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Upturn AI Summary - About
Schneider National Inc(SNDR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SNDR
10/13/2026: SNDR (3-star) is currently NOT-A-BUY. Pass it for now.
Schneider National is a prominent North American multimodal transportation and logistics provider known for its extensive truckload, intermodal, and dedicated freight solutions. The company benefits from a long-standing reputation, a dense asset network, and a strategic move toward more stable, dedicated contractual services. While the company has historically strong margins and a solid market position, investors should note that the logistics industry is highly cyclical and capital-intensive. Key risks include intense pricing pressure from competitors, persistent driver shortages, and sensitivity to macroeconomic fluctuations. Schneider is well-suited for value-oriented investors seeking a stable dividend, though it requires careful monitoring of freight market cycles and digital platform adoption.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company operates in a mature industry where growth is often cyclical rather than exponential. |
| Momentum investor | Mixed fit | Momentum depends on cyclical upturns in freight demand; best monitored during market cycles. |
| Value investor | Strong fit | The stock often trades at valuations reflective of its tangible asset base and consistent market position. |
| Dividend investor | Strong fit | The company provides a consistent dividend yield, supported by a stable, albeit cyclical, cash flow. |
| Low-risk investor | Mixed fit | While established, the stock is subject to cyclical industry volatility and macro-economic conditions. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Freight rates can swing significantly based on capacity and fuel costs. |
| Valuation risk | Medium | Valuation is often tied to cyclical expectations rather than steady long-term growth. |
| Competition risk (freight brokerage) | Medium / high | New digital brokers pressure margins in the non-asset logistics business. |
| Business quality | Medium | The company has a strong, long-standing brand, but requires constant capital reinvestment. |
| Dividend income | Low | Dividends are generally stable but do not provide high-growth income characteristics. |
| Execution risk | Medium | Integrating acquisitions and managing driver retention is essential for operational success. |
Price Behavior

Rolling Over
The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 59.52% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.53B USD | Price to earnings Ratio 50.11 | 1Y Target Price 36.07 |
Price to earnings Ratio 50.11 | 1Y Target Price 36.07 | ||
Volume (30-day avg) 706.9K shares | Beta 1.22 | 52 Weeks Range 19.84 - 39.13 | Updated Date 10/13/2026 |
52 Weeks Range 19.84 - 39.13 | Updated Date 10/13/2026 | ||
Dividends yield (FY) 1.24% | Basic EPS (TTM) 0.63 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Truckload | One-way and dedicated freight transport via company fleet. | This is the core business that generates revenue by moving goods on company-owned trucks. |
| Intermodal | Rail transport combined with local trucking pickup and delivery. | This segment helps lower fuel and labor costs by using trains for the long-haul portion of shipping. |
| Logistics/Brokerage | Connecting shippers with other carriers and supply chain management services. | This is a lower-asset business that makes money by facilitating freight moves without needing to own the trucks. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 50.11 | Forward PE 19.53 | Enterprise Value 5.72B | Price to Sales(TTM) 0.95 |
Enterprise Value 5.72B | Price to Sales(TTM) 0.95 | ||
Enterprise Value to Revenue 0.98 | Enterprise Value to EBITDA 9.16 | Shares Outstanding 92.27M | Shares Floating 67.19M |
Shares Outstanding 92.27M | Shares Floating 67.19M | ||
Percent Insiders 50.32 | Percent Institutions 77.14 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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