company background image
SNDR

Schneider NationalNYSE:SNDR Stock Report

Market Cap

US$4.0b

7D

1.8%

1Y

-9.6%

Updated

23 Sep, 2021

Data

Company Financials +
SNDR fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance4/6
Financial Health6/6
Dividends2/6

SNDR Overview

Schneider National, Inc., a surface transportation and logistics solutions company, provides truckload, intermodal, and logistics services in North America.

Schneider National Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Schneider National
Historical stock prices
Current Share PriceUS$22.84
52 Week HighUS$20.20
52 Week LowUS$27.15
Beta0.94
1 Month Change2.98%
3 Month Change4.48%
1 Year Change-9.58%
3 Year Change-8.53%
5 Year Changen/a
Change since IPO20.21%

Recent News & Updates

Shareholder Returns

SNDRUS TransportationUS Market
7D1.8%1.7%-0.5%
1Y-9.6%23.5%37.5%

Return vs Industry: SNDR underperformed the US Transportation industry which returned 22.3% over the past year.

Return vs Market: SNDR underperformed the US Market which returned 36.2% over the past year.

Price Volatility

Is SNDR's price volatile compared to industry and market?
SNDR volatility
SNDR Beta0.94
Industry Beta1.27
Market Beta1

Stable Share Price: SNDR is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 4% a week.

Volatility Over Time: SNDR's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
193515,225Mark Rourkehttps://www.schneider.com

Schneider National, Inc., a surface transportation and logistics solutions company, provides truckload, intermodal, and logistics services in North America. Its Truckload segment provides standard long-haul and regional shipping services through dry van, bulk, temperature-controlled, and flat-bed equipment, as well as customized solutions for time-sensitive loads. The company’s Intermodal segment offers door-to-door container on flat car services, including rail and dray transportation through containers, chassis, and trucks.

Schneider National Fundamentals Summary

How do Schneider National's earnings and revenue compare to its market cap?
SNDR fundamental statistics
Market CapUS$4.04b
Earnings (TTM)US$282.70m
Revenue (TTM)US$4.99b

14.4x

P/E Ratio

0.8x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
SNDR income statement (TTM)
RevenueUS$4.99b
Cost of RevenueUS$4.12b
Gross ProfitUS$871.20m
ExpensesUS$588.50m
EarningsUS$282.70m

Last Reported Earnings

Jun 30, 2021

Next Earnings Date

n/a

Earnings per share (EPS)1.59
Gross Margin17.46%
Net Profit Margin5.66%
Debt/Equity Ratio13.9%

How did SNDR perform over the long term?

See historical performance and comparison

Dividends

1.2%

Current Dividend Yield

17%

Payout Ratio

Valuation

Is Schneider National undervalued compared to its fair value and its price relative to the market?

32.0%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: SNDR ($22.84) is trading below our estimate of fair value ($33.57)

Significantly Below Fair Value: SNDR is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: SNDR is good value based on its PE Ratio (14.4x) compared to the US Transportation industry average (17.6x).

PE vs Market: SNDR is good value based on its PE Ratio (14.4x) compared to the US market (17.7x).


Price to Earnings Growth Ratio

PEG Ratio: SNDR is poor value based on its PEG Ratio (5.6x)


Price to Book Ratio

PB vs Industry: SNDR is good value based on its PB Ratio (1.8x) compared to the US Transportation industry average (2.4x).


Future Growth

How is Schneider National forecast to perform in the next 1 to 3 years based on estimates from 14 analysts?

2.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SNDR's forecast earnings growth (2.6% per year) is above the savings rate (2%).

Earnings vs Market: SNDR's earnings (2.6% per year) are forecast to grow slower than the US market (14.9% per year).

High Growth Earnings: SNDR's earnings are forecast to grow, but not significantly.

Revenue vs Market: SNDR's revenue (5.7% per year) is forecast to grow slower than the US market (9.8% per year).

High Growth Revenue: SNDR's revenue (5.7% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: SNDR's Return on Equity is forecast to be low in 3 years time (12.9%).


Past Performance

How has Schneider National performed over the past 5 years?

-1.3%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: SNDR has high quality earnings.

Growing Profit Margin: SNDR's current net profit margins (5.7%) are higher than last year (3.7%).


Past Earnings Growth Analysis

Earnings Trend: SNDR's earnings have declined by 1.3% per year over the past 5 years.

Accelerating Growth: SNDR's earnings growth over the past year (70.4%) exceeds its 5-year average (-1.3% per year).

Earnings vs Industry: SNDR earnings growth over the past year (70.4%) exceeded the Transportation industry 48.3%.


Return on Equity

High ROE: SNDR's Return on Equity (12.9%) is considered low.


Financial Health

How is Schneider National's financial position?


Financial Position Analysis

Short Term Liabilities: SNDR's short term assets ($1.4B) exceed its short term liabilities ($719.5M).

Long Term Liabilities: SNDR's short term assets ($1.4B) exceed its long term liabilities ($849.9M).


Debt to Equity History and Analysis

Debt Level: SNDR's debt to equity ratio (13.9%) is considered satisfactory.

Reducing Debt: SNDR's debt to equity ratio has reduced from 47.8% to 13.9% over the past 5 years.

Debt Coverage: SNDR's debt is well covered by operating cash flow (181.5%).

Interest Coverage: SNDR's interest payments on its debt are well covered by EBIT (36.4x coverage).


Balance Sheet


Dividend

What is Schneider National current dividend yield, its reliability and sustainability?

1.23%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: SNDR's dividend (1.23%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.35%).

High Dividend: SNDR's dividend (1.23%) is low compared to the top 25% of dividend payers in the US market (3.63%).


Stability and Growth of Payments

Stable Dividend: Whilst dividend payments have been stable, SNDR has been paying a dividend for less than 10 years.

Growing Dividend: SNDR's dividend payments have increased, but the company has only paid a dividend for 4 years.


Current Payout to Shareholders

Dividend Coverage: With its low payout ratio (16.9%), SNDR's dividend payments are well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: SNDR's dividends in 3 years are forecast to be well covered by earnings (15.4% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.4yrs

Average management tenure


CEO

Mark Rourke (57 yo)

2.42yrs

Tenure

US$5,083,611

Compensation

Mr. Mark B. Rourke has been the Chief Executive Officer, President and Director of Schneider National, Inc. since April 2019. Mr. Rourke serves as Independent Director at The Shyft Group, Inc. since Januar...


CEO Compensation Analysis

Compensation vs Market: Mark's total compensation ($USD5.08M) is about average for companies of similar size in the US market ($USD5.28M).

Compensation vs Earnings: Mark's compensation has increased by more than 20% in the past year.


Leadership Team

Experienced Management: SNDR's management team is considered experienced (2.4 years average tenure).


Board Members

Experienced Board: SNDR's board of directors are not considered experienced ( 2.4 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Schneider National, Inc.'s employee growth, exchange listings and data sources


Key Information

  • Name: Schneider National, Inc.
  • Ticker: SNDR
  • Exchange: NYSE
  • Founded: 1935
  • Industry: Trucking
  • Sector: Transportation
  • Market Cap: US$4.038b
  • Shares outstanding: 177.65m
  • Website: https://www.schneider.com

Number of Employees


Location

  • Schneider National, Inc.
  • 3101 South Packerland Drive
  • Green Bay
  • Wisconsin
  • 54313
  • United States

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/09/23 22:55
End of Day Share Price2021/09/23 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.