Saia
SAIA · Cargo Ground Transportation
$332.14
3.6%XPO
XPO · Cargo Ground Transportation
$183.21
2.9%The short version
- 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% operating margin).
- XPO turned more of its sales into free cash flow (4.0% FCF margin, against 0.9% FCF margin).
- 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 54.2x against 32.1x for Saia.
| Latest fiscal year | SAIA · FY25 | XPO · FY25 |
|---|---|---|
| Size | ||
| Market cap | $8.9B | $21.6B |
| 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 | 32.1x | 54.2x |
| Piotroski F-score | 6 | 5 |
FY16
SAIA $1.3B
XPO $14.6B
FY17
SAIA $1.4B
XPO $15.4B
FY18
SAIA $1.7B
XPO $17.3B
FY19
SAIA $1.8B
XPO $10.7B
FY20
SAIA $1.8B
XPO $6.2B
FY21
SAIA $2.3B
XPO $7.2B
FY22
SAIA $2.8B
XPO $7.7B
FY23
SAIA $2.9B
XPO $7.7B
FY24
SAIA $3.2B
XPO $8.1B
FY25
SAIA $3.2B
XPO $8.2B
SAIA
XPO
FY16
SAIA 6.3%
XPO 3.2%
FY17
SAIA 6.7%
XPO 3.8%
FY18
SAIA 8.5%
XPO 4.1%
FY19
SAIA 8.5%
XPO 5.3%
FY20
SAIA 9.9%
XPO 1.6%
FY21
SAIA 14.6%
XPO 4.3%
FY22
SAIA 16.9%
XPO 4.9%
FY23
SAIA 16.0%
XPO 5.7%
FY24
SAIA 15.0%
XPO 8.2%
FY25
SAIA 10.9%
XPO 8.0%
SAIA
XPO
FY16
SAIA $27.1M
XPO $139M
FY17
SAIA −$28.9M
XPO $281M
FY18
SAIA $32.8M
XPO $551M
FY19
SAIA −$14.8M
XPO $250M
FY20
SAIA $78.0M
XPO $139M
FY21
SAIA $96.9M
XPO $387M
FY22
SAIA $106M
XPO $303M
FY23
SAIA $138M
XPO −$839M
FY24
SAIA −$460M
XPO $19.0M
FY25
SAIA $27.3M
XPO $329M
SAIA
XPO
FY16
SAIA 9.6%
XPO 4.6%
FY17
SAIA 15.0%
XPO 7.3%
FY18
SAIA 14.3%
XPO 7.1%
FY19
SAIA 13.4%
XPO 5.8%
FY20
SAIA 14.5%
XPO 1.1%
FY21
SAIA 23.5%
XPO 5.0%
FY22
SAIA 27.8%
XPO 6.8%
FY23
SAIA 22.7%
XPO 8.4%
FY24
SAIA 17.7%
XPO 11.6%
FY25
SAIA 10.2%
XPO 9.5%
SAIA
XPO
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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.