SAIA Stock Insights
SAIA$323.59-17.27 -5.07%
$8.63B
Market Cap
32.81
P/E
28.43
Forward P/E
47
Score
SAIA Stock Insights
SAIA price $323.59 -17.27 -5.07%
- Ticker
- SAIA
- Price
- $323.59
- Change
- -17.27 -5.07%
- Market cap ?
- $8.63B
- P/E ?
- 32.81
- Forward P/E ?
- 28.43
- Dividend yield ?
- 0.00%
- Beta ?
- 2.19
- Sector
- Industrials
- Industry
- Trucking
- Stocklytics score
- 47
- Value
- 47
- Quality
- 43
- Growth
- 52
Stocklytics score rationale: value 47, quality 43, growth 52.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 1250391000 | 1404703000 | 1653849000 | 1786735000 | 1822366000 | 2288704000 | 2792057000 | 2881433000 | 3209074000 | 3234286000 |
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. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in…
Fair value
SAIA fair value $266.28. Price $323.59. Price is 22% above fair value.
Above fair value, around its usual premium.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 346.40M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 2.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 26.67M. Net debt 398.39M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Free cash flow adds back growth capex above depreciation.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 3.30 | — | 966.98M |
| 2026-07-30 | 3.51 | 3.38 | 956.49M | 956.20M |
| 2026-04-30 | 1.86 | 1.82 | 806.23M | 789.08M |
| 2026-02-10 | 1.77 | 1.90 | 789.95M | 773.82M |
| 2025-10-30 | 2.81 | 2.52 | 839.64M | 826.19M |
| 2025-07-25 | 2.67 | 2.39 | 817.12M | 819.76M |
| 2025-04-25 | 1.86 | 2.77 | 787.58M | 833.00M |
| 2025-02-03 | 2.84 | 2.87 | 788.95M | 780.35M |
| 2024-10-25 | 3.46 | 3.53 | 842.10M | 839.82M |
| 2024-07-26 | 3.83 | 4.00 | 823.24M | 826.55M |
| 2024-04-26 | 3.38 | 3.44 | 754.77M | 772.36M |
| 2024-02-02 | 3.33 | 3.20 | 751.13M | 744.99M |
| 2023-10-27 | 3.67 | 3.62 | 775.14M | 745.98M |
| 2023-07-28 | 3.42 | 3.27 | 694.62M | 702.61M |
| 2023-04-28 | 2.85 | 2.69 | 660.53M | 667.16M |
| 2023-02-03 | 2.65 | 2.83 | 655.73M | 655.38M |
| 2022-10-31 | 3.67 | 3.70 | 729.56M | 722.64M |
| 2022-07-27 | 4.10 | 3.55 | 745.55M | 729.28M |
| 2022-05-02 | 2.98 | 2.71 | 661.22M | 631.89M |
| 2022-02-02 | 2.76 | 2.57 | 617.08M | 600.77M |
| 2021-10-28 | 2.98 | 2.35 | 616.22M | 574.03M |
| 2021-07-29 | 2.34 | 2.04 | 571.33M | 552.21M |
| 2021-04-28 | 1.40 | 1.38 | 484.07M | 482.46M |
| 2021-02-08 | 1.51 | 1.30 | 476.48M | 399.51M |
| 2020-10-29 | 1.56 | 1.31 | 481.37M | 404.23M |
| 2020-07-29 | 1.07 | 0.90 | 418.11M | 351.68M |
| 2020-04-29 | 1.06 | 0.82 | 446.40M | 345.33M |
| 2020-02-03 | 0.81 | 0.85 | 443.06M | 464.94M |
| 2019-10-30 | 1.25 | 1.29 | 468.89M | 483.90M |
| 2019-07-31 | 1.40 | 1.33 | 464.19M | 440.99M |
| 2019-05-01 | 0.85 | 0.89 | 410.58M | 429.91M |
| 2019-02-04 | 0.97 | 0.88 | 406.75M | 369.01M |
| 2018-10-31 | 1.07 | 1.04 | 425.56M | 413.67M |
| 2018-08-01 | 1.15 | 1.11 | 428.73M | 413.79M |
| 2018-04-27 | 0.77 | 0.72 | 392.81M | 353.52M |
| 2018-02-02 | 0.53 | 0.53 | 353.25M | 360.20M |
| 2017-10-27 | 0.55 | 0.55 | 357.01M | 357.00M |
| 2017-07-28 | 0.68 | 0.63 | 364.40M | 337.61M |
| 2017-04-28 | 0.44 | 0.41 | 323.09M | 301.07M |
| 2017-02-03 | 0.40 | 0.42 | 300.22M | 348.70M |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-05-20 | Norwood Anthony R | Sell | 292 | $468.77 | 136.88K |
| 2026-05-13 | HOLZGREFE FREDERICK J III | Buy | 10.00K | $431.42 | 4.31M |
| 2026-05-13 | HOLZGREFE FREDERICK J III | Sell | 10.00K | $431.42 | 4.31M |
| 2026-05-11 | HOLZGREFE FREDERICK J III | Sell | 10.00K | — | — |
| 2026-05-11 | HOLZGREFE FREDERICK J III | Buy | 10.00K | — | — |
| 2026-05-04 | WARD JEFFREY C | Buy | 642 | — | — |
| 2026-05-04 | Melville Randolph W | Buy | 395 | — | — |
| 2026-05-04 | HENRY KEVIN A | Buy | 623 | — | — |
| 2026-05-04 | GAINOR JOHN P JR | Buy | 395 | — | — |
| 2026-05-04 | EPPS DONNA E | Buy | 395 | — | — |
| 2026-05-04 | Ward Susan F | Buy | 395 | — | — |
| 2026-05-04 | ODELL RICHARD D | Buy | 395 | — | — |
| 2026-05-04 | James Donald R | Buy | 395 | — | — |
| 2026-05-04 | EISNOR DI-ANN | Buy | 660 | — | — |
| 2026-03-09 | SUGAR PATRICK D | Sell | 204 | $368.78 | 75.23K |
| 2026-02-17 | EISNOR DI-ANN | Sell | 500 | $389.88 | 194.94K |
| 2026-02-13 | HOLZGREFE FREDERICK J III | Sell | 4.78K | $388.80 | 1.86M |
| 2026-02-13 | HOLZGREFE FREDERICK J III | Buy | 105 | — | — |
| 2026-02-13 | Batteh Matthew J | Sell | 766 | $388.94 | 297.93K |
| 2026-02-13 | Batteh Matthew J | Sell | 150 | $389.50 | 58.43K |
| 2026-02-13 | Benton Kelly W | Sell | 800 | $389.00 | 311.20K |
| 2026-02-13 | SUGAR PATRICK D | Sell | 2.71K | $386.74 | 1.05M |
| 2026-02-13 | RAMU RAYMOND R | Sell | 3.71K | $387.73 | 1.44M |
| 2026-02-13 | RAMU RAYMOND R | Sell | 1.52K | $388.48 | 589.32K |
| 2026-02-12 | HOLZGREFE FREDERICK J III | Buy | 6.59K | — | — |
| 2026-02-12 | Batteh Matthew J | Buy | 1.11K | $100.20 | 111.22K |
| 2026-02-12 | Batteh Matthew J | Buy | 1.66K | — | — |
| 2026-02-12 | Batteh Matthew J | Sell | 1.11K | $375.71 | 417.04K |
| 2026-02-12 | Batteh Matthew J | Sell | 1.11K | $100.20 | 111.22K |
| 2026-02-12 | Patel Tarak | Buy | 425 | — | — |
| 2026-02-12 | Benton Kelly W | Buy | 498 | — | — |
| 2026-02-12 | SUGAR PATRICK D | Buy | 2.08K | — | — |
| 2026-02-12 | Norwood Anthony R | Buy | 1.01K | — | — |
| 2026-02-12 | RAMU RAYMOND R | Buy | 2.30K | — | — |
| 2026-02-09 | SUGAR PATRICK D | Buy | 3.10K | — | — |
| 2026-02-09 | SUGAR PATRICK D | Sell | 167 | $409.60 | 68.40K |
| 2026-02-09 | SUGAR PATRICK D | Sell | 1.23K | $409.60 | 505.04K |
| 2026-02-09 | RAMU RAYMOND R | Buy | 3.60K | — | — |
| 2026-02-09 | RAMU RAYMOND R | Sell | 1.49K | $409.60 | 609.89K |
| 2026-02-09 | RAMU RAYMOND R | Sell | 194 | $409.60 | 79.46K |
| 2026-02-09 | Norwood Anthony R | Buy | 898 | — | — |
| 2026-02-09 | Norwood Anthony R | Sell | 49 | $409.60 | 20.07K |
| 2026-02-09 | Norwood Anthony R | Sell | 256 | $409.60 | 104.86K |
| 2026-02-09 | Benton Kelly W | Buy | 689 | — | — |
| 2026-02-09 | Benton Kelly W | Sell | 44 | $409.60 | 18.02K |
| 2026-02-09 | Benton Kelly W | Sell | 204 | $409.60 | 83.56K |
| 2026-02-09 | Batteh Matthew J | Buy | 757 | — | — |
| 2026-02-09 | Batteh Matthew J | Sell | 224 | $409.60 | 91.75K |
| 2026-02-09 | Batteh Matthew J | Sell | 41 | $409.60 | 16.79K |
| 2026-02-09 | HOLZGREFE FREDERICK J III | Buy | 8.61K | — | — |
| 2026-02-09 | HOLZGREFE FREDERICK J III | Sell | 698 | $409.60 | 285.90K |
| 2026-02-09 | HOLZGREFE FREDERICK J III | Sell | 3.84K | $409.60 | 1.57M |
| 2026-02-06 | SUGAR PATRICK D | Sell | 95 | $415.46 | 39.47K |
| 2026-02-06 | RAMU RAYMOND R | Sell | 111 | $415.46 | 46.12K |
| 2026-02-06 | Norwood Anthony R | Sell | 36 | $415.46 | 14.96K |
| 2026-02-06 | Benton Kelly W | Sell | 35 | $415.46 | 14.54K |
| 2026-02-06 | Batteh Matthew J | Sell | 25 | $415.46 | 10.39K |
| 2026-02-06 | HOLZGREFE FREDERICK J III | Sell | 358 | $415.46 | 148.73K |
| 2026-02-05 | RAMU RAYMOND R | Sell | 152 | $404.75 | 61.52K |
| 2026-02-05 | HOLZGREFE FREDERICK J III | Sell | 440 | $404.75 | 178.09K |
| 2026-02-05 | Batteh Matthew J | Sell | 91 | $404.75 | 36.83K |
| 2026-02-05 | SUGAR PATRICK D | Sell | 137 | $404.75 | 55.45K |
| 2026-02-05 | Benton Kelly W | Sell | 38 | $404.75 | 15.38K |
| 2026-02-05 | Norwood Anthony R | Sell | 61 | $404.75 | 24.69K |
| 2025-12-08 | EISNOR DI-ANN | Sell | 297 | $336.73 | 100.01K |
| 2025-12-02 | Benton Kelly W | Sell | 1.00K | $314.43 | 314.43K |
| 2025-11-26 | EPPS DONNA E | Buy | 422 | $277.60 | 117.15K |
| 2025-11-26 | EPPS DONNA E | Sell | 422 | $277.43 | 117.08K |
| 2025-11-18 | RAMU RAYMOND R | Buy | 434 | — | — |
| 2025-11-18 | RAMU RAYMOND R | Sell | 1.00K | $266.57 | 266.57K |
| 2025-11-03 | Patel Tarak | Buy | 1.41K | — | — |
| 2025-11-02 | Norwood Anthony R | Sell | 155 | $292.50 | 45.34K |
| 2025-11-02 | Benton Kelly W | Sell | 196 | $292.50 | 57.33K |
| 2025-10-22 | Patel Tarak | Other | 0 | — | — |
| 2025-06-16 | SUGAR PATRICK D | Buy | 799 | — | — |
| 2025-05-01 | Melville Randolph W | Buy | 318 | — | — |
| 2025-05-01 | ODELL RICHARD D | Buy | 318 | — | — |
| 2025-05-01 | WARD JEFFREY C | Buy | 734 | — | — |
| 2025-05-01 | Ward Susan F | Buy | 318 | — | — |
| 2025-05-01 | James Donald R | Buy | 318 | — | — |
| 2025-05-01 | HENRY KEVIN A | Buy | 703 | — | — |
| 2025-05-01 | GAINOR JOHN P JR | Buy | 693 | — | — |
| 2025-05-01 | EPPS DONNA E | Buy | 318 | — | — |
| 2025-05-01 | EISNOR DI-ANN | Buy | 766 | — | — |
| 2025-03-10 | SUGAR PATRICK D | Sell | 103 | $366.60 | 37.76K |
| 2025-03-03 | Norwood Anthony R | Buy | 888 | — | — |
| 2025-03-03 | Norwood Anthony R | Sell | 64 | $390.34 | 24.98K |
| 2025-03-03 | Norwood Anthony R | Sell | 255 | $390.34 | 99.54K |
| 2025-02-24 | RAMU RAYMOND R | Buy | 700 | $200.81 | 140.57K |
| 2025-02-24 | RAMU RAYMOND R | Buy | 1.28K | $277.86 | 355.66K |
| 2025-02-24 | RAMU RAYMOND R | Sell | 700 | $415.80 | 291.06K |
| 2025-02-24 | RAMU RAYMOND R | Sell | 1.28K | $415.80 | 532.23K |
| 2025-02-24 | RAMU RAYMOND R | Sell | 1.28K | $277.86 | 355.66K |
| 2025-02-24 | RAMU RAYMOND R | Sell | 700 | $200.81 | 140.57K |
| 2025-02-18 | Batteh Matthew J | Sell | 700 | $500.09 | 350.06K |
| 2025-02-18 | Benton Kelly W | Buy | 460 | $277.86 | 127.82K |
| 2025-02-18 | Benton Kelly W | Sell | 460 | $500.00 | 230.00K |
| 2025-02-18 | Benton Kelly W | Sell | 460 | $277.86 | 127.82K |
| 2025-02-11 | EPPS DONNA E | Sell | 350 | $496.24 | 173.68K |
| 2025-02-11 | HOLZGREFE FREDERICK J III | Buy | 447 | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 533, holders +65 vs prior quarter. Ownership 106.77%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 2.55M | 156.63K | +6.56% | 1.07B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.14M | -183.65K | -7.91% | 900.03M |
| ALLIANCEBERNSTEIN L.P. | 2.23M | -272.51K | -10.90% | 782.24M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.20M | 8.17K | +0.68% | 507.02M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.11M | 8.85K | +0.81% | 465.83M |
| FIRST TRUST ADVISORS LP | 1.02M | 219.05K | +27.24% | 430.99M |
| STATE STREET CORP | 854.40K | 28.40K | +3.44% | 359.86M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 813.96K | -172.86K | -17.52% | 342.81M |
| INVESCO LTD. | 802.61K | 112.89K | +16.37% | 338.03M |
| MORGAN STANLEY | 669.14K | -138.59K | -17.16% | 281.82M |
| GEODE CAPITAL MANAGEMENT, LLC | 518.24K | 4.85K | +0.95% | 218.32M |
| CAPITAL WORLD INVESTORS | 501.42K | -53.93K | -9.71% | 211.18M |
| CAPITAL RESEARCH GLOBAL INVESTORS | 490.91K | 328.27K | +201.83% | 206.75M |
| VOYA INVESTMENT MANAGEMENT LLC | 475.86K | 88.36K | +22.80% | 199.98M |
| BESSEMER GROUP INC | 441.63K | 1.79K | +0.41% | 186.00M |
| NORGES BANK | 412.61K | 412.61K | New | 173.77M |
| DIMENSIONAL FUND ADVISORS LP | 393.97K | -61.01K | -13.41% | 165.94M |
| GOLDMAN SACHS GROUP INC | 357.23K | 178.84K | +100.25% | 150.45M |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 350.14K | -97.52K | -21.78% | 147.47M |
| JPMORGAN CHASE & CO | 342.08K | -148.32K | -30.24% | 146.15M |
| WASATCH ADVISORS LP | 342.77K | -366.11K | -51.65% | 144.36M |
| JUPITER TOPCO LLC | 334.75K | 334.75K | New | 140.98M |
| QUBE RESEARCH & TECHNOLOGIES LTD | 326.95K | 275.00K | +529.27% | 137.70M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 294.85K | 294.85K | New | 124.18M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 294.85K | 6.00K | +2.08% | 124.18M |
Insights · Dividends · Forecast · Financials · Learn