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Schneider National, Inc. Stock Price

NYSE:SNDR Community·US$6.2b 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$34.97
11.05 (46.20%)
US$34.21
Fair Value
US$34.97
11.05 (46.20%)
2.2% overvalued intrinsic discount
US$34.21
Fair Value
Price US$34.97
AnalystConsensusTarget US$34.21
AnalystLowTarget US$27.14
AnalystHighTarget US$39.00

SNDR Community Narratives

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Fair Value US$34.21 2.2% 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 28.9% overvalued intrinsic discount

Automation, Cost Pressures And Regulatory Hurdles Will Erode Value

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Fair Value US$39 10.3% undervalued intrinsic discount

FreightPower And Mexico Trade Lanes Will Fuel Logistics Growth

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US$39
10.3% undervalued intrinsic discount
Revenue
7.08% p.a.
Profit Margin
7.62%
Future PE
16.19x
Price in 2029
US$49.17

Trending Discussion

Updated Narratives

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SNDR: Tightening Capacity And Stronger Rates Set Stage For Measured Recovery

Fair Value: US$34.21 2.2% overvalued intrinsic discount
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SNDR: Tightening Truckload Capacity And Stronger Rates Will Support Future Earnings

Fair Value: US$39 10.3% undervalued intrinsic discount
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SNDR: Stronger Trucking Rates Will Still Constrain Future Share Price Upside

Fair Value: US$27.14 28.9% overvalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet and fair 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
n/a
0.56
16.28%
1.73%
13.1%
View Full Analysis

About SNDR

Founded
1935
Employees
19000
CEO
Mark Rourke
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 Jun 24

SNDR: Tightening Capacity And Stronger Rates Set Stage For Measured Recovery

Analysts have lifted the Schneider National fair value estimate from about $28.27 to roughly $34.21, citing higher assumed revenue growth, stronger profit margins, and Street price target moves into the high $30 range as truckload demand and pricing expectations improve. Analyst Commentary Recent Street research on Schneider National points to a cluster of higher price targets and refreshed models, as analysts reassess the company against improving truckload demand and firmer pricing expectations.
Analysis Article Jun 20

Schneider National (SNDR) Stock Could Be 26% Overvalued After Resilient Demand Update

Schneider National (SNDR) shares are in focus after executives reported stable demand across key customers, even as lending sensitive sectors felt pressure and overall freight volumes remained lower. See our latest analysis for Schneider National. Schneider National’s recent comments on resilient demand and revenue near prior highs come as the stock trades at US$35.68, with a 30 day share price return of 7.02% but a 7 day decline of 7.18%, while the 1 year total shareholder return of 52.77%...

Recent updates

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