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Side-by-side financial comparison of Schneider National, Inc. (SNDR) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.4B vs $1.2B, roughly 1.1× MARRIOTT VACATIONS WORLDWIDE Corp). Schneider National, Inc. runs the higher net margin — 1.6% vs -35.0%, a 36.6% gap on every dollar of revenue. On growth, Schneider National, Inc. posted the faster year-over-year revenue change (4.5% vs -0.7%). Schneider National, Inc. produced more free cash flow last quarter ($145.5M vs $-6.0M). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% CAGR vs 3.0%).
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.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
SNDR vs VAC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $1.2B |
| Net Profit | $22.1M | $-431.0M |
| Gross Margin | — | — |
| Operating Margin | 2.6% | — |
| Net Margin | 1.6% | -35.0% |
| Revenue YoY | 4.5% | -0.7% |
| Net Profit YoY | -32.2% | -962.0% |
| EPS (diluted) | $0.13 | $-12.00 |
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 | $1.4B | $1.2B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $1.1B | ||
| Q1 24 | $1.3B | $1.1B |
| Q4 25 | $22.1M | $-431.0M | ||
| Q3 25 | $19.4M | $-2.0M | ||
| Q2 25 | $36.0M | $69.0M | ||
| Q1 25 | $26.1M | $56.0M | ||
| Q4 24 | $32.6M | $50.0M | ||
| Q3 24 | $30.6M | $84.0M | ||
| Q2 24 | $35.3M | $37.0M | ||
| Q1 24 | $18.5M | $47.0M |
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 3.0% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 3.9% | — | ||
| Q1 24 | 2.2% | — |
| Q4 25 | 1.6% | -35.0% | ||
| Q3 25 | 1.3% | -0.2% | ||
| Q2 25 | 2.5% | 6.0% | ||
| Q1 25 | 1.9% | 5.0% | ||
| Q4 24 | 2.4% | 4.0% | ||
| Q3 24 | 2.3% | 6.9% | ||
| Q2 24 | 2.7% | 3.5% | ||
| Q1 24 | 1.4% | 4.2% |
| Q4 25 | $0.13 | $-12.00 | ||
| Q3 25 | $0.11 | $-0.07 | ||
| Q2 25 | $0.20 | $1.77 | ||
| Q1 25 | $0.15 | $1.46 | ||
| Q4 24 | $0.19 | $1.29 | ||
| Q3 24 | $0.17 | $2.12 | ||
| Q2 24 | $0.20 | $0.98 | ||
| Q1 24 | $0.10 | $1.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $41.8M | $406.0M |
| Total DebtLower is stronger | $390.9M | — |
| Stockholders' EquityBook value | $3.0B | $2.0B |
| Total Assets | $4.8B | $9.8B |
| Debt / EquityLower = less leverage | 0.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $41.8M | $406.0M | ||
| Q3 25 | $235.7M | $474.0M | ||
| Q2 25 | $205.1M | $205.0M | ||
| Q1 25 | $154.3M | $196.0M | ||
| Q4 24 | $165.5M | $197.0M | ||
| Q3 24 | $231.6M | $197.0M | ||
| Q2 24 | $157.2M | $206.0M | ||
| Q1 24 | $124.2M | $237.0M |
| Q4 25 | $390.9M | — | ||
| Q3 25 | $509.8M | — | ||
| Q2 25 | $512.7M | — | ||
| Q1 25 | $565.8M | — | ||
| Q4 24 | $420.8M | — | ||
| Q3 24 | $124.7M | — | ||
| Q2 24 | $125.8M | — | ||
| Q1 24 | $96.6M | — |
| Q4 25 | $3.0B | $2.0B | ||
| Q3 25 | $3.0B | $2.5B | ||
| Q2 25 | $3.0B | $2.5B | ||
| Q1 25 | $3.0B | $2.4B | ||
| Q4 24 | $3.0B | $2.4B | ||
| Q3 24 | $3.0B | $2.4B | ||
| Q2 24 | $3.0B | $2.4B | ||
| Q1 24 | $2.9B | $2.4B |
| Q4 25 | $4.8B | $9.8B | ||
| Q3 25 | $5.0B | $10.1B | ||
| Q2 25 | $5.0B | $9.9B | ||
| Q1 25 | $5.0B | $9.9B | ||
| Q4 24 | $4.9B | $9.8B | ||
| Q3 24 | $4.6B | $9.7B | ||
| Q2 24 | $4.5B | $9.6B | ||
| Q1 24 | $4.6B | $9.9B |
| Q4 25 | 0.13× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.17× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.04× | — | ||
| Q2 24 | 0.04× | — | ||
| Q1 24 | 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 | $186.0M | $6.0M |
| Free Cash FlowOCF − Capex | $145.5M | $-6.0M |
| FCF MarginFCF / Revenue | 10.4% | -0.5% |
| Capex IntensityCapex / Revenue | 2.9% | 1.0% |
| Cash ConversionOCF / Net Profit | 8.42× | — |
| TTM Free Cash FlowTrailing 4 quarters | $285.4M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $186.0M | $6.0M | ||
| Q3 25 | $184.2M | $62.0M | ||
| Q2 25 | $175.5M | $-48.0M | ||
| Q1 25 | $91.7M | $8.0M | ||
| Q4 24 | $199.5M | $100.0M | ||
| Q3 24 | $206.4M | $72.0M | ||
| Q2 24 | $182.6M | $30.0M | ||
| Q1 24 | $97.6M | $3.0M |
| Q4 25 | $145.5M | $-6.0M | ||
| Q3 25 | $56.2M | $51.0M | ||
| Q2 25 | $106.4M | $-68.0M | ||
| Q1 25 | $-22.7M | $-6.0M | ||
| Q4 24 | $113.6M | $86.0M | ||
| Q3 24 | $98.7M | $58.0M | ||
| Q2 24 | $85.5M | $17.0M | ||
| Q1 24 | $-25.7M | $-13.0M |
| Q4 25 | 10.4% | -0.5% | ||
| Q3 25 | 3.9% | 4.3% | ||
| Q2 25 | 7.5% | -5.9% | ||
| Q1 25 | -1.6% | -0.5% | ||
| Q4 24 | 8.5% | 6.9% | ||
| Q3 24 | 7.5% | 4.8% | ||
| Q2 24 | 6.5% | 1.6% | ||
| Q1 24 | -1.9% | -1.2% |
| Q4 25 | 2.9% | 1.0% | ||
| Q3 25 | 8.8% | 0.9% | ||
| Q2 25 | 4.9% | 1.7% | ||
| Q1 25 | 8.2% | 1.3% | ||
| Q4 24 | 6.4% | 1.1% | ||
| Q3 24 | 8.2% | 1.1% | ||
| Q2 24 | 7.4% | 1.2% | ||
| Q1 24 | 9.3% | 1.4% |
| Q4 25 | 8.42× | — | ||
| Q3 25 | 9.49× | — | ||
| Q2 25 | 4.88× | -0.70× | ||
| Q1 25 | 3.51× | 0.14× | ||
| Q4 24 | 6.12× | 2.00× | ||
| Q3 24 | 6.75× | 0.86× | ||
| Q2 24 | 5.17× | 0.81× | ||
| Q1 24 | 5.28× | 0.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
