Saia, Inc. (SAIA)
Industrials · NMS · US
Fundamentals
Valuation and ratings
Saia, Inc. trades at USD438.29, which is 61% above the USD173.09 our discounted cash flow model 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.
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.
SAIA passes 3 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Smart money ownership
11 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- David Greenspan, Slate Path Capital LP$108.19M · 1.6% of book
- Ken Griffin, CITADEL ADVISORS LLC$95.38M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$62.68M · 0.0% of book
- Capital Research Global, Capital Research Global Investors$57.13M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$37.60M · 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.
Common questions
Is Saia, Inc. (SAIA) undervalued?
Against our discounted cash flow estimate of USD173.09, SAIA at USD438.29 is 61% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own SAIA?
11 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.
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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.