Saia Inc (SAIA)vsSchneider National Inc (SNDR)
SAIA
Saia Inc
$344.36
+4.27%
INDUSTRIALS · Cap: $8.81B
SNDR
Schneider National Inc
$25.85
+2.30%
INDUSTRIALS · Cap: $4.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 75% more annual revenue ($5.67B vs $3.23B). SAIA leads profitability with a 7.9% profit margin vs 1.8%. SAIA appears more attractively valued with a PEG of 1.87. SAIA earns a higher WallStSmart Score of 44/100 (D).
SAIA
Hold44
out of 100
Grade: D
SNDR
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-500.4%
Fair Value
$64.74
Current Price
$344.36
$279.62 premium
Margin of Safety
-641.1%
Fair Value
$4.01
Current Price
$25.85
$21.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.1% revenue growth
7.9% margin — thin
4.5% revenue growth
ROE of 3.5% — below average capital efficiency
1.8% margin — thin
Operating margin of 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : SAIA
The strongest argument for SAIA centers on Altman Z-Score, Debt/Equity.
Bull Case : SNDR
The strongest argument for SNDR centers on Price/Book, Debt/Equity.
Bear Case : SAIA
The primary concerns for SAIA are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : SNDR
The primary concerns for SNDR are Revenue Growth, Return on Equity, Profit Margin. A P/E of 42.8x leaves little room for execution misses. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
SAIA carries more volatility with a beta of 2.03 — expect wider price swings.
SNDR is growing revenue faster at 4.5% — sustainability is the question.
SNDR generates stronger free cash flow (76M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAIA scores higher overall (44/100 vs 43/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Saia Inc
INDUSTRIALS · TRUCKING · USA
Saia, Inc., is a transportation company in North America. The company is headquartered in Johns Creek, Georgia.
Visit Website →Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
Visit Website →Compare with Other TRUCKING Stocks
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