Schneider National, Inc. (SNDR)
Industrials · NYQ · US
Fundamentals
Valuation and ratings
Schneider National, Inc. trades at USD38.49, which is 55% above the USD17.25 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 24 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 64.8 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
About Schneider National, Inc.
Schneider National, Inc., together with its subsidiaries, provides multimodal surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates in three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over-the-road freight transportation services through dry van, bulk, temperature-controlled, lightweight, and flatbed trailers across dedicated or network configurations. Its Intermodal segment provides door-to-door container on flat car services through a combination of rail and dray transportation using company-owned containers, chassis, and trucks. The Logistics segment offers asset-light freight brokerage, supply chain, warehousing, and import/export services, as well as value-added services. The company also leases equipment, such as trucks to owner-operators and provides insurance to drivers and owner-operators. Schneider National, Inc. was founded in 1935 and is headquartered in Green Bay, Wisconsin.
SNDR passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Smart money ownership
5 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$64.82M · 0.0% of book
- Joel Greenblatt, Gotham Asset Management, LLC$14.90M · 0.1% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$6.77M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6.21M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$5.46M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Schneider National, Inc. (SNDR) undervalued?
Against our discounted cash flow estimate of USD17.25, SNDR at USD38.49 is 55% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own SNDR?
5 of the institutions we track reported a position in SNDR in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is SNDR's P/E ratio?
SNDR trades at 64.8 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
The full research page for SNDR, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.