CluenexSchneider National SNDR
Schneider National scores weak on business quality (4.0 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Schneider National does
Schneider National operates truckload, interlock, and logistics services, moving freight for corporate shippers who pay based on distance and capacity. The business navigates cyclical freight markets while modernizing its fleet and intermodal container network.
- What it does best
Schneider deploys massive intermodal and truckload networks that secure major enterprise shippers. It maintains a gross margin of 43.3%, besting peers like UHAL at 35.8% through dense lane optimization and asset-heavy scale.
- The main risk
Weak freight demand cycles compress margins, as seen in an operating margin sitting in the bottom quartile at 3.0%, exposing bottom-line earnings when spot rates drop.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin rests at 3.0% and ROE is 3.7%, showing compressed profitability that struggles to scale efficiently during down freight cycles.
Its moat rests on a massive physical footprint and dedicated customer contracts, landing its gross margin in the top quartile at 71st percentile sector rank.
Revenue expanded to $5.8B with a 7.3% growth rate, rebounding from prior year dips but remaining below peak cyclical levels from 2022.
Debt-to-equity sits low at 0.1, backed by $243 million in cash and interest coverage of 5.6x, keeping debt costs manageable while free cash flow reaches $207 million.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 sold $2.6M outside pre-planned sales.
Our sealed record on SNDR
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Schneider National scores weak on the Cluenex quality check (4.0 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 sold $2.6M outside pre-planned sales.
Oct 29, 2026.
See SNDR today
- Today's verdict on SNDR, and why
- Fair value with cautious, base and optimistic cases
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- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Schneider National (SNDR)”, https://cluenex.com/stocks/sndr/, data as of Oct 10, 2026.