider National has a beta of 1.17, meaning that its share price is 17% more volatile than the S&P 500. Comparatively, Grupo Aeroportuario Del Pacifico has a beta of 0.94, meaning that its share price is 6% less volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current ratings and price targets for Schneider National and Grupo Aeroportuario Del Pacifico, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Schneider National	0	10	6	0	2.38
Grupo Aeroportuario Del Pacifico	0	4	2	0	2.33

Schneider National currently has a consensus target price of $32.23, suggesting a potential downside of 13.50%. Given Schneider National’s stronger consensus rating and higher possible upside, analysts clearly believe Schneider National is more favorable than Grupo Aeroportuario Del Pacifico.

Institutional and Insider Ownership

28.5% of Schneider National shares are owned by institutional investors. Comparatively, 11.7% of Grupo Aeroportuario Del Pacifico shares are owned by institutional investors. 23.6% of Schneider National shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

Schneider National beats Grupo Aeroportuario Del Pacifico on 9 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 Grupo Aeroportuario Del Pacifico

Grupo Aeroportuario del Pacífico, S.A.B. de C.V., together with its subsidiaries, holds concessions to develop, operate, and manage airports in Mexico and Jamaica. The company operates twelve international airports in Guadalajara and Tijuana areas, Mexico; and two international airports in Montego Bay, Jamaica. It also offers aeronautical services, such as passenger, aircraft landing, parking, airport security, and passenger walkway and airport bus, as well as car packing charges; complementary services, including baggage handling, catering, aircraft maintenance and repair, and fuel; cargo handling; and ground transportation services. In addition, the company provides non-aeronautical services, such as redesigning and modernizing terminal spaces and developing new projects; telephone and internet services; and ground handling services under the brand Primesky, as well as advertising services. Further, it engages in commercial activities comprising leasing space in terminals to airlines and other service providers; to retail stores, such as souvenir and gift shops, fashion and footwear stores, pharmacies, jewelry, electronics, cosmetics, and others; to various food and beverage services; car rental service companies, including parking spots, lots, and car rental reservation booths; to timeshare developers; to financial service providers; and to operators of duty-free stores. Additionally, the company operates parking facilities; VIP lounges; convenience stores; and vending machines. The company was incorporated in 1998 and is headquartered in Guadalajara, Mexico.