SNDR Stock Analysis: Schneider National | NYSE
Trucking | NYSE, USA | Market Cap: 6.143m USD | 12M Return: 41.5% | US80689H1023 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 19.0M
EPS Trend: -76.7%
Qual. Beats: 1
Rev. Trend: 49.1%
Qual. Beats: 1
Warnings
Tailwinds
Seasonality 9.3 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Schneider National, Inc. (NYSE: SNDR) is a U.S.-based multimodal surface transportation and logistics provider founded in 1935 and headquartered in Green Bay, Wisconsin. The company operates across three core segments: Truckload (over-the-road services via dry van, bulk, temperature-controlled, and flatbed trailers), Intermodal (door-to-door container-on-flat-car services combining rail and dray transportation using owned containers, chassis, and trucks), and Logistics (asset-light freight brokerage, supply chain, warehousing, and import/export services). It also leases equipment to owner-operators and provides driver insurance, giving it both asset-heavy and asset-light revenue streams across the U.S., Canada, and Mexico.
Operating within the Industrials sector under Cargo Ground Transportation, SNDR serves a freight market characterized by tight capacity, driver shortages, and growing intermodal demand as shiplers seek cost-efficient alternatives to long-haul trucking. The company has been publicly traded since its April 2017 IPO and is classified as a mid-cap stock, reflecting its mid-tier scale within the North American trucking and logistics industry.
- Intermodal volume growth accelerates on BNSF rail partnership
- Truckload pricing recovers from cyclical lows as freight demand rebounds
- Logistics brokerage margins compress amid persistent spot rate weakness
| Net Income: 111.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.04 > 0.02 and ΔFCF/TA 1.07 > 1.0 |
| NWC/Revenue: 4.98% < 20% (prev 2.83%; Δ 2.15% < -1%) |
| CFO/TA 0.13 > 3% & CFO 634.5m > Net Income 111.6m |
| Net Debt (71.9m) to EBITDA (623.3m): 0.12 < 3 |
| Current Ratio: 1.42 > 1.5 & < 3 |
| Outstanding Shares: last quarter (175.9m) vs 12m ago 0.06% < -2% |
| Gross Margin: 13.82% > 18% (prev 8.91%; Δ 4.92% > 0.5%) |
| Asset Turnover: 116.9% > 50% (prev 110.5%; Δ 6.43% > 0%) |
| Interest Coverage Ratio: 5.71 > 6 (EBIT TTM 178.8m / Interest Expense TTM 31.3m) |
| A: 0.06 (Total Current Assets 986.4m - Total Current Liabilities 696.6m) / Total Assets 5.00b |
| B: 0.31 (Retained Earnings 1.55b / Total Assets 5.00b) |
| C: 0.04 (EBIT TTM 178.8m / Avg Total Assets 4.98b) |
| D: 1.58 (Book Value of Equity 3.06b / Total Liabilities 1.94b) |
| Altman-Z'' = 3.29 = A |
| DSRI: 0.88 (Receivables 693.7m/739.0m, Revenue 5.82b/5.48b) |
| GMI: 0.64 (GM 8.91% / 13.82%) |
| AQI: 0.99 (AQ_t 0.27 / AQ_t-1 0.27) |
| SGI: 1.06 (Revenue 5.82b / 5.48b) |
| TATA: -0.10 (NI 111.6m - CFO 634.5m) / TA 5.00b) |
| Beneish M = -3.41 (Cap -4..+1) = AA |
As of September 15, 2026, the stock is trading at USD 34.15 with a total of 592,381 shares traded. Over the past week, the price has changed by +0.59%, over one month by -1.83%, over three months by -9.89% and over the past year by +41.51%.
Current recommended Stop Loss: 32.70 (which is 4.2% or 1.3 ATR below the current price).
Schneider National has received a consensus analysts rating of 3.50. Therefore, it is recommended to hold SNDR.
- StrongBuy: 3
- Buy: 2
- Hold: 11
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 37.5 | 9.8% |
P/E Trailing = 54.75
P/E Forward = 20.6186
P/S = 1.0556
P/B = 1.951
P/EG = 4.3549
Revenue TTM = 5.82b USD
EBIT TTM = 178.8m USD
EBITDA TTM = 623.3m USD
Long Term Debt = 385.6m USD (from longTermDebt, last quarter)
Short Term Debt = 10.5m USD (from shortTermDebt, last quarter)
Debt = 399.0m USD (from shortLongTermDebtTotal, last quarter) + Leases 2.90m
Net Debt = 71.9m USD (calculated: Debt 399.0m - CCE 327.1m)
Enterprise Value = 6.21b USD (6.14b + Debt 399.0m - CCE 327.1m)
Interest Coverage Ratio = 5.71 (Ebit TTM 178.8m / Interest Expense TTM 31.3m)
EV/FCF = 28.32x (Enterprise Value 6.21b / FCF TTM 219.4m)
FCF Yield = 3.53% (FCF TTM 219.4m / Enterprise Value 6.21b)
FCF Margin = 3.77% (FCF TTM 219.4m / Revenue TTM 5.82b)
Net Margin = 1.92% (Net Income TTM 111.6m / Revenue TTM 5.82b)
Gross Margin = 13.82% ((Revenue TTM 5.82b - Cost of Revenue TTM 5.01b) / Revenue TTM)
Gross Margin QoQ = 6.62% (prev 4.49%)
Tobins Q-Ratio = 1.24 (Enterprise Value 6.21b / Total Assets 5.00b)
Interest Expense / Debt = 7.84% (Interest Expense 31.3m / Debt 399.0m)
Taxrate = 24.90% (37.0m / 148.6m)
NOPAT = 134.3m (EBIT 178.8m * (1 - 24.90%))
Current Ratio = 1.42 (Total Current Assets 986.4m / Total Current Liabilities 696.6m)
Debt / Equity = 0.13 (Debt 399.0m / totalStockholderEquity, last quarter 3.06b)
Debt / EBITDA = 0.12 (Net Debt 71.9m / EBITDA 623.3m)
Debt / FCF = 0.33 (Net Debt 71.9m / FCF TTM 219.4m)
Total Stockholder Equity = 3.03b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.24% (Net Income 111.6m / Total Assets 5.00b)
RoE = 3.68% (Net Income TTM 111.6m / Total Stockholder Equity 3.03b)
RoCE = 5.23% (EBIT 178.8m / Capital Employed (Equity 3.03b + L.T.Debt 385.6m))
RoIC = 3.34% (NOPAT 134.3m / Invested Capital 4.02b)
WACC = 8.90% (E(6.14b)/V(6.54b) * Re(9.10%) + D(399.0m)/V(6.54b) * Rd(7.84%) * (1-Tc(0.25)))
Discount Rate = 9.10% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -50.71 | Cagr: -0.18%
[DCF] Terminal Value 76.19% ; FCFF base≈197.4m ; Y1≈226.3m ; Y5≈333.1m
[DCF] Fair Price = 48.72 (EV 4.57b - Net Debt 71.9m = Equity 4.50b / Shares 92.3m; r=8.90% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: -76.65 | EPS CAGR: -25.31% | SUE: 1.53 | # QB: 1
Revenue Correlation: 49.06 | Revenue CAGR: 1.72% | SUE: 1.86 | # QB: 1
EPS current Quarter (2026-09-30): EPS=0.30 | Chg30d=+1.67% | Revisions=+64% | Analysts=16
EPS current Year (2026-12-31): EPS=1.07 | Chg30d=+1.61% | Revisions=+83% | GrowthEPS=+69.2% | GrowthRev=+7.6%
EPS next Year (2027-12-31): EPS=1.71 | Chg30d=+0.92% | Revisions=+81% | GrowthEPS=+60.8% | GrowthRev=+7.0%
[Analyst] Revisions Ratio: +88% (up=38, down=1)