Saia, Inc. (SAIA): one to watch?

Buy candidate — the crash was triggered by soft Q3 margin guidance, not a broken business, but near-term cost pressure is real.

👀 WATCH Fundamentals64/100

Fell 20% in 11 trading day(s) — now $350.63

$628$180 peak $593 20222023202420252026

Why SAIA dropped

Saia beat Q2 revenue and EPS estimates (record $956.5M revenue, EPS $3.51 vs $3.38 expected), but the stock sank after management guided to roughly 100 basis points of sequential operating-ratio deterioration in Q3, citing a July wage increase, higher fuel/purchased-transportation costs, and slowing July shipment growth after a rate increase.

Fwd P/E 25.3Op margin 13.1%Rev growth 17.1%Debt/equity 9.9%Analyst upside 27.8%
How this scored 64/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 8.2%
Generates cash Free cash flow $136M
Not drowning in debt Debt/equity 9.9% (limit 200%)
Can pay its bills Current ratio 1.6 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 10/25
Operating margin 13.1% 5/9
Net profit margin 8.2% 3/8
Return on equity 10.8% 2/8
Growth Is it getting bigger, or dying? 23/25
Revenue growth 17.1% 7/9
Earnings growth 31.5% 8/8
Expected profit change 37.9% 8/8
Value Is it cheap right now? 11/25
Forward P/E 25.3 5/10
PEG ratio 2.0 3/8
Analyst target upside 27.8% 3/7
Balance sheet Will it survive? 20/25
Debt / equity 9.9% 10/10
Current ratio 1.6 3/8
Free cash flow $136M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-31. Research only — not financial advice.