SNDR vs TFII vs UPS Stock Comparison

Schneider National, TFI International and United Parcel Service Prices as of Nov 4, 2026 Peers: Industry group
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TFII TFI International Inc.
$100.28 -12.6% 1M +12.0% 1Y
Market cap
$8.10B
P/E
19.2x
Revenue (TTM)
$8.39B
Div. yield
–
Trucking Industrials
5 wins
UPS United Parcel Service Inc
$114.30 +22.7% 1M +22.6% 1Y
Market cap
$96.72B
P/E
21.9x
Revenue (TTM)
$91.37B
Div. yield
–
Parcel Delivery Industrials
3 wins

Head to Head

11 decided of 12

TFI International leads on 5 of the 12 questions below (TFI International 5, United Parcel Service 3, Schneider National 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSNDRTFIIUPSLeader
Larger companyMarket capitalisation $5.10B $8.10B $96.72B UPS
Cheaper on earningsLower P/E, profitable companies only 36.0x 19.2x 21.9x TFII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.6x 17.5x 16.9x UPS
Faster revenue growthRevenue growth, trailing twelve months +6.0% +4.2% +2.1% SNDR
More profitableNet margin, trailing twelve months 2.4% 5.0% 4.8% TFII
Better return on capitalReturn on invested capital 4.4% 17.7% 12.3% TFII
Less leveragedLower net debt / EBITDA 0.1x 0.0x 1.8x TFII
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +36.0% +12.0% +22.6% SNDR
Better 5-year returnAnnualised price return, 5 years +3.4%/yr -2.6%/yr -11.3%/yr SNDR
Less volatileAnnualised volatility, 1 year 37.8% 41.0% 30.2% UPS
Higher overall scoreMean of the five percentile scores vs peers 48/100 62/100 44/100 TFII

Percentile Scorecard

SNDRTFIIUPS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSNDRTFIIUPS
Valuation 51 #68 of 137 68 #44 of 137 39 #84 of 137
Growth 44 #71 of 127 37 #80 of 127 25 #96 of 127
Profitability 40 #76 of 125 65 #44 of 125 70 #38 of 125
Financial Health 82 #28 of 147 63 #55 of 147 34 #97 of 147
Shareholder Returns 23 #68 of 88 76 #22 of 88 53 #42 of 88
Overall 48 62 44
  • SNDR ranked among 150 companies in Transportation
  • TFII ranked among 150 companies in Transportation
  • UPS ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSNDRTFIIUPSSPY
1 month -7.8%-12.6%+22.7% -1.0%
3 months -18.4%-28.0%+6.2% -0.4%
6 months -3.5%-28.0%+14.4% +4.5%
Year to date +12.4%-3.0%+15.2% +12.4%
1 year +36.0%+12.0%+22.6% +13.6%
3 years +34.7%-12.1%-20.0% +76.4%
3 years, per year +10.4%-4.2%-7.2% +20.8%
5 years +18.1%-12.4%-45.1% +63.7%
5 years, per year +3.4%-2.6%-11.3% +10.4%
10 years —+344.7%+6.9% +267.7%
10 years, per year —+16.1%+0.7% +13.9%

Risk

MeasureSNDRTFIIUPSSPY
Volatility, 1Y 37.8%41.0%30.2% 12.8%
Downside volatility, 1Y 37.4%45.4%33.3% 12.7%
Beta vs S&P 500, 1Y 0.961.220.70 1.00
Return / volatility, 1Y 0.950.290.75 1.06
Max drawdown, 5Y -39.8%-54.5%-64.4% -25.4%
From 52-week high -23.1%-38.6%-4.7% -1.6%
52-week high $38.76$163.36$120.00 $779.14
52-week low $20.62$80.71$90.87 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSNDRTFIIUPS
P/E now vs peer median 36.9xmedian 14.5x 19.7xmedian 14.5x 22.0xmedian 14.5x
P/S now vs peer median 0.9xmedian 1.0x 1.0xmedian 1.0x 0.9xmedian 1.0x
EV/EBITDA now vs peer median 8.2xmedian 8.2x 8.1xmedian 8.2x 10.1xmedian 8.2x
P/FCF now vs peer median 29.2xmedian 12.9x 7.0xmedian 12.9x 13.5xmedian 12.9x
P/B now vs peer median 1.7xmedian 1.2x 3.0xmedian 1.2x 5.7xmedian 1.2x
PEG now vs peer median -1.56median 0.64 -3.77median 0.64 -1.12median 0.64

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSNDRTFIIUPS
Revenue $5.95B $8.39B $91.37B
Operating income $203.40M $624.12M $6.52B
Net income $141.70M $356.83M $4.42B
Free cash flow $179.00M $1.21B $6.35B
EPS (diluted) $0.81 $5.07 $5.19
Cash & equivalents $326.20M $187.49M $6.84B
Total debt $393.20M $186.52M $26.08B
Shares (diluted) 176.00M 83.41M 852.00M
Enterprise value $3.91B $7.31B $73.55B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSNDRTFIIUPS
P/E 36.9x 19.7x 22.0x
P/FCF 29.2x 7.0x 13.5x
P/Operating cash flow 8.9x 9.5x 9.3x
P/S 0.9x 1.0x 0.9x
P/B 1.7x 3.0x 5.7x
P/Tangible book 1.7x -4.4x 7.8x
EV/EBITDA 8.2x 8.1x 10.1x
EV/EBIT 25.9x 13.6x 16.1x
EV/Revenue 0.9x 1.0x 1.2x
EV/FCF 29.4x 7.0x 16.6x
EV/Operating cash flow 8.9x 9.5x 11.3x
PEG (3Y EPS CAGR) -1.56 -3.77 -1.12

Growth

14 metrics
MetricSNDRTFIIUPS
Revenue growth (1Y) 6.0% 4.2% 2.1%
Revenue CAGR (3Y) 1.5% 3.7% -0.6%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 16.4% 4.3% -20.7%
Operating income CAGR (3Y) -20.7% -7.0% -12.9%
Net income growth (1Y) 24.2% 9.1% -19.6%
Net income CAGR (3Y) -23.9% -12.2% -19.7%
EPS growth (1Y) 24.1% 14.5% -20.0%
EPS CAGR (3Y) -23.6% -5.2% -19.6%
Operating cash flow growth (1Y) -9.5% -6.6% 9.7%
Operating cash flow CAGR (3Y) -8.3% -2.3% -5.9%
Free cash flow growth (1Y) 57.0% -0.9% 44.5%
Free cash flow CAGR (3Y) 51.9% -3.6% 4.5%

Profitability

14 metrics
MetricSNDRTFIIUPS
Gross margin – – –
EBITDA margin 10.8% 12.4% 11.4%
Operating margin 3.4% 7.4% 7.1%
Pretax margin 3.2% 7.8% 6.4%
Net margin 2.4% 5.0% 4.8%
FCF margin 3.0% 14.4% 7.0%
Operating cash flow margin 9.9% 10.7% 10.2%
Return on equity 4.6% 12.9% 29.4%
Return on assets 2.8% 4.8% 6.1%
Return on invested capital 4.4% 17.7% 12.3%
Return on capital employed 4.7% 10.0% 11.6%
Asset turnover 1.2x 1.1x 1.3x
Cash conversion (OCF / net income) 4.2x 2.5x 2.1x
Stock comp / revenue 0.3% 0.2% 0.1%

Financial Health

11 metrics
MetricSNDRTFIIUPS
Debt / assets 7.9% 2.5% 35.9%
Debt / equity 0.1x 0.1x 1.7x
Net debt / EBITDA 0.1x 0.0x 1.8x
Debt / FCF 2.2x 0.2x 4.1x
Liabilities / assets 38.0% 62.6% 79.3%
Equity / assets 62.0% 37.4% 20.7%
Interest coverage 10.2x 3.7x 6.0x
Current ratio 2.1x 1.1x 1.2x
Quick ratio 1.7x 1.0x 1.1x
Cash ratio 0.5x 0.1x 0.4x
Altman Z-score 3.60 2.85 2.87

Shareholder Returns

7 metrics
MetricSNDRTFIIUPS
Dividend yield 1.3% 1.9% 5.7%
Net buyback yield 0.2% 5.1% -0.1%
Shareholder yield 1.5% 7.0% 5.6%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSNDRTFIIUPS
Forward P/E 26.6xFY2026 17.5xFY2026 16.9xFY2026
EPS, next fiscal year $1.12FY2026 $5.73FY2026 $6.75FY2026
EPS growth, next FY +77.8%FY2026 +31.1%FY2026 -5.7%FY2026
EPS growth, the year after +54.5% +40.5% +26.7%
Revenue, next fiscal year $6.51BFY2026 $8.41BFY2026 $87.80BFY2026
Revenue growth, next FY +14.8%FY2026 +6.7%FY2026 -1.0%FY2026
Revenue growth, the year after -6.6% +1.0% +14.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSNDRTFIIUPS
Held by institutions 75.6% 69.4% 62.5%
Institutions holding 340 296 2,141
Change in shares held, QoQ -0.9% +1.2% +6.0%
Institutions buying 194 175 1,090
Institutions selling 102 90 811
Buyers to sellers 1.90 1.94 1.34

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SNDRTFIIUPS
SNDR 1.00 0.68 0.45
TFII 0.68 1.00 0.40
UPS 0.45 0.40 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SNDR, TFII and UPS?

United Parcel Service (UPS) is the largest by market capitalisation: Schneider National (SNDR) $5.10B, TFI International (TFII) $8.10B, United Parcel Service (UPS) $96.72B.

Which stock is cheaper, SNDR, TFII and UPS?

TFI International (TFII) trades on the lowest price-to-earnings ratio (Schneider National (SNDR) 36.0x, TFI International (TFII) 19.2x, United Parcel Service (UPS) 21.9x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (Schneider National (SNDR) 26.6x, TFI International (TFII) 17.5x, United Parcel Service (UPS) 16.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Schneider National (SNDR) grew revenue fastest over the trailing twelve months: Schneider National (SNDR) +6.0%, TFI International (TFII) +4.2%, United Parcel Service (UPS) +2.1%.

Which company is more profitable?

TFI International (TFII) has the highest net margin (Schneider National (SNDR) 2.4%, TFI International (TFII) 5.0%, United Parcel Service (UPS) 4.8%). On return on invested capital, TFI International (TFII) leads (Schneider National (SNDR) 4.4%, TFI International (TFII) 17.7%, United Parcel Service (UPS) 12.3%).

Which stock has performed better?

Over the past year Schneider National (SNDR) returned the most: Schneider National (SNDR) +36.0%, TFI International (TFII) +12.0%, United Parcel Service (UPS) +22.6%. Over five years, Schneider National (SNDR) compounded fastest (Schneider National (SNDR) +3.4%/yr, TFI International (TFII) -2.6%/yr, United Parcel Service (UPS) -11.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (Schneider National (SNDR) 37.8%, TFI International (TFII) 41.0%, United Parcel Service (UPS) 30.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SNDR, TFII and UPS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, TFI International (TFII) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.