Saia Inc (SAIA)vsSchneider National Inc (SNDR)
SAIA
Saia Inc
$351.05
+1.46%
INDUSTRIALS · Cap: $9.52B
SNDR
Schneider National Inc
$34.15
+0.68%
INDUSTRIALS · Cap: $5.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 72% more annual revenue ($5.82B vs $3.39B). SAIA leads profitability with a 8.2% profit margin vs 1.9%. SAIA appears more attractively valued with a PEG of 1.49. SAIA earns a higher WallStSmart Score of 62/100 (C+).
SAIA
Buy62
out of 100
Grade: C+
SNDR
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SAIA.
Margin of Safety
-32.7%
Fair Value
$25.44
Current Price
$34.15
$8.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
17.1% revenue growth
Earnings expanding 31.5% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 40.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
ROE of 3.2% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SAIA
The strongest argument for SAIA centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 17.1% demonstrates continued momentum. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bull Case : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book, EPS Growth. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : SAIA
The primary concerns for SAIA are P/E Ratio.
Bear Case : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 54.4x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SAIA profiles as a growth stock while SNDR is a value play — different risk/reward profiles.
SAIA carries more volatility with a beta of 2.14 — expect wider price swings.
SAIA is growing revenue faster at 17.1% — sustainability is the question.
SAIA generates stronger free cash flow (57M), providing more financial flexibility.
Bottom Line
SAIA scores higher overall (62/100 vs 55/100) and 17.1% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Saia Inc
INDUSTRIALS · TRUCKING · USA
Saia, Inc., is a transportation company in North America. The company is headquartered in Johns Creek, Georgia.
Visit Website →Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
Visit Website →Compare with Other TRUCKING Stocks
Want to dig deeper into these stocks?