Schneider National Inc (SNDR)vsTFI International Inc (TFII)
SNDR
Schneider National Inc
$25.85
+2.30%
INDUSTRIALS · Cap: $4.43B
TFII
TFI International Inc
$106.48
+1.65%
INDUSTRIALS · Cap: $8.64B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 39% more annual revenue ($7.88B vs $5.67B). TFII leads profitability with a 3.9% profit margin vs 1.8%. TFII trades at a lower P/E of 28.2x. SNDR earns a higher WallStSmart Score of 43/100 (D).
SNDR
Hold43
out of 100
Grade: D
TFII
Hold37
out of 100
Grade: F
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
-396.6%
Fair Value
$25.30
Current Price
$106.48
$81.18 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%
Moderate valuation
3.9% margin — thin
Weak financial health signals
Revenue declined 7.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : SNDR
The strongest argument for SNDR centers on Price/Book, Debt/Equity.
Bull Case : TFII
TFII 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 : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Piotroski F-Score. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
TFII carries more volatility with a beta of 1.39 — expect wider price swings.
SNDR is growing revenue faster at 4.5% — sustainability is the question.
TFII generates stronger free cash flow (278M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
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.
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 →TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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