Schneider National Inc (SNDR)vsUniversal Logistics Holdings Inc (ULH)
SNDR
Schneider National Inc
$25.85
+2.30%
INDUSTRIALS · Cap: $4.43B
ULH
Universal Logistics Holdings Inc
$21.11
+7.76%
INDUSTRIALS · Cap: $516.20M
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 264% more annual revenue ($5.67B vs $1.56B). SNDR leads profitability with a 1.8% profit margin vs -6.4%. ULH appears more attractively valued with a PEG of 3.73. SNDR earns a higher WallStSmart Score of 43/100 (D).
SNDR
Hold43
out of 100
Grade: D
ULH
Avoid35
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
Intrinsic value data unavailable for ULH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
4.5% revenue growth
ROE of 3.5% — below average capital efficiency
1.8% margin — thin
Operating margin of 2.6%
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 4.5%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SNDR
The strongest argument for SNDR centers on Price/Book, Debt/Equity.
Bull Case : ULH
The strongest argument for ULH centers on Price/Book.
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 : ULH
The primary concerns for ULH are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
SNDR profiles as a value stock while ULH is a turnaround play — different risk/reward profiles.
SNDR carries more volatility with a beta of 1.06 — 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 35/100). Both earn "Hold" and "Avoid" 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 →Universal Logistics Holdings Inc
INDUSTRIALS · TRUCKING · USA
Universal Logistics Holdings, Inc. offers transportation and logistics solutions in the United States, Mexico, Canada and Colombia. The company is headquartered in Warren, Michigan.
Visit Website →Compare with Other TRUCKING Stocks
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