RXO Inc. (RXO)vsSchneider National Inc (SNDR)
RXO
RXO Inc.
$14.38
+3.30%
INDUSTRIALS · Cap: $2.36B
SNDR
Schneider National Inc
$25.85
+2.30%
INDUSTRIALS · Cap: $4.43B
Smart Verdict
WallStSmart Research — data-driven comparison
RXO Inc. generates 1% more annual revenue ($5.74B vs $5.67B). SNDR leads profitability with a 1.8% profit margin vs -1.7%. SNDR appears more attractively valued with a PEG of 4.36. SNDR earns a higher WallStSmart Score of 43/100 (D).
RXO
Hold37
out of 100
Grade: F
SNDR
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for RXO.
Margin of Safety
-641.1%
Fair Value
$4.01
Current Price
$25.85
$21.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
ROE of -6.3% — below average capital efficiency
Revenue declined 11.9%
Earnings declined 93.2%
4.5% revenue growth
ROE of 3.5% — below average capital efficiency
1.8% margin — thin
Operating margin of 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : RXO
The strongest argument for RXO centers on Price/Book.
Bull Case : SNDR
The strongest argument for SNDR centers on Price/Book, Debt/Equity.
Bear Case : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
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.
Key Dynamics to Monitor
RXO profiles as a turnaround stock while SNDR is a value play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.54 — 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
SNDR scores higher overall (43/100 vs 37/100). 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.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading transportation and logistics provider focused on delivering efficient freight solutions across North America. Leveraging advanced technology and data analytics, RXO optimizes supply chain operations, ensuring timely and cost-effective delivery of goods for its clients. With a strong commitment to sustainability and continuous innovation, the company is well-aligned with current industry trends, enhancing its attractiveness to institutional investors. RXO's extensive network and strategic partnerships further strengthen its ability to meet various customer needs, affirming its position as a key player in the logistics sector.
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.
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