Saia, Inc. (SAIA)
POSITIVEFundamental
68
Price
$349.81
Market Cap
$9.40B
Part 1 · What the company is worth
Overview
Saia, Inc., together with its subsidiaries, operates as a transportation company in North America. The company provides less-than-truckload services for shipments between 100 and 10,000 pounds. It also offers other value-added services, including brokered truckload, expedited transportation, and other logistics services. As of December 31, 2025, it operated 213 owned and leased terminals; and owned approximately 7,700 tractors and 26,500 trailers. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2002. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.
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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$3.39B
Trailing 12 months (through 6/30/2026)
Net Income
$278M
Trailing 12 months (through 6/30/2026)
Free Cash Flow
$27M
Total Equity
$2.58B
Total Liabilities
$905M
Current Ratio
1.58
Interest Coverage
31.12
Debt/EBITDA
0.45
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$260.59
Current Price
$349.81
Margin of Safety
-34.2%
Fair Value Range
$169.38 - $351.80
Estimation Methods
Valuation Metrics
P/E Ratio
33.74
ROE
9.9%
P/B Ratio
3.42
P/FCF
36.53
Gross Margin
-
ROIC
8.8%
Profitability Radar
Value Creation (Economic Moat)
ROIC
8.8%
WACC
16.3%
ROIC − WACC
-7.5 pp
ROIC is below the cost of capital — the company is destroying value for every dollar invested.
Fundamental Analysis Criteria
Passed (18)
- EPS shows upward trend
- Price CAGR 23.43%
- ROIC 8.8%
- Debt/Equity ratio
- Operating Margin 11.0%
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 10.6%
- Revenue Growth 5Y 12.2%
- Analyst Consensus 67% Buy
- Earnings Surprise avg 4.4%
- Earnings Quality (OCF/NI) 2.18
- Share Dilution -0.0%
- Piotroski F-Score 6/9
Failed (7)
- P/FCF 36.53
- P/B Ratio 3.42
- CapEx intensity
- Price below Graham Number
- DCF valuation (Overvalued)
- PEG Ratio 2.81
- Net Margin Trend 8.2% vs 9.0%
Unavailable (2)
- Gross Margin NaN%
- Dividend Payout NaN%
Piotroski F-Score
Mixed signals: some areas need attention
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Frederick J. Holzgrefe III | President, CEO & Director | 57 |
| Mr. Matthew J. Batteh | Executive VP, CFO & Secretary | 35 |
| Mr. Patrick D. Sugar | Executive Vice President of Operations | 37 |
| Mr. Anthony R. Norwood | Executive VP & Chief Human Resources Officer | 58 |
| Mr. Raymond R. Ramu | Executive VP & Chief Customer Officer | 56 |
| Ms. Kelly W. Benton | VP & Chief Accounting Officer | 49 |
| Mr. Tarak Patel | Executive VP & Chief Information Officer | - |
| Mr. Douglas L. Col C.F.A. | Advisor | 60 |
Audit Risk
5
Board Risk
4
Compensation Risk
1
Shareholder Rights Risk
4
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Latest News
Recent headlines for SAIA, sourced from Markets Gazette.