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Saia Inc SAIA

Morningstar Rating
$400.00 +19.75 (5.19%)
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Company Report

Saia Earnings: Yellow Share Gains Providing Boost but LTL Backdrop Remains Unfavorable

Less-than-truckload specialist Saia's first-quarter top line grew 14%, with a big boost from freight diversions from bankrupt peer Yellow. We've been baking solid year over year volume and pricing gains, but revenue came in slightly below our expected run rate on softer than expected tonnage trends. April year-over-year tonnage growth is also trending lighter than we anticipated.

Price vs Fair Value

SAIA is trading at a 740% premium.
Price
$400.00
Fair Value
$297.00
Uncertainty
Medium
1-Star Price
$319.10
5-Star Price
$591.00
Economic Moat
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Capital Allocation
Nzsggpxyk

Bulls Say, Bears Say

Bulls

Saia is well positioned to grab incremental market share in the year ahead thanks to its recent purchase of 17 former Yellow terminals and investments in new terminals.

Bears

Yellow aside, underlying demand across the broader trucking industry is facing near-term headwinds from sluggish industrial end markets and muted retailer inventory restocking.

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News

Trading Information

Previous Close Price
$380.25
Day Range
$379.07400.17
52-Week Range
$274.75628.34
Bid/Ask
$391.75 / $419.47
Market Cap
$10.61 Bil
Volume/Avg
650,729 / 389,307

Key Statistics

Price/Earnings (Normalized)
27.52
Price/Sales
3.42
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield

Company Profile

Saia ranks among the 10 largest less-than-truckload carriers in the United States, with more than 200 facilities and a fleet of more than 6,200 tractors and 20,800 trailers. As a national LTL carrier, the firm offers time-definite and expedited options for shipments ranging between 100 and 10,000 pounds. Saia ranks among the top-tier providers in terms of profitability.
Sector
Industrials
Industry
Trucking
Stock Style Box
Mid Growth
Total Number of Employees
14,000

Competitors

Valuation

Metric
SAIA
XPO
ODFL
Price/Earnings (Normalized)
27.5233.2630.89
Price/Book Value
4.979.208.67
Price/Sales
3.421.606.55
Price/Cash Flow
17.7014.7423.42
Price/Earnings
SAIA
XPO
ODFL

Financial Strength

Metric
SAIA
XPO
ODFL
Quick Ratio
1.060.812.15
Current Ratio
1.230.942.29
Interest Coverage
201.592.795,446.68
Quick Ratio
SAIA
XPO
ODFL

Profitability

Metric
SAIA
XPO
ODFL
Return on Assets (Normalized)
14.88%5.52%23.37%
Return on Equity (Normalized)
20.04%31.66%30.38%
Return on Invested Capital (Normalized)
18.32%10.75%29.46%
Return on Assets
SAIA
XPO
ODFL
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Trucking Industry Comparables

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Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
ODFL
Old Dominion Freight Line Inc Ordinary SharesFpxzvmbsWwlcr$37.6 Bil
XPO
XPO IncWyfjtglmGmdw$12.6 Bil
TFII
TFI International IncNhwqzj$11.2 Bil
KNX
Knight-Swift Transportation Holdings Inc Class ABmvtpfgyMzs$7.7 Bil
SNDR
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YATRY
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ARCB
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RXO
RXO IncRdc$2.4 Bil
WERN
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