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Schneider National, Inc. Stock Price

NYSE:SNDR Community·US$6.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author

SNDR Share Price Performance

US$36.93
11.84 (47.19%)
US$34.21
Fair Value
US$36.93
11.84 (47.19%)
7.9% overvalued intrinsic discount
US$34.21
Fair Value
Price US$36.93
AnalystConsensusTarget US$34.21
AnalystLowTarget US$27.14
AnalystHighTarget US$43.79

SNDR Community Narratives

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Fair Value US$34.21 7.9% overvalued intrinsic discount

Analysts Lower Price Targets for Schneider National Amid Softer Margins and Cautious Outlook

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Fair Value US$27.14 36.1% overvalued intrinsic discount

Automation, Cost Pressures And Regulatory Hurdles Will Erode Value

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Fair Value US$43.79 15.7% undervalued intrinsic discount

FreightPower And Mexico Trade Lanes Will Fuel Logistics Growth

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US$43.79
15.7% undervalued intrinsic discount
Revenue
7.26% p.a.
Profit Margin
8.1%
Future PE
17x
Price in 2029
US$55.18

Trending Discussion

No trending discussion available.

Updated Narratives

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SNDR: Tightening Capacity And Stronger Rates Are Expected To Lift Earnings

Fair Value: US$43.79 15.7% undervalued intrinsic discount
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SNDR: Tightening Capacity And Stronger Rates Set Stage For Measured Recovery

Fair Value: US$34.21 7.9% overvalued intrinsic discount
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SNDR: Stronger Trucking Rates Will Still Constrain Future Share Price Upside

Fair Value: US$27.14 36.1% overvalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet and good value.

0 Risks
2 Rewards

Schneider National, Inc. Key Details

US$5.7b

Revenue

US$4.7b

Cost of Revenue

US$923.2m

Gross Profit

US$825.3m

Other Expenses

US$97.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
0.56
16.28%
1.73%
13.1%
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About SNDR

Founded
1935
Employees
19000
CEO
James Filter
WebsiteView website
schneider.com

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.

Recent SNDR News & Updates

Narrative Update Jul 08

SNDR: Tightening Capacity And Stronger Rates Are Expected To Lift Earnings

Analysts have raised Schneider National's implied fair value from about $39.00 to roughly $43.79, citing higher Street price targets that are based on expectations for a stronger freight cycle, firmer trucking rates, and improved profit margins across the truckload complex. Analyst Commentary Street research on Schneider National has generally turned more constructive, with a series of price target adjustments that cluster in the high US$30s to mid US$40s.

Recent updates

No updates