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Schneider National Inc (SNDR)

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Upturn Advisory Summary
12/08/2025: SNDR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $25.89
1 Year Target Price $25.89
| 3 | Strong Buy |
| 2 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 33.45% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.55B USD | Price to earnings Ratio 40.55 | 1Y Target Price 25.89 |
Price to earnings Ratio 40.55 | 1Y Target Price 25.89 | ||
Volume (30-day avg) 16 | Beta 1.09 | 52 Weeks Range 20.11 - 31.40 | Updated Date 12/8/2025 |
52 Weeks Range 20.11 - 31.40 | Updated Date 12/8/2025 | ||
Dividends yield (FY) 1.50% | Basic EPS (TTM) 0.64 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.03% | Operating Margin (TTM) 2.43% |
Management Effectiveness
Return on Assets (TTM) 2.32% | Return on Equity (TTM) 3.81% |
Valuation
Trailing PE 40.55 | Forward PE 15.72 | Enterprise Value 4835524438 | Price to Sales(TTM) 0.81 |
Enterprise Value 4835524438 | Price to Sales(TTM) 0.81 | ||
Enterprise Value to Revenue 0.86 | Enterprise Value to EBITDA 7.73 | Shares Outstanding 92270093 | Shares Floating 67437753 |
Shares Outstanding 92270093 | Shares Floating 67437753 | ||
Percent Insiders 50.19 | Percent Institutions 61.91 |
Upturn AI SWOT
Schneider National Inc

Company Overview
History and Background
Schneider National was founded in 1935 by Al Schneider as a one-truck operation. It evolved into a major transportation and logistics services provider, going public in 2017. It has grown through organic expansion and strategic acquisitions to become a prominent player in the trucking and logistics industry.
Core Business Areas
- Truckload: Provides dry van, temperature-controlled, and specialized truckload services, including one-way, dedicated, and expedited freight transportation.
- Intermodal: Offers rail intermodal transportation solutions, coordinating the movement of freight using both trucks and trains.
- Logistics: Provides brokerage, supply chain management, and other value-added services, coordinating freight movements and optimizing supply chains for customers.
Leadership and Structure
Mark Rourke serves as the CEO. The company has a traditional corporate structure with a board of directors and various executive leadership positions overseeing different operational and support functions.
Top Products and Market Share
Key Offerings
- Truckload Services: Schneider National's core offering, involving the transportation of goods via truck. Market share data is difficult to pinpoint precisely, but the truckload market is highly fragmented. Competitors include JB Hunt, Swift Transportation (Knight-Swift), Werner Enterprises, and XPO Logistics. Estimated Truckload revenue contribution: >50% of total revenue.
- Intermodal Services: Coordination of freight movement using rail and truck. Competitors include Hub Group, JB Hunt, and XPO Logistics. Difficult to quantify market share precisely, but Schneider is a significant player. Estimated Intermodal revenue contribution: ~20-25% of total revenue.
- Logistics Services: Freight brokerage and supply chain management. Competitors are numerous, including C.H. Robinson, Echo Global Logistics, and Total Quality Logistics. Revenue Contribution ~ 25%
Market Dynamics
Industry Overview
The transportation and logistics industry is influenced by economic cycles, fuel prices, regulations, and technological advancements. Demand for trucking services is closely tied to overall economic activity.
Positioning
Schneider National is a leading provider of truckload, intermodal, and logistics services, known for its large fleet, technology investments, and diversified customer base. Its competitive advantage lies in its scale, brand reputation, and integrated service offerings.
Total Addressable Market (TAM)
The US for-hire truckload market is estimated at over $800 billion. Schneider National is positioned to serve a significant portion of this TAM with its diversified service offerings and large fleet.
Upturn SWOT Analysis
Strengths
- Large fleet and extensive network
- Strong brand reputation
- Diversified service offerings (truckload, intermodal, logistics)
- Investment in technology
- Experienced management team
Weaknesses
- Exposure to economic cycles
- High capital intensity
- Dependence on driver availability
- Sensitivity to fuel price fluctuations
Opportunities
- Growth in e-commerce
- Increased outsourcing of logistics services
- Expansion into new geographic markets
- Adoption of autonomous trucking technology
- Continued Infrastructure bill investments into US highway systems.
Threats
- Increased competition
- Driver shortages
- Rising fuel costs
- New regulations
- Economic downturns
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- JBHT
- KNX
- WERN
- CHRW
Competitive Landscape
Schneider National faces intense competition from other large trucking companies, freight brokers, and logistics providers. Its competitive advantages include its scale, brand reputation, and integrated service offerings. However, it must continue to invest in technology and innovation to stay ahead of the competition.
Major Acquisitions
Midwest Logistics Systems
- Year: 2021
- Acquisition Price (USD millions): 263
- Strategic Rationale: Expanding brokerage operations and service offerings.
Growth Trajectory and Initiatives
Historical Growth: Schneider National has grown organically and through acquisitions, expanding its service offerings and geographic reach.
Future Projections: Analysts project continued growth for Schneider National, driven by increased demand for transportation and logistics services. Technological advancements and strategic acquisitions may also contribute to growth.
Recent Initiatives: Schneider National has been investing in technology, such as telematics and data analytics, to improve efficiency and customer service. The company has also been expanding its logistics offerings and pursuing strategic acquisitions.
Summary
Schneider National is a strong player in the transportation and logistics industry, leveraging its scale and diversified offerings. Its investments in technology are promising, but it must carefully manage driver shortages and economic volatility. Strategic acquisitions further solidify its market position while competition remains fierce.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Schneider National Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry Reports (e.g., ATA)
- Analyst Reports (e.g., from major investment banks)
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share estimates are approximate and based on available data. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Schneider National Inc
Exchange NYSE | Headquaters Green Bay, WI, United States | ||
IPO Launch date 2017-04-06 | CEO, President & Director Mr. Mark B. Rourke | ||
Sector Industrials | Industry Trucking | Full time employees 19400 | Website https://schneider.com |
Full time employees 19400 | Website https://schneider.com | ||
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, and flat-bed trailers across either 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 to manage and move its customers' freight. 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.

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