Schneider National Intrinsic Value Calculation – Wells Fargo Upgrades Schneider National Amid 2024 Improvements Expectations
December 9, 2023
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Schneider National ($NYSE:SNDR), Inc., a leading transportation and logistics services provider of truckload, intermodal, and logistics solutions, has received an upgrade from Wells Fargo. The upgrade comes as the company anticipates improvements by 2024. Wells Fargo upgraded the company’s rating from ‘Market Perform’ to ‘Outperform’ in light of anticipated improvements by 2024. These improvements include operational efficiencies that are expected to result in cost savings and a strengthened balance sheet. The upgrade also takes into account the potential for higher profits as demand increases.
Schneider National has made a number of investments to improve its operations, including investments in technology, infrastructure, and personnel. It has developed an innovative digital platform to better serve its customers and optimize operations, and it has made strides in developing more sustainable operations by investing in renewable energy sources. The upgrade by Wells Fargo is a positive sign for Schneider National, as it anticipates the company achieving success and improved financial results by 2024. With its long history of providing quality transportation and logistics services and its investments in technology and sustainability, Schneider National looks set to continue its growth and success into the future.
Price History
As a result, SCHNEIDER NATIONAL’s stock opened at $24.0 and closed at $23.8, up by 0.5% from its previous closing price of 23.7. Wells Fargo cited ongoing investments in its digital platform, restructuring initiatives, and cost-reduction efforts as the basis for the upgrade. The investment bank also expects Schneider National to benefit from an improved freight market in 2024 as well as from the potential for further market share gains.
Overall, the upgrade from Wells Fargo is based on the assumption that SCHNEIDER NATIONAL’s initiatives will continue to payoff and provide long-term benefits. As such, investors are advised to keep an eye on this stock as it could experience further upside in the near future. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Schneider National. More…
| Total Revenues | Net Income | Net Margin |
| 5.69k | 321.2 | 5.6% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Schneider National. More…
| Operations | Investing | Financing |
| 764.2 | -1k | -51.3 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Schneider National. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 4.58k | 1.62k | 16.66 |
Key Ratios Snapshot
Some of the financial key ratios for Schneider National are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 8.6% | 14.4% | 7.6% |
| FCF Margin | ROE | ROA |
| 9.0% | 9.1% | 5.9% |
Analysis – Schneider National Intrinsic Value Calculation
At GoodWhale, we believe in providing comprehensive fundamental analysis to make the best investment decision. After analyzing SCHNEIDER NATIONAL‘s fundamentals, we have come to the conclusion that the fair value of the share is around $24.6. This figure was calculated using our proprietary Valuation Line. Currently, SCHNEIDER NATIONAL stock is trading at $23.8, a fair price which is undervalued by 3.2%. We recommend investors to consider adding this stock to their portfolio as it may be a good opportunity to capitalize on the undervalued price. More…
Peers
It has a wide variety of competitors, including Xinjiang Tianshun Supply Chain Co Ltd, Shanghai Ace Investment & Development Co Ltd, and Deppon Logistics Co Ltd.
– Xinjiang Tianshun Supply Chain Co Ltd ($SZSE:002800)
Xinjiang Tianshun Supply Chain Co Ltd is a company that operates in the supply chain industry. The company has a market cap of 2.48B as of 2022 and a return on equity of 8.22%. The company has a strong market position and is a well-known player in the industry. The company’s main business is the provision of supply chain services to businesses. The company has a diversified client base and a strong track record. The company is headquartered in Xinjiang, China.
– Shanghai Ace Investment & Development Co Ltd ($SHSE:603329)
Shanghai Ace Investment & Development Co Ltd is a 3B market cap company with an ROE of 18.67%. The company is involved in the development and management of real estate projects.
– Deppon Logistics Co Ltd ($SHSE:603056)
Deppon Logistics Co Ltd is a leading Chinese logistics company with a market cap of 18.11B as of 2022. The company provides comprehensive logistics services to businesses and individuals in China, including transportation, warehousing, distribution, and e-commerce logistics. The company has a strong focus on customer service and has a reputation for providing high-quality, reliable logistics services. Deppon Logistics Co Ltd has a return on equity of 4.31%. The company is well-positioned to continue its growth in the Chinese logistics market.
Summary
Wells Fargo recently upgraded their rating of Schneider National, expecting the company to make improvements in 2024. Investing in Schneider National can be a profitable venture, as the company’s performance has improved over the years. They have diversified their portfolio into many different industries, which has allowed them to grow and become more profitable. Analysts believe that Schneider National has been able to effectively manage their costs and increase their efficiency, which will be beneficial in the long-term.
With a strong balance sheet and a healthy cash flow, the company is well-positioned to continue to expand and invest in new markets. They are also targeting acquisitions and partnerships to further their reach and profitability. Investors should consider Schneider National as a potential investment opportunity, given their strong financials and potential for growth in the future.
