Landstar System vs Saia
LSTR and SAIA side by side, both in trucking and courier services, except air. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How LSTR and SAIA compare
Saia is the larger company, worth 1.9 times as much as Landstar System ($9.2B against $4.8B).
On earnings, Saia is cheaper: it trades at 32.7× trailing earnings, against 37.0× for Landstar System.
Saia grew revenue faster over the last twelve months (9.3% versus 4.1% for Landstar System).
Saia keeps more of each dollar of sales as profit, with a net margin of 8.0% compared with 2.6% at Landstar System.
Landstar System pays a dividend yielding 1.1%; Saia does not pay one.
Saia scores higher on the StockData Score (13 against 9 for Landstar System), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | LSTR | SAIA |
|---|---|---|
| Size and price | ||
| Market cap | $4.8B | $9.2B |
| Share price | $142.70 | $344.61 |
| Change, 1 year | 14.6% | 24.2% |
| Change, 5 years | −18.9% | 0.51% |
| Beta (5Y) | 0.74 | 1.31 |
| Employees | 1,378 | 7,450 |
| StockData Score | ||
| Total score | 9 | 13 (better) |
| Valuation score | 0 | 2 (better) |
| Growth score | 1 | 1 |
| Performance score | 3 | 4 (better) |
| Health score | 3 | 6 (better) |
| Dividend score | 2 (better) | 0 |
| Valuation | ||
| P/E | 37.0× | 32.7× (better) |
| P/S | 1.0× (better) | 2.6× |
| P/B | 5.8× | 3.3× (better) |
| EV/EBITDA | 20.6× | 14.4× (better) |
| P/FCF | 27.6× (better) | 33.0× |
| FCF yield | 3.6% (better) | 3.0% |
| Fair value | $109.38 | $312.59 |
| Margin of safety | −30.5% | −10.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 4.1% | 9.3% (better) |
| Revenue growth, 5Y average | 2.8% | 12.2% (better) |
| Net income growth (TTM) | −21.6% | −0.19% (better) |
| EPS growth (TTM) | −19.1% | −0.28% (better) |
| EPS growth, 5Y average | −7.8% | 12.9% (better) |
| Profitability | ||
| Operating margin | 3.5% | 10.7% (better) |
| Net margin | 2.6% | 8.0% (better) |
| FCF margin | 3.5% | 7.9% (better) |
| Return on equity | 15.0% (better) | 10.6% |
| Return on invested capital | 27.0% (better) | 10.6% |
| Financial health | ||
| Debt / equity | – | 0.04 |
| Net debt / EBITDA | – | −0.16 |
| Interest coverage | 33.6× | 39.5× (better) |
| Current ratio | 1.82 | 1.83 (better) |
| Altman Z-score | 9.15 (better) | 7.62 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.1% | – |
| Payout ratio | 93.3% | – |
| Years of dividend growth | 7 | – |
| Dividend growth, 5Y average | 5.0% | – |
| Buyback yield | 2.1% | – |
| Shareholder yield | 3.2% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 102% | 106% |
| Held by insiders | 0.91% | 0.31% |
| Insider net buying, 12 months | −$2.8M (better) | −$7.0M |
| Short interest, % of float | 4.9% | 4.5% |
Go deeper
- LSTR stock overview
- LSTR income statement
- LSTR valuation and score
- SAIA stock overview
- SAIA income statement
- SAIA valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.