SNDR vs HTLD

For growth investors, Schneider National, Inc.

(SNDR) is the stronger pick with 7. 3% revenue growth year-over-year, versus -23. 1% for Heartland Express, Inc. (HTLD). Schneider National, Inc. (SNDR) offers the better valuation at 51. 9x trailing P/E (35. 5x forward), making it the more compelling value choice. Analysts rate Schneider National, Inc. (SNDR) a "Hold" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, Schneider National, Inc.

(SNDR) delivered a total return of +23. 2%, compared to -27. 6% for Heartland Express, Inc. (HTLD). Over 10 years, the gap is even starker: SNDR returned +86. 1% versus HTLD's -19. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Schneider National, Inc.

(SNDR) is the lower-risk stock at 1. 27β versus Heartland Express, Inc. 's 1. 37β — meaning HTLD is approximately 7% more volatile than SNDR relative to the S&P 500. On balance sheet safety, Schneider National, Inc. (SNDR) carries a lower debt/equity ratio of 19% versus 21% for Heartland Express, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Schneider National, Inc.

(SNDR) is pulling ahead at 7. 3% versus -23. 1% for Heartland Express, Inc. (HTLD). On earnings-per-share growth, the picture is similar: Schneider National, Inc. grew EPS -10. 6% year-over-year, compared to -76. 3% for Heartland Express, Inc.. Over a 3-year CAGR, SNDR leads at -4. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Schneider National, Inc.

(SNDR) is the more profitable company, earning 1. 8% net margin versus -6. 5% for Heartland Express, Inc. — meaning it keeps 1. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SNDR leads at 3. 0% versus -7. 7% for HTLD. At the gross margin level — before operating expenses — SNDR leads at 5. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

Analyst consensus price targets imply the most upside for SNDR: -3.

2% to $29. 67.

All stocks in this comparison pay dividends.

Schneider National, Inc. (SNDR) offers the highest yield at 1. 2%, versus 0. 6% for Heartland Express, Inc. (HTLD).

For long-horizon retirement investors, Schneider National, Inc.

(SNDR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 27), 1. 2% yield). Both have compounded well over 10 years (SNDR: +86. 1%, HTLD: -19. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.