SAIA
Saia, Inc.
SAIA's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over SAIA overall, supported by stronger valuation and stronger fundamentals.
SAIA Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
SAIA's revenue, profitability, cash flow and balance sheet are all currently healthy.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
SAIA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 21x | $217 | -35% |
| Forward | 24x | $331 | — |
| Fair | 31x | $327 | -1.3% |
| Current | 31x | $331 | — |
| Expensive | 39x | $415 | +25% |
Historical ranges are pointers, not guarantees.
SAIA's PE is in its fair range at 31x. If earnings grow as analysts expect, today's price would be 24x next year's earnings, in its cheap range.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over SAIA in the historical PE scenario, which offers more potential upside but is not a forecast.
SAIA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for SAIA, with profitability improving.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
SAIA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.82 | +31% |
| Q3 2026 | $10.55 | -0.4% |
| Q2 2026 | $10.36 | -4.3% |
| Q1 2026 | $9.52 | -21% |
| Q4 2025 | $9.52 | -30% |
| Q3 2025 | $10.59 | -24% |
| Q2 2025 | $10.83 | -24% |
| Q1 2025 | $11.99 | -13% |
| Q4 2024 | $13.51 | +1.9% |
SAIA's earnings per share have fallen from their peak: $10.55 over the past year, against $14.20 in mid-2024.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over SAIA on earnings, with more consistent year-over-year improvement.
SAIA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $982.5M | +17% |
| Q2 2026 | $956.5M | +17% |
| Q1 2026 | $806.2M | +2.4% |
| Q4 2025 | $790M | +0.1% |
| Q3 2025 | $839.6M | -0.3% |
| Q2 2025 | $817.1M | -0.7% |
| Q1 2025 | $787.6M | +4.3% |
| Q4 2024 | $789M | +5% |
SAIA's revenue has grown year over year for four quarters in a row: $982M last quarter, up 17% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 12% | -1.7 points |
| Q2 2026 | 13% | +0.9 points |
| Q1 2026 | 8.3% | -0.6 points |
| Q4 2025 | 8.1% | -4.8 points |
| Q3 2025 | 14% | -0.7 points |
| Q2 2025 | 12% | -4.6 points |
| Q1 2025 | 8.9% | -6.7 points |
| Q4 2024 | 13% | -2.1 points |
SAIA's operating margin was 12% last quarter, down 1.7 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over SAIA on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over SAIA on profitability, with a higher operating margin.
SAIA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $111.1M | +27% |
| Q2 2026 | $56.7M | +$60.6M |
| Q1 2026 | $73.5M | +$167.3M |
| Q4 2025 | $37.5M | +$41M |
| Q3 2025 | $87.6M | +$99.2M |
| Q2 2025 | -$3.9M | +$90.1M |
| Q1 2025 | -$93.8M | +$256.9M |
| Q4 2024 | -$3.5M | -106% |
SAIA's free cash flow has turned positive after two years mostly in the red: $279M over the past year.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT generated $3.1B in free cash flow over the past year, up 127% from the year before.
SAIA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -18K shares |
| 1 year | +0.1% | +25K shares |
| 3 years | +0.1% | +36K shares |
| 5 years | +0.4% | +102K shares |
| Available history | +1.4% | +380K shares |
SAIA has the edge over VRT on shareholder dilution, with a more favorable share count trend.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
SAIA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.4x | Very low |
| Q4 2024 | 0.3x | Very low |
SAIA has more cash than debt.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has more cash than debt.
SAIA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.2 | Neutral |
| Stochastic | 19.1 | Oversold |
SAIA's weekly RSI is 41 (neutral) and its Stochastic is 19 (oversold).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
SAIA PE vs Industrials Sector
| Metric | SAIA | Sector median | Relative |
|---|---|---|---|
| PE | 31x | 24x | 30% above |
| PE % | 52 | 58 | 6 pts below |
SAIA has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
SAIA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $335.8 | 1.5% below |
| 20 week MA | $362.3 | 8.7% below |
| 50 week MA | $379.9 | 13% below |
| 100 week MA | $357.1 | 7.3% below |
| 200 week MA | $384.1 | 14% below |
SAIA is in a downtrend: it's below all five of its weekly moving averages, and 14% below its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has the edge over SAIA on trend strength, trading above more of its moving averages.
SAIA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $92.4 | $185.5 | +101% |
| 2021 | $185.5 | $323.5 | +74% |
| 2022 | $323.5 | $214.4 | -34% |
| 2023 | $214.4 | $438.2 | +104% |
| 2024 | $438.2 | $475.3 | +8.5% |
| 2025 | $475.3 | $331.0 | -30% |
| 2026 YTD | $331.0 | $331.0 | 0% |
SAIA has finished higher in four of the last six years, three of them by more than 50%. It's roughly flat so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over SAIA on returns for 2026, with the stronger performance.