Schneider National (NYSE: SNDR) and AMERCO (NASDAQ:UHAL) are both mid-cap industrials companies, but which is the superior investment? We will compare the two businesses based on the strength of their valuation, earnings, profitability, dividends, risk, analyst recommendations and institutional ownership.

Analyst Recommendations

This is a summary of current recommendations and price targets for Schneider National and AMERCO, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Schneider National 0 3 8 0 2.73
AMERCO 0 0 0 0 N/A

Schneider National currently has a consensus target price of $24.50, suggesting a potential downside of 10.62%. Given Schneider National’s higher possible upside, analysts plainly believe Schneider National is more favorable than AMERCO.

Valuation and Earnings

This table compares Schneider National and AMERCO’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Schneider National $4.05 billion 1.20 $156.85 million $0.88 31.15
AMERCO $3.42 billion 2.17 $398.42 million $16.62 22.79

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

Dividends

Schneider National pays an annual dividend of $0.20 per share and has a dividend yield of 0.7%. AMERCO does not pay a dividend. Schneider National pays out 22.7% of its earnings in the form of a dividend.

Institutional & Insider Ownership

21.5% of Schneider National shares are held by institutional investors. Comparatively, 30.7% of AMERCO shares are held by institutional investors. 42.6% of AMERCO shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Profitability

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

Net Margins Return on Equity Return on Assets
Schneider National 3.61% 10.79% 4.79%
AMERCO 9.30% 11.28% 3.38%

Summary

AMERCO beats Schneider National on 8 of the 13 factors compared between the two stocks.

Schneider National Company Profile

Schneider National, Inc. is a provider of transportation, logistics and related services. The Company’s transportation solutions include one-way, intermodal, dedicated, bulk, transport management, trans loading services, international services and Schneider payment services. Its supply chain management and consulting services include logistics solution design, global supply chain services, enterprise and market entry assistance, and sourcing and compliance. Schneider Logistics is the subsidiary of the Company, which provides supply chain management technology, managed services, engineering services and freight payment. The Company operates approximately 10,000 tractors, around 28,800 trailers and around 14,300 containers. It has operations in around 36 locations in Canada, the United States and Mexico.

AMERCO Company Profile

AMERCO is a do-it-yourself moving and storage operator through its subsidiary, U-Haul International, Inc. (U-Haul). The Company supplies its products and services to help people move and store their household and commercial goods through U-Haul. It sells U-Haul brand boxes, tape, and other moving and self-storage products and services to do-it-yourself moving and storage customers at its distribution outlets and through uhaul.com and eMove Websites. The Company operates through three segments: Moving and Storage; Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment includes the operations of AMERCO, U-Haul and Amerco Real Estate Company, and the subsidiaries of U-Haul and Real Estate. The Property and Casualty Insurance segment consists of the operations of Repwest Insurance Company and its subsidiaries, and ARCOA Risk Retention Group. The Life Insurance segment consists of the operations of Oxford Life Insurance Company and its subsidiaries.

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