Schneider National, Inc. vs WERNER ENTERPRISES, INC., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Schneider National and Werner Enterprises both lean on truckload freight, and both are feeling the downturn, though Schneider stays profitable where Werner does not. Schneider earns a 1.73% net margin and a 3.24% return on equity; Werner posts negative 0.28% and negative 0.63%. Schneider's intermodal and logistics lines help it generate a 5.65% free cash yield against Werner's negative 1.71%. Werner carries much heavier leverage, 0.66 debt-to-equity against Schneider's 0.13, and pays the larger dividend, 1.31% versus 1.05%. Schneider trades at 64.75 times earnings and 2.11 times book; Werner shows no earnings multiple and trades at 1.89 times book. At $6.4B, Schneider is more than double Werner's $2.6B.
Comparison updated 2026-07-11.
| Metric | SNDR | WERN |
|---|---|---|
| Price | $36.37 | $43.80 |
| Market cap | $6.4B | $2.6B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +11.2% | -3.1% |
| P/E | 65.0 | — |
| P/B | 2.12 | 1.94 |
| P/S | 1.13 | 0.85 |
| EV/EBITDA | 10.8 | 160.6 |
| Revenue growth | +5.6% | +3.4% |
| Operating margin | 2.4% | 0.5% |
| Net margin | 1.7% | -0.3% |
| Return on equity | 3.2% | -0.6% |
| Return on assets | 2.0% | -0.3% |
| Return on invested capital | 3.5% | 0.8% |
| FCF yield | 5.6% | -1.7% |
| Dividend yield | 1.0% | 1.3% |
| Debt / equity | 0.13 | 0.66 |
| Current ratio | 1.95 | 1.46 |
| Altman Z (solvency) | 3.78 | 2.68 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.