Yahoo Finance report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
Why SNDR Stock slipped -0.75% Today — RQD Quant Desk Flash
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.
🤖 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.
🤖 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).
🤖 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.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.59 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9
SEC Form 4 / 13F Thermometer: 70% Net Buy • Cannibal Buyback (-1.80% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-14 pts vs max)
⚔️ Adversarial Opposing Case: Why the SNDR Bull Thesis Could Fail
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.
Sensitive to high interest rates and tighter Federal Reserve market liquidity.
Priced at 50x earnings—high expectations leave less room for a lukewarm quarter.
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).
Why SNDR Stock slipped -0.75% Today — RQD Quant Desk Flash
Schneider National Inc. (SNDR) slipped -0.75% to $29.23, trading at 46% of its 52-week range ($20.51 – $39.27). Stretched risk/reward at 50x P/E (4% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 46% of its 52-week range ($20.51 – $39.27) with RSI-14 at 35 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±6.2% around $29.23 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D+ (Sell) backed by 52% gross margin and $285.4M annual free cash flow.
Investing.com report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
Schneider National just posted its Q3 2026 scorecard, and the market barely flinched. The stock slipped about 0.8% today, a muted move for a trucking and logistics operator that reported adjusted diluted earnings per sha
Schneider National (NYSE:SNDR) has entered a new partnership with Norfolk Southern to expand domestic intermodal capacity in the eastern U.S. The collaboration combines Schneider National's asset based logistics network
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
SNDR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +7.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on SNDR today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for SNDR. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SNDR)
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 0001692063In 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 ENABLEDIs SNDR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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.
How does SNDR compare to LSTR and SAIA in the Industrials sector?
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).
What are the biggest fundamental strengths and SEC risk factors for SNDR?
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.
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 × FREDWhy is SNDR stock moving today?
Why SNDR Stock slipped -0.75% Today — RQD Quant Desk Flash. Stretched risk/reward at 50x P/E (4% return on capital) under elevated 10-year interest-rate pressure.
SNDR — Schneider National Inc.: What the Facts Mean to a Prospective Investor
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
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
Yahoo Finance report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
GuruFocus report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
Investing.com report covering Schneider National Inc. (SNDR) market action, institutional positioning, and fundamental catalysts.
SNDR Bull vs. Bear Conversation Board — What's Your Call at $29.23?
🔥 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.
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.
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.