Saia Inc (SAIA)vsXPO Logistics Inc (XPO)
SAIA
Saia Inc
$466.51
-1.04%
INDUSTRIALS · Cap: $12.85B
XPO
XPO Logistics Inc
$218.94
-0.15%
INDUSTRIALS · Cap: $26.81B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 155% more annual revenue ($8.30B vs $3.25B). SAIA leads profitability with a 7.8% profit margin vs 4.2%. XPO appears more attractively valued with a PEG of 2.53. XPO earns a higher WallStSmart Score of 53/100 (C-).
SAIA
Hold46
out of 100
Grade: D+
XPO
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SAIA.
Margin of Safety
-23.4%
Fair Value
$163.60
Current Price
$218.94
$55.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Earnings expanding 46.6% YoY
Areas to Watch
2.4% revenue growth
0.0% earnings growth
7.8% margin — thin
Expensive relative to growth rate
Trading at 13.8x book value
Distress zone — elevated risk
4.2% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SAIA
The strongest argument for SAIA centers on Debt/Equity, Altman Z-Score.
Bull Case : XPO
The strongest argument for XPO centers on EPS 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.
Bear Case : XPO
The primary concerns for XPO are Price/Book, Altman Z-Score, Profit Margin. A P/E of 78.7x leaves little room for execution misses. Debt-to-equity of 2.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
SAIA carries more volatility with a beta of 2.12 — expect wider price swings.
XPO is growing revenue faster at 7.3% — sustainability is the question.
SAIA generates stronger free cash flow (74M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XPO scores higher overall (53/100 vs 46/100). Both earn "Buy" and "Hold" 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 →XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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