Inside the research
Saia, Inc.
SAIA Research profile · latest available data
Price overview
$324.22
▼ -9.00 (-2.7%)
| 52w hi | $487.14 |
|---|---|
| 52w lo | $250.48 |
| Vol | 456.30K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.45
| Short | -0.77 |
|---|---|
| Medium | -0.37 |
| Long | +0.04 |
computed 2026-09-27
Key fundamentals
Saia, Inc.
Industrials · Trucking
| Market cap | $8.63B |
|---|---|
| Enterprise value | $8.81B |
| Trailing P/E | 31.24x |
| Forward P/E | 22.80x |
| EV / EBITDA | 14.31x |
| P / S (ttm) | 2.54x |
| Profit margin | 8.2% |
| Return on equity | 10.8% |
| Revenue growth | +17.1% |
| Earnings growth | +31.5% |
| Debt / equity | 9.87 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.29 | |
| Sector | -0.01 | |
| Technical | -0.22 | |
| Earnings | +0.00 | |
| Sentiment | -0.59 |
macro × 1.00 · 2026-09-27
Business 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.
Risk Metrics
| Beta vs SPX | 1.53 |
|---|---|
| Corr SPX | 0.45 |
| Annual vol | 54.7% |
| Annual ret | +0.6% |
| Sharpe | 0.01 |
| Max DD | -58.4% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $442.20 |
|---|---|
| High / Low | $550.00 / $265.00 |
| Median | $457.50 |
| Analysts | 20 |
| Strong Buy | 3 | |
|---|---|---|
| Buy | 6 | |
| Hold | 9 | |
| Sell | 1 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-05-04 | Citigroup | → Buy |
| 2026-05-01 | Wells Fargo | → Equal-Weight |
| 2026-05-01 | TD Cowen | → Hold |
| 2026-05-01 | JP Morgan | → Overweight |
| 2026-05-01 | Evercore ISI Group | → In-Line |
| 2026-05-01 | Benchmark | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Reg FD Disclosure, Exhibits | read |
| 2026-07-30 | Earnings Release, Exhibits | read |
| 2026-06-02 | Other Material Event, Exhibits | read |
| 2026-05-06 | Reg FD Disclosure, Exhibits | read |
| 2026-05-05 | Shareholder Vote | read |
| 2026-04-30 | Earnings Release, Exhibits | read |
| 2026-03-03 | Other Material Event, Exhibits | read |
| 2026-02-17 | Reg FD Disclosure, Exhibits | read |
| 2026-02-10 | Earnings Release, Exhibits | read |
| 2025-12-02 | Other Material Event, Exhibits | read |
| 2025-11-05 | Reg FD Disclosure, Exhibits | read |
| 2025-10-30 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-20 | Norwood Anthony R | Officer, EVP & CHRO | Sell | 292 | $136.88K |
| 2026-05-13 | HOLZGREFE FREDERICK J III | Officer, President & CEO | J | 10.00K | $4.31M |
| 2026-05-11 | HOLZGREFE FREDERICK J III | Officer, President & CEO | Gift | 10.00K | — |
| 2026-05-04 | Ward Susan F | Director | Grant | 395 | — |
| 2026-05-04 | ODELL RICHARD D | Director | Grant | 395 | — |
Flow & Concentration
| Insider 180d net | -$136.88K |
|---|---|
| Insider buys / sells | 0 / 1 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 94.4% |
| HHI | 3,100 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $359.86M | 854.40K |
| AQR Capital Management | $110.20M | 264.43K |
| Millennium Management | $95.50M | 226.75K |
| Capital Research / Capital World | $68.51M | 162.66K |
| Fidelity / FMR LLC | $39.89M | 94.71K |
| Citadel Advisors | $28.69M | 68.13K |
| Renaissance Technologies | $10.28M | 24.42K |
| T. Rowe Price Group | $900.03K | 2.14M |
As of 2026-06-30
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $3.23B | +33.5% | |
| Operating income | $482.16M | +30.1% | |
| Net income | $255.04M | +41.6% | |
| Cash from ops | $583.70M | +45.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $332.19 | $334.62 | $321.54 | $324.22 | 456.30K |
| Sep 24 | $343.85 | $345.71 | $332.38 | $333.22 | 297.40K |
| Sep 23 | $347.25 | $352.80 | $341.41 | $343.85 | 373.20K |
| Sep 22 | $351.22 | $357.71 | $348.00 | $348.38 | 356.20K |
| Sep 21 | $342.95 | $348.77 | $335.88 | $348.04 | 244.10K |
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