Saia Inc (SAIA)vsXPO Logistics Inc (XPO)
SAIA
Saia Inc
$344.36
+4.27%
INDUSTRIALS · Cap: $8.81B
XPO
XPO Logistics Inc
$192.86
+3.50%
INDUSTRIALS · Cap: $21.87B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 152% more annual revenue ($8.16B vs $3.23B). SAIA leads profitability with a 7.9% profit margin vs 3.9%. SAIA appears more attractively valued with a PEG of 1.87. SAIA earns a higher WallStSmart Score of 44/100 (D).
SAIA
Hold44
out of 100
Grade: D
XPO
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-500.4%
Fair Value
$64.74
Current Price
$344.36
$279.62 premium
Margin of Safety
-1020.0%
Fair Value
$18.02
Current Price
$192.86
$174.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.1% revenue growth
7.9% margin — thin
Expensive relative to growth rate
Trading at 12.1x book value
4.6% revenue growth
3.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : SAIA
The strongest argument for SAIA centers on Altman Z-Score, Debt/Equity.
Bull Case : XPO
XPO has a balanced fundamental profile.
Bear Case : SAIA
The primary concerns for SAIA are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Revenue Growth. A P/E of 70.3x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SAIA carries more volatility with a beta of 2.03 — expect wider price swings.
XPO is growing revenue faster at 4.6% — sustainability is the question.
XPO generates stronger free cash flow (119M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAIA scores higher overall (44/100 vs 41/100). Both earn "Hold" 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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