Schneider National Inc (SNDR) Fair Value & Analysis
Industrials · US · Market cap $6.7B · ISIN US80689H1023
What is Schneider National Inc really worth?
Schneider National Inc
SNDR · US
A solid business, but trading 106% above our fair value of $16.50.
Strengths
Risks
For context
Fair value as of: Aug 14, 2026
From 24 valuation models · updated 22 days ago
Fair value updated Aug 14, 2026, revised from $12.37 to $16.50 (+33.4%) since Jul 19, 2026. Share price −6.3% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($20.62). The favourable scenario is already priced in.
- Solid but not exceptional quality (60/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 14, 2026.
How to read this chart
60‑month range $19.24 – $38.66 · fair‑value band $12.38 – $20.62 · the $34.05 price screens above the $16.50 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 14, 2026.
Analysis
Schneider National Inc (SNDR) currently trades at $34.05, while our model-based Fair Value estimate is $16.50, implying the stock looks roughly 106.4% overvalued today. The Quality Score stands at 60/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of $18.04 per share, and 2 of the 24 models we run sit above the $34.05 price. Bear case: the Dividend Discount group reads lowest at $4.67, and 22 of the 24 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Schneider National Inc generated revenue of $5.7B at a net margin of 1.7%. Revenue declined 0.2% year over year. It earns a return on equity of 3.3%. Net debt stands at $359M. Fundamentals as of Aug 14, 2026
Our scenario range runs from $12.38 (bear case) to $20.62 (bull case); at $34.05, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 10% below its 52-week high and 71% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −67% fair-value upside, at −52%, SNDR screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $0.1189 per share, which is 0.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($18.04) versus Dividend Discount ($4.67). Highest evidence: FCF DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 62
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Schneider National, Inc., together with its subsidiaries, provides multimodal surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates in three segments: Truckload, Intermodal, and Logistics.
Full company description
Schneider National, Inc., together with its subsidiaries, provides multimodal surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates in three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over-the-road freight transportation services through dry van, bulk, temperature-controlled, lightweight, and flatbed trailers across dedicated or network configurations. Its 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, as well as value-added services. The company also leases equipment, such as trucks to owner-operators and provides insurance to drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Schneider National Inc reported revenue of $5.7B in FY2025 versus $5.6B in FY2021, a compound +0.3%/yr. Reported net income was $104M in FY2025, compounding −28.9%/yr from FY2021.
of which total revenue +3.6 % · buybacks/dilution −0.2 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
SNDR screens 106% overvalued. Compare with Old Dominion Freight Line, Inc →
Peer Group
Trucking · 47 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Trucking median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Trucking stocks, each showing price versus our Fair Value estimate (as of Aug 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Old Dominion Freight Line, Inc ODFL | $198.63 | $102.54 | −48% |
| XPO, Inc XPO | $184.80 | $56.52 | −69% |
| TFI International Inc TFII | $127.83 | $110.79 | −13% |
| Knight-Swift Transportation Holdings KNX | $68.51 | $8.58 | −87% |
| Saia, Inc SAIA | $343.92 | $127.94 | −63% |
| RXO, Inc RXO | $20.00 | $3.48 | −83% |
| ArcBest Corporation ARCB | $140.63 | $45.89 | −67% |
| Werner Enterprises, Inc WERN | $37.85 | $8.24 | −78% |
| Dazhong Transportation (Group) Co 600611 | ¥4.43 | ¥1.20 | −73% |
| Mullen Group MTL | C$26.50 | C$19.35 | −27% |
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