Saia, Inc. (SAIA) vs XPO, Inc. (XPO)

Saia, Inc. and XPO, Inc. are both Trucking companies. XPO, Inc. is the larger, with a market value of $20.6B against $8.9B — 2.3× the size. Saia, Inc. trades at the lower P/E: 31.2× against 50.3×. XPO, Inc. grew revenue faster over the last twelve months: 7.05% against 4.84%. Saia, Inc. has the higher net margin (8.19% vs 4.71%) and the lower return on invested capital (8.54% vs 9.66%). Across the 22 metrics below, Saia, Inc. leads on 15 and XPO, Inc. on 7.

Valuation

Metric SAIA XPO Trucking median
P/E 31.21 50.34 50.34
P/S 2.56 2.36 1.19
P/B 3.18 10.33 1.48
Price to free cash flow 31.03 31.17 13.51
EV/EBITDA 13.85 18.03 11.77
EV/Sales 2.56 2.70 1.03
Earnings yield 3.20% 1.99% 0.21%
Free cash flow yield 3.22% 3.21% 4.56%

Profitability

Metric SAIA XPO Trucking median
Gross margin 71.55% 100.00% 51.20%
Operating margin 11.04% 8.78% 0.00%
Net margin 8.19% 4.71% 0.35%
Free cash flow margin 8.25% 7.58% 5.45%
Return on equity 10.77% 21.59% 0.31%
Return on assets 7.74% 4.91% 0.37%
Return on invested capital 8.54% 9.66% (0.05%)

Growth

Metric SAIA XPO Trucking median
Revenue growth (TTM) 4.84% 7.05% 4.46%
EPS growth (last fiscal year) (29.53%) (18.27%) —
Revenue growth, 5-year CAGR 12.16% 5.75% 6.44%
Net income growth, 5-year CAGR 13.01% 23.50% 0.00%

Health

Metric SAIA XPO Trucking median
Debt to equity 0.04 1.63 0.17
Current ratio 1.58 1.01 1.52
Net debt to EBITDA 0.24 2.55 1.59

Dividend

Metric SAIA XPO Trucking median
Dividend yield — — 1.00%
Payout ratio 0.00 0.00 0.08

Size

Metric SAIA XPO Trucking median
Market cap 8.89b 20.62b 1.53b

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