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Saia

Nasdaq:SAIA
Snowflake Description

Excellent balance sheet with acceptable track record.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
SAIA
Nasdaq
$2B
Market Cap
  1. Home
  2. US
  3. Transportation
Company description

Saia, Inc., through its subsidiaries, operates as a transportation company in North America. The last earnings update was 19 days ago. More info.


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SAIA Share Price and Events
7 Day Returns
-2.4%
NasdaqGS:SAIA
-1.3%
US Transportation
0.7%
US Market
1 Year Returns
55.3%
NasdaqGS:SAIA
12.8%
US Transportation
12.9%
US Market
SAIA Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Saia (SAIA) -2.4% -1.5% 17.7% 55.3% 136.9% 77%
US Transportation -1.3% 1.8% 3.4% 12.8% 60.9% 21.3%
US Market 0.7% 4.4% 7% 12.9% 39.5% 44.7%
1 Year Return vs Industry and Market
  • SAIA outperformed the Transportation industry which returned 12.8% over the past year.
  • SAIA outperformed the Market in United States of America which returned 12.9% over the past year.
Price Volatility
SAIA
Industry
5yr Volatility vs Market

SAIA Value

 Is Saia undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Saia to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Saia.

NasdaqGS:SAIA Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 10 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 8.9%
Perpetual Growth Rate 10-Year US Government Bond Rate 2.7%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for NasdaqGS:SAIA
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year US Govt Bond Rate 2.7%
Equity Risk Premium S&P Global 6%
Transportation Unlevered Beta Simply Wall St/ S&P Global 0.98
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.981 (1 + (1- 21%) (10.82%))
1.043
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
1.04
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.73% + (1.043 * 5.96%)
8.95%

Discounted Cash Flow Calculation for NasdaqGS:SAIA using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Saia is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

Note: Free cash flow to equity valuations ignore the company's cash or debt.

NasdaqGS:SAIA DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (USD, Millions) Source Present Value
Discounted (@ 8.95%)
2020 57.60 Analyst x1 52.87
2021 77.89 Est @ 35.22% 65.62
2022 97.73 Est @ 25.47% 75.57
2023 115.96 Est @ 18.65% 82.31
2024 132.05 Est @ 13.87% 86.03
2025 145.95 Est @ 10.53% 87.28
2026 157.91 Est @ 8.19% 86.67
2027 168.25 Est @ 6.55% 84.77
2028 177.35 Est @ 5.41% 82.01
2029 185.51 Est @ 4.6% 78.74
Present value of next 10 years cash flows $781.00
NasdaqGS:SAIA DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2029 × (1 + g) ÷ (Discount Rate – g)
= $185.51 × (1 + 2.73%) ÷ (8.95% – 2.73%)
$3,065.16
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= $3,065.16 ÷ (1 + 8.95%)10
$1,301.00
NasdaqGS:SAIA Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= $781.00 + $1,301.00
$2,082.00
Equity Value per Share
(USD)
= Total value / Shares Outstanding
= $2,082.00 / 25.69
$81.03
NasdaqGS:SAIA Discount to Share Price
Calculation Result
Value per share (USD) From above. $81.03
Current discount Discount to share price of $97.12
= -1 x ($97.12 - $81.03) / $81.03
-19.9%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

  • The current share price of Saia is above its future cash flow value.
Often investors are willing to pay a premium for a company that has a high dividend or the potential for future growth.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Saia's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Saia's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NasdaqGS:SAIA PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-09-30) in USD $4.54
NasdaqGS:SAIA Share Price ** NasdaqGS (2019-11-15) in USD $97.12
United States of America Transportation Industry PE Ratio Median Figure of 23 Publicly-Listed Transportation Companies 19.27x
United States of America Market PE Ratio Median Figure of 2,924 Publicly-Listed Companies 18.25x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Saia.

NasdaqGS:SAIA PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NasdaqGS:SAIA Share Price ÷ EPS (both in USD)

= 97.12 ÷ 4.54

21.37x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Saia is overvalued based on earnings compared to the US Transportation industry average.
  • Saia is overvalued based on earnings compared to the United States of America market.
Price based on expected Growth
Does Saia's expected growth come at a high price?
Raw Data
NasdaqGS:SAIA PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 21.37x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 10 Analysts
17.1%per year
United States of America Transportation Industry PEG Ratio Median Figure of 22 Publicly-Listed Transportation Companies 1.4x
United States of America Market PEG Ratio Median Figure of 2,031 Publicly-Listed Companies 1.46x

*Line of best fit is calculated by linear regression .

NasdaqGS:SAIA PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 21.37x ÷ 17.1%

1.25x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Saia is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on Saia's assets?
Raw Data
NasdaqGS:SAIA PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-09-30) in USD $30.72
NasdaqGS:SAIA Share Price * NasdaqGS (2019-11-15) in USD $97.12
United States of America Transportation Industry PB Ratio Median Figure of 29 Publicly-Listed Transportation Companies 2.2x
United States of America Market PB Ratio Median Figure of 5,081 Publicly-Listed Companies 1.74x
NasdaqGS:SAIA PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NasdaqGS:SAIA Share Price ÷ Book Value per Share (both in USD)

= 97.12 ÷ 30.72

3.16x

* Primary Listing of Saia.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Saia is overvalued based on assets compared to the US Transportation industry average.
X
Value checks
We assess Saia's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Transportation industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Transportation industry average (and greater than 0)? (1 check)
  5. Saia has a total score of 0/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

SAIA Future Performance

 How is Saia expected to perform in the next 1 to 3 years based on estimates from 10 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
17.1%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Saia expected to grow at an attractive rate?
  • Saia's earnings growth is expected to exceed the low risk savings rate of 2.7%.
Growth vs Market Checks
  • Saia's earnings growth is expected to exceed the United States of America market average.
  • Saia's revenue growth is positive but not above the United States of America market average.
Annual Growth Rates Comparison
Raw Data
NasdaqGS:SAIA Future Growth Rates Data Sources
Data Point Source Value (per year)
NasdaqGS:SAIA Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 10 Analysts 17.1%
NasdaqGS:SAIA Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 10 Analysts 7.3%
United States of America Transportation Industry Earnings Growth Rate Market Cap Weighted Average 13.4%
United States of America Transportation Industry Revenue Growth Rate Market Cap Weighted Average 6.2%
United States of America Market Earnings Growth Rate Market Cap Weighted Average 14.4%
United States of America Market Revenue Growth Rate Market Cap Weighted Average 7.3%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NasdaqGS:SAIA Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (1 month ago) See Below
Future Estimates Average of up to 10 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NasdaqGS:SAIA Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2021-12-31 2,064 165 4
2020-12-31 1,906 302 139 10
2019-12-31 1,783 266 116 10
2019-11-18
NasdaqGS:SAIA Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2019-09-30 1,750 277 118
2019-06-30 1,707 258 113
2019-03-31 1,672 251 106
2018-12-31 1,654 256 105
2018-09-30 1,607 217 127
2018-06-30 1,539 191 114
2018-03-31 1,474 169 101
2017-12-31 1,405 158 91
2017-09-30 1,345 156 54
2017-06-30 1,304 159 53
2017-03-31 1,252 154 49
2016-12-31 1,250 146 48

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Saia's earnings are expected to grow by 17.1% yearly, however this is not considered high growth (20% yearly).
  • Saia's revenue is expected to grow by 7.3% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NasdaqGS:SAIA Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (1 month ago) See Below
Future Estimates Average of up to 10 Analyst Estimates (S&P Global) See Below

All data from Saia Company Filings, last reported 1 month ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:SAIA Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2021-12-31 6.17 6.35 6.00 4.00
2020-12-31 5.22 5.52 5.00 9.00
2019-12-31 4.39 4.40 4.37 9.00
2019-11-18
NasdaqGS:SAIA Past Financials Data
Date (Data in USD Millions) EPS *
2019-09-30 4.54
2019-06-30 4.37
2019-03-31 4.11
2018-12-31 4.08
2018-09-30 4.95
2018-06-30 4.43
2018-03-31 3.93
2017-12-31 3.57
2017-09-30 2.11
2017-06-30 2.10
2017-03-31 1.95
2016-12-31 1.92

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Saia is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Saia's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Saia has a total score of 2/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

SAIA Past Performance

  How has Saia performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Saia's growth in the last year to its industry (Transportation).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Saia has delivered over 20% year on year earnings growth in the past 5 years.
  • Saia's 1-year earnings growth is negative, it can't be compared to the 5-year average.
  • Saia's 1-year earnings growth is negative, it can't be compared to the US Transportation industry average.
Earnings and Revenue History
Saia's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Saia Company Filings, last reported 1 month ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:SAIA Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-09-30 1,750.42 117.68
2019-06-30 1,707.09 112.91
2019-03-31 1,671.63 106.12
2018-12-31 1,653.85 104.98
2018-09-30 1,607.30 127.39
2018-06-30 1,538.75 113.57
2018-03-31 1,474.42 100.86
2017-12-31 1,404.70 91.13
2017-09-30 1,344.73 53.69
2017-06-30 1,304.16 53.14
2017-03-31 1,251.66 48.84
2016-12-31 1,250.39 48.02
2016-09-30 1,205.87 49.06
2016-06-30 1,206.63 47.01
2016-03-31 1,218.20 52.99
2015-12-31 1,221.31 55.02
2015-09-30 1,243.35 57.20
2015-06-30 1,258.69 61.70
2015-03-31 1,265.61 56.02
2014-12-31 1,272.32 51.99
2014-09-30 1,242.33 46.49
2014-06-30 1,202.87 43.12
2014-03-31 1,165.03 43.05
2013-12-31 1,139.09 43.63
2013-09-30 1,123.87 40.97
2013-06-30 1,108.80 37.32
2013-03-31 1,103.78 35.67
2012-12-31 1,098.68 32.05

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Saia has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Saia used its assets more efficiently than the US Transportation industry average last year based on Return on Assets.
  • Saia has improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Saia's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Transportation industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Saia has a total score of 3/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

SAIA Health

 How is Saia's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Saia's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Saia is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Saia's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of Saia's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Debt is covered by short term assets, assets are 3.6x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Saia Company Filings, last reported 1 month ago.

NasdaqGS:SAIA Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2019-09-30 792.37 70.01 0.02
2019-06-30 757.50 81.00 0.50
2019-03-31 717.65 50.61 0.03
2018-12-31 695.86 20.00 2.19
2018-09-30 669.29 15.00 0.53
2018-06-30 639.97 50.00 1.19
2018-03-31 607.39 50.83 0.50
2017-12-31 582.49 132.92 4.72
2017-09-30 531.75 38.07 0.08
2017-06-30 515.00 58.59 0.40
2017-03-31 495.47 72.33 0.71
2016-12-31 483.08 7.14 1.54
2016-09-30 468.89 25.21 0.79
2016-06-30 454.20 139.37 0.36
2016-03-31 438.77 116.44 0.24
2015-12-31 427.89 68.97 0.12
2015-09-30 413.83 81.19 4.54
2015-06-30 400.99 108.63 3.66
2015-03-31 379.25 88.01 0.20
2014-12-31 366.91 83.04 4.37
2014-09-30 349.10 73.31 7.24
2014-06-30 330.24 95.74 1.79
2014-03-31 314.73 79.72 0.84
2013-12-31 304.79 76.88 0.16
2013-09-30 294.84 91.51 4.06
2013-06-30 281.25 99.02 2.87
2013-03-31 264.00 58.76 0.44
2012-12-31 254.52 60.71 0.32
  • Saia's level of debt (8.8%) compared to net worth is satisfactory (less than 40%).
  • The level of debt compared to net worth has been reduced over the past 5 years (21% vs 8.8% today).
  • Debt is well covered by operating cash flow (395.1%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 24.5x coverage).
X
Financial health checks
We assess Saia's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Saia has a total score of 5/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

SAIA Dividends

 What is Saia's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Saia dividends. Estimated to be 0% next year.
If you bought $2,000 of Saia shares you are expected to receive $0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Saia's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Saia's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NasdaqGS:SAIA Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 10 Analyst Estimates (S&P Global) See Below
United States of America Transportation Industry Average Dividend Yield Market Cap Weighted Average of 17 Stocks 1.7%
United States of America Market Average Dividend Yield Market Cap Weighted Average of 1955 Stocks 2.3%
United States of America Minimum Threshold Dividend Yield 10th Percentile 0.8%
United States of America Bottom 25% Dividend Yield 25th Percentile 1.4%
United States of America Top 25% Dividend Yield 75th Percentile 3.6%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NasdaqGS:SAIA Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2021-12-31 0.00 1.00
2020-12-31 0.00 1.00
2019-12-31 0.00 1.00
2019-11-18

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Saia has not reported any payouts.
  • Unable to verify if Saia's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Saia's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Saia has not reported any payouts.
Future Payout to shareholders
  • No need to calculate the sustainability of Saia's dividends in 3 years as they are not expected to pay a notable one for United States of America.
X
Income/ dividend checks
We assess Saia's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Saia afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Saia has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

SAIA Management

 What is the CEO of Saia's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Rick O'Dell
COMPENSATION $3,096,651
AGE 58
TENURE AS CEO 12.8 years
CEO Bio

Mr. Richard D. O'Dell, also known as Rick, has been the Chief Executive Officer of Saia, Inc. since January 1, 2007 and was its President since July 2006 until January 4, 2019. Mr. O'Dell served as Chief Executive Officer and President of Saia Motor Freight Line, LLC since November 1999 until July 2006. He joined Saia in 1997 as Vice President of Finance and Administration. Mr. O'Dell has been a Director of Saia, Inc. since July 2006. Mr. O’Dell served as President and Chief Executive Officer of Saia LTL Freight since November 1999.

CEO Compensation
  • Rick's compensation has been consistent with company performance over the past year, both up more than 20%.
  • Rick's remuneration is lower than average for companies of similar size in United States of America.
Management Team Tenure

Average tenure and age of the Saia management team in years:

1.1
Average Tenure
54
Average Age
  • The average tenure for the Saia management team is less than 2 years, this suggests a new team.
Management Team

Rick O'Dell

TITLE
CEO & Director
COMPENSATION
$3M
AGE
58
TENURE
12.8 yrs

Fritz Holzgrefe

TITLE
President
COMPENSATION
$2M
AGE
51
TENURE
0.8 yrs

Paul Peck

TITLE
Executive Vice President of Operations
COMPENSATION
$601K
AGE
59
TENURE
1.1 yrs

Ray Ramu

TITLE
Executive VP & Chief Customer Officer
COMPENSATION
$1M
AGE
50
TENURE
4.5 yrs

Rob Chambers

TITLE
VP & CFO
TENURE
0.5 yrs

Karla Staver

TITLE
Vice President of Safety & Human Resources
AGE
57
TENURE
0.1 yrs

Stephanie Maschmeier

TITLE
Controller & Principal Accounting Officer
AGE
47
TENURE
12.1 yrs

Doug Col

TITLE
Treasurer & Secretary
Board of Directors Tenure

Average tenure and age of the Saia board of directors in years:

4.2
Average Tenure
61
Average Age
  • The tenure for the Saia board of directors is about average.
Board of Directors

Bert Trucksess

TITLE
Non-Executive Chairman
COMPENSATION
$245K
AGE
69

Rick O'Dell

TITLE
CEO & Director
COMPENSATION
$3M
AGE
58
TENURE
13.3 yrs

Fritz Holzgrefe

TITLE
President
COMPENSATION
$2M
AGE
51
TENURE
0.8 yrs

John Holland

TITLE
Independent Director
COMPENSATION
$188K
AGE
69
TENURE
17.8 yrs

Björn Olsson

TITLE
Lead Independent Director
COMPENSATION
$190K
AGE
73
TENURE
3.8 yrs

William Evans

TITLE
Independent Director
COMPENSATION
$180K
AGE
71
TENURE
6.8 yrs

Jeff Ward

TITLE
Independent Director
COMPENSATION
$168K
AGE
60
TENURE
13.7 yrs

Randy Melville

TITLE
Lead Director
COMPENSATION
$163K
AGE
60
TENURE
4.2 yrs

John Gainor

TITLE
Independent Director
COMPENSATION
$165K
AGE
62
TENURE
3.8 yrs

Di-Ann Eisnor

TITLE
Independent Director
COMPENSATION
$163K
AGE
46
TENURE
2 yrs
Who owns this company?
Recent Insider Trading
  • Saia individual insiders have only sold shares in the past 3 months.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price ($) Value ($)
06. Sep 19 Sell John Holland Individual 04. Sep 19 04. Sep 19 -1,027 $87.83 $-90,197
10. May 19 Sell Paul Peck Individual 08. May 19 08. May 19 -1,265 $68.00 $-86,020
19. Feb 19 Sell Raymond Ramu Individual 15. Feb 19 15. Feb 19 -2,820 $69.19 $-195,124
19. Feb 19 Sell Stephanie Maschmeier Individual 14. Feb 19 14. Feb 19 -2,943 $69.21 $-203,676
13. Feb 19 Sell Frederick Holzgrefe Individual 11. Feb 19 12. Feb 19 -13,420 $67.68 $-872,579
12. Feb 19 Sell Paul Peck Individual 11. Feb 19 11. Feb 19 -2,000 $64.41 $-128,814
12. Feb 19 Sell Richard O'Dell Individual 11. Feb 19 11. Feb 19 -15,000 $64.60 $-969,000
X
Management checks
We assess Saia's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Saia has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

SAIA News

Simply Wall St News

Have Insiders Been Selling Saia, Inc. (NASDAQ:SAIA) Shares This Year?

As Peter Lynch said, 'insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.' View our latest analysis for Saia The Last 12 Months Of Insider Transactions At Saia The CEO & Director, Richard O'Dell, made the biggest insider sale in the last 12 months. … While insider selling is not a positive sign, we can't be sure if it does mean insiders think the shares are fully valued, so it's only a weak sign. … NasdaqGS:SAIA Recent Insider Trading, September 2nd 2019 Insider Ownership I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders.

Simply Wall St -

Should You Be Tempted To Sell Saia, Inc. (NASDAQ:SAIA) Because Of Its P/E Ratio?

Saia has a price to earnings ratio of 18.3, based on the last twelve months. … The formula for price to earnings is: Price to Earnings Ratio = Price per Share ÷ Earnings per Share (EPS) Or for Saia: P/E of 18.3 = $79.93 ÷ $4.37 (Based on the year to June 2019.) Is A High Price-to-Earnings Ratio Good? … The Verdict On Saia's P/E Ratio Saia trades on a P/E ratio of 18.3, which is fairly close to the US market average of 17.4.

Simply Wall St -

Is Now The Time To Look At Buying Saia, Inc. (NASDAQ:SAIA)?

I find that Saia’s ratio of 16.66x is trading slightly below its industry peers’ ratio of 17.19x, which means if you buy Saia today, you’d be paying a fair price for it. … What does the future of Saia look like? … SAIA’s optimistic future growth appears to have been factored into the current share price, with shares trading around its fair value.

Simply Wall St -

Here's Why Saia (NASDAQ:SAIA) Can Manage Its Debt Responsibly

What we care about is avoiding the permanent loss of capital.' It's only natural to consider a company's balance sheet when you examine how risky it is, since debt is often involved when a business collapses. … The first step when considering a company's debt levels is to consider its cash and debt together. … Since Saia does have net debt, we think it is worthwhile for shareholders to keep an eye on the balance sheet, over time.

Simply Wall St -

Saia, Inc. (NASDAQ:SAIA) Earns Among The Best Returns In Its Industry

The formula for calculating the return on capital employed is: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) Or for Saia: 0.14 = US$142m ÷ (US$1.2b - US$211m) (Based on the trailing twelve months to March 2019.) Therefore, Saia has an ROCE of 14%. … Saia's Current Liabilities And Their Impact On Its ROCE Current liabilities include invoices, such as supplier payments, short-term debt, or a tax bill, that need to be paid within 12 months. … The ROCE equation subtracts current liabilities from capital employed, so a company with a lot of current liabilities appears to have less capital employed, and a higher ROCE than otherwise.

Simply Wall St -

Here's What We Think About Saia, Inc.'s (NASDAQ:SAIA) CEO Pay

Check out our latest analysis for Saia How Does Rick O'Dell's Compensation Compare With Similar Sized Companies? … Boasting a total shareholder return of 141% over three years, Saia, Inc. … If you want to buy a stock that is better than Saia, this free list of high return, low debt companies is a great place to look.

Simply Wall St -

Have Investors Priced In Saia, Inc.'s (NASDAQ:SAIA) Growth?

See our latest analysis for Saia What can we expect from Saia in the future? … However, to properly examine the value of a high-growth stock such as Saia, we must reflect its earnings growth into the valuation. … Based on this growth, Saia's stock can be considered slightly overvalued , based on fundamental analysis.

Simply Wall St -

Before You Buy Saia, Inc. (NASDAQ:SAIA), Consider Its Volatility

Beta is a widely used metric to measure a stock's exposure to market risk (volatility). … Before we go on, it's worth noting that Warren Buffett pointed out in his 2014 letter to shareholders that 'volatility is far from synonymous with risk.' Having said that, beta can still be rather useful. … A stock with a beta below one is either less volatile than the market, or more volatile but not corellated with the overall market.

Simply Wall St -

Does Saia, Inc.'s (NASDAQ:SAIA) P/E Ratio Signal A Buying Opportunity?

We'll apply a basic P/E ratio analysis to Saia, Inc.'s (NASDAQ:SAIA), to help you decide if the stock is worth further research. … Looking at earnings over the last twelve months, Saia has a P/E ratio of 16.62. … Price to Earnings Ratio = Price per Share ÷ Earnings per Share (EPS)

Simply Wall St -

Is It Too Late To Consider Buying Saia, Inc. (NASDAQ:SAIA)?

As a stock with high coverage by analysts, you could assume any recent changes in the company’s outlook is already priced into the stock? … Today I will analyse the most recent data on Saia’s outlook and valuation to see if the opportunity still exists

Simply Wall St -

SAIA Company Info

Description

Saia, Inc., through its subsidiaries, operates as a transportation company in North America. The company provides regional and interregional less-than-truckload services for shipments between 100 and 10,000 pounds; and other value-added services, including non-asset truckload, expedited, and logistics services. As of October 03, 2019, it operated 166 terminals in 42 states. The company was formerly known as SCS Transportation, Inc. and changed its name to Saia, Inc. in July 2006. Saia, Inc. was founded in 1924 and is headquartered in Johns Creek, Georgia.

Details
Name: Saia, Inc.
SAIA
Exchange: NasdaqGS
Founded: 1924
$2,495,474,508
25,694,754
Website: http://www.saia.com
Address: Saia, Inc.
11465 Johns Creek Parkway,
Suite 400,
Johns Creek,
Georgia, 30097,
United States
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NasdaqGS SAIA Common Stock Nasdaq Global Select US USD 12. Sep 2002
DB SQR Common Stock Deutsche Boerse AG DE EUR 12. Sep 2002
Number of employees
Current staff
Staff numbers
10,300
Saia employees.
Industry
Trucking
Transportation
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/11/18 00:02
End of day share price update: 2019/11/15 00:00
Last estimates confirmation: 2019/11/07
Last earnings filing: 2019/10/30
Last earnings reported: 2019/09/30
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.