Stock Ratings / Industrials / SNDR / insiders

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Schneider National Inc. (SNDR) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$29.23 -0.75% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $29.14

Schneider National Inc. (SNDR) carries a Roarable Rating of D+ (Sell) with 56/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $5.16B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on SNDR Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is SNDR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Schneider National Inc. (NYSE: SNDR) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 56/100 at a spot price of $29.23 (-0.75% 1D, market cap $5.16B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 14/20. Across 485 tracked Industrials issuers, SNDR ranks #178 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does SNDR compare to LSTR and SAIA in the Industrials sector?

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Within the Industrials sector (Trucking Freight/Courier Services), SNDR carries a Roarable D+ (56/100 RQD), trailing P/E of 49.8x, gross margin of —, and ROIC of 4.2%. By comparison, LSTR (Landstar System Inc.) holds a C- grade (59/100 RQD, P/E 41.4x, ROIC 16.4%, cap $4.77B) and SAIA (Saia Inc.) posts a C- grade (59/100 RQD, P/E 35.9x, ROIC 8.5%, cap $9.15B). Among the 5-stock peer group, TFII leads on earnings multiple (32.8x) while LSTR leads on capital efficiency (16.4% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for SNDR?

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Per SNDR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001692063), Schneider National Inc. generated $5.67B in revenue (+7.3% YoY), $103.6M in net income, and $285.4M in free cash flow against $4.84B in total assets and $388.4M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $29.13 (-0.33%)🧬 Cannibal Buyback (-1.80% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 5% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 56/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.4% avg 90D alpha vs SPY • 51.8% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk C-

Each axis scored 0–20

12M PRICE TARGET CONE-0.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for SNDR)Realized 20D OHLCV Swing Band: ±6.2%

Deterministic 5-Pillar Attribution (56/100 Composite)

🔍 WHY SNDR SCORES 56/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (29% of score)

Altman Z-Score 3.59 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+14/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 70% Net Buy • Cannibal Buyback (-1.80% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning6/20 pts (-14 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-14 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$31.20-1.1% Next Q

Q2 (-2Q)

Grade C$30.86+0.8% Next Q

Q3 (-1Q)

Grade C$31.11-6% Next Q

Current

Grade D+$29.23-0.4% Hist 90D α

Trajectory: C+ (64) → D+ (56)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the SNDR Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 56/100 (D+) score, SNDR faces multiple-compression risk if 49.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Priced at 50x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($32.23) or 200D SMA ($31.92) invalidates the momentum regime and cuts Target Base ($28.97) toward Bear Floor ($22.60).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SNDR• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “SNDR Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 56%NO 44%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

SNDR Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (SNDR)

No recent open-market Form 4 cluster sales or emergency dumps flagged on SNDR. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring SNDR)

✓Walkthrough of SNDR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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SNDR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -2.44%🛡️ HOLDING TREND SUPPORT

2026-11-02O $29.71H $29.71L $29.23C $29.23VOL 1.46M

RES: $39.17SUP: $28.24SMA50: $32.23SMA200: $31.92

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SNDR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 SNDR Butterfly Map → + Track SNDR →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

36.3%/yr Implied 5Y Growth

vs. +7.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on SNDR today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for SNDR. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for SNDR today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SNDR)

Industrials Rank #178 of 485 ⚔️ LSTR vs SNDR Full Matrix →

1. Head-to-Head Industrials Peer Comparison (SNDR vs. LSTR, SAIA, TFII, ARCB)

Industry: Trucking Freight/Courier Services (19 Tracked Issuers)

Across 485 tracked Industrials securities in the Roarable RQD universe, Schneider National Inc. (SNDR) ranks #178 by composite RQD confidence (56/100, grade D+) and #142 by equity capitalization ($5.16B). Within this direct 5-issuer industry benchmark cohort, TFII leads on earnings valuation at 32.8x trailing P/E, while LSTR leads on capital efficiency and profitability with 16.4% ROIC and — gross margin. LSTR currently holds the highest overall quantitative score in the immediate peer group at 59/100 (C-) compared with SNDR at 56/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
SNDR ACTIVE Schneider National Inc.	D+	56/100	49.8x	—	4.2%	-0.75%	$5.16B	Benchmark Subject
LSTR Landstar System Inc.	C-	59/100	41.4x	—	16.4%	+0.94%	$4.77B	/lstr-vs-sndr →
SAIA Saia Inc.	C-	59/100	35.9x	—	8.5%	+0.45%	$9.15B	/saia-vs-sndr →
TFII TFI International Inc.	D+	55/100	32.8x	—	9.9%	-17.08%	$9.25B	/tfii-vs-sndr →
ARCB ArcBest Corporation	D+	56/100	47.0x	—	5.4%	-0.77%	$2.83B	/arcb-vs-sndr →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001692063

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Schneider National Inc. (SNDR) reported GAAP revenue of $5.67B (+7.3% vs. FY2024 revenue of $5.29B , and +3.2% cumulative change since FY2023) , GAAP net income of $103.6M, operating cash flow of $637.4M, and free cash flow of $285.4M (+4.9% YoY). On the balance sheet, SNDR closed FY2025 with $4.84B in total assets against $388.4M in total debt (Altman Z-Score: 3.59, Piotroski F-Score: 8/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$5.67B	$103.6M	$637.4M	$285.4M	$4.84B	$388.4M
FY2024 (FY)	2024-12-31	$5.29B	$117.0M	$686.1M	$272.1M	$4.93B	$416.3M
FY2023 (FY)	2023-12-31	$5.50B	$238.5M	$680.0M	$432.5M	$6.60B	$1.54B

3. SNDR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SNDR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does SNDR compare to LSTR and SAIA in the Industrials sector?

What are the biggest fundamental strengths and SEC risk factors for SNDR?

Where is SNDR trading relative to its 50-day, 200-day, and 52-week technical levels?

SNDR last traded at $29.23 (-0.75% on volume of 1,218,864 shares), positioning the stock -9.31% below its 50-day simple moving average ($32.23) and -8.43% below its 200-day simple moving average ($31.92). Across its 52-week range of $20.51 to $39.27, SNDR sits at the 46.5% percentile with a 14-day RSI of 35.0 (NEUTRAL RANGE) and an implied next-earnings move of ±6.2% ($27.42 to $31.04).

SNDR Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are SNDR insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies SNDR leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Direct Sub-Reports: SNDR RQD Cockpit SNDR 12M Forecast SNDR Earnings & Move SNDR Dividends & DRIP SNDR Insiders & 13F SNDR Whale Options SNDR Profit Sankey SNDR News & Why

ROARABLE RATING BRIEF • RQD 56/100 (D+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

SNDR — Schneider National Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:20:43Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, SNDR scores 56 out of 100 with a letter grade of D+ and a verdict label of "Roarable Sell — Weak Fundamentals / Trim." The five pillars are: Fundamental Cash Engine at 12 / 20 (ROIC 4.2%; FCF yield 5.53%), Whale 13F Flow at 6 / 20 (institutional accumulation and options positioning), Insider Conviction at 14 / 20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 8 / 20 (Beta 1.07; sector sensitivity), and Forensic Balance Sheet at 16 / 20 (Altman Z 3.59; Piotroski F 8/9; Debt/Equity 0.13).

For a prospective investor, the strongest pillar is the forensic balance sheet, which indicates a financially sound structure per the SEC-derived metrics. The weakest pillars are institutional flow and macro regime fit, which together suggest limited external sponsorship and above-average sensitivity to market moves. The cash engine pillar is middling: a 4.2% ROIC and 5.53% FCF yield are presented as the basis for its 12 / 20 score, and the verdict label characterizes overall fundamentals as weak. Per the market data, the stock trades at a P/E (TTM) of 49.8 against an EPS (TTM) of 0.59, a valuation the source data does not reconcile with the Roarable verdict beyond the cash-yield figures. Upside drivers would need to come from margin recovery or earnings growth; the source data does not quantify either. Valuation tradeoffs are pronounced: the 46.3 forward P/E and 11.4 EV/EBITDA point in different directions and should be weighed together. This is an analytical framing, not personalized financial advice.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
$29.45	$5.16B	49.8	46.3	11.4	0.59	1.3%	1.07	$20.51 - $39.27	4.2%

Business

Schneider National Inc. is a NYSE-listed issuer classified in the Industrials sector and the Trucking Freight/Courier Services industry, per the company profile. The source data does not describe its specific products, customer base, or revenue model. Its reported revenue of $5674.3M for FY 2025 is shown in the Financial Trend section. Not available in source data for further business detail.

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$5674.3M	$168.9M	$103.6M	N/A	$285.4M	$201.5M	$388.4M
FY 2024	$5290.5M	$165.2M	$117.0M	N/A	$272.1M	$117.6M	$416.3M
FY 2023	$5498.9M	$296.4M	$238.5M	N/A	$432.5M	N/A	$1544.1M

Per the market data, gross margin is 0%, operating margin is 3%, and net margin is 1.8%, with ROIC at 4.2%. Per the Roarable RQD rating, the Altman Z-Score is 3.59 and the Piotroski F-Score is 8/9, both within the forensic balance sheet pillar. Debt-to-equity is 0.13 per the same pillar data. Reported debt declined from $1544.1M in FY 2023 to $388.4M in FY 2025, and net income declined from $238.5M to $103.6M over the same period.

Recent Catalysts & News Wire Analysis

Per the recent news feed, six items reference SNDR. Five are flagged YELLOW and one is flagged RED under "RISK WATCH":

Yahoo Finance: "Schneider National (SNDR) Stock Could Look Stretched On Current Earnings" (YELLOW, MARKET WIRE).
Investing.com: StoneX reiterates Buy on Schneider National stock, $40 target (YELLOW, MARKET WIRE).
GuruFocus: Stock down 3.3% but still overvalued, GF Score 78/100 (YELLOW, MARKET WIRE).
TradingView: Commentary on the Q3 earnings call (YELLOW, MARKET WIRE).
MarketBeat: JPMorgan Chase & Co. cut its price target (RED, RISK WATCH).
Yahoo Finance: "Heads Into Earnings As Undervalued View Stays In Focus" (YELLOW, MARKET WIRE).

Per the Butterfly Supply-Chain Graph, no supply-chain links or proprietary signals are recorded for SNDR; the supply chain field is NONE.

Open Questions

What drives the gap between the 49.8 P/E (TTM) and the 46.3 forward P/E, and what earnings trajectory does the source data imply?
How do the 0% gross margin and 3% operating margin reconcile with the Trucking sector's cost structure?
What explains the decline in reported net income and debt between FY 2023 and FY 2025?
Which specific institutional holders and insider transactions underlie the Whale 13F and Insider Conviction pillar scores?
What is the basis for the StoneX $40 target and the JPMorgan price-target cut, given that no analyst data is provided?

SNDR Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Schneider National Inc. (SNDR) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to SNDR Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 9h ago

Schneider National (SNDR) Stock Could Look Stretched On Current Earnings

Yahoo Finance report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Investing.com • 12h ago

StoneX reiterates Buy on Schneider National stock, $40 target

Investing.com report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE GuruFocus • 15h ago

Schneider National Inc (SNDR) Stock Down 3.3% but Still Overvalued -- GF Score: 78/100

GuruFocus report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE TradingView • 18h ago

What Schneider National (SNDR) Said on Its Q3 Earnings Call

TradingView report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH MarketBeat • 21h ago

Schneider National (NYSE:SNDR) Stock Price Target Cut by JPMorgan Chase & Co.

MarketBeat report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Schneider National (SNDR) Heads Into Earnings As Undervalued View Stays In Focus

Yahoo Finance report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Simply Wall St • 1d ago

Earnings Beat Could Be A Big Moment For Schneider National Stock (SNDR)

Simply Wall St report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH Investing.com • 1d ago

UBS cuts Schneider National stock price target on mixed results

Investing.com report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

SNDR Bull vs. Bear Conversation Board — What's Your Call at $29.23?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SNDR 🐻 50% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $31.81 (+8.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is SNDR (D+ • RQD 56/100) a Buy at $29.45?

Welcome to the SNDR (Schneider National Inc.) Roar Pit. Current RQD Composite is 56/100 (Roarable Sell — Weak Fundamentals / Trim) in Trucking Freight/Courier Services. Bulls point to operating leverage and sector positioning, while bears focus on valuation multiple compression (49.8x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

MU MultipleCompression Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $24.74 (-16.0%)

Spot @ $29.45

Pump the brakes on SNDR — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on SNDR, but look at what you are paying: 49.8x trailing P/E with tightening sector spreads. Unless Schneider National Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MI MidwestValue Verified K Arena Trader 🐂 BULLISH 🎯 Target: $33.57 (+14.0%)

Spot @ $29.45

SNDR cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on SNDR, the market is fixating on short-term headline noise in Trucking Freight/Courier Services and ignoring the balance sheet and cash flow trajectory. At $29.45 (52-wk range $20.51 - $39.27), any beat on forward guidance forces shorts and underweight funds to chase.