Schneider National, Inc. (SNDR) Stock

Schneider National, Inc. (SNDR) is a Industrials stock trading at $34.84 (as of 2026-08-24), with a market capitalization of $6.13B and a trailing P/E of 55.8. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Schneider National, Inc. and its subsidiaries provide surface transportation and logistics services in the United States, Canada, and Mexico. It operates through Truckload, Intermodal, and Logistics segments, offering freight transportation, intermodal container services, and logistics support such as brokerage, supply chain and value-added services, transloading, and warehousing for customers.

Understand Schneider National, Inc.: how it makes money

Schneider National provides trucking and logistics services, mainly through Truckload, Intermodal, and Logistics operations, and it makes money by hauling freight and providing door-to-door transportation and related logistics solutions.

Profitability should be driven by underlying enterprise revenue excluding fuel surcharge, because the company separates fuel surcharge from enterprise revenue, so performance depends on the core freight business across its operating modes rather than fuel pricing alone.

Business quality (Weak): Clear operating structure (Truckload, Intermodal, Logistics) and a defined ex-fuel KPI, but the provided data shows only total revenue and operating margin, with no segment-level margin or full Intermodal revenue breakdown.

Valuation: At 65× earnings, SNDR trades 268% above the Transportation average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Multiple operating modes: The company runs through three segments, Truckload, Intermodal, and Logistics, which can diversify how it serves freight customers.
  • Fuel is explicitly separated in reporting: The presence of an Enterprise Revenue Excluding Fuel Surcharge KPI suggests management and investors track the core business excluding fuel surcharge effects.

Bear case

  • Thin operating margin: With an operating margin of 2.4% for the latest reported period, results may be sensitive to unfavorable operating conditions.
  • Cycling transportation demand: Because the business depends on surface transportation and logistics activity across the United States, Canada, and Mexico, demand and freight volumes can swing.
Valuation — source: SEC EDGAR (first-party)
Price$34.84
Market Cap$6.13B
P/E Ratio55.8
EV / EBITDA10.1
Price / Book2.00
Price / Sales1.05
FCF Yield5.8%
DCF Value (model)$2.95
DCF Upside vs Price-91.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$5.67B
Net Margin1.8%
Revenue Growth (YoY)7.3%
EPS Growth (YoY)-11.9%
FCF Growth (YoY)4.9%
Financial Health — source: SEC EDGAR
Altman Z-Score3.91 (safe)
Valuation vs Sector & Industry
Stock P/E55.8
Sector P/E (Industrials)26.0
Industry P/E (Transportation)17.0
vs Sector114.7%
vs Industry228.2%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($181.05M)
Institutional Holders Tracked10
Congressional Trades (recent)9
Company
SectorIndustrials
IndustryTransportation
CEOMark Rourke
Employees19,400
CountryUS
IPO Date2017-04-06

Related Companies (Transportation; 8 comparable transport companies)

  • Old Dominion Freight Line, Inc. (ODFL)
  • Landstar System, Inc. (LSTR)
  • Knight-Swift Transportation Holdings Inc. (KNX)
  • ArcBest Corporation (ARCB)
  • Saia, Inc. (SAIA)
  • Werner Enterprises, Inc. (WERN)
  • J.B. Hunt Transport Services, Inc. (JBHT)
  • Universal Logistics Holdings, Inc. (ULH)
SNDR earnings history · SNDR institutional & insider holders · SNDR KPIs & operating metrics · SNDR financials · SNDR investor presentations & press releases · SNDR SEC filings · SNDR peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.