Saia Inc (SAIA)vsTFI International Inc (TFII)
SAIA
Saia Inc
$344.36
+4.27%
INDUSTRIALS · Cap: $8.81B
TFII
TFI International Inc
$106.48
+1.65%
INDUSTRIALS · Cap: $8.64B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 144% more annual revenue ($7.88B vs $3.23B). SAIA leads profitability with a 7.9% profit margin vs 3.9%. TFII trades at a lower P/E of 28.2x. SAIA earns a higher WallStSmart Score of 44/100 (D).
SAIA
Hold44
out of 100
Grade: D
TFII
Hold37
out of 100
Grade: F
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
-396.6%
Fair Value
$25.30
Current Price
$106.48
$81.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.1% revenue growth
7.9% margin — thin
Moderate valuation
3.9% margin — thin
Weak financial health signals
Revenue declined 7.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : SAIA
The strongest argument for SAIA centers on Altman Z-Score, Debt/Equity.
Bull Case : TFII
TFII has a balanced fundamental profile.
Bear Case : SAIA
The primary concerns for SAIA are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Piotroski F-Score. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SAIA carries more volatility with a beta of 2.03 — expect wider price swings.
SAIA is growing revenue faster at 0.1% — sustainability is the question.
TFII generates stronger free cash flow (278M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAIA scores higher overall (44/100 vs 37/100). 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 →TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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