Schneider National, Inc.

Valuation Analysis

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. 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

Schneider National, Inc. Stock at a Glance

Schneider National, Inc. (SNDR) is currently trading at $38.44 with a market capitalization of $6.7B. The trailing P/E ratio stands at 68.64x, with a forward P/E of 24.72x. The 52-week range spans from $20.11 to $39.27; the current price is 2.1% below the yearly high. Year-over-year revenue growth stands at -0.2%. The net profit margin stands at 1.73%.

💰 Dividend

Schneider National, Inc. pays an annual dividend of $0.40 per share, representing a yield of 1.04%. The payout ratio stands at 68.75%.

📊 Analyst Rating

14 analysts rate Schneider National, Inc. (SNDR) on consensus: Buy. The average price target is $33.36, implying -13.22% from the current price. Analyst price targets range from $27.00 to $39.00.

Schneider National, Inc.: The Investment Case in Detail

Schneider National, Inc. (SNDR) operates in the Industrials — specifically Trucking — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bear Case

Revenue is contracting at -0.2% year-over-year — until that trend reverses, valuation is exposed to further downgrades. With a net margin of just 1.73%, the business has little room to absorb cost shocks or pricing pressure — a single bad quarter can swing the company to a loss. A trailing P/E above 50 combined with revenue growth below 20% is a dangerous combination — the market is paying a steep growth multiple for what is, by the data, only moderately fast expansion.

Valuation in Context

At a PEG of 4.51, investors are paying more than three times the growth rate for each unit of earnings — that pricing assumes growth not only continues but accelerates from here.

What to Watch Next

• The forward P/E of 24.72x is meaningfully below the trailing 68.64x — analysts expect earnings to step up; the next earnings release is the test.
• The share is trading at 95.7% of its 52-week range — a break above the recent high opens technical upside, a failure here often invites profit-taking.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Risk Profile

The data points to market-like volatility, elevated short interest (12.47%).

Trading Data

💵 Dividend Info

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