SAIA

Saia, Inc.

Industrials · $9.0B market cap

Verdict

Share price

$351.12

close of Oct 3, 2026

Fair value

$314.05

Sticker Price

Payback Price

$125.62

buy price

Overpriced

SAIA is Overpriced: at $351.12 it trades 12% above its fair value of $314.05. Its buy price (Payback Price) is $125.62, 64% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth21.8% a year✓
Equity per share growth16.2% a year✓
Sales growth7.5% a year✗
Free cash flow growth15.4% a year✓
Return on invested capital12.0%✓

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Superinvestors

None of the investors we track holds SAIA right now. In Q2 2026, 1 sold out. Who we track

Moves in Q2 2026

Sold out: Lee Ainslie

About Saia, Inc.

Saia, Inc., together with its subsidiaries, operates as a transportation company in North America. The company provides less-than-truckload services for shipments between 100 and 10,000 pounds. It also offers other value-added services, including brokered truckload, expedited transportation, and other logistics services. As of December 31, 2025, it operated 213 owned and leased terminals; and owned approximately…

Trucking

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works