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Side-by-side financial comparison of AvalonBay Communities (AVB) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.4B vs $767.9M, roughly 1.8× AvalonBay Communities). AvalonBay Communities runs the higher net margin — 9040.6% vs 1.6%, a 9039.0% gap on every dollar of revenue. On growth, Schneider National, Inc. posted the faster year-over-year revenue change (4.5% vs 3.7%). AvalonBay Communities produced more free cash flow last quarter ($1.4B vs $145.5M). Over the past eight quarters, AvalonBay Communities's revenue compounded faster (3.8% CAGR vs 3.0%).
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
AVB vs SNDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $767.9M | $1.4B |
| Net Profit | $166.0M | $22.1M |
| Gross Margin | — | — |
| Operating Margin | 64.2% | 2.6% |
| Net Margin | 9040.6% | 1.6% |
| Revenue YoY | 3.7% | 4.5% |
| Net Profit YoY | -41.2% | -32.2% |
| EPS (diluted) | $1.18 | $0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $767.9M | $1.4B | ||
| Q3 25 | $766.8M | $1.5B | ||
| Q2 25 | $760.2M | $1.4B | ||
| Q1 25 | $745.9M | $1.4B | ||
| Q4 24 | $740.5M | $1.3B | ||
| Q3 24 | $734.3M | $1.3B | ||
| Q2 24 | $726.0M | $1.3B | ||
| Q1 24 | $712.9M | $1.3B |
| Q4 25 | $166.0M | $22.1M | ||
| Q3 25 | $381.3M | $19.4M | ||
| Q2 25 | $268.7M | $36.0M | ||
| Q1 25 | $236.6M | $26.1M | ||
| Q4 24 | $282.1M | $32.6M | ||
| Q3 24 | $372.5M | $30.6M | ||
| Q2 24 | $253.9M | $35.3M | ||
| Q1 24 | $173.4M | $18.5M |
| Q4 25 | 64.2% | 2.6% | ||
| Q3 25 | 65.7% | 2.4% | ||
| Q2 25 | 67.6% | 3.9% | ||
| Q1 25 | 68.5% | 3.0% | ||
| Q4 24 | 63.1% | 3.2% | ||
| Q3 24 | 65.4% | 3.3% | ||
| Q2 24 | 66.6% | 3.9% | ||
| Q1 24 | 67.2% | 2.2% |
| Q4 25 | 9040.6% | 1.6% | ||
| Q3 25 | 49.7% | 1.3% | ||
| Q2 25 | 35.3% | 2.5% | ||
| Q1 25 | 31.7% | 1.9% | ||
| Q4 24 | 38.1% | 2.4% | ||
| Q3 24 | 50.7% | 2.3% | ||
| Q2 24 | 35.0% | 2.7% | ||
| Q1 24 | 24.3% | 1.4% |
| Q4 25 | $1.18 | $0.13 | ||
| Q3 25 | $2.68 | $0.11 | ||
| Q2 25 | $1.88 | $0.20 | ||
| Q1 25 | $1.66 | $0.15 | ||
| Q4 24 | $1.99 | $0.19 | ||
| Q3 24 | $2.61 | $0.17 | ||
| Q2 24 | $1.78 | $0.20 | ||
| Q1 24 | $1.22 | $0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $187.2M | $41.8M |
| Total DebtLower is stronger | $9.3B | $390.9M |
| Stockholders' EquityBook value | $11.6B | $3.0B |
| Total Assets | $22.2B | $4.8B |
| Debt / EquityLower = less leverage | 0.80× | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.2M | $41.8M | ||
| Q3 25 | $123.3M | $235.7M | ||
| Q2 25 | $102.8M | $205.1M | ||
| Q1 25 | $53.3M | $154.3M | ||
| Q4 24 | $108.6M | $165.5M | ||
| Q3 24 | $552.4M | $231.6M | ||
| Q2 24 | $545.8M | $157.2M | ||
| Q1 24 | $287.9M | $124.2M |
| Q4 25 | $9.3B | $390.9M | ||
| Q3 25 | $8.7B | $509.8M | ||
| Q2 25 | $8.7B | $512.7M | ||
| Q1 25 | $8.3B | $565.8M | ||
| Q4 24 | $8.1B | $420.8M | ||
| Q3 24 | $8.4B | $124.7M | ||
| Q2 24 | $8.4B | $125.8M | ||
| Q1 24 | $8.0B | $96.6M |
| Q4 25 | $11.6B | $3.0B | ||
| Q3 25 | $11.9B | $3.0B | ||
| Q2 25 | $11.9B | $3.0B | ||
| Q1 25 | $11.9B | $3.0B | ||
| Q4 24 | $11.9B | $3.0B | ||
| Q3 24 | $11.9B | $3.0B | ||
| Q2 24 | $11.7B | $3.0B | ||
| Q1 24 | $11.7B | $2.9B |
| Q4 25 | $22.2B | $4.8B | ||
| Q3 25 | $21.9B | $5.0B | ||
| Q2 25 | $21.8B | $5.0B | ||
| Q1 25 | $21.2B | $5.0B | ||
| Q4 24 | $21.0B | $4.9B | ||
| Q3 24 | $21.3B | $4.6B | ||
| Q2 24 | $21.0B | $4.5B | ||
| Q1 24 | $20.6B | $4.6B |
| Q4 25 | 0.80× | 0.13× | ||
| Q3 25 | 0.73× | 0.17× | ||
| Q2 25 | 0.72× | 0.17× | ||
| Q1 25 | 0.70× | 0.19× | ||
| Q4 24 | 0.68× | 0.14× | ||
| Q3 24 | 0.70× | 0.04× | ||
| Q2 24 | 0.71× | 0.04× | ||
| Q1 24 | 0.68× | 0.03× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.7B | $186.0M |
| Free Cash FlowOCF − Capex | $1.4B | $145.5M |
| FCF MarginFCF / Revenue | 183.5% | 10.4% |
| Capex IntensityCapex / Revenue | 34.1% | 2.9% |
| Cash ConversionOCF / Net Profit | 10.07× | 8.42× |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $285.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $186.0M | ||
| Q3 25 | $477.0M | $184.2M | ||
| Q2 25 | $377.8M | $175.5M | ||
| Q1 25 | $415.9M | $91.7M | ||
| Q4 24 | $1.6B | $199.5M | ||
| Q3 24 | $486.2M | $206.4M | ||
| Q2 24 | $380.0M | $182.6M | ||
| Q1 24 | $412.9M | $97.6M |
| Q4 25 | $1.4B | $145.5M | ||
| Q3 25 | $402.2M | $56.2M | ||
| Q2 25 | $317.1M | $106.4M | ||
| Q1 25 | $367.5M | $-22.7M | ||
| Q4 24 | $1.4B | $113.6M | ||
| Q3 24 | $434.2M | $98.7M | ||
| Q2 24 | $333.0M | $85.5M | ||
| Q1 24 | $375.4M | $-25.7M |
| Q4 25 | 183.5% | 10.4% | ||
| Q3 25 | 52.5% | 3.9% | ||
| Q2 25 | 41.7% | 7.5% | ||
| Q1 25 | 49.3% | -1.6% | ||
| Q4 24 | 191.0% | 8.5% | ||
| Q3 24 | 59.1% | 7.5% | ||
| Q2 24 | 45.9% | 6.5% | ||
| Q1 24 | 52.7% | -1.9% |
| Q4 25 | 34.1% | 2.9% | ||
| Q3 25 | 9.8% | 8.8% | ||
| Q2 25 | 8.0% | 4.9% | ||
| Q1 25 | 6.5% | 8.2% | ||
| Q4 24 | 26.1% | 6.4% | ||
| Q3 24 | 7.1% | 8.2% | ||
| Q2 24 | 6.5% | 7.4% | ||
| Q1 24 | 5.3% | 9.3% |
| Q4 25 | 10.07× | 8.42× | ||
| Q3 25 | 1.25× | 9.49× | ||
| Q2 25 | 1.41× | 4.88× | ||
| Q1 25 | 1.76× | 3.51× | ||
| Q4 24 | 5.70× | 6.12× | ||
| Q3 24 | 1.31× | 6.75× | ||
| Q2 24 | 1.50× | 5.17× | ||
| Q1 24 | 2.38× | 5.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AVB
Segment breakdown not available.
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
