NAS10027,087+1.72%S&P7,401+0.65%GOLD$4,073−1.00%BTC$75,828−0.15%VIX24.55−12.88%latest tape · as of 20:03 UTC
The Screen · Industrials · Trucking
Schneider National, Inc.
SNDR · the NYSE · USD · Market cap $5.2B · 19,000 employees
Schneider National, Inc., together with its subsidiaries, provides multimodal surface transportation and logistics solutions in the United States, Canada, and Mexico.
Positioning no disclosures inside 60 days, left as found
Options no verdict drawn today, left as found
Ethical passes the values gate
Price28.24 USD
Fair value34.56
Ethical score70.0/100
Value readUndervaluedas of 5 Nov 2026
Our investment reviews on this name
2026-09-13Read Markdown34.15-17.3% to today ✓Markup gives way to Markdown after an 11% slide in 10 weeks
2026-07-02Read Markup38.44-26.5% to today First review on file: Markup
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Schneider National, Inc. holds its Markdown at $28.24. The statistical read favours the sellers, held for 2 days.
As held on the ledger · 2026-11-05
Phase
Markdown · caution
Quantitative state
The statistical read favours the sellers, held for 2 days
Price at the screen
$28.24
Valuation
37.26 trailing · 18.00 forward price to earnings
Values screen
PASS· score 70.0
Beta
1.22
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
8.31%
Below 33%
Interest-bearing debt is just 8.3% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.86%
Below 33%
Cash held in interest-bearing accounts and securities is 0.9% of assets, under the one-third limit.
Pass
Receivables
16.11%
Below 49%
Money owed to the company is 16.1% of assets, under the 49% limit.
Pass
Revenue purity
0.10%
Below 5%
Only 0.1% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Clears, in Plain English
Schneider National, clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 8%, inside the ~33% line, and almost none of its income is interest, so it passes.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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Today SNDR passes the screen. If new figures move it to a fail, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Undervalued vs our fair value, as of 5 Nov 2026: it trades at roughly an 18% discount to our $34.56 fair value, 9.20% revenue growth.
Fair value range in USD, drawn from the 2026-11-05 screen. The gold marker is the market price at the same screen. A 18.3% discount to the base estimate.
Where our models see it going: fair-value estimate $34.56, with a range of $27.00 to $41.40, dated to the 2026-11-05 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Trucks Keep Rolling But Returns Stay Flat
Every load that leaves a warehouse for a store shelf still needs a driver and a rig to move it across state lines. Schneider runs that network through truckload, intermodal and logistics services, yet revenue is flat and the business earns only a 2 percent profit margin on a 3 percent return on equity. At 23 times forward earnings the shares sit 6 percent above our fair value, so the market is already paying for growth that is not showing up.
We pass because nothing in the numbers suggests the price is attractive. Low returns on capital, zero top-line growth and an unknown competitive edge leave little room for error once fuel costs or freight rates move against the cycle. The buy rating from analysts lines up with the current share price, not with any margin of safety.
Trucking remains exposed to economic swings, driver shortages and diesel price spikes that can erase thin margins quickly. Even with a clean ethical screen the combination of modest profitability and full valuation offers no compelling case for ownership. Analysis, not advice.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
SNDR trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-05Markdown$29.81-4.2%Entry 17
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 4.2% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 5% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33.
2026-10-29Markdown$31.11+0.8%Entry 16
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 0.8% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 5% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-28Markdown$30.86+0.0%Entry 15
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 5% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Markdown$30.86+0.0%Entry 14
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 5% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Markdown$30.86+0.0%Entry 13
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is holding around 5% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25Markdown$30.86+0.0%Entry 12
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-24Markdown$30.86+0.0%Entry 11
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23Markdown$30.86+0.0%Entry 10
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-22Markdown$30.86+0.0%Entry 9
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21Markdown$30.86-2.0%Entry 8
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 2.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 52%. Our forward projection puts the odds of a 10% gain over the next month near 28%. The street (14 analysts) rates it buy, with a mean price target of $33.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
