SNDR Stock Overview
Schneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico.
Schneider National Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$21.81|
|52 Week High||US$27.50|
|52 Week Low||US$20.26|
|1 Month Change||-3.15%|
|3 Month Change||-4.30%|
|1 Year Change||-7.35%|
|3 Year Change||2.97%|
|5 Year Change||-10.62%|
|Change since IPO||14.79%|
Recent News & Updates
Schneider National: A Great Value Play Right Now
Summary Schneider National continues to generate strong revenue and profits, despite economic concerns. Investors should expect some deterioration to occur given the direction the economy is going. But shares are cheap enough right now to still offer upside for investors in the long run. Things have not been going particularly well for companies that are dedicated to the trucking and logistics industry. But then again, things have not been going particularly well for most companies and most industries because of general market malaise. One of the players in the trucking and logistics space that has been hit rather hard lately even though fundamental performance remains robust is Schneider National (SNDR). It would be one thing if shares of the company were trading at lofty levels. But the fact of the matter is that the stock looks rather cheap, both on an absolute basis and relative to similar firms. Given this low price and how strong the company is fundamentally, I do believe the market is overreacting. Yes, it is true that fundamental performance probably will deteriorate to some degree because of general market conditions. But even if financial performance reverses and matches what we saw in the 2020 fiscal year, shares would still look attractively priced. A great prospect for value investors Near the end of March of this year, I wrote a bullish article about Schneider National. In that article, I detailed that the company had been performing exceptionally well over the prior few months, with fundamental performance driving shares higher. Even though I thought that the easy money that was available at that time had already been made, leading the company to be more or less fairly valued relative to peers, I felt as though it still offered some upside moving forward. At the end of the day, these findings led me to rate the company a ‘buy’, reflecting my belief that it would likely still outperform the broader market for the foreseeable future. Unfortunately, the market has had other plans. With the S&P 500 plunging by 18.7%, shares of Schneider National followed it lower, declining in value by 19.7% in all. Although we can take solace in the fact that shares did not perform materially worse than what the broader market did, that performance is still worse than what I would have expected. What's interesting is that the performance the company did experience was completely unwarranted from a fundamental perspective. To see what I mean, we need only look at how the company performed from a revenue and profitability perspective over the past two quarters. These are the two quarters for which data is now available that was not available when I last wrote about the enterprise. Author - SEC EDGAR Data Take revenue for starters. In the first half of the 2022 fiscal year, sales came in strong at $3.37 billion. That represents a sizable improvement over the $2.59 billion generated the same time one year earlier. There were a couple of key drivers behind this increase. For instance, the average number of trucks at the company's disposal managed to rise from 9,412 to 10,390. In addition to that, the revenue per truck per week also increased, rising from $3,845 to $4,212. On the intermodal side of things, the company also benefited from an increase in orders from 222,679 to 229,790. At the same time, we also saw a meaningful rise in revenue per order from $2,351 to $2,735. That represents a year-over-year increase of 16.3%. Schneider National For investors worried about the most recent data, we do have the option to focus on figures covering just the second quarter of this year. During that time, revenue came in at $1.75 billion. That's 28.4% above the $1.36 billion generated one year earlier. Once again, the company benefited from an increase in the number of trucks from 9,287 to 10,466. However, it also saw revenue per truck per week climb from $3,985 to $4,242. And on the intermodal side of things, the number of orders rose from 113,894 to 119,563, while revenue per order grew from $2,399 to $2,788. Author - SEC EDGAR Data With revenue rising, profitability has followed suit. Net income in the first half of the 2022 fiscal year came in strong at $221.9 million. That's quite a bit higher than the $161.3 million generated the same time one year earlier. Operating cash flow followed suit, rising from $255 million to $353.7 million. Even if we adjust for changes in working capital, it would have risen, climbing from $335.8 million to $417 million. And over that same window of time, we also saw EBITDA increase, climbing from $348.3 million to $539 million. As was the case with revenue, we also saw profitability rise across the board for the second quarter of this year. This can be seen in the chart above. Schneider National For the 2022 fiscal year as a whole, management has even gone so far as to increase the company's guidance. Their current expectation is for earnings per share of between $2.60 and $2.70. This compares to the prior expected range of between $2.55 and $2.70. At the midpoint, this would translate to net income of $473 million. No guidance was given when it came to other profitability metrics. But if we were to annualize the data coming from the first half of the year, we should expect adjusted operating cash flow of $887.3 million and EBITDA of roughly $1.32 billion.
Investors Shouldn't Overlook Schneider National's (NYSE:SNDR) Impressive Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Schneider National (NYSE:SNDR) Has Announced A Dividend Of $0.08
Schneider National, Inc. ( NYSE:SNDR ) has announced that it will pay a dividend of $0.08 per share on the 10th of...
|SNDR||US Transportation||US Market|
Return vs Industry: SNDR exceeded the US Transportation industry which returned -26.5% over the past year.
Return vs Market: SNDR exceeded the US Market which returned -20% over the past year.
|SNDR Average Weekly Movement||4.2%|
|Transportation Industry Average Movement||6.9%|
|Market Average Movement||6.9%|
|10% most volatile stocks in US Market||15.5%|
|10% least volatile stocks in US Market||2.8%|
Stable Share Price: SNDR is less volatile than 75% 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
Schneider National, Inc., together with its subsidiaries, provides surface transportation and logistics solutions in the United States, Canada, and Mexico. The company operates through three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers standard long-haul and regional shipping services primarily through dry van, bulk, temperature-controlled, and flat-bed equipment, as well as cross dock and customized solutions for time-sensitive loads.
Schneider National Fundamentals Summary
|SNDR fundamental statistics|
Is SNDR overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|SNDR income statement (TTM)|
|Cost of Revenue||US$5.12b|
Last Reported Earnings
Jun 30, 2022
Next Earnings Date
Oct 27, 2022
|Earnings per share (EPS)||2.62|
|Net Profit Margin||7.30%|
How did SNDR perform over the long term?See historical performance and comparison
1.5%Current Dividend Yield
Is SNDR undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score 4/6
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Below Fair Value
Significantly Below Fair Value
Key Valuation Metric
Which metric is best to use when looking at relative valuation for SNDR?
Other financial metrics that can be useful for relative valuation.
|What is SNDR's n/a Ratio?|
Price to Earnings Ratio vs Peers
How does SNDR's PE Ratio compare to its peers?
|SNDR PE Ratio vs Peers|
|Company||PE||Estimated Growth||Market Cap|
R Ryder System
WERN Werner Enterprises
XPO XPO Logistics
SNDR Schneider National
Price-To-Earnings vs Peers: SNDR is good value based on its Price-To-Earnings Ratio (8.3x) compared to the peer average (9.5x).
Price to Earnings Ratio vs Industry
How does SNDR's PE Ratio compare vs other companies in the US Transportation Industry?
Price-To-Earnings vs Industry: SNDR is good value based on its Price-To-Earnings Ratio (8.3x) compared to the US Transportation industry average (9x)
Price to Earnings Ratio vs Fair Ratio
What is SNDR's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
|Current PE Ratio||8.3x|
|Fair PE Ratio||10x|
Price-To-Earnings vs Fair Ratio: SNDR is good value based on its Price-To-Earnings Ratio (8.3x) compared to the estimated Fair Price-To-Earnings Ratio (10x).
Share Price vs Fair Value
What is the Fair Price of SNDR when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: SNDR ($21.81) is trading above our estimate of fair value ($16.61)
Significantly Below Fair Value: SNDR is trading above our estimate of fair value.
Analyst Price Targets
What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?
Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.
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How is Schneider National forecast to perform in the next 1 to 3 years based on estimates from 15 analysts?
Future Growth Score0/6
Future Growth Score 0/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SNDR's earnings are forecast to decline over the next 3 years (-5.5% per year).
Earnings vs Market: SNDR's earnings are forecast to decline over the next 3 years (-5.5% per year).
High Growth Earnings: SNDR's earnings are forecast to decline over the next 3 years.
Revenue vs Market: SNDR's revenue (0.6% per year) is forecast to grow slower than the US market (7.6% per year).
High Growth Revenue: SNDR's revenue (0.6% 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 (13.1%).
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How has Schneider National performed over the past 5 years?
Past Performance Score5/6
Past Performance Score 5/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SNDR has high quality earnings.
Growing Profit Margin: SNDR's current net profit margins (7.3%) are higher than last year (5.7%).
Past Earnings Growth Analysis
Earnings Trend: SNDR's earnings have grown by 4.9% per year over the past 5 years.
Accelerating Growth: SNDR's earnings growth over the past year (64.8%) exceeds its 5-year average (4.9% per year).
Earnings vs Industry: SNDR earnings growth over the past year (64.8%) exceeded the Transportation industry 62.5%.
Return on Equity
High ROE: SNDR's Return on Equity (17.8%) is considered low.
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How is Schneider National's financial position?
Financial Health Score6/6
Financial Health Score 6/6
Short Term Liabilities
Long Term Liabilities
Financial Position Analysis
Short Term Liabilities: SNDR's short term assets ($1.5B) exceed its short term liabilities ($726.1M).
Long Term Liabilities: SNDR's short term assets ($1.5B) exceed its long term liabilities ($872.2M).
Debt to Equity History and Analysis
Debt Level: SNDR has more cash than its total debt.
Reducing Debt: SNDR's debt to equity ratio has reduced from 27.5% to 7.8% over the past 5 years.
Debt Coverage: SNDR's debt is well covered by operating cash flow (324.3%).
Interest Coverage: SNDR's interest payments on its debt are well covered by EBIT (73.6x coverage).
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What is Schneider National current dividend yield, its reliability and sustainability?
Dividend Score 2/6
Cash Flow Coverage
Current Dividend Yield
Dividend Yield vs Market
|Schneider National Dividend Yield vs Market|
|Company (Schneider National)||1.5%|
|Market Bottom 25% (US)||1.6%|
|Market Top 25% (US)||4.5%|
|Industry Average (Transportation)||1.8%|
|Analyst forecast in 3 Years (Schneider National)||1.6%|
Notable Dividend: SNDR's dividend (1.47%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.64%).
High Dividend: SNDR's dividend (1.47%) is low compared to the top 25% of dividend payers in the US market (4.63%).
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 5 years.
Earnings Payout to Shareholders
Earnings Coverage: With its low payout ratio (11.4%), SNDR's dividend payments are thoroughly covered by earnings.
Cash Payout to Shareholders
Cash Flow Coverage: With its reasonable cash payout ratio (54%), SNDR's dividend payments are covered by cash flows.
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How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mark Rourke (58 yo)
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
|Mark Rourke's Compensation vs Schneider National Earnings|
|Date||Total Comp.||Salary||Company Earnings|
|Jun 30 2022||n/a||n/a|
|Mar 31 2022||n/a||n/a|
|Dec 31 2021||US$7m||US$833k|
|Sep 30 2021||n/a||n/a|
|Jun 30 2021||n/a||n/a|
|Mar 31 2021||n/a||n/a|
|Dec 31 2020||US$5m||US$794k|
|Sep 30 2020||n/a||n/a|
|Jun 30 2020||n/a||n/a|
|Mar 31 2020||n/a||n/a|
|Dec 31 2019||US$4m||US$675k|
|Sep 30 2019||n/a||n/a|
|Jun 30 2019||n/a||n/a|
|Mar 31 2019||n/a||n/a|
|Dec 31 2018||US$4m||US$573k|
|Sep 30 2018||n/a||n/a|
|Jun 30 2018||n/a||n/a|
|Mar 31 2018||n/a||n/a|
|Dec 31 2017||US$4m||US$550k|
|Sep 30 2017||n/a||n/a|
|Jun 30 2017||n/a||n/a|
|Mar 31 2017||n/a||n/a|
|Dec 31 2016||US$1m||US$525k|
|Sep 30 2016||n/a||n/a|
|Dec 31 2015||US$2m||US$498k|
Compensation vs Market: Mark's total compensation ($USD6.75M) is about average for companies of similar size in the US market ($USD6.84M).
Compensation vs Earnings: Mark's compensation has increased by more than 20% in the past year.
Experienced Management: SNDR's management team is considered experienced (3.5 years average tenure).
Experienced Board: SNDR's board of directors are considered experienced (3.5 years average tenure).
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.
|Owner Type||Number of Shares||Ownership Percentage|
|State or Government||22,850||0.01%|
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
|Ownership||Name||Shares||Current Value||Change %||Portfolio %|
Schneider National, Inc.'s employee growth, exchange listings and data sources
- Name: Schneider National, Inc.
- Ticker: SNDR
- Exchange: NYSE
- Founded: 1935
- Industry: Trucking
- Sector: Transportation
- Implied Market Cap: US$3.882b
- Shares outstanding: 178.01m
- Website: https://schneider.com
Number of Employees
- Schneider National, Inc.
- 3101 South Packerland Drive
- Green Bay
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|SNDR||NYSE (New York Stock Exchange)||Yes||Class B Common Stock||US||USD||Apr 2017|
|SNIA||DB (Deutsche Boerse AG)||Yes||Class B Common Stock||DE||EUR||Apr 2017|
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/10/04 00:00|
|End of Day Share Price||2022/10/04 00:00|
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.