Schneider National's shares are trading at a cheap price, despite a stable market presence and a bright future with expected higher cash flow. The current price may not reflect the company's prosperous profit outlook.
Analysts turn bearish after recent results, significantly reducing EPS estimates. Despite forecasted earnings decline, the unchanged consensus price target suggests no major impact on stock's valuation. Schneider National's revenue growth is expected to underperform the industry. Long-term business prospects are deemed more relevant than next year's earnings.
The consistent ROCE and the company's ability to reinvest at respectable rates of return suggest that Schneider National could be a potential multi-bagger. The market seems to be beginning to recognize these trends.
Schneider National's low P/E ratio and expected earnings decrease doesn't make share price outlook promising. A weak earnings outlook might add to the downward pressure on P/E ratio. Improvement in company's earnings conditions might brighten the future for share price.
Despite moderate growth, Schneider National still holds value for investors due to its current price being lower than its intrinsic value. However, with a low beta, its share price may remain stable and not reach its intrinsic value anytime soon. Undervaluation, not growth, might entice investors.
Schneider National's growth in profitability demonstrates a promising overall trend. However, the low P/E ratio signals moderate expectations and caution in the market. The business seems to be improving, indicated by its superior one-year total shareholder return.
The company's upward trend in returns on capital and ability to consistently reinvest may signal a strong potential for growth. It is believed that if these trends continue, Schneider National could have a bright future ahead.
$Schneider National(SNDR.US)$ Good capital management. Low price relative to earnings, growing revenues and profits. I’m not too worried about cash flow and earnings price multiples as the earnings are deceptively low, there are a lot of write offs here, I like this because they pay less taxes. Total earnings before these paper losses are over 800m. I am cautiously buying, or looking to buy on a dip.
Schneider National股票讨论区
新增数据:2022年报和2023Q1和Q2
2022年营收增长17.8%,营业利润增长10.3%,净利润增长12.9%,利息费用可忽略。
2023前两季度营收萎缩17.6%,营业利润萎缩30%,净利润萎缩20.9%。
资产负债表依旧非常健康。
目前市盈率11.5,市盈率TTM提高到12.8,如果全年净利萎缩30%,市盈率将提高到16.4,如果按5年平均净利3亿计算,市盈率为17.3,估值看起来很合理,缺乏吸引力。
Good capital management. Low price relative to earnings, growing revenues and profits. I’m not too worried about cash flow and earnings price multiples as the earnings are deceptively low, there are a lot of write offs here, I like this because they pay less taxes. Total earnings before these paper losses are over 800m. I am cautiously buying, or looking to buy on a dip.
**Schneider National(SNDR)**是2017年以19美元上市的美国企业,当前价格22.8。
毛利率基本在10 ~ 12%,板块内不算高,2021年也只上升到13.6%。
营收、营业利润曲线基本吻合,都在2019和2020年有萎缩,2021年大幅增长。净利润在2019年由于重组并购费用接近1亿,和营业利润偏差较大,其它时间比较一致。2022Q1利润虽然同比增长,但是环比下降,姑且认为是季节因素。
近5年来,资产负债率从43.3%下降到了38.7%,资产负债表没什么值得注意的地方。
5年来经营净额基本都超过投资净额,只有2021年略少,总体上还是有盈余。
目前市盈率10,市净率9,可以谨慎选择(⭐️)
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