Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SNDR
BuyPremium GrowerFLAGSchneider National, Inc. · Industrials · United States · $6.0B · Avg Vol: $22M/d
Schneider National has very strong momentum M82 and quality exactly at Q50 with a buyback, but value at V38 is below the calibrated floor, insiders sold, and a positive revision is not accepted corroboration, so stage one fails.
COMPANY DESCRIPTION
Schneider National, Inc. is a leading North American provider of transportation and logistics services, offering a comprehensive suite including truckload, intermodal, and logistics brokerage. The company leverages its vast network, large fleet of company-owned trucks, and proprietary technology to optimize freight movement and provide reliable supply chain solutions. Schneider's scale and diversified service offerings solidify its position as a critical partner for businesses across various industries.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 6.6B | 5.5B | 5.3B | 5.7B | -4.9% | 5.8B | 6.1B | 6.5B | 7.3% |
| EPS | 2.28 | 2.57 | 1.35 | 0.67 | 0.59 | -28.7% | 0.64 | 1.00 | — | 69.2% |
| Shares | — | 178.0M | 176.0M | 175.3M | 175.0M | -1.7% | — | — | — | — |
| Debt | — | 215.1M | 302.1M | 526.8M | 402.0M | 23.2% | 396.1M | — | — | — |
| Equity | — | 2.8B | 3.0B | 3.0B | 3.0B | 2.2% | — | — | — | — |
| Op CF | — | 856.4M | 680.0M | 686.1M | 637.4M | -9.4% | 634.5M | — | — | — |
| Inv CF | — | -598.8M | -907.6M | -791.5M | -346.2M | — | — | — | — | — |
| Fin CF | — | -116.7M | -55.7M | 120.6M | -207.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of SNDR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SNDR | Schneider National, Inc.(you) | $6.0B | 71 | Buy |
| ARCB | ArcBest Corporation | $3.1B | 53 | Hold |
| KNX | Knight-Swift Transportation Holdings Inc. | $10.9B | 47 | Hold |
| RXO | RXO, Inc. | $3.6B | 41 | Hold |
| WERN | Werner Enterprises, Inc. | $2.3B | 45 | Hold |
| SAIA | Saia, Inc. | $9.4B | 34 | Sell |
| ODFL | Old Dominion Freight Line, Inc. | $41.3B | 63 | Hold |
| MRTN | Marten Transport, Ltd. | $1.2B | 51 | Hold |
| XPO | XPO, Inc. | $22.1B | 39 | Hold |
| CVLG | Covenant Logistics Group, Inc. | $888M | 37 | Hold |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.3%