Inc., a surface transportation and logistics solutions company, provides truckload, intermodal, and logistics services in North America. Its Truckload segment provides standard long-haul and regional shipping services through dry van, bulk, temperature-controlled, and flat-bed equipment, as well as customized solutions for time-sensitive loads. The company’s Intermodal segment offers door-to-door container on flat car services, including rail and dray transportation through containers, chassis, and trucks. Its Logistics segment provides freight brokerage, supply chain, and import/export services; value-added services to manage and move its customers’ freight; and trans-loading and warehousing services. Schneider National, Inc. also leases equipment, such as trucks to owner-operators; and provides insurance for the company drivers and owner-operators. The company was founded in 1935 and is headquartered in Green Bay, Wisconsin.
Comment:
Pass
Are they forecast to achieve profitability?
The company is currently profitable
Section 5.1
Pass
Are revenue and earnings forecast to grow?
Earnings are forecast to grow by an average of 10.6% per year for the next 3 years
Section 4.1
Pass
Are they in a good financial position?
Debt level is low and not considered a risk
Section 6.2
Pass
Is their dividend sustainable?
Dividend is too low to be a concern
Section 7.0
Pass
Is their share price liquid and stable?
Share price has been stable over the past 3 months
Section 2.1
Pass
Do they have high quality earnings?
The company’s earnings are high quality
Section 5.1
Pass
Have profit margins improved over the past year?
Profit margins improved or SNDR became profitable
Section 5.1
Pass
Do they have sufficient financial data available?
They have sufficient analyst coverage
Section 4.0
Pass
Are there any concerning recent events?
No concerning events detected
Section 2.1
Pass
Have shareholders been diluted over the past year?
Shareholders have not been meaningfully diluted in the past year or recently listed
Section 9.3
Pass
Do they have meaningful levels of revenue?
Revenue is meaningful ($5B)
Section 5.1
Pass
Do they have a meaningful market capitalization?
Market cap is meaningful ($4B)
Section 10.0
Pass
Do they have negative shareholders equity?
SNDR does not have negative shareholders equity.
Section 6.2
Are they forecast to achieve profitability?
The company is currently profitable
Section 5.1
Pass
Are revenue and earnings forecast to grow?
Earnings are forecast to grow by an average of 10.6% per year for the next 3 years
Section 4.1
Pass
Are they in a good financial position?
Debt level is low and not considered a risk
Section 6.2
Pass
Is their dividend sustainable?
Dividend is too low to be a concern
Section 7.0
Pass
Is their share price liquid and stable?
Share price has been stable over the past 3 months
Section 2.1
Pass
Do they have high quality earnings?
The company’s earnings are high quality
Section 5.1
Pass
Have profit margins improved over the past year?
Profit margins improved or SNDR became profitable
Section 5.1
Pass
Do they have sufficient financial data available?
They have sufficient analyst coverage
Section 4.0
Pass
Are there any concerning recent events?
No concerning events detected
Section 2.1
Pass
Have shareholders been diluted over the past year?
Shareholders have not been meaningfully diluted in the past year or recently listed
Section 9.3
Pass
Do they have meaningful levels of revenue?
Revenue is meaningful ($5B)
Section 5.1
Pass
Do they have a meaningful market capitalization?
Market cap is meaningful ($4B)
Section 10.0
Pass
Do they have negative shareholders equity?
SNDR does not have negative shareholders equity.
Section 6.2
Comment:
Below Fair Value: SNDR ($21.37) is trading below our estimate of fair value ($33.8)
Significantly Below Fair Value: SNDR is trading below fair value by more than 20%.
Significantly Below Fair Value: SNDR is trading below fair value by more than 20%.
Comment:
46.76%
Schneider National, Inc. Voting Trust 83,029,500 $1.8b 0% no data
4.54%
Thomas Gannon 8,057,225 $172.2m 0% no data
2.86%
The Vanguard Group, Inc. 5,073,946 $108.4m 2.67% no data
2.73%
Therese Koller 4,851,038 $103.7m -4.9% no data
2.61%
Thomas Schneider 4,630,370 $99.0m 0% no data
1.89%
BlackRock, Inc. 3,352,366 $71.6m 43.24% no data
1.74%
Kathleen Zimmermann 3,082,529 $65.9m 0% no data
1.68%
MFS Investment Management, Inc. 2,987,949 $63.9m -8.8% 0.01%
1.55%
Morgan Stanley, Investment Banking and Brokerage Investments 2,751,944 $58.8m 1.76% 0.01%
1.47%
FMR LLC 2,604,989 $55.7m -17.88% no data
1.25%
Mary DePrey 2,226,778 $47.6m 0% no data
1.22%
AQR Capital Management, LLC 2,161,151 $46.2m 41.44% 0.07%
1.07%
Dimensional Fund Advisors L.P. 1,908,195 $40.8m -0.82% 0.01%
1.05%
Paul Schneider 1,869,700 $40.0m 0.35% no data
0.86%
State Street Global Advisors, Inc. 1,520,676 $32.5m 13.62% no data
0.74%
P. J. Schmidt Investment Management, Inc. 1,316,320 $28.1m 0.01% 5.65%
0.74%
Associated Trust Company, National Association 1,310,301 $28.0m 71.49% 1.14%
0.59%
GW&K Investment Management, LLC 1,047,977 $22.4m 13.19% 0.19%
0.51%
Geode Capital Management, LLC 901,595 $19.3m 0.55% no data
0.45%
Eaton Vance Management 807,384 $17.3m 8.28% 0.01%
0.45%
BNY Mellon Asset Management 800,611 $17.1m 6.23% no data
0.45%
Norges Bank Investment Management 799,283 $17.1m 0% no data
0.41%
Wells Capital Management Incorporated 734,539 $15.7m 26.8% 0.02%
0.41%
DePrince, Race & Zollo, Inc. 723,648 $15.5m 0% 0.41%
0.4%
Martingale Asset Management, L.P. 706,683 $15.1m -8.7% 0.16%
Schneider National, Inc. Voting Trust 83,029,500 $1.8b 0% no data
4.54%
Thomas Gannon 8,057,225 $172.2m 0% no data
2.86%
The Vanguard Group, Inc. 5,073,946 $108.4m 2.67% no data
2.73%
Therese Koller 4,851,038 $103.7m -4.9% no data
2.61%
Thomas Schneider 4,630,370 $99.0m 0% no data
1.89%
BlackRock, Inc. 3,352,366 $71.6m 43.24% no data
1.74%
Kathleen Zimmermann 3,082,529 $65.9m 0% no data
1.68%
MFS Investment Management, Inc. 2,987,949 $63.9m -8.8% 0.01%
1.55%
Morgan Stanley, Investment Banking and Brokerage Investments 2,751,944 $58.8m 1.76% 0.01%
1.47%
FMR LLC 2,604,989 $55.7m -17.88% no data
1.25%
Mary DePrey 2,226,778 $47.6m 0% no data
1.22%
AQR Capital Management, LLC 2,161,151 $46.2m 41.44% 0.07%
1.07%
Dimensional Fund Advisors L.P. 1,908,195 $40.8m -0.82% 0.01%
1.05%
Paul Schneider 1,869,700 $40.0m 0.35% no data
0.86%
State Street Global Advisors, Inc. 1,520,676 $32.5m 13.62% no data
0.74%
P. J. Schmidt Investment Management, Inc. 1,316,320 $28.1m 0.01% 5.65%
0.74%
Associated Trust Company, National Association 1,310,301 $28.0m 71.49% 1.14%
0.59%
GW&K Investment Management, LLC 1,047,977 $22.4m 13.19% 0.19%
0.51%
Geode Capital Management, LLC 901,595 $19.3m 0.55% no data
0.45%
Eaton Vance Management 807,384 $17.3m 8.28% 0.01%
0.45%
BNY Mellon Asset Management 800,611 $17.1m 6.23% no data
0.45%
Norges Bank Investment Management 799,283 $17.1m 0% no data
0.41%
Wells Capital Management Incorporated 734,539 $15.7m 26.8% 0.02%
0.41%
DePrince, Race & Zollo, Inc. 723,648 $15.5m 0% 0.41%
0.4%
Martingale Asset Management, L.P. 706,683 $15.1m -8.7% 0.16%
Trade active
Trade active
Trade closed: target reached
Lord MEDZ
Trading at 36.8% below our estimate of its fair value
Earnings are forecast to grow 10.62% per year
Earnings grew by 44.7% over the past year