Saia, Inc. (SAIA)
Industrials · NMS
Price as at 1 Oct 2026, 00:54 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Saia, Inc. trades at $333.74, which is 48% above the $173.09 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 39 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 45.5 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
SAIA earnings and analyst estimates
Recommendation mix, 21 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Saia, Inc.
Saia, Inc., together with its subsidiaries, operates as a transportation company in North America. The company provides less-than-truckload services for shipments between 100 and 10,000 pounds. It also offers other value-added services, including brokered truckload, expedited transportation, and other logistics services. As of December 31, 2025, it operated 213 owned and leased terminals; and owned approximately 7,700 tractors and 26,500 trailers. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2002. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
SAIA passes 3 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
12 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Capital Research Global, Capital Research Global Investors$206.75M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$110.20M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$95.20M · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$38.83M · 0.0% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$13.87M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
SAIA peers
The largest companies in the same industry (Trucking), then in the same sector.
- KNX Knight-Swift Transportation Holdings Inc.
- SNDR Schneider National, Inc.
- RXO RXO, Inc.
- HTLD Heartland Express, Inc.
- ULH Universal Logistics Holdings, Inc.
- ETS Elite Express Holding Inc.
- YGMZF MingZhu Logistics Holdings Limited
- ATCO-A.ST Atlas Copco
Every industrials company we cover is on the Industrials hub.
Common questions
Is Saia, Inc. (SAIA) undervalued?
Against our fair value estimate of $173.09, SAIA at $333.74 is 48% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own SAIA?
12 of the institutions we track reported a position in SAIA in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is SAIA's P/E ratio?
SAIA trades at 45.5 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its SAIA data?
Fundamentals for SAIA come from company filings and exchange data, as listed on NMS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 00:54 UTC and is delayed. Our data quality score for this company is 96/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for SAIA, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.