RXO Inc. (RXO)vsSaia Inc (SAIA)
RXO
RXO Inc.
$26.86
-2.79%
INDUSTRIALS · Cap: $4.22B
SAIA
Saia Inc
$466.51
-1.04%
INDUSTRIALS · Cap: $12.85B
Smart Verdict
WallStSmart Research — data-driven comparison
RXO Inc. generates 76% more annual revenue ($5.73B vs $3.25B). SAIA leads profitability with a 7.8% profit margin vs -1.8%. SAIA appears more attractively valued with a PEG of 2.65. SAIA earns a higher WallStSmart Score of 46/100 (D+).
RXO
Avoid35
out of 100
Grade: F
SAIA
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.7%
Fair Value
$11.44
Current Price
$26.86
$15.42 premium
Intrinsic value data unavailable for SAIA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 0.6%
Earnings declined 93.2%
2.4% revenue growth
0.0% earnings growth
7.8% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : RXO
The strongest argument for RXO centers on Price/Book.
Bull Case : SAIA
The strongest argument for SAIA centers on Debt/Equity, Altman Z-Score.
Bear Case : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : SAIA
The primary concerns for SAIA are Revenue Growth, EPS Growth, Profit Margin. A P/E of 50.8x leaves little room for execution misses.
Key Dynamics to Monitor
RXO profiles as a turnaround stock while SAIA is a value play — different risk/reward profiles.
SAIA carries more volatility with a beta of 2.12 — expect wider price swings.
SAIA is growing revenue faster at 2.4% — sustainability is the question.
SAIA generates stronger free cash flow (74M), providing more financial flexibility.
Bottom Line
SAIA scores higher overall (46/100 vs 35/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading transportation and logistics provider focused on delivering innovative freight solutions across North America. By leveraging advanced technology and data analytics, the company optimizes supply chain operations to achieve efficient and cost-effective delivery for its diverse clientele. RXO's commitment to sustainability and continuous innovation not only enhances its operational capabilities but also positions it advantageously in the dynamic logistics landscape. With a broad network and strong strategic partnerships, RXO is well-equipped to meet evolving customer needs, making it an attractive prospect for institutional investors seeking growth in the logistics sector.
Saia Inc
INDUSTRIALS · TRUCKING · USA
Saia, Inc., is a transportation company in North America. The company is headquartered in Johns Creek, Georgia.
Visit Website →Compare with Other TRUCKING Stocks
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