TORVANTA
Other · S&P 500 · data as of 2026-10-05

SAIA stock analysis: SAIA

SAIA (SAIA) is an S&P 500 company in Other. It grades weakest on momentum, growth and value.

The model's view of SAIA · subscribers

Where SAIA ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with SAIA · updated 2026-10-05 · from prices and SEC filings

SAIA price performance

SAIA against the S&P 500, one year
+0%+25%+50%S&P 500 +18%SAIA +18%2025-09-292026-10-05
Year to date+6.0%S&P 500 +14.5% · behind by 8.5 pts
1 year+16.4%S&P 500 +17.0% · behind by 0.7 pts
3 years-13.0%S&P 500 +89.3% · behind by 102.3 pts
5 years+42.2%S&P 500 +91.3% · behind by 49.2 pts

Total returns with dividends reinvested.

SAIA factor grades

Each grade compares SAIA with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

D+ValueP/E 33.4x (industry 20.1x)FCF yield 2.8% (industry 6.0%)
C-GrowthRevenue growth +5% (industry +8%)EPS growth -4% (industry +10%)
C+ProfitabilityOperating margin 11.0% (industry 9.6%)ROIC 10.4% (industry 10.1%)
C-Momentum12-month change +16%From 52-wk high -29%

SAIA in plain numbers

SAIA key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$9.2B
Revenue growth (y/y)+5%
Free-cash-flow yield2.8%
Dividend yieldn/a
Next earnings (expected)2026-10-29
Valuation measures
Market value$9.2B
Enterprise value$9.2B
P/E (trailing)33.4x
Forward P/E (Torvanta estimate)31.7x
PEG (Torvanta estimate)6.01
Price / sales2.7x
Price / book3.4x
EV / revenue2.7x
EV / EBITDA14.7x
Financial highlights
Revenue, last 12 months$3.4B
Net income, last 12 months$278.0M
EPS, last 12 months (GAAP)$10.36
Operating margin11.0%
Net margin8.2%
Return on equity10.8%
Return on invested capital10.4%
Cash$84.0M
Total debt$100.0M
Debt / equity0.04x
Free cash flow, last 12 months$255.2M
Interest cover31.1x
Current ratio1.58x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

SAIA earnings trends

Revenue vs earnings
$0$239.1M$478.2M$717.4M$1.0BSep 2024 Revenue: $842.1MDec 2024 Revenue: $789.0MMar 2025 Revenue: $787.6MJun 2025 Revenue: $817.1MSep 2025 Revenue: $839.6MDec 2025 Revenue: $790.0MMar 2026 Revenue: $806.2MJun 2026 Revenue: $1.0BSep 2024 Net income: $92.7MDec 2024 Net income: $76.1MMar 2025 Net income: $49.8MJun 2025 Net income: $71.4MSep 2025 Net income: $86.3MDec 2025 Net income: $47.5MMar 2026 Net income: $49.9MJun 2026 Net income: $94.3MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 11.0%Net margin: 9.6%Net margin: 6.3%Net margin: 8.7%Net margin: 10.3%Net margin: 6.0%Net margin: 6.2%Net margin: 9.9%0%6%11%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.9$1.8$2.6$3.5Sep 2024 EPS (GAAP, diluted): $3.5Dec 2024 EPS (GAAP, diluted): $2.8Mar 2025 EPS (GAAP, diluted): $1.9Jun 2025 EPS (GAAP, diluted): $2.7Sep 2025 EPS (GAAP, diluted): $3.2Dec 2025 EPS (GAAP, diluted): $1.8Mar 2026 EPS (GAAP, diluted): $1.9Jun 2026 EPS (GAAP, diluted): $3.5Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -7% · Dec 2025 -37% · Mar 2026 0% · Jun 2026 +31%

From the company's 10-Q and 10-K filings with the SEC.

SAIA financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$2.3B$2.8B$2.9B$3.2B$3.2B
Net income$253.2M$357.4M$354.9M$362.1M$255.0M
EPS (GAAP)$9.48$13.40$13.27$13.50$9.52
Free cash flow$96.8M$105.6M$138.1M-$459.9M$27.3M

SAIA earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-30$3.51+31%+17%-14.3%
2026-04-30$1.860%+2%+3.3%
2026-02-10$1.77-37%+0%-4.8%
2025-10-30$3.22-7%-0%+6.2%
2025-07-25$2.67-30%-1%+3.3%
2025-04-25$1.86-45%+4%-33.8%

Companies similar to SAIA

CompanyMarket valueP/ERevenue growthOperating margin12-month change
SAIA SAIA$9.2B33.4x+5%11.0%+16%
ZION ZION$9.2B8.1x+6%n/a+15%compare
SOLS SOLS$9.2Bn/a+9%n/a+20%compare
VMI VMI$9.2B18.6x+4%13.7%+22%compare
OGE OGE$9.3B20.1x+4%23.9%+3%
OC OC$9.3Bn/a-12%0.5%-13%
FCFS FCFS$9.2B24.1x+22%n/a+40%

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Frequently asked questions

Is SAIA stock a buy?

Torvanta does not tell individuals what to buy. Its grades for SAIA are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is SAIA's P/E ratio?

SAIA trades at about 33.4 times its last 12 months of GAAP earnings reported to the SEC, and about 31.7 times Torvanta's own estimate of the next 12 months.

When does SAIA report earnings next?

Based on its filing history, Torvanta expects SAIA to report around 2026-10-29.

How has SAIA performed against the S&P 500?

Over the past year SAIA returned +16.4%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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