image
Industrials - Trucking - NYSE - US
$ 30.21
-1.18 %
$ 5.29 B
Market Cap
47.2
P/E
1. INTRINSIC VALUE

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. The Intermodal segment provides door-to-door container on flat car services, including rail and dray transportation through company-owned containers, chassis, and trucks. The Logistics segment offers freight brokerage, supply chain, and import/export services; value-added services to manage and move its customers' freight; and transloading and warehousing services.[ Read More ]

The intrinsic value of one SNDR stock under the base case scenario is HIDDEN Compared to the current market price of 30.2 USD, Schneider National, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart SNDR

image
FINANCIALS
5.5 B REVENUE
-16.74%
296 M OPERATING INCOME
12.44%
238 M NET INCOME
-47.90%
680 M OPERATING CASH FLOW
-20.60%
-908 M INVESTING CASH FLOW
-51.57%
-55.7 M FINANCING CASH FLOW
52.27%
1.32 B REVENUE
-0.08%
43.1 M OPERATING INCOME
-15.49%
30.6 M NET INCOME
-13.31%
206 M OPERATING CASH FLOW
13.03%
-109 M INVESTING CASH FLOW
-43.42%
-21.6 M FINANCING CASH FLOW
69.45%
Balance Sheet Decomposition Schneider National, Inc.
image
Current Assets 1.11 B
Cash & Short-Term Investments 160 M
Receivables 731 M
Other Current Assets 220 M
Non-Current Assets 3.45 B
Long-Term Investments 0
PP&E 2.58 B
Other Non-Current Assets 865 M
Current Liabilities 606 M
Accounts Payable 241 M
Short-Term Debt 104 M
Other Current Liabilities 260 M
Non-Current Liabilities 994 M
Long-Term Debt 263 M
Other Non-Current Liabilities 731 M
EFFICIENCY
Earnings Waterfall Schneider National, Inc.
image
Revenue 5.5 B
Cost Of Revenue 5.05 B
Gross Profit 445 M
Operating Expenses 149 M
Operating Income 296 M
Other Expenses 57.9 M
Net Income 238 M
RATIOS
8.09% GROSS MARGIN
8.09%
5.39% OPERATING MARGIN
5.39%
4.34% NET MARGIN
4.34%
8.07% ROE
8.07%
5.23% ROA
5.23%
7.09% ROIC
7.09%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Schneider National, Inc.
image
Net Income 238 M
Depreciation & Amortization 382 M
Capital Expenditures -808 M
Stock-Based Compensation 15.8 M
Change in Working Capital -39.6 M
Others -55 M
Free Cash Flow -128 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Schneider National, Inc.
image
Wall Street analysts predict an average 1-year price target for SNDR of $25.8 , with forecasts ranging from a low of $23 to a high of $32 .
SNDR Lowest Price Target Wall Street Target
23 USD -23.87%
SNDR Average Price Target Wall Street Target
25.8 USD -14.76%
SNDR Highest Price Target Wall Street Target
32 USD 5.93%
4. DIVIDEND ANALYSIS
0.33% DIVIDEND YIELD
0.095 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Schneider National, Inc.
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
276 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
3 months ago
Aug 02, 2024
Sell 276 K USD
Devgun Shaleen
Chief Innov. & Tech. Officer
- 10000
27.6 USD
1 year ago
Feb 06, 2023
Sell 178 K USD
Reich Robert M JR
EVP, Chief Admin Officer
- 6000
29.64 USD
1 year ago
Feb 01, 2023
Sell 270 K USD
Devgun Shaleen
Chief Innov. & Tech. Officer
- 10000
27 USD
2 years ago
Nov 15, 2022
Sell 250 K USD
Devgun Shaleen
Chief Innov. & Tech. Officer
- 10000
25 USD
2 years ago
Apr 01, 2022
Sell 312 K USD
Geyer David L
EVP, Pres. Transp. & Log.
- 12702
24.56 USD
2 years ago
Apr 01, 2022
Sell 83.4 K USD
Geyer David L
EVP, Pres. Transp. & Log.
- 3298
25.29 USD
2 years ago
Mar 03, 2022
Sell 315 K USD
Devgun Shaleen
EVP, Chief Information Officer
- 11748
26.82 USD
2 years ago
Mar 01, 2022
Sell 132 K USD
Reich Robert M JR
EVP, Chief Admin Officer
- 5000
26.42 USD
2 years ago
Mar 01, 2022
Sell 418 K USD
Geyer David L
EVP, Pres. Transp. & Log.
- 16000
26.12 USD
2 years ago
Feb 01, 2022
Sell 408 K USD
Geyer David L
EVP, Pres. Transp. & Log.
- 16000
25.52 USD
2 years ago
Jan 03, 2022
Sell 429 K USD
Geyer David L
EVP, Pres. Transp. & Log.
- 16000
26.82 USD
2 years ago
Dec 01, 2021
Sell 958 K USD
Geyer David L
EVP, Pres. Transp. & Log.
- 39000
24.5695 USD
3 years ago
Nov 01, 2021
Sell 1.04 M USD
Geyer David L
EVP, Pres. Transp. & Log.
- 41000
25.2785 USD
4 years ago
Aug 04, 2020
Sell 255 K USD
Devgun Shaleen
Chief Information Officer
- 10000
25.4725 USD
4 years ago
Jan 07, 2020
Bought 1.21 K USD
BRUFFETT STEPHEN L
EVP and CFO
+ 54.13
22.37 USD
5 years ago
Oct 07, 2019
Bought 1.21 K USD
BRUFFETT STEPHEN L
EVP and CFO
+ 55.84
21.62 USD
5 years ago
Jul 05, 2019
Bought 1.2 K USD
BRUFFETT STEPHEN L
EVP and CFO
+ 66.86
18 USD
5 years ago
Apr 04, 2019
Bought 1.2 K USD
BRUFFETT STEPHEN L
EVP and CFO
+ 56.02
21.42 USD
5 years ago
Nov 04, 2019
Sell 192 K USD
Schilling Amy G
Vice President and Controller
- 8000
24.0014 USD
5 years ago
Mar 04, 2019
Sell 730 K USD
Lofgren Christopher B
CEO & President
- 33073
22.0796 USD
5 years ago
Mar 05, 2019
Sell 4.56 M USD
Lofgren Christopher B
CEO & President
- 212922
21.4353 USD
5 years ago
Feb 28, 2019
Sell 893 K USD
Lofgren Christopher B
CEO & President
- 40570
22.0217 USD
5 years ago
Mar 01, 2019
Sell 296 K USD
Lofgren Christopher B
CEO & President
- 13435
22.0179 USD
5 years ago
Feb 05, 2019
Bought 22.3 K USD
GIERTZ JAMES R
Director
+ 1000
22.29 USD
5 years ago
Feb 04, 2019
Bought 21.9 K USD
GIERTZ JAMES R
Director
+ 1000
21.91 USD
6 years ago
Nov 06, 2018
Bought 44.7 K USD
WELCH JAMES L
Director
+ 2000
22.37 USD
6 years ago
Nov 06, 2018
Bought 449 K USD
BRUFFETT STEPHEN L
EVP and CFO
+ 20000
22.44 USD
6 years ago
Sep 10, 2018
Sell 825 K USD
Rourke Mark B.
EVP & COO
- 30000
27.5 USD
6 years ago
Sep 04, 2018
Sell 801 K USD
Matheys Steven J.
Chief Admin Officer
- 30000
26.71 USD
6 years ago
Sep 04, 2018
Sell 801 K USD
Matheys Steven J.
Chief Admin Officer
- 30000
26.71 USD
6 years ago
Aug 28, 2018
Bought 108 K USD
GIERTZ JAMES R
Director
+ 4000
26.92 USD
6 years ago
Aug 02, 2018
Sell 809 K USD
Matheys Steven J.
Chief Admin Officer
- 30000
26.951 USD
6 years ago
Feb 07, 2018
Sell 1.97 M USD
Lutey Lori A.
EVP & CFO
- 70000
28.1097 USD
7 years ago
Nov 09, 2017
Sell 6.2 M USD
Gannon Thomas A.
director, 10 percent owner:
- 256000
24.2 USD
7 years ago
Nov 09, 2017
Sell 4.84 M USD
Rourke Mark B.
EVP & COO
- 200000
24.2 USD
7 years ago
Nov 09, 2017
Sell 1.33 M USD
Lutey Lori A.
EVP & CFO
- 55000
24.2 USD
7 years ago
Nov 09, 2017
Sell 544 K USD
Devgun Shaleen
Chief Information Officer
- 22500
24.2 USD
7 years ago
Nov 09, 2017
Sell 14.5 M USD
Lofgren Christopher B
CEO & President
- 600000
24.2 USD
7 years ago
Nov 09, 2017
Sell 1.51 M USD
Matheys Steven J.
Chief Admin Officer
- 62500
24.2 USD
7 years ago
Nov 09, 2017
Sell 2.14 M USD
Kardish Paul J.
EVP & General Counsel
- 85000
25.12 USD
7. News
Schneider National price target raised to $27 from $25 at Stifel Stifel raised the firm's price target on Schneider National to $27 from $25 and keeps a Hold rating on the shares after Schnieder reported Q3 adjusted EPS of 18c, below the firm's 24c estimate and consensus at 21c. With a muted recovery ahead, "it's difficult for us to find much leverage to the upside," the analyst tells investors in a post-earnings note. https://thefly.com - 5 days ago
Schneider Lags on Q3 Earnings & Revenues, Cuts '24 EPS Outlook Schneider lowered the 2024 adjusted earnings per share guidance to 66-72 cents from the prior mentioned 80-90 cents. zacks.com - 1 week ago
Schneider National (SNDR) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates Although the revenue and EPS for Schneider National (SNDR) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 1 week ago
Schneider National, Inc. (SNDR) Q3 2024 Earnings Call Transcript Schneider National, Inc. (NYSE:SNDR ) Q3 2024 Earnings Conference Call November 6, 2024 10:30 AM ET Company Participants Steve Bindas - Director-Investor Relations Mark Rourke - President & Chief Executive Officer Darrell Campbell - Executive Vice President & Chief Financial Officer Jim Filter - Executive Vice President and Group President-Transportation & Logistics Conference Call Participants Mike Triano - UBS Reed Seay - Stephens Ken Hoexter - Bank of America Bascome Majors - Susquehanna Bruce Chan - Stifel Operator Thank you for standing by, and welcome to the Schneider Third Quarter 2024 Earnings Conference Call. [Operator Instructions] I'd now like to turn the call over to Steve Bindas, Director of Investor Relations. seekingalpha.com - 1 week ago
Schneider National (SNDR) Q3 Earnings and Revenues Lag Estimates Schneider National (SNDR) came out with quarterly earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.20 per share a year ago. zacks.com - 1 week ago
Schneider National, Inc. Announces Third Quarter 2024 Results GREEN BAY, Wis.--(BUSINESS WIRE)--Schneider National, Inc. (NYSE: SNDR, “Schneider” or the “Company”), a leading transportation and logistics services company, today announced results for the three months ended September 30, 2024. “In the third quarter, our Dedicated and Intermodal businesses demonstrated their resilience, and Logistics maintained its profitable operations,” said Mark Rourke, President and Chief Executive Officer of Schneider. “Dedicated performed well, with a robust new busine. businesswire.com - 1 week ago
Curious about Schneider National (SNDR) Q3 Performance? Explore Wall Street Estimates for Key Metrics Evaluate the expected performance of Schneider National (SNDR) for the quarter ended September 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight. zacks.com - 1 week ago
Schneider National, Inc. announces participation in upcoming conference GREEN BAY, Wis.--(BUSINESS WIRE)--Schneider (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, today announced participation in the following investment conference: Stephens Annual Investment Conference: Tuesday, November 19, 2024, in Nashville, Tennessee. Jim Filter, Executive Vice President and Group President of Transportation and Logistics, and Steve Bindas, Director of Investor Relations, will participate in a series of investor meetings. Abou. businesswire.com - 2 weeks ago
Schneider National, Inc. announces quarterly dividend GREEN BAY, Wis.--(BUSINESS WIRE)--Schneider (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, announced today that on October 28, 2024, its Board of Directors declared a quarterly cash dividend of $0.095 per share on its Class A and Class B common stock, payable to shareholders of record as of December 13, 2024. The dividend is expected to be paid on January 8, 2025. About Schneider Schneider is a premier multimodal provider of transportation, int. businesswire.com - 2 weeks ago
Schneider FreightPower® platform unleashes unprecedented new opportunities for owner-operators GREEN BAY, Wis.--(BUSINESS WIRE)--Schneider National, Inc. (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, is enhancing how it conducts business with owner-operators with its game-changing Schneider FreightPower® platform. The newly expanded and updated platform offers owner-operators significantly more access to Schneider's diverse range of freight options. It also includes easy-to-use functionality and search features designed to provide flexi. businesswire.com - 3 weeks ago
Here's Why Investors Should Give Schneider National Stock a Miss Now SNDR's surge in operating expenses does not bode well. Weakness in liquidity is hurting the company's prospects. zacks.com - 4 weeks ago
Schneider National, Inc. to report Third Quarter 2024 Earnings on November 6, 2024 GREEN BAY, Wis.--(BUSINESS WIRE)--Schneider (NYSE: SNDR), a premier multimodal provider of transportation, intermodal and logistics services, today announced it will report its third quarter 2024 results pre-market on Wednesday, November 6, 2024. The Company will also hold a conference call to discuss results at 10:30 a.m. (Eastern Time) that day. The conference call can be accessed by dialing 646-307-1963 toll-free or 800-715-9871 (conference ID: 2793697). The Company will also host a live web. businesswire.com - 1 month ago
8. Profile Summary

Schneider National, Inc. SNDR

image
COUNTRY US
INDUSTRY Trucking
MARKET CAP $ 5.29 B
Dividend Yield 0.33%
Description 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. The Intermodal segment provides door-to-door container on flat car services, including rail and dray transportation through company-owned containers, chassis, and trucks. The Logistics segment offers freight brokerage, supply chain, and import/export services; value-added services to manage and move its customers' freight; and transloading and warehousing services. It also leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.
Contact 3101 South Packerland Drive, Green Bay, WI, 54313 https://schneider.com
IPO Date April 6, 2017
Employees 17300
Officers Mr. Steve Bindas Director of Investor Relations Mr. Robert M. Reich Jr. Executive Vice President & Chief Administrative Officer Kara Leiterman Manager of Media Relations Ms. Shelly A. Dumas-Magnin Vice President & Controller Ms. Angela Fish Executive Vice President of Human Resources Mr. Mark B. Rourke Chief Executive Officer, President & Director Mr. James S. Filter Executive Vice President & Group President of Transportation & Logistics Mr. Shaleen Devgun Executive Vice President and Chief Innovation & Technology Officer