Schneider National, Inc.

SNDR · Industrials · $6.7B mkt cap · FY2025 filings · Narrow moat

On the watchlist

Narrow moat

The four filters

Pricing power98

Median gross margin 61.9% over 4y, very stable.

Returns on capital58

Median ROIC 12.9%, above the 9% hurdle in 67% of years.

Balance-sheet safety58

Net debt/EBITDA 0.3x, interest coverage 5x.

Capital discipline28

Owner earnings +2.8%/yr, share count growing (dilution).

Margin of safety

Above valueOn sale

153% above value

Owner earnings (normalized): $238.5M
Est. intrinsic value / share: $15.07
Recent price: $38.15
Discount to value: 153% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell SNDR. See the disclaimer.