NYSE: SNDR · Trucking
Schneider National (SNDR) fair value: undervalued or overvalued?
As of 31 Oct 2026, Faircurve's model values Schneider National (SNDR) at $36.01 a share. The stock last closed at $29.55, which puts the model's fair value 21.9% above the price. On the model's bands that reads as Undervalued.
Revalued . Price is the close of 3 Nov 2026. Schneider National, Inc.
The report adds the live price, the price chart, the next earnings date and the analysts' consensus. No account needed.
This week, in three parts
What happenedThe run of 31 Oct 2026 moved the fair value from $39.11 to $36.01 (-7.9%). The model shifted weight between the company's own multiple and its peers': most of the move.
What the model makes of itThe price of $29.55 is 21.9% below it: Undervalued, on a medium evidence grade.
What's nextNext report on 4 Feb 2027. On the model's Scorecard Leaders list since 7 Oct 2026 (a strategy with a proving record). The next weekly run is on Saturday 7 Nov 2026.
What price range does the model give SNDR?
The calibrated range for SNDR over 63 trading days is $29.17 to $43.01. There is no live options data for this stock, so the range is built from the fair value and calibrated weekly against realised prices (n = 10,454 past valuations, refreshed 31 Oct 2026). Ranges built this way held the price 60% of the time at this horizon.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $29.12 to $44.01. In 80% of the simulations the fair value came out above the price the model ran on.
Faircurve Insights · 31 Oct 2026
Schneider National, Inc. (SNDR) delivers ground transportation and logistics services across the United States, Canada, and Mexico. It runs three operating segments: Truckload, Intermodal, and Logistics.
Faircurve's model put the fair value at $36.01 a share on 31 Oct 2026, the midpoint of 2,000 simulations. The previous run, on 24 Oct 2026, gave $39.11, so the fair value moved -7.9%. In the model's own words, "The model shifted weight between the company's own multiple and its peers': most of the move." The calibrated range over 63 trading days is $29.17 to $43.01. Ranges built this way held the price 60% of the time at this horizon. The model grades the evidence Medium. The grade covers how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It does not say whether the fair value is right.
Schneider National scores 67 out of 100 on the model's overall quality score, a composite of six quality factors scored against comparable companies. The balance sheet factor is highest at 92, with net debt to EBITDA of 0.10x against a peer median of 2.48x. Growth quality scores 73, with trailing revenue growth of 7.3% against a peer median of -0.2%. The model compares the company with RXO, Inc. (RXO), Saia, Inc. (SAIA), ArcBest Corp (ARCB), Knight-Swift Transportation Holdings Inc. (KNX), Werner Enterprises, Inc. (WERN), XPO Logistics, Inc. (XPO), Marten Transport, Ltd. (MRTN), and Heartland Express, Inc. (HTLD).
Written from the figures on this page for the 31 Oct 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
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When does SNDR report earnings, and how has the stock reacted?
Schneider National's next earnings report is scheduled for 4 Feb 2027. Companies can move their dates.
Around its last 8 reports: what the options market priced, and what followed
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across SNDR's last 8 reports, ignoring direction, was 2.7%.
How does SNDR score on business quality?
Schneider National's overall quality score is 67 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 56 | 4.8%ROIC | 3.9% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 69 | 1.42xFCF / net income | 0.92x |
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analysts' rating changes. | 73 | 7.3%Revenue growth, trailing | -0.2% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 56 | 0.2%Net buybacks / market value | 0.1% |
| Balance sheetNet debt to EBITDA and interest coverage. | 92 | 0.10xNet debt / EBITDA | 2.48x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 67 | 1.2 ptsEBITDA margin downside volatility, 5y | 2.7 pts |
How does SNDR compare with similar companies?
The companies in trucking closest to Schneider National in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| RXO RXO, Inc. | $28.24 | $21.20 | -24.9% | Overvalued |
| SAIA Saia, Inc. | $353.18 | $351.55 | -0.5% | Fairly valued |
| ARCB ArcBest Corp | $134.48 | $127.79 | -5.0% | Fairly valued |
| KNX Knight-Swift Transportation Holdings Inc. | $62.81 | $69.49 | +10.6% | Fairly valued |
| WERN Werner Enterprises, Inc. | $28.61 | $32.43 | +13.4% | Fairly valued |
| XPO XPO Logistics, Inc. | $191.15 | $168.78 | -11.7% | Fairly valued |
| MRTN Marten Transport, Ltd. | $12.05 | $13.00 | +7.9% | Fairly valued |
| HTLD Heartland Express, Inc. | $10.52 | $11.34 | +7.8% | Fairly valued |
What the comparable companies' multiples alone would give for SNDR, the peer-implied price, is $56.24 a share on this run. The fair value weighs that against the company's own multiple.
Schneider National at a glance
Schneider National, Inc. (SNDR) delivers a wide array of ground transportation and logistics services across the United States, Canada, and Mexico. The company is organized into three primary operating segments: Truckload, Intermodal, and Logistics.
- Market value
- $5.1B
- Sector
- Industrials
- Industry
- Trucking
- Revenue expected, next twelve months
- $6.4B
- Consensus revenue growth, next fiscal year
- +7.7%
- Analysts with estimates
- 10
- Beta to the US market
- 0.93
- First valued by Faircurve
- 11 Jul 2026
At the close of 3 Nov 2026, 52.1% of the 1,081 graded US stocks the model covers traded below the model's fair value. SNDR was among them.
How the fair value is worked out: the model prices Schneider National on the value of the whole business, debt included, against the operating profit analysts expect next year (forward EV/EBITDA), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 24 Oct 2026 the model's fair value for SNDR was $39.11. As of 31 Oct 2026 it is $36.01, a change of -7.9%. The model shifted weight between the company's own multiple and its peers': most of the move. The model revalues every stock it covers each week, and again after an earnings report.
Questions about Schneider National's valuation
Is Schneider National stock undervalued or overvalued?
On Faircurve's model, SNDR reads as Undervalued as of 31 Oct 2026. The model's fair value is $36.01 a share against a last close of $29.55, a gap of +21.9%.
What is SNDR's fair value?
$36.01 a share as of 31 Oct 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $29.12 to $44.01.
What price range does the model give SNDR?
$29.17 to $43.01 over 63 trading days. Ranges built this way held the price 60% of the time across 10,454 past valuations, refreshed 31 Oct 2026.
When does Schneider National report earnings next?
The next report is scheduled for 4 Feb 2027. Companies can move their dates.
How much has SNDR moved on past earnings reports?
Across its last 8 reports the median two session move was 2.7%, ignoring direction. The largest was -11.2% around the report of 29 Jan 2026.
How confident is the model in this valuation?
The model's evidence grade for SNDR is medium. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.
The model's own ideas on SNDR
The model has an idea open on SNDR under Scorecard Leaders since 7 Oct 2026, a strategy with a proving record. Signed-in readers see the rule each idea runs on, the floor and the exit level the model set and its time limit, and the model's closed ideas on SNDR with their outcomes. A free account is enough.