Schneider National, Inc., a transportation and logistics services company, provides truckload, intermodal, and logistics solutions in North America.
Flawless balance sheet unattractive dividend payer.
Share Price & News
How has Schneider National's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: SNDR's share price has been volatile over the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: SNDR exceeded the US Transportation industry which returned -10% over the past year.
Return vs Market: SNDR exceeded the US Market which returned 6.1% over the past year.
Price Volatility Vs. Market
How volatile is Schneider National's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 months ago | Simply Wall StCould Schneider National, Inc.'s (NYSE:SNDR) Investor Composition Influence The Stock Price?
2 months ago | Simply Wall StIs Schneider National (NYSE:SNDR) A Risky Investment?
3 months ago | Simply Wall StAre Schneider National's (NYSE:SNDR) Statutory Earnings A Good Guide To Its Underlying Profitability?
Is Schneider National undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: SNDR ($25.12) is trading above our estimate of fair value ($8.66)
Significantly Below Fair Value: SNDR is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: SNDR is poor value based on its PE Ratio (28.9x) compared to the US Transportation industry average (22.6x).
PE vs Market: SNDR is poor value based on its PE Ratio (28.9x) compared to the US market (15.8x).
Price to Earnings Growth Ratio
PEG Ratio: SNDR is poor value based on its PEG Ratio (1.5x)
Price to Book Ratio
PB vs Industry: SNDR is good value based on its PB Ratio (2x) compared to the US Transportation industry average (2.6x).
How is Schneider National forecast to perform in the next 1 to 3 years based on estimates from 11 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SNDR's forecast earnings growth (19.1% per year) is above the savings rate (2.2%).
Earnings vs Market: SNDR's earnings (19.1% per year) are forecast to grow slower than the US market (22.8% per year).
High Growth Earnings: SNDR's earnings are forecast to grow, but not significantly.
Revenue vs Market: SNDR's revenue (5.4% per year) is forecast to grow slower than the US market (9.4% per year).
High Growth Revenue: SNDR's revenue (5.4% 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 (9.8%).
How has Schneider National performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SNDR has a large one-off loss of $130.6M impacting its March 31 2020 financial results.
Growing Profit Margin: SNDR's current net profit margins (3.3%) are lower than last year (5.1%).
Past Earnings Growth Analysis
Earnings Trend: SNDR's earnings have grown by 6.5% per year over the past 5 years.
Accelerating Growth: SNDR's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: SNDR had negative earnings growth (-40.3%) over the past year, making it difficult to compare to the Transportation industry average (-11.5%).
Return on Equity
High ROE: SNDR's Return on Equity (6.8%) is considered low.
How is Schneider National's financial position?
Financial Position Analysis
Short Term Liabilities: SNDR's short term assets ($1.5B) exceed its short term liabilities ($474.6M).
Long Term Liabilities: SNDR's short term assets ($1.5B) exceed its long term liabilities ($971.8M).
Debt to Equity History and Analysis
Debt Level: SNDR's debt to equity ratio (14.8%) is considered satisfactory.
Reducing Debt: SNDR's debt to equity ratio has reduced from 52% to 14.8% over the past 5 years.
Debt Coverage: SNDR's debt is well covered by operating cash flow (187.5%).
Interest Coverage: SNDR's interest payments on its debt are well covered by EBIT (41.4x coverage).
What is Schneider National current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: SNDR's dividend (1.04%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.7%).
High Dividend: SNDR's dividend (1.04%) is low compared to the top 25% of dividend payers in the US market (4.69%).
Stability and Growth of Payments
Stable Dividend: Whilst dividend payments have been stable, SNDR has been paying a dividend for less than 10 years.
Growing Dividend: SNDR's dividend payments have increased, but the company has only paid a dividend for 3 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (28.2%), SNDR's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: SNDR's dividends in 3 years are forecast to be well covered by earnings (19.4% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mark Rourke (56yo)
Mr. Mark B. Rourke has been the Chief Executive Officer, President and Director of Schneider National, Inc. since April 2019. Mr. Rourke served as an Executive Vice President at Schneider National, Inc. fr ...
CEO Compensation Analysis
Compensation vs Market: Mark's total compensation ($USD3.74M) is below average for companies of similar size in the US market ($USD5.83M).
Compensation vs Earnings: Mark's compensation has been consistent with company performance over the past year.
|CEO, President & Director||1.25yrs||US$3.74m||0.37% $16.5m|
|Executive VP & CFO||2.25yrs||US$1.55m||0.028% $1.2m|
|Chief Information Officer & Executive VP||5yrs||US$932.11k||0.090% $4.0m|
|Executive VP & Chief Administrative Officer||1.25yrs||US$806.26k||0.048% $2.1m|
|Executive VP and Group President of Transportation & Logistics||1.25yrs||US$1.33m||0.16% $7.3m|
|Senior Vice President of Financial Planning||no data||no data||no data|
|Executive VP||1yr||no data||0.0054% $242.6k|
|Senior Vice President of Human Resources||1.25yrs||no data||no data|
|Senior VP & GM of Intermodal Division||no data||no data||no data|
|Corporate Secretary||1.5yrs||no data||no data|
Experienced Management: SNDR's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.
|CEO, President & Director||1.25yrs||US$3.74m||0.37% $16.5m|
|Independent Director||3.08yrs||US$220.02k||0.0094% $417.1k|
|Independent Director||8.5yrs||US$215.06k||0.16% $7.3m|
|Independent Chairman||1.25yrs||US$242.37k||0.35% $15.8m|
|Independent Director||0.25yr||no data||no data|
|Independent Director||11.5yrs||US$258.02k||0.26% $11.4m|
|Independent Director||2yrs||US$200.02k||0.0065% $287.1k|
|Independent Director||1.25yrs||US$156.75k||0.0034% $149.6k|
|Director||0.25yr||no data||1.05% $46.8m|
Experienced Board: SNDR's board of directors are not considered experienced ( 1.6 years average tenure), which suggests a new board.
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.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Schneider National, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Schneider National, Inc.
- Ticker: SNDR
- Exchange: NYSE
- Founded: 1935
- Industry: Trucking
- Sector: Transportation
- Market Cap: US$4.452b
- Shares outstanding: 177.22m
- Website: https://www.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|
Schneider National, Inc., a transportation and logistics services company, provides truckload, intermodal, and logistics solutions 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 over-the-road transportation through containers, chassis, and trucks. Its Logistics segment provides non-asset freight brokerage, supply chain, and import/export services; value-added services to manage and move its customers’ freight; and trans-loading and warehousing services. Schneider National, Inc. also leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. The company was founded in 1935 and is headquartered in Green Bay, Wisconsin.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/07/10 23:57|
|End of Day Share Price||2020/07/10 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.