Saia vs XPO
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KIRA’s take AI analyst
I put Saia and XPO side by side, using each one’s latest annual report. Here is what stands out:
- XPO is the larger business, with $8.2B of revenue in fiscal 2025 against $3.2B for Saia, about 2.5 times as much.
- Saia kept more of each dollar of sales as operating profit (10.9% operating margin, against 8.0%).
- XPO turned more of its sales into free cash flow (4.0% FCF margin, against 0.9%).
- Saia earned a higher return on the capital invested in it (10.2%, against 9.5%).
- Investors pay more for each dollar of XPO’s earnings: a P/E of 53.9x against 31.6x for Saia.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Saia
SAIA
6/10
5-year growthOperating marginNet marginReturn on capitalPiotroski F-scoreNet debt / EBITDA
XPO
XPO
4/10
Revenue growthFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | SAIA FY25 | XPO FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.8B | $21.5B |
| Revenue | $3.2B | $8.2B |
| Free cash flow | $27.3M | $329M |
| Net income | $255M | $316M |
| Growth | ||
| Revenue growth | 0.8% | 1.1% |
| 5-year growth | 12.2% | 5.8% |
| Share count change | −0.1% | −0.8% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 10.9% | 8.0% |
| Net margin | 7.9% | 3.9% |
| FCF margin | 0.9% | 4.0% |
| Return on capital | 10.2% | 9.5% |
| Return on equity | 10.4% | 18.3% |
| Balance sheet | ||
| Net debt | $144M | $3.2B |
| Net debt / EBITDA | 0.2x | 2.8x |
| Dividends and buybacks | $0.0M | $125M |
| Valuation & quality | ||
| P/E | 31.6x | 53.9x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.