RDW
Redwire Corporation
RDW has a slight edge over SNDR overall, supported by stronger valuation and stronger fundamentals.
SNDR
Schneider National, Inc.
SNDR has lower modeled downside risk, despite its lower overall score.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
SNDR Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Strong |
SNDR's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
SNDR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $8.73 | -70% |
| Forward | 19x | $28.95 | — |
| Fair | 21x | $17.28 | -40% |
| Current | 36x | $28.95 | — |
| Expensive | 42x | $33.96 | +17% |
Historical ranges are pointers, not guarantees.
SNDR's PE is in its expensive range at 36x. If earnings grow as analysts expect, today's price would be 19x next year's earnings, in its fair range.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
SNDR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for SNDR, with profitability improving. However, they disagree widely on these estimates.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
SNDR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.49 | +84% |
| Q3 2026 | $0.81 | +25% |
| Q2 2026 | $0.64 | -9.9% |
| Q1 2026 | $0.56 | -21% |
| Q4 2025 | $0.59 | -11% |
| Q3 2025 | $0.65 | +3.2% |
| Q2 2025 | $0.71 | +7.6% |
| Q1 2025 | $0.71 | -20% |
| Q4 2024 | $0.66 | -51% |
SNDR has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW has the edge over SNDR on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
SNDR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | +9.2% |
| Q2 2026 | $1.6B | +10% |
| Q1 2026 | $1.4B | -0.2% |
| Q4 2025 | $1.4B | +4.5% |
| Q3 2025 | $1.5B | +10% |
| Q2 2025 | $1.4B | +7.9% |
| Q1 2025 | $1.4B | +6.3% |
| Q4 2024 | $1.3B | -2.4% |
SNDR's revenue has picked up after two years of holding roughly level: $1.6B last quarter, up 9.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.9% | +1.5 points |
| Q2 2026 | 4.5% | +0.7 points |
| Q1 2026 | 2.4% | -0.6 points |
| Q4 2025 | 2.6% | -0.6 points |
| Q3 2025 | 2.4% | -0.8 points |
| Q2 2025 | 3.9% | 0 points |
| Q1 2025 | 3% | +0.8 points |
| Q4 2024 | 3.2% | +0.9 points |
SNDR has the edge over RDW on profitability, with a higher operating margin.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
SNDR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.3M | -96% |
| Q2 2026 | $58.6M | -45% |
| Q1 2026 | $52M | +$74.7M |
| Q4 2025 | $145.5M | +28% |
| Q3 2025 | $56.2M | -43% |
| Q2 2025 | $106.4M | +24% |
| Q1 2025 | -$22.7M | +$3M |
| Q4 2024 | $113.6M | +230% |
SNDR has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
SNDR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +300K shares |
| 1 year | +0.2% | +400K shares |
| 3 years | -0.8% | -1.4M shares |
| 5 years | -0.9% | -1.6M shares |
| Available history | -0.6% | -1M shares |
SNDR has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $5.2M |
| Q4 2025 | $6.3M |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $8.3M |
| Q4 2024 | — |
SNDR spent $12M buying back its own shares over the past year, up 39% from the year before.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
SNDR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.2x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.3x | Very low |
| Q3 2025 | 0.5x | Very low |
| Q2 2025 | 0.6x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 0.7x | Very low |
SNDR's net debt is less than a year of its operating earnings (EBITDA).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
SNDR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.5 | Neutral |
| Stochastic | 7.4 | Oversold |
SNDR's weekly RSI is 39 (neutral) and its Stochastic is 7 (oversold).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
SNDR PE vs Industrials Sector
| Metric | SNDR | Sector median | Relative |
|---|---|---|---|
| PE | 36x | 24x | 48% above |
| PE % | 77 | 58 | 19 pts above |
SNDR is trading at 36x earnings, a 48% premium to the Industrials sector's median of 24x.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
SNDR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $30.4 | 4.9% below |
| 20 week MA | $33.6 | 14% below |
| 50 week MA | $31.2 | 7.2% below |
| 100 week MA | $27.9 | 3.8% above |
| 200 week MA | $27.0 | 7.1% above |
SNDR has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over SNDR on returns for 2026, with the stronger performance.
SNDR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $21.7 | $20.7 | -4.3% |
| 2021 | $20.7 | $26.2 | +26% |
| 2022 | $26.2 | $24.1 | -7.9% |
| 2023 | $24.1 | $25.5 | +5.6% |
| 2024 | $25.5 | $29.5 | +16% |
| 2025 | $29.5 | $27.3 | -7.6% |
| 2026 YTD | $27.3 | $29.0 | +6.1% |
SNDR has finished lower in three of the last six years. It's up 6.1% so far in 2026.