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 non-asset truckload, expedited, and logistics services. As of December 31, 2024, it operated 214 owned and leased terminals; and owned approximately 6,600 tractors and 26,200 trailers. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2006. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.
Competitive Resilience | Explore how Saia's cost discipline and network expansion position it to potentially gain market share when industry conditions normalize, offsetting current 30% market overcapacity. |
Valuation Premium | Shares trade at 26x estimated 2025 EPS (above historical 14-24x range), with analyst price targets between $290-$455, reflecting confidence despite current industry challenges. |
Financial Headwinds | Operating margins projected to decline from 16.0% to 10.5%, with negative free cash flow through 2025 despite solid cost management and operational efficiency improvements. |
Expansion Amid Pressure | Saia pursues aggressive terminal growth strategy while navigating significant LTL industry overcapacity and yield challenges that threaten margins and near-term performance. |
Metrics to compare | SAIA | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipSAIAPeersSector | |
|---|---|---|---|---|
P/E Ratio | 32.8x | 27.4x | 12.5x | |
PEG Ratio | −1.33 | 0.04 | 0.03 | |
Price / Book | 3.7x | 3.4x | 1.4x | |
Price / LTM Sales | 2.9x | 1.1x | 1.3x | |
Upside (Analyst Target) | 5.3% | 10.8% | 15.1% | |
Fair Value Upside | Unlock | 3.5% | 6.0% | Unlock |