Head to Head Analysis: Schneider National (NYSE:SNDR) vs. Lyft (NASDAQ:LYFT)

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

Risk and Volatility

Schneider National has a beta of 1.21, suggesting that its stock price is 21% more volatile than the S&P 500. Comparatively, Lyft has a beta of 2.06, suggesting that its stock price is 106% more volatile than the S&P 500.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Schneider National	2.38%	4.82%	2.97%
Lyft	40.67%	1.25%	0.42%

Insider & Institutional Ownership

28.5% of Schneider National shares are owned by institutional investors. Comparatively, 83.1% of Lyft shares are owned by institutional investors. 23.6% of Schneider National shares are owned by insiders. Comparatively, 0.9% of Lyft shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Earnings & Valuation

This table compares Schneider National and Lyft”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Schneider National	$5.67 billion	0.89	$103.60 million	$0.81	35.74
Lyft	$6.32 billion	1.00	$2.84 billion	$6.74	2.46

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

Analyst Recommendations

This is a summary of current ratings and recommmendations for Schneider National and Lyft, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Schneider National	0	11	5	0	2.31
Lyft	2	26	10	0	2.21

Schneider National currently has a consensus price target of $32.92, suggesting a potential upside of 13.73%. Lyft has a consensus price target of $18.89, suggesting a potential upside of 13.72%. Given Schneider National’s stronger consensus rating and higher possible upside, equities analysts plainly believe Schneider National is more favorable than Lyft.

Summary

Lyft beats Schneider National on 9 of the 14 factors compared between the two stocks.

About Schneider National

Schneider National, Inc. is a transportation and logistics company that provides freight and supply-chain services across North America. Its offerings include truckload transportation, intermodal shipping, and logistics services such as freight brokerage and supply-chain management. The company serves customers in the United States, Canada, and Mexico, using a network of drivers, equipment, facilities, and transportation partners to move freight through multiple modes. Founded in 1935 by Al Schneider as a single-truck business, the company grew into one of North America’s transportation providers.

About Lyft

Lyft operates a mobile platform that connects people seeking transportation with drivers who provide rides. Through its app, customers can request on-demand trips, schedule rides in advance, and access other ride options where available. The company also offers Lyft Pink, a membership program with benefits for eligible rides and services. Lyft provides transportation programs for businesses and organizations through Lyft Business, including tools for arranging and managing rides. The company’s platform primarily serves markets in the United States and Canada.