Saia SAIA
Saia, Inc. is a less-than-truckload (LTL) carrier in the United States, operating a network of terminals and its own fleet. Saia shows solid growth (revenue +17.1%, earnings +31.5%) and a very healthy balance sheet (ND/EBITDA of 0.30), but its valuation is demanding (P/E 31.24) and the surge in diesel to record highs pressures its 13.09% operating margin.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Saia, Inc. is a less-than-truckload (LTL) carrier in the United States, operating a network of terminals and its own fleet. Saia shows solid growth (revenue +17.1%, earnings +31.5%) and a very healthy balance sheet (ND/EBITDA of 0.30), but its valuation is demanding (P/E 31.24) and the surge in diesel to record highs pressures its 13.09% operating margin.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.7 |
| Quality / Moat | 4.7 |
| Valuation | 4.0 |
| Growth | 7.6 |
| Dividend | 1.5 |
| Momentum | 6.6 |
| Risk & Context | 1.1 |
OVERALL SCORE: 4.6/10
Context and risks
The sharp rise in crude oil and diesel to record highs is a material risk for Saia, whose operating margin (13.09%) is sensitive to fuel costs. The company does not produce energy, so higher diesel prices directly pressure its operating costs.
News considered in the analysis
- Saia (SAIA) Grew August Tonnage 8.7%. Can Heavier Freight Create Greater Operating Leverage? — El crecimiento del tonelaje en agosto (8.7%) confirma la fortaleza operativa y respalda el crecimiento de ingresos del 17.1%, aunque el efecto en el precio ya está parcialmente descontado.
- Diesel Prices Surge to Record High and J.B. Hunt and Other Freight Stocks Slide — El repunte del diésel a máximos históricos es un riesgo directo para los márgenes de Saia, que ya son estrechos (13.09% operativo). El aumento del coste del combustible puede comprimir la rentabilidad si no se traslada a precios.
- KNX vs. SAIA: Which Stock Is the Better Value Option? — Comparativa genérica de valor entre dos valores, sin información nueva sobre Saia.
- Saia (SAIA) Heads To Morgan Stanley's Laguna Conference, Is A 21% Discount Still Credible? — Mención a la asistencia a una conferencia y a un descuento potencial, sin hechos concretos que afecten a los fundamentales.
- 1 Cash-Producing Stock to Consider Right Now and 2 We Avoid — Artículo de opinión sin información nueva o cuantificable.
Verdict: Hold. Operational strength and a clean balance sheet are attractive, but valuation and fuel cost risks limit near-term upside.
Main risk: The surge in diesel to record highs is the biggest near-term risk, as it could compress the 13.09% operating margin if Saia cannot pass on higher costs to customers.
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