Critical Comparison: Saia (SAIA) versus Its Peers

Saia (NASDAQ: SAIA) is one of 15 public companies in the “Freight Trucking” industry, but how does it contrast to its competitors? We will compare Saia to related companies based on the strength of its profitability, valuation, dividends, risk, institutional ownership, earnings and analyst recommendations.

Institutional and Insider Ownership

97.0% of Saia shares are owned by institutional investors. Comparatively, 60.0% of shares of all “Freight Trucking” companies are owned by institutional investors. 1.5% of Saia shares are owned by insiders. Comparatively, 23.4% of shares of all “Freight Trucking” companies are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Profitability

This table compares Saia and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Saia 4.91% 13.97% 7.56%
Saia Competitors 4.87% 10.38% 5.34%

Volatility & Risk

Saia has a beta of 0.8, suggesting that its share price is 20% less volatile than the S&P 500. Comparatively, Saia’s competitors have a beta of 1.01, suggesting that their average share price is 1% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Saia and its competitors, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saia 0 2 4 0 2.67
Saia Competitors 143 684 574 28 2.34

Saia presently has a consensus target price of $52.60, indicating a potential downside of 10.39%. As a group, “Freight Trucking” companies have a potential upside of 18.87%. Given Saia’s competitors higher probable upside, analysts clearly believe Saia has less favorable growth aspects than its competitors.

Valuation & Earnings

This table compares Saia and its competitors revenue, earnings per share (EPS) and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Saia $1.29 billion $168.48 million 28.50
Saia Competitors $1.53 billion $229.92 million 28.51

Saia’s competitors have higher revenue and earnings than Saia. Saia is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Summary

Saia competitors beat Saia on 7 of the 13 factors compared.

About Saia

Saia, Inc. is a transportation company. The Company provides regional and interregional less-than-truckload (LTL) services. The Company also offers a range of other value-added services, including non-asset truckload, expedited and logistics services across the United States. The Company’s subsidiary Saia Motor Freight Line, LLC (Saia LTL Freight) is a LTL carrier. As of December 31, 2016, Saia LTL Freight had served 34 states in the South, Southwest, Midwest, Pacific Northwest and West. Saia LTL Freight specializes in offering its customers a range of regional and interregional LTL services, including time-definite and expedited options. As of December 31, 2016, Saia LTL Freight operated a network consisting of 151 owned and leased locations. The Company’s other subsidiaries include Saia TL Plus, LLC, Saia Logistics Services, LLC, Saia Sales, LLC, Saia Metrogo, LLC, LinkEx, Inc. and Saia Motor Freight Mexico, S. DE R.L. DE C.V.

Receive News & Ratings for Saia Inc Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Saia Inc and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply