Saia Inc (SAIA)vsXPO Logistics Inc (XPO)
SAIA
Saia Inc
$351.05
+1.46%
INDUSTRIALS · Cap: $9.52B
XPO
XPO Logistics Inc
$182.18
-0.09%
INDUSTRIALS · Cap: $22.25B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 153% more annual revenue ($8.57B vs $3.39B). SAIA leads profitability with a 8.2% profit margin vs 4.7%. 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+
XPO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SAIA.
Margin of Safety
-18.9%
Fair Value
$169.79
Current Price
$182.18
$12.39 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
Earnings expanding 52.8% YoY
Every $100 of equity generates 21 in profit
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 10.9x book value
Distress zone — elevated risk
4.7% margin — thin
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 : XPO
The strongest argument for XPO centers on EPS Growth, Return on Equity. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : SAIA
The primary concerns for SAIA are P/E Ratio.
Bear Case : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 55.9x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Key Dynamics to Monitor
SAIA profiles as a growth stock while XPO 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.
XPO generates stronger free cash flow (181M), providing more financial flexibility.
Bottom Line
SAIA scores higher overall (62/100 vs 61/100) 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 →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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