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SNDR vs ORCL
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
SNDR vs ORCL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Trucking | Software - Infrastructure |
| Market Cap | $5.42B | $557.72B |
| Revenue (TTM) | $5.67B | $64.08B |
| Net Income (TTM) | $98M | $16.21B |
| Gross Margin | 22.8% | 66.4% |
| Operating Margin | 2.8% | 30.8% |
| Forward P/E | 35.8x | 25.9x |
| Total Debt | $560M | $104.10B |
| Cash & Equiv. | $202M | $10.79B |
SNDR vs ORCL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Schneider National,… (SNDR) | 100 | 127.8 | +27.8% |
| Oracle Corporation (ORCL) | 100 | 360.8 | +260.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SNDR vs ORCL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SNDR is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 4 yrs, beta 1.27, yield 1.2%
- Lower volatility, beta 1.27, Low D/E 18.5%, current ratio 2.13x
- Beta 1.27, yield 1.2%, current ratio 2.13x
ORCL carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 8.4%, EPS growth 17.0%, 3Y rev CAGR 10.6%
- 423.1% 10Y total return vs SNDR's 87.4%
- 8.4% revenue growth vs SNDR's 7.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 8.4% revenue growth vs SNDR's 7.3% | |
| Value | Lower P/E (25.9x vs 35.8x) | |
| Quality / Margins | 25.3% margin vs SNDR's 1.7% | |
| Stability / Safety | Beta 1.27 vs ORCL's 1.59, lower leverage | |
| Dividends | 1.2% yield, 4-year raise streak, vs ORCL's 0.9% | |
| Momentum (1Y) | +40.7% vs ORCL's +32.7% | |
| Efficiency (ROA) | 8.1% ROA vs SNDR's 2.0%, ROIC 12.8% vs 3.7% |
SNDR vs ORCL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SNDR vs ORCL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
ORCL leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
ORCL is the larger business by revenue, generating $64.1B annually — 11.3x SNDR's $5.7B. ORCL is the more profitable business, keeping 25.3% of every revenue dollar as net income compared to SNDR's 1.7%. On growth, ORCL holds the edge at +21.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $5.7B | $64.1B |
| EBITDAEarnings before interest/tax | $608M | $26.5B |
| Net IncomeAfter-tax profit | $98M | $16.2B |
| Free Cash FlowCash after capex | $493M | -$24.7B |
| Gross MarginGross profit ÷ Revenue | +22.8% | +66.4% |
| Operating MarginEBIT ÷ Revenue | +2.8% | +30.8% |
| Net MarginNet income ÷ Revenue | +1.7% | +25.3% |
| FCF MarginFCF ÷ Revenue | +8.7% | -38.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -0.2% | +21.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -20.0% | +24.5% |
Valuation Metrics
SNDR leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 44.7x trailing earnings, ORCL trades at a 15% valuation discount to SNDR's 52.4x P/E. On an enterprise value basis, SNDR's 9.3x EV/EBITDA is more attractive than ORCL's 27.3x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $5.4B | $557.7B |
| Enterprise ValueMkt cap + debt − cash | $5.8B | $651.0B |
| Trailing P/EPrice ÷ TTM EPS | 52.37x | 44.70x |
| Forward P/EPrice ÷ next-FY EPS est. | 35.78x | 25.92x |
| PEG RatioP/E ÷ EPS growth rate | — | 6.30x |
| EV / EBITDAEnterprise value multiple | 9.33x | 27.30x |
| Price / SalesMarket cap ÷ Revenue | 0.95x | 9.72x |
| Price / BookPrice ÷ Book value/share | 1.80x | 26.51x |
| Price / FCFMarket cap ÷ FCF | 15.56x | — |
Profitability & Efficiency
ORCL leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
ORCL delivers a 56.3% return on equity — every $100 of shareholder capital generates $56 in annual profit, vs $3 for SNDR. SNDR carries lower financial leverage with a 0.19x debt-to-equity ratio, signaling a more conservative balance sheet compared to ORCL's 4.96x. On the Piotroski fundamental quality scale (0–9), SNDR scores 7/9 vs ORCL's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +3.2% | +56.3% |
| ROA (TTM)Return on assets | +2.0% | +8.1% |
| ROICReturn on invested capital | +3.7% | +12.8% |
| ROCEReturn on capital employed | +3.9% | +14.4% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.19x | 4.96x |
| Net DebtTotal debt minus cash | $359M | $93.3B |
| Cash & Equiv.Liquid assets | $202M | $10.8B |
| Total DebtShort + long-term debt | $560M | $104.1B |
| Interest CoverageEBIT ÷ Interest expense | 3.92x | 5.44x |
Total Returns (Dividends Reinvested)
ORCL leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ORCL five years ago would be worth $25,324 today (with dividends reinvested), compared to $12,592 for SNDR. Over the past 12 months, SNDR leads with a +40.7% total return vs ORCL's +32.7%. The 3-year compound annual growth rate (CAGR) favors ORCL at 27.2% vs SNDR's 6.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +14.9% | -0.4% |
| 1-Year ReturnPast 12 months | +40.7% | +32.7% |
| 3-Year ReturnCumulative with dividends | +20.9% | +105.9% |
| 5-Year ReturnCumulative with dividends | +25.9% | +153.2% |
| 10-Year ReturnCumulative with dividends | +87.4% | +423.1% |
| CAGR (3Y)Annualised 3-year return | +6.5% | +27.2% |
Risk & Volatility
SNDR leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
SNDR is the less volatile stock with a 1.27 beta — it tends to amplify market swings less than ORCL's 1.59 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SNDR currently trades 92.7% from its 52-week high vs ORCL's 56.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.27x | 1.59x |
| 52-Week HighHighest price in past year | $33.34 | $345.72 |
| 52-Week LowLowest price in past year | $20.11 | $134.57 |
| % of 52W HighCurrent price vs 52-week peak | +92.7% | +56.1% |
| RSI (14)Momentum oscillator 0–100 | 57.4 | 64.4 |
| Avg Volume (50D)Average daily shares traded | 966K | 26.2M |
Analyst Outlook
Evenly matched — SNDR and ORCL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SNDR as "Hold" and ORCL as "Buy". Consensus price targets imply 32.6% upside for ORCL (target: $257) vs -4.0% for SNDR (target: $30). For income investors, SNDR offers the higher dividend yield at 1.23% vs ORCL's 0.85%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $29.67 | $257.19 |
| # AnalystsCovering analysts | 25 | 86 |
| Dividend YieldAnnual dividend ÷ price | +1.2% | +0.9% |
| Dividend StreakConsecutive years of raises | 4 | 18 |
| Dividend / ShareAnnual DPS | $0.38 | $1.65 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.3% | +0.3% |
ORCL leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SNDR leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
SNDR vs ORCL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SNDR or ORCL a better buy right now?
For growth investors, Oracle Corporation (ORCL) is the stronger pick with 8.
4% revenue growth year-over-year, versus 7. 3% for Schneider National, Inc. (SNDR). Oracle Corporation (ORCL) offers the better valuation at 44. 7x trailing P/E (25. 9x forward), making it the more compelling value choice. Analysts rate Oracle Corporation (ORCL) a "Buy" — based on 86 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.
02Which has the better valuation — SNDR or ORCL?
On trailing P/E, Oracle Corporation (ORCL) is the cheapest at 44.
7x versus Schneider National, Inc. at 52. 4x. On forward P/E, Oracle Corporation is actually cheaper at 25. 9x.
03Which is the better long-term investment — SNDR or ORCL?
Over the past 5 years, Oracle Corporation (ORCL) delivered a total return of +153.
2%, compared to +25. 9% for Schneider National, Inc. (SNDR). Over 10 years, the gap is even starker: ORCL returned +423. 1% versus SNDR's +87. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SNDR or ORCL?
By beta (market sensitivity over 5 years), Schneider National, Inc.
(SNDR) is the lower-risk stock at 1. 27β versus Oracle Corporation's 1. 59β — meaning ORCL is approximately 25% 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 5% for Oracle Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — SNDR or ORCL?
By revenue growth (latest reported year), Oracle Corporation (ORCL) is pulling ahead at 8.
4% versus 7. 3% for Schneider National, Inc. (SNDR). On earnings-per-share growth, the picture is similar: Oracle Corporation grew EPS 17. 0% year-over-year, compared to -10. 6% for Schneider National, Inc.. Over a 3-year CAGR, ORCL leads at 10. 6% 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.
06Which has better profit margins — SNDR or ORCL?
Oracle Corporation (ORCL) is the more profitable company, earning 21.
7% net margin versus 1. 8% for Schneider National, Inc. — meaning it keeps 21. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ORCL leads at 30. 8% versus 3. 0% for SNDR. At the gross margin level — before operating expenses — ORCL leads at 70. 5%, 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.
07Is SNDR or ORCL more undervalued right now?
On forward earnings alone, Oracle Corporation (ORCL) trades at 25.
9x forward P/E versus 35. 8x for Schneider National, Inc. — 9. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ORCL: 32. 6% to $257. 19.
08Which pays a better dividend — SNDR or ORCL?
All stocks in this comparison pay dividends.
Schneider National, Inc. (SNDR) offers the highest yield at 1. 2%, versus 0. 9% for Oracle Corporation (ORCL).
09Is SNDR or ORCL better for a retirement portfolio?
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). Oracle Corporation (ORCL) carries a higher beta of 1. 59 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SNDR: +87. 4%, ORCL: +423. 1%), 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.
10What are the main differences between SNDR and ORCL?
These companies operate in different sectors (SNDR (Industrials) and ORCL (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
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.
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