Saia Inc (SAIA)vsSchneider National Inc (SNDR)
SAIA
Saia Inc
$354.87
+2.98%
INDUSTRIALS · Cap: $9.08B
SNDR
Schneider National Inc
$29.58
+1.13%
INDUSTRIALS · Cap: $5.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Schneider National Inc generates 72% more annual revenue ($5.82B vs $3.39B). SAIA leads profitability with a 8.2% profit margin vs 1.9%. SAIA appears more attractively valued with a PEG of 2.46. SAIA earns a higher WallStSmart Score of 58/100 (C).
SAIA
Buy58
out of 100
Grade: C
SNDR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for SAIA.
Margin of Safety
-12.8%
Fair Value
$25.91
Current Price
$29.57
$3.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
17.1% revenue growth
Earnings expanding 31.5% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 40.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 3.2% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SAIA
The strongest argument for SAIA centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 17.1% demonstrates continued momentum.
Bull Case : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book, EPS Growth. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : SAIA
The primary concerns for SAIA are PEG Ratio, P/E Ratio.
Bear Case : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 46.8x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SAIA profiles as a growth stock while SNDR is a value play — different risk/reward profiles.
SAIA carries more volatility with a beta of 2.19 — expect wider price swings.
SAIA is growing revenue faster at 17.1% — sustainability is the question.
SAIA generates stronger free cash flow (57M), providing more financial flexibility.
Bottom Line
SAIA scores higher overall (58/100 vs 57/100) and 17.1% revenue growth. Both earn "Buy" and "Buy" 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
Want to dig deeper into these stocks?