Equity Brief · Industrials2026-05-20
SNDR·Industrials

Schneider National Inc

I · AI Analysis

The brief

Schneider operates freight trucks (dry van, refrigerated, flatbed), combines rail and trucking for container shipping (intermodal), and runs a logistics brokerage that matches shippers with third-party carriers. The company also leases trucks to owner-operators and provides insurance to drivers [Company Overview].

Schneider National is a 90-year-old Wisconsin-based transportation and logistics company offering truckload (over-the-road freight), intermodal (rail+truck), and logistics services across North America [Company Overview]. The stock has surged 59.9% over the past six months to $33.20 per share, but recent analysis warns of risks tied to weak long-term revenue growth and declining earnings per share [Yahoo Finance]. The company earns $5.7B in annual revenue with $621.8M EBITDA, though its valuation sits at a stretched 57.5x P/E ratio [Yahoo Finance].

Schneider is financially stable with low debt, but profitability is razor-thin and the stock trades at an expensive multiple.

The brief AI analysisConfidence 7/10

Sentinellis health

5.8/10

Moderate concerns

Market capitalisation

$5.6B

Revenue (TTM)

$5.7B

II · Recent news

What moved

2 stories · ranked by relevance

  • macro2026-05-19

    3 Reasons SNDR is Risky and 1 Stock to Buy Instead

    Yahoo Finance

  • macro2026-05-14

    Schneider National, Inc. announces participation in upcoming conference

    Yahoo Finance

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Long-term revenue growth has been sluggish at 4% compounded annually over five years, underperforming the industrials sector benchmark [Yahoo Finance]

1 of 5 risks in this report

Risks

5

Opportunities

5

Red flags

3

Leadership

10

22 more findings in the full report — free with any account.

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