Saia, Inc.
In the published model solve dated 2026-Q2, anchored at $356.73, Saia, Inc. (SAIA) is priced for today's economics sustained for ~10.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
- At about $434.91 the market pays roughly 33x company-wide operating income, which inverts to operating growth held at the self-funding ceiling for about fourteen years. That is an elevated bet: only about one in seven comparable companies has sustained a pace like that for even ten years. - The disconnect between price and the standard frames is wide. Book value per share is $97.97, the earnings-power value is $122, and the excess-return and residual-income marks cluster near $103 to $106. No
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436 institutional managers reported holding SAIA in 13F filings for the quarter ended 2026-03-31. 70 opened new positions that quarter. Held by Vanguard Group, AllianceBernstein, BlackRock, among others. On the short side, 1.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SAIA's share count grew 1.6% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SAIA over the trailing three years: 2024: 2 buys totaling $353k; 2025: 1 buy totaling $117k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SAIA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | +3.7% | -6.4% |
| 2023-10-28 | -8.7% | +27.3% |
| 2024-02-24 | +5.5% | -23.9% |
| 2024-04-27 | -21.0% | +10.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SAIA's latest 8-K filings: 2026-08-05 (items 7.01, 9.01); 2026-07-30 (items 2.02, 9.01); 2026-06-02 (items 8.01, 9.01); 2026-05-06 (items 7.01, 9.01); 2026-05-05 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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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.