Competitive advantage assessment
The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.
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Schneider National, Inc., together with its subsidiaries, provides multimodal surface transportation and logistics solutions in the United States, Canada, and Mexico. It operates in three segments: Truckload, Intermodal, and Logistics. The Truckload segment offers over-the-road freight transportation services through dry van, bulk, temperature-controlled, lightweight, and flatbed trailers across dedicated or network configurations. Its Intermodal segment provides door-to-door container on flat … Full SNDR analysis →
The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.
Upgrade to unlock the signals and evidence behind each defense.
Schneider National, Inc. ranks #5 of 17 scored companies in Trucking by moat score — the top 29%. The widest moat in the group is Old Dominion Freight Line, Inc. (ODFL) at 91/100.
| # | Company | Moat score | Rating |
|---|---|---|---|
| 1 | Old Dominion Freight Line, Inc. ODFL | 91/100 | Strong |
| 2 | Saia, Inc. SAIA | 86/100 | Strong |
| 3 | XPO, Inc. XPO | 75/100 | Strong |
| 4 | TFI International Inc. TFII | 60/100 | Moderate |
| 5 | Schneider National, Inc. SNDR | 58/100 | Moderate |
| 6 | Marten Transport, Ltd. MRTN | 54/100 | Moderate |
| 7 | ArcBest Corporation ARCB | 51/100 | Moderate |
| 8 | Knight-Swift Transportation Hol KNX | 51/100 | Moderate |
| 9 | Werner Enterprises, Inc. WERN | 49/100 | Developing |
Pricing power is the ability to raise prices without losing volume.
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Stickiness is what makes revenue repeat without being re-won every year.
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale matters only when it converts into economics.
Schneider National, Inc. (SNDR) scores 58 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #5 of 17 scored companies in Trucking, the top 29%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 16 companies in Trucking. Its strongest defense is Resilience (78/100) and its weakest is Pricing Power (50/100).
Schneider National, Inc. ranks #5 of 17 scored companies in Trucking by moat score. The widest moat in Trucking is Old Dominion Freight Line, Inc. (ODFL) at 91/100. The companies ranked closest are TFI International Inc. (TFII) at 60 just above it and Marten Transport, Ltd. (MRTN) at 54 just below it.
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 16 companies in Trucking. The defenses are then weighted to produce the overall score out of 100.
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
The Corporate Default template measures 6 defenses, and SNDR scores: Pricing Power (50), Cost Advantage (61), Customer Stickiness (60), Capital Efficiency (58), Resilience (78), Scale & Market Position (50). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.