Landstar System vs Schneider National
LSTR and SNDR side by side, both in trucking and courier services, except air. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How LSTR and SNDR compare
Landstar System and Schneider National are about the same size, with market caps of $5.0B and $5.1B.
On earnings, Landstar System is cheaper: it trades at 31.4× trailing earnings, against 35.7× for Schneider National.
Landstar System grew revenue faster over the last twelve months (10.7% versus 6.0% for Schneider National).
Landstar System keeps more of each dollar of sales as profit, with a net margin of 3.0% compared with 2.4% at Schneider National.
Both pay dividends: Landstar System yields 1.1% and Schneider National 1.4%.
Landstar System scores higher on the StockData Score (13 against 12 for Schneider National), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | LSTR | SNDR |
|---|---|---|
| Size and price | ||
| Market cap | $5.0B | $5.1B |
| Share price | $148.02 | $28.95 |
| Change, 1 year | 13.9% | 30.6% |
| Change, 5 years | −14.0% | 12.4% |
| Beta (5Y) | 0.76 | 0.67 |
| Employees | 1,378 | 19K |
| StockData Score | ||
| Total score | 13 (better) | 12 |
| Valuation score | 1 | 1 |
| Growth score | 2 | 2 |
| Performance score | 4 (better) | 0 |
| Health score | 3 | 6 (better) |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 31.4× (better) | 35.7× |
| P/S | 0.9× | 0.9× (better) |
| P/B | 6.0× | 1.6× (better) |
| EV/EBITDA | 18.1× | 7.9× (better) |
| P/FCF | 31.7× | 19.6× (better) |
| FCF yield | 3.2% | 5.1% (better) |
| Fair value | $120.44 | $27.14 |
| Margin of safety | −22.9% | −6.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 10.7% (better) | 6.0% |
| Revenue growth, 5Y average | 2.8% | 4.5% (better) |
| Net income growth (TTM) | 16.8% | 24.2% (better) |
| EPS growth (TTM) | 20.4% | 24.6% (better) |
| EPS growth, 5Y average | −7.8% (better) | −13.1% |
| Profitability | ||
| Operating margin | 4.1% (better) | 3.4% |
| Net margin | 3.0% (better) | 2.4% |
| FCF margin | 3.0% | 4.3% (better) |
| Return on equity | 18.7% (better) | 4.6% |
| Return on invested capital | 34.7% (better) | 4.8% |
| Financial health | ||
| Debt / equity | – | 0.13 |
| Net debt / EBITDA | – | 0.05 |
| Interest coverage | 42.4× (better) | 10.2× |
| Current ratio | 1.79 | 2.06 (better) |
| Altman Z-score | 9.06 (better) | 3.55 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.1% | 1.4% (better) |
| Payout ratio | 77.2% | 48.6% |
| Years of dividend growth | 7 (better) | 0 |
| Dividend growth, 5Y average | 5.0% (better) | −30.0% |
| Buyback yield | 2.0% (better) | 0.23% |
| Shareholder yield | 3.1% (better) | 1.6% |
| Ownership | ||
| Held by institutions | 102% | 39.8% |
| Held by insiders | 0.93% | – |
| Insider net buying, 12 months | −$2.0M (better) | −$4.4M |
| Short interest, % of float | 4.6% | – |
Go deeper
- LSTR stock overview
- LSTR income statement
- LSTR valuation and score
- SNDR stock overview
- SNDR income statement
- SNDR valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.