Saia, Inc. vs Schneider National, Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Saia's less-than-truckload model earns much more per dollar than Schneider National's truckload-heavy mix. Saia posts a 7.84% net margin against Schneider's 1.73%, and a 9.71% return on equity against 3.24%. Schneider trades dearer on earnings, 64.75 times against 45.27, but cheaper on book, 2.11 against Saia's 4.40. The cash picture favors Schneider, whose 5.65% free cash yield more than triples Saia's 1.68%, and which pays a 1.05% dividend where Saia pays none. Both run light on leverage, 0.04 and 0.13 debt-to-equity. Saia is the larger at $11.6B against Schneider's $6.4B.
Comparison updated 2026-07-11.
| Metric | SAIA | SNDR |
|---|---|---|
| Price | $420.62 | $36.37 |
| Market cap | $11.3B | $6.4B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +11.2% |
| P/E | 44.2 | 65.0 |
| P/B | 4.29 | 2.12 |
| P/S | 3.47 | 1.13 |
| EV/EBITDA | 18.9 | 10.8 |
| Revenue growth | +0.4% | +5.6% |
| Operating margin | 8.3% | 2.4% |
| Net margin | 7.8% | 1.7% |
| Return on equity | 9.7% | 3.2% |
| Return on assets | 7.2% | 2.0% |
| Return on invested capital | 9.8% | 3.5% |
| FCF yield | 1.7% | 5.6% |
| Dividend yield | — | 1.0% |
| Debt / equity | 0.04 | 0.13 |
| Current ratio | 1.52 | 1.95 |
| Altman Z (solvency) | 7.95 | 3.78 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.