Schneider National Inc (SNDR) is overvalued and XPO Inc (XPO) is overvalued.
Both trade above our estimate of their intrinsic value. SNDR is the closer of the two: -238%, against -353% for XPO.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 10.4% (average of 3 methods) values the shares at $9.61; the price of $32.50 is 238% above that value, and 71% of that value comes from beyond year five.
Leak Score 27/100 on 3 of 12 signals
Discounting its cash flows at 12.0% (average of 3 methods) values the shares at $39.25; the price of $177.67 is 353% above that value, and 66% of that value comes from beyond year five.
Leak Score 49/100 on 9 of 12 signals
| Metric | SNDR | XPO |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $32.50 | $177.67 |
| Intrinsic value | $9.61 | $39.25 |
| Margin of safety | -238% | -353% |
| Leak Score | 27/100 (3/12) | 49/100 (9/12) |
| Market cap | $5.7B | $20.8B |
| Revenue growth, 5 years | 4.5% | -4.4% |
| Operating margin | 3.1% | 9.8% |
| Net margin | 1.9% | 4.7% |
| Return on equity | 3.7% | 21.6% |
| Debt to equity | 0.13 | 2.03 |
| P/E | 51.2x | 52.2x |
| Forward P/E | 19.0x | 27.2x |
| P/B | 1.9x | 10.6x |
| Dividend yield | 1.2% | — |