DCF Valuation
Base-case fair value
$63.44
Intrinsic $84.59 · 25% MOS
Current price: $35.34
Base-case summary
Our base-case DCF for Schneider National, Inc. (SNDR) projects 10 years of free cash flow growth at 16.7% for years 1–5 and 8.4% for years 6–10, anchored to 16.7% historical FCF growth, then applies a 2.5% perpetual growth rate and a 8.0% discount rate. Starting from $360M in trailing free cash flow, this produces an intrinsic value of $84.59 per share. A 25% safety margin gives a fair value of $63.44, suggesting the stock is currently 80% undervalued against the $35.34 market price.
See 3 scenarios side by side
Conservative, Base, and Optimistic fair values, plus the sensitivity matrix and FCF history. Free account.
Model inputs
TTM Free Cash Flow
$360M
Cash & equivalents
$265M
Total debt
$397M
Shares outstanding
176M