3 models fit Schneider National Inc. Common Stock and they disagree: 1 of 3 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)Silver68
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionSchneider National Inc. Common Stock (SNDR)
Fair value (3 models)
$27.96
ACCE price target
$31.50
Rating
Fairly valued
Horizon
12 months
Fair value published on 19 Oct 2026, 19:04 CEST; previously $28.40 since 15 Oct 2026, 00:00 CEST.
ACCE price target published on 28 Sept 2026, 00:00 CEST.
Price used: $30.35 at the close on 23 Oct 2026, 22:00 CEST.
Models: P/E comparison, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
8.5% above
-7.9% to fair value
ACCE score
62
out of 100
Analysts
38% buy
16 covering
P/E
49.4x
forward 19.5x
1-year return
+33.8%
Dividend yield
1.26%
Schneider National Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Schneider National is a US truckload carrier that also runs intermodal and dedicated contract logistics for shippers. Its broad service mix and a large asset base give it more stable contract volumes than a pure spot-market operator. The driver is a freight cycle recovery. Revenue grew 10.4%, but the operating margin is only 4.5% and ROE is 3.7%, so the stock at 19.5x forward earnings is a bet on margin recovery rather than on current profitability.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Trailing P/E disconnect
P/E of 50.0 vs forward 18.7 signals recent earnings spike may not sustain. YoY earnings +40% on revenue +10.4% suggests one-time benefit or margin expansion reversal risk.
moderate
Weak profitability metrics
ROE +3.7% and net margin +1.9% are thin for industrials. Operating margin +4.6% leaves little cushion if freight volumes or pricing soften.
moderate
Long-term revenue decline
5-year revenue CAGR of -4.9% contradicts recent +10.4% YoY growth. Suggests cyclical rebound, not structural recovery. Sustainability unclear.
moderate
Insider selling pressure
Last 10 disclosed transactions: $3.68M in sales, $0.00M in buys. Insiders liquidating despite stock at fair value suggests limited conviction.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Recent earnings beat consensus by 31.8% and revenue grew 10.4% year over year, signaling operational momentum.
Forward P/E of 18.7x trades below the sector median of 24.1x despite strong recent earnings growth.
Analyst mean price target of $36.07 implies 14.5% upside from current levels with 38% of analysts rating Buy or Strong Buy.
Why it could disappoint
Net margin of 1.9% and ROE of 3.7% remain razor thin, leaving no cushion for cost shocks.
Trailing P/E of 50.0x versus forward P/E of 18.7x suggests the market is pricing an earnings inflection not yet visible in margins.
Free cash flow yield of 1.6% and 5-year revenue decline of 4.9% per year show structural headwinds despite recent growth.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 29, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
INVESTOR
Where SNDR's valuation models land
Price
$30.35
Model fair value
$27.96
Model range
$15.12 to $41.87
Fair value $27.96
Price $30.35
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores
Schneider National's ACCE composite score rose from 50 to 67. Here's what's driving the move and what the data says about the opportunity and the risks.
2026-08-05
Recommendation history, last 12 months
Date
Type
New
Previous
Price
19 Oct 2026, 19:04 CEST
Rating
Overvalued
first publication
$31.51
19 Oct 2026, 19:04 CEST
Fair value
$27.96
$28.40
$31.51
15 Oct 2026, 00:00 CEST
Fair value
$28.40
$28.79
$31.20
5 Oct 2026, 00:00 CEST
Fair value
$28.79
$29.14
$32.89
28 Sept 2026, 00:00 CEST
ACCE price target
$31.50
first publication
$31.25
24 Sept 2026, 00:00 CEST
Fair value
$29.14
$28.55
$32.50
14 Sept 2026, 00:00 CEST
Fair value
$28.55
$28.86
$34.15
3 Sept 2026, 00:00 CEST
Fair value
$28.86
$29.83
$33.61
31 Aug 2026, 00:00 CEST
Fair value
$29.83
$29.53
$35.24
22 Aug 2026, 00:00 CEST
Fair value
$29.53
$25.21
$34.88
Price
+32.6% · 1Y
Ask anything about SNDR
Answered from Schneider National Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.