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LSTR (59) TFII (53) SAIA (59) ARCB (55) ⌘ Pro Terminal β†’

Schneider National Inc. (SNDR) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$29.56 +1.13% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $29.56

Schneider National Inc. (SNDR) carries a Roarable Rating of D+ (Sell) with 55/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D+ β€’ SELL / AVOID Cap $5.12B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on SNDR Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is SNDR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, Schneider National Inc. (NYSE: SNDR) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 55/100 at a spot price of $29.56 (+1.13% 1D, market cap $5.12B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 5/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 14/20. Across 486 tracked Industrials issuers, SNDR ranks #172 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does SNDR compare to LSTR and TFII in the Industrials sector?
β–Ό

Within the Industrials sector (Trucking Freight/Courier Services), SNDR carries a Roarable D+ (55/100 RQD), trailing P/E of 49.8x, gross margin of β€”, and ROIC of 4.2%. By comparison, LSTR (Landstar System Inc.) holds a C- grade (59/100 RQD, P/E 41.4x, ROIC 16.4%, cap $4.81B) and TFII (TFI International Inc.) posts a D+ grade (53/100 RQD, P/E 32.8x, ROIC 9.9%, cap $7.67B). Among the 5-stock peer group, TFII leads on earnings multiple (32.8x) while LSTR leads on capital efficiency (16.4% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for SNDR?
β–Ό

Per SNDR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001692063), Schneider National Inc. generated $5.67B in revenue (+7.3% YoY), $103.6M in net income, and $285.4M in free cash flow against $4.84B in total assets and $388.4M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $29.56 (+0.01%)🧬 Cannibal Buyback (-1.80% YoY Shares)βš™οΈ Cash Engine: 12/20 (C-) β€’ 5% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 55/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.5% avg 90D alpha vs SPY β€’ 51.4% hit rate β€” wait for RQD β‰₯ 70 breakout).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERSELL / AVOID β€’ D+
025507510055
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw D+ Β· Rk C-
Cash (12)Whales (5)SEC (16)Macro (8)CEO (14)
Each axis scored 0–20
12M PRICE TARGET CONE-1.4% Base Target
$41 Bull$29 Base$23 Bear
πŸ“¬ FREE SNDR RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for SNDR)Realized 20D OHLCV Swing Band: Β±6.1%
Deterministic 5-Pillar Attribution (55/100 Composite)
πŸ” WHY SNDR SCORES 55/100 (D+) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (29% of score)

Altman Z-Score 3.59 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 8/9

β–² #2 Bullish Driver: Insider Conviction & Share Dilution+14/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 70% Net Buy β€’ Cannibal Buyback (-1.80% YoY Shares)

β–Ό #1 Drag / Risk Factor: Whale & Options Positioning5/20 pts (-15 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
63
Grade C+$31.21-0.9% Next Q
Q2 (-2Q)
60
Grade C$30.92-3.9% Next Q
Q3 (-1Q)
58
Grade C$29.71-0.5% Next Q
Current
55
Grade D+$29.56-0.5% Hist 90D Ξ±
Trajectory: C+ (63) β†’ D+ (55)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the SNDR Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 55/100 (D+) score, SNDR faces multiple-compression risk if 49.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Priced at 50x earningsβ€”high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($32.12) or 200D SMA ($31.92) invalidates the momentum regime and cuts Target Base ($29.16) toward Bear Floor ($22.74).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $SNDRβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œSNDR Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 55%NO 45%Trade / Inspect Odds β†’
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

SNDR Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (SNDR)

No recent open-market Form 4 cluster sales or emergency dumps flagged on SNDR. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring SNDR)

  • βœ“Walkthrough of SNDR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • βœ“3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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SNDR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -1.34%πŸ“ HORIZONTAL RANGE
2026-11-03O $29.45H $29.56L $29.23C $29.56VOL 1.22M
RES: $39.17SUP: $28.16SMA50: $32.12SMA200: $31.92
$40.23$36.27$32.31$28.35$24.39RES $39.17SUP $28.16$29.562026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

SNDR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ SNDR Butterfly Map β†’ + Track SNDR β†’
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
36.3%/yr Implied 5Y Growth

vs. +7.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on SNDR today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for SNDR. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for SNDR today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (SNDR)

Industrials Rank #172 of 486 βš”οΈ LSTR vs SNDR Full Matrix β†’

1. Head-to-Head Industrials Peer Comparison (SNDR vs. LSTR, TFII, SAIA, ARCB)

Industry: Trucking Freight/Courier Services (19 Tracked Issuers)

Across 486 tracked Industrials securities in the Roarable RQD universe, Schneider National Inc. (SNDR) ranks #172 by composite RQD confidence (55/100, grade D+) and #143 by equity capitalization ($5.12B). Within this direct 5-issuer industry benchmark cohort, TFII leads on earnings valuation at 32.8x trailing P/E, while LSTR leads on capital efficiency and profitability with 16.4% ROIC and β€” gross margin. LSTR currently holds the highest overall quantitative score in the immediate peer group at 59/100 (C-) compared with SNDR at 55/100 (D+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
SNDR ACTIVE
Schneider National Inc.
D+ 55/100 49.8x β€” 4.2% +1.13% $5.12B Benchmark Subject
LSTR
Landstar System Inc.
C- 59/100 41.4x β€” 16.4% +3.39% $4.81B /lstr-vs-sndr β†’
TFII
TFI International Inc.
D+ 53/100 32.8x β€” 9.9% +2.77% $7.67B /tfii-vs-sndr β†’
SAIA
Saia Inc.
C- 59/100 35.9x β€” 8.5% +2.98% $9.19B /saia-vs-sndr β†’
ARCB
ArcBest Corporation
D+ 55/100 47.0x β€” 5.4% +4.40% $2.80B /arcb-vs-sndr β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001692063 β†—

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Schneider National Inc. (SNDR) reported GAAP revenue of $5.67B (+7.3% vs. FY2024 revenue of $5.29B , and +3.2% cumulative change since FY2023) , GAAP net income of $103.6M, operating cash flow of $637.4M, and free cash flow of $285.4M (+4.9% YoY). On the balance sheet, SNDR closed FY2025 with $4.84B in total assets against $388.4M in total debt (Altman Z-Score: 3.59, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $5.67B $103.6M $637.4M $285.4M $4.84B $388.4M
FY2024 (FY) 2024-12-31 $5.29B $117.0M $686.1M $272.1M $4.93B $416.3M
FY2023 (FY) 2023-12-31 $5.50B $238.5M $680.0M $432.5M $6.60B $1.54B

3. SNDR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is SNDR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Schneider National Inc. (NYSE: SNDR) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 55/100 at a spot price of $29.56 (+1.13% 1D, market cap $5.12B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 5/20, SEC Balance-Sheet Forensics 16/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 14/20. Across 486 tracked Industrials issuers, SNDR ranks #172 in composite RQD confidence.

How does SNDR compare to LSTR and TFII in the Industrials sector?

Within the Industrials sector (Trucking Freight/Courier Services), SNDR carries a Roarable D+ (55/100 RQD), trailing P/E of 49.8x, gross margin of β€”, and ROIC of 4.2%. By comparison, LSTR (Landstar System Inc.) holds a C- grade (59/100 RQD, P/E 41.4x, ROIC 16.4%, cap $4.81B) and TFII (TFI International Inc.) posts a D+ grade (53/100 RQD, P/E 32.8x, ROIC 9.9%, cap $7.67B). Among the 5-stock peer group, TFII leads on earnings multiple (32.8x) while LSTR leads on capital efficiency (16.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for SNDR?

Per SNDR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001692063), Schneider National Inc. generated $5.67B in revenue (+7.3% YoY), $103.6M in net income, and $285.4M in free cash flow against $4.84B in total assets and $388.4M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

Where is SNDR trading relative to its 50-day, 200-day, and 52-week technical levels?

SNDR last traded at $29.56 (+1.13% on volume of 1,201,804 shares), positioning the stock -7.97% below its 50-day simple moving average ($32.12) and -7.39% below its 200-day simple moving average ($31.92). Across its 52-week range of $20.51 to $39.27, SNDR sits at the 48.2% percentile with a 14-day RSI of 33.5 (NEUTRAL RANGE) and an implied next-earnings move of Β±6.1% ($27.76 to $31.36).

Direct Sub-Reports: SNDR RQD Cockpit SNDR 12M Forecast SNDR Earnings & Move SNDR Dividends & DRIP SNDR Insiders & 13F SNDR Whale Options SNDR Profit Sankey SNDR News & Why
ROARABLE RATING BRIEF β€’ RQD 55/100 (D+) βœ“ SEC XBRL & RQD VERIFIED

SNDR β€” Schneider National Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Schneider National Inc. (SNDR) earns a live Roarable RQD composite score of 55/100, corresponding to a D+ letter grade (Roarable Sell) at a spot price of $29.56 (+1.13% 1D, market capitalization $5.12B).

  • Fundamental Cash Engine (12/20): Anchored by return on invested capital (ROIC) of 4.2%, gross margin of β€”, operating margin of 3.0%, and free cash flow yield of 5.53%.
  • Whale 13F & Options Flow (5/20) + Insider Conviction (14/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (8/20) + Forensic Balance Sheet (16/20): Incorporates a 1.07x equity beta, Altman Z-Score of 3.59, Piotroski F-Score of 8/9, and Debt/Equity of 0.13x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Schneider National Inc. Is a NYSE-listed issuer classified in the Industrials sector and the Trucking Freight/Courier Services industry. Its reported revenue of $5.67B for FY 2025 is shown in the Financial Trend section. β€” for further business detail.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Schneider National Inc. (SNDR) reported $5.67B in annual revenue (up from $5.29B in FY2024, +7.3% YoY) and $103.6M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($5.50B revenue, $238.5M net income) through FY2025, SNDR scaled operating cash flow to $637.4M and free cash flow to $285.4M, backed by $4.84B in total assets against $388.4M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • πŸ‚ Primary Bull Case (D+ β€’ RQD 55/100): Company leadership has skin in the game with net positive insider conviction. Clean SEC annual filing review with no major hidden accounting time-bombs. With Fundamental Cash Engine at 12/20 and Institutional Whale Flow at 5/20, sustained execution supports upside toward the upper end of the $20.51 – $39.27 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 49.8x trailing P/E and 11.4x EV/EBITDA against 3.0% operating margins and a 1.07x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

β€” The Butterfly Supply-Chain Graph lists no upstream or downstream links and no sector correlations. Within the source data, the most relevant second-order exposure is the Industrials / Trucking Freight/Courier Services classification itself; the source does not specify the dependencies that connect SNDR to that sector's freight demand, fuel, or labor inputs.

  • Key Question #1: Can SNDR sustain or expand its 3.0% operating margin and 4.2% ROIC against Trucking Freight/Courier Services peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $5.67B and free cash flow of $285.4M, how will capital allocation balance growth reinvestment against $388.4M in total debt?
  • Key Question #3: How sensitive is SNDR's 46.3x forward P/E multiple to Industrials capital spending cycles and macro interest-rate shifts (Beta 1.07x)?

SNDR Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Schneider National Inc. (SNDR) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to SNDR Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

SNDR Bull vs. Bear Conversation Board β€” What's Your Call at $29.56?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON SNDR 🐻 33% BEARISH CONVICTION
1. Pick Your Side on SNDR:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
MI MidwestValue RQD DEBATE OPENER β€’ Fundamental Long-Only πŸ‚ BULLISH 🎯 Target: $36.54 (+25.0%)
πŸ“Œ Pinned Debate

Forensic balance sheet scores 16 / 20 with Altman Z 3.59, Piotroski F 8/9, and Debt/Equity 0.13, and reported debt fell from $1.54B t

Don't sleep on SNDR's setup in Industrials. Forensic balance sheet scores 16 / 20 with Altman Z 3.59, Piotroski F 8/9, and Debt/Equity 0.13, and reported debt fell from $1.54B to $388.4M.. Beta of 1.07 means it moves fast when momentum turns, and the 5-pillar RQD gauge (55/100) backs up the fundamental quality.

RetailWhale_TX πŸ‚ BULL

@BearTrap_Alert Shorting a 5/20 institutional whale-flow stock at $29.23 is dangerous when funds are rotating into Industrials.

BE BearTrap_Alert RQD DEBATE OPENER β€’ Cycle Peak Watcher 🐻 BEARISH 🎯 Target: $24.26 (-17.0%)
Spot @ $29.23

P/E (TTM) of 49.8 against EPS (TTM) of 0.59, with ROIC of 4.2% and net income down from $238.5M to $103.6M, and institutional flow scor

Fading this rally in SNDR at $29.23. P/E (TTM) of 49.8 against EPS (TTM) of 0.59, with ROIC of 4.2% and net income down from $238.5M to $103.6M, and institutional flow scored 6 / 20.. With a beta of 1.07 and the stock sitting at $29.23 (52-wk range $20.51–$39.27), the easy multiple expansion is already priced in.

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