Saia, Inc., through its wholly-owned subsidiaries, is a transportation company headquartered in Johns Creek, Georgia (Saia, Inc. together with its subsidiaries, the Company or Saia). We provide national less-than-truckload (LTL) services through a single integrated organization. While approximately 97% of our revenue is derived from transporting LTL shipments, we also offer customers a wide range of other value-added services, including brokered truckload and expedited transportation and other logistics services across North America. Founded in 1924, Saia Motor Freight Line, LLC (Saia LTL Freight), a wholly-owned subsidiary of Saia, Inc., is a leading LTL carrier that provides direct service to the 48 contiguous states and provides LTL services to Canada and Mexico through relationships with third-party interline carriers. Saia LTL Freight specializes in offering its customers a range of LTL services including time-definite and expedited options.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 3.2B | 3.2B | 3.2B | 2.9B | 2.8B | 2.3B |
| Net Income | 255M | 255M | 362M | 355M | 357M | 253M |
| EPS | $9.52 | $9.52 | $13.51 | $13.26 | $13.40 | $9.48 |
| Free Cash Flow | 27M | 27M | -460M | 138M | 106M | 97M |
| ROIC | 9.3% | 9.9% | 17.1% | 22.7% | 27.8% | 23.5% |
| Gross Margin | 67.9% | 67.9% | 68.2% | 67.4% | 64.5% | 67.5% |
| Debt/Equity | 0.12 | 0.12 | 0.14 | 0.01 | 0.02 | 0.04 |
| Dividends/Share | $0.00 | - | - | - | - | - |
| Operating Income | 352M | 352M | 482M | 460M | 470M | 335M |
| Operating Margin | 10.9% | 10.9% | 15.0% | 16.0% | 16.9% | 14.6% |
| ROE | 9.9% | 10.4% | 17.0% | 20.2% | 25.5% | 23.2% |
| Shares Outstanding | 27M | 27M | 27M | 27M | 27M | 27M |
SAIA INC passes 7 of 9 quality checks, indicating strong fundamentals.
SAIA INC trades at 41.7x trailing earnings, compared to its 15-year median P/E of 28.9x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 387.1x vs a median of 57.5x. The company's 5-year average ROIC is 20.2% with a gross margin of 67.1%. At current prices, the estimated annualized return to fair value is +19.2%.
SAIA INC (SAIA) has a current P/E ratio of 41.7, compared to its historical median P/E of 28.9. The stock is currently considered Expensive based on its historical valuation range.
SAIA INC (SAIA) has a 5-year average return on invested capital (ROIC) of 20.2%. This indicates strong capital allocation and a potential competitive advantage.
SAIA INC (SAIA) has a market capitalization of $10.6B. It is classified as a large-cap stock.
SAIA INC (SAIA) does not currently pay a regular dividend.
Based on historical P/E analysis, SAIA INC (SAIA) appears expensive. The current P/E of 41.7 is 44% above its historical median of 28.9. The estimated fair value CAGR (P/E method) is 22.6%.
SAIA INC (SAIA) operates in the Trucking (No Local) industry, within the Industrials sector.
SAIA INC (SAIA) reported annual revenue of $3.2 billion in its most recent fiscal year, based on SEC EDGAR filings.
SAIA INC (SAIA) has a net profit margin of 7.9%. This is a modest margin.
SAIA INC (SAIA) generated $27 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
SAIA INC (SAIA) has a debt-to-equity ratio of 0.12. This indicates a conservatively financed balance sheet.
SAIA INC (SAIA) reported earnings per share (EPS) of $9.52 in its most recent fiscal year.
SAIA INC (SAIA) has a return on equity (ROE) of 10.4%. This indicates moderate shareholder returns.
SAIA INC (SAIA) has a 5-year average gross margin of 67.1%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 16 years of financial data for SAIA INC (SAIA), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
SAIA INC (SAIA) has a book value per share of $96.22, based on its most recent annual SEC filing.