Head to Head Analysis: Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB) vs. Schneider National (NYSE:SNDR)

Schneider National (NYSE:SNDR) and Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB) are both mid-cap transportation companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, institutional ownership, profitability, earnings, dividends and valuation.

Profitability

This table compares Schneider National and Grupo Aeroportuario del Centro Norte’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Schneider National	2.03%	4.04%	2.44%
Grupo Aeroportuario del Centro Norte	33.36%	53.08%	18.93%

Earnings & Valuation

This table compares Schneider National and Grupo Aeroportuario del Centro Norte”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Schneider National	$5.29 billion	0.86	$117.00 million	$0.64	40.52
Grupo Aeroportuario del Centro Norte	$826.93 million	5.23	$237.12 million	$5.65	18.01

Grupo Aeroportuario del Centro Norte has lower revenue, but higher earnings than Schneider National. Grupo Aeroportuario del Centro Norte is trading at a lower price-to-earnings ratio than Schneider National, indicating that it is currently the more affordable of the two stocks.

Dividends

Schneider National pays an annual dividend of $0.38 per share and has a dividend yield of 1.5%. Grupo Aeroportuario del Centro Norte pays an annual dividend of $4.41 per share and has a dividend yield of 4.3%. Schneider National pays out 59.4% of its earnings in the form of a dividend. Grupo Aeroportuario del Centro Norte pays out 78.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Schneider National has increased its dividend for 2 consecutive years.

Volatility and Risk

Schneider National has a beta of 1.09, suggesting that its stock price is 9% more volatile than the S&P 500. Comparatively, Grupo Aeroportuario del Centro Norte has a beta of 0.77, suggesting that its stock price is 23% less volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent recommendations for Schneider National and Grupo Aeroportuario del Centro Norte, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Schneider National	1	9	7	1	2.44
Grupo Aeroportuario del Centro Norte	1	4	2	0	2.14

Schneider National presently has a consensus target price of $25.80, suggesting a potential downside of 0.51%. Grupo Aeroportuario del Centro Norte has a consensus target price of $102.50, suggesting a potential upside of 0.73%. Given Grupo Aeroportuario del Centro Norte’s higher probable upside, analysts plainly believe Grupo Aeroportuario del Centro Norte is more favorable than Schneider National.

Institutional & Insider Ownership

28.5% of Schneider National shares are held by institutional investors. Comparatively, 9.5% of Grupo Aeroportuario del Centro Norte shares are held by institutional investors. 23.4% of Schneider National shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

Schneider National beats Grupo Aeroportuario del Centro Norte on 10 of the 18 factors compared between the two stocks.

About Schneider National

Schneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over the road freight transportation services primarily through dry van, bulk, temperature-controlled, and flat-bed trailers across either network or dedicated configurations. The Intermodal segment provides door-to-door container on flat car services through a combination of rail and dray transportation using company-owned containers, chassis, and trucks. The Logistics segment offers asset-light freight brokerage, supply chain, warehousing, and import/export services to manage and move its customers' freight. The company leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.

About Grupo Aeroportuario del Centro Norte

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., together with its subsidiaries, holds concessions to develop, operate, and maintain airports in Mexico. The company operates 13 international airports in Monterrey, Acapulco, Mazatlán, Zihuatanejo, Ciudad Juárez, Reynosa, Chihuahua, Culiacán, Durango, San Luis Potosí, Tampico, Torreón, and Zacatecas cities. It also operates the NH Collection Hotel in Terminal 2 of the Mexico City International Airport, and a hotel under the Hilton Garden Inn name at the Monterrey International Airport. In addition, the company provides aeronautical services, which include passenger, aircraft landing and parking, boarding and unloading, passenger walkway, and airport security services. Further, it offers complementary services that comprise leasing of space to airlines, cargo handling, baggage-screening, permanent and non-permanent ground transportation, and access rights services; non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, and other commercial tenants, as well as maintaining of parking facilities and advertising; and diversification services, which consists of operation and lease of the industrial park and real estate services, as well as hotel and air cargo logistics services. Additionally, the company provides construction services. It has a strategic alliance with VYNMSA Desarrollo Inmobiliario, S.A. de C.V. to build and operate an industrial park at the Monterrey airport. The company was founded in 1998 and is headquartered in Mexico City, Mexico.