SAIA vs JBHT vs TFII Stock Comparison

Saia, Hunt J B Transport Services and TFI International Prices as of Nov 5, 2026 Peers: Industry group
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SAIA Saia Inc
$335.17 -1.9% 1M +18.5% 1Y
Market cap
$8.83B
P/E
31.2x
Revenue (TTM)
$3.54B
Div. yield
–
Trucking Industrials
2 wins

Head to Head

11 decided of 12

Hunt J B Transport Services leads on 5 of the 12 questions below (Hunt J B Transport Services 5, TFI International 4, Saia 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSAIAJBHTTFIILeader
Larger companyMarket capitalisation $8.83B $20.39B $7.91B JBHT
Cheaper on earningsLower P/E, profitable companies only 31.2x 30.2x 18.7x TFII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 31.1x 32.0x 17.8x TFII
Faster revenue growthRevenue growth, trailing twelve months +9.3% +10.6% +4.2% JBHT
More profitableNet margin, trailing twelve months 8.0% 5.1% 5.0% SAIA
Better return on capitalReturn on invested capital 10.0% 15.1% 17.7% TFII
Less leveragedLower net debt / EBITDA -0.2x 0.7x 0.0x SAIA
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +18.5% +28.6% +8.8% JBHT
Better 5-year returnAnnualised price return, 5 years -0.5%/yr +2.5%/yr -3.3%/yr JBHT
Less volatileAnnualised volatility, 1 year 47.5% 35.2% 41.1% JBHT
Higher overall scoreMean of the five percentile scores vs peers 48/100 48/100 62/100 TFII

Percentile Scorecard

SAIAJBHTTFII

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSAIAJBHTTFII
Valuation 23 #106 of 137 29 #97 of 137 68 #44 of 137
Growth 56 #57 of 127 50 #64 of 127 34 #84 of 127
Profitability 61 #49 of 125 69 #40 of 125 65 #44 of 125
Financial Health 92 #13 of 147 56 #66 of 147 62 #56 of 147
Shareholder Returns 9 #82 of 90 37 #57 of 90 78 #21 of 90
Overall 48 48 62
  • SAIA ranked among 150 companies in Transportation
  • JBHT ranked among 150 companies in Transportation
  • TFII ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSAIAJBHTTFIISPY
1 month -1.9%-3.1%-15.1% -5.9%
3 months -7.4%-18.1%-29.7% -4.6%
6 months -25.3%-9.6%-30.1% +0.2%
Year to date +2.6%+12.7%-6.4% +7.5%
1 year +18.5%+28.6%+8.8% +8.2%
3 years -12.5%+25.3%-14.4% +68.3%
3 years, per year -4.4%+7.8%-5.0% +19.0%
5 years -2.2%+13.3%-15.5% +56.5%
5 years, per year -0.5%+2.5%-3.3% +9.4%
10 years +860.4%+172.8%+328.8% +251.5%
10 years, per year +25.4%+10.6%+15.7% +13.4%

Risk

MeasureSAIAJBHTTFIISPY
Volatility, 1Y 47.5%35.2%41.1% 13.6%
Downside volatility, 1Y 48.2%37.6%45.7% 14.2%
Beta vs S&P 500, 1Y 1.380.771.17 1.00
Return / volatility, 1Y 0.390.810.21 0.60
Max drawdown, 5Y -60.9%-43.0%-54.5% -25.4%
From 52-week high -31.2%-26.6%-40.8% -5.9%
52-week high $487.14$298.41$163.36 $779.14
52-week low $250.48$158.92$80.71 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSAIAJBHTTFII
P/E now vs peer median 31.7xmedian 14.1x 30.4xmedian 14.1x 19.0xmedian 14.1x
P/S now vs peer median 2.5xmedian 0.9x 1.5xmedian 0.9x 1.0xmedian 0.9x
EV/EBITDA now vs peer median 14.0xmedian 7.8x 12.8xmedian 7.8x 7.9xmedian 7.8x
P/FCF now vs peer median 32.1xmedian 11.7x 21.1xmedian 11.7x 6.7xmedian 11.7x
P/B now vs peer median 3.2xmedian 1.2x 5.6xmedian 1.2x 2.9xmedian 1.2x
PEG now vs peer median -5.62median 0.68 -22.98median 0.68 -3.63median 0.68

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSAIAJBHTTFII
Revenue $3.54B $13.33B $8.39B
Operating income $378.33M $960.11M $624.12M
Net income $283.09M $676.07M $356.83M
Free cash flow $278.80M $966.50M $1.21B
EPS (diluted) $10.56 $7.14 $5.07
Cash & equivalents $202.52M $3.75M $187.49M
Total debt $100.00M $1.12B $186.52M
Shares (diluted) 26.82M 94.65M 83.41M
Enterprise value $8.48B $20.36B $7.12B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSAIAJBHTTFII
P/E 31.7x 30.4x 19.0x
P/FCF 32.1x 21.1x 6.7x
P/Operating cash flow 14.5x 13.7x 9.1x
P/S 2.5x 1.5x 1.0x
P/B 3.2x 5.6x 2.9x
P/Tangible book 3.2x 5.6x -4.3x
EV/EBITDA 14.0x 12.8x 7.9x
EV/EBIT 23.4x 22.4x 13.1x
EV/Revenue 2.5x 1.6x 1.0x
EV/FCF 31.7x 22.3x 6.7x
EV/Operating cash flow 14.3x 14.4x 9.1x
PEG (3Y EPS CAGR) -5.62 -22.98 -3.63

Growth

14 metrics
MetricSAIAJBHTTFII
Revenue growth (1Y) 9.3% 10.6% 4.2%
Revenue CAGR (3Y) 8.3% 0.4% 3.7%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) -2.9% 16.3% 4.3%
Operating income CAGR (3Y) -4.9% -3.6% -7.0%
Net income growth (1Y) -0.2% 18.1% 9.1%
Net income CAGR (3Y) -5.6% -4.5% -12.2%
EPS growth (1Y) -0.3% 20.8% 14.5%
EPS CAGR (3Y) -5.6% -1.3% -5.2%
Operating cash flow growth (1Y) -0.7% -7.2% -6.6%
Operating cash flow CAGR (3Y) 4.3% -8.5% -2.3%
Free cash flow growth (1Y) 2,140% 22.4% -0.9%
Free cash flow CAGR (3Y) 33.8% 162.1% -3.6%

Profitability

14 metrics
MetricSAIAJBHTTFII
Gross margin – – –
EBITDA margin 17.9% 12.6% 12.4%
Operating margin 10.7% 7.2% 7.4%
Pretax margin 10.6% 6.7% 7.8%
Net margin 8.0% 5.1% 5.0%
FCF margin 7.9% 7.3% 14.4%
Operating cash flow margin 17.5% 11.2% 10.7%
Return on equity 8.5% 18.5% 12.9%
Return on assets 6.2% 8.4% 4.8%
Return on invested capital 10.0% 15.1% 17.7%
Return on capital employed 11.1% 14.9% 10.0%
Asset turnover 0.9x 1.7x 1.1x
Cash conversion (OCF / net income) 2.2x 2.2x 2.5x
Stock comp / revenue – 0.5% 0.2%

Financial Health

11 metrics
MetricSAIAJBHTTFII
Debt / assets 2.6% 13.9% 2.5%
Debt / equity 0.0x 0.3x 0.1x
Net debt / EBITDA -0.2x 0.7x 0.0x
Debt / FCF 0.4x 1.2x 0.2x
Liabilities / assets 26.7% 55.1% 62.6%
Equity / assets 73.3% 44.9% 37.4%
Interest coverage 39.5x 14.2x 3.7x
Current ratio 1.8x 1.2x 1.1x
Quick ratio 1.7x 1.0x 1.0x
Cash ratio 0.5x 0.0x 0.1x
Altman Z-score 7.47 – 2.81

Shareholder Returns

7 metrics
MetricSAIAJBHTTFII
Dividend yield – 0.8% 1.9%
Net buyback yield 0.0% 2.4% 5.3%
Shareholder yield 0.0% 3.2% 7.2%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSAIAJBHTTFII
Forward P/E 31.1xFY2026 32.0xFY2026 17.8xFY2026
EPS, next fiscal year $10.76FY2026 $6.85FY2026 $5.43FY2026
EPS growth, next FY +18.1%FY2026 +11.9%FY2026 +24.3%FY2026
EPS growth, the year after +27.5% +36.6% +33.0%
Revenue, next fiscal year $3.91BFY2026 $13.43BFY2026 $8.43BFY2026
Revenue growth, next FY +20.9%FY2026 +11.9%FY2026 +7.0%FY2026
Revenue growth, the year after -5.1% +18.0% -0.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSAIAJBHTTFII
Held by institutions 100.0% 76.9% 69.4%
Institutions holding 516 859 296
Change in shares held, QoQ +1.1% +1.8% +1.2%
Institutions buying 293 515 175
Institutions selling 152 235 90
Buyers to sellers 1.93 2.19 1.94

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SAIAJBHTTFII
SAIA 1.00 0.72 0.66
JBHT 0.72 1.00 0.66
TFII 0.66 0.66 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SAIA, JBHT and TFII?

Hunt J B Transport Services (JBHT) is the largest by market capitalisation: Saia (SAIA) $8.83B, Hunt J B Transport Services (JBHT) $20.39B, TFI International (TFII) $7.91B.

Which stock is cheaper, SAIA, JBHT and TFII?

TFI International (TFII) trades on the lowest price-to-earnings ratio (Saia (SAIA) 31.2x, Hunt J B Transport Services (JBHT) 30.2x, TFI International (TFII) 18.7x). On next year's consensus earnings, TFI International (TFII) is cheapest (Saia (SAIA) 31.1x, Hunt J B Transport Services (JBHT) 32.0x, TFI International (TFII) 17.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Hunt J B Transport Services (JBHT) grew revenue fastest over the trailing twelve months: Saia (SAIA) +9.3%, Hunt J B Transport Services (JBHT) +10.6%, TFI International (TFII) +4.2%.

Which company is more profitable?

Saia (SAIA) has the highest net margin (Saia (SAIA) 8.0%, Hunt J B Transport Services (JBHT) 5.1%, TFI International (TFII) 5.0%). On return on invested capital, TFI International (TFII) leads (Saia (SAIA) 10.0%, Hunt J B Transport Services (JBHT) 15.1%, TFI International (TFII) 17.7%).

Which stock has performed better?

Over the past year Hunt J B Transport Services (JBHT) returned the most: Saia (SAIA) +18.5%, Hunt J B Transport Services (JBHT) +28.6%, TFI International (TFII) +8.8%. Over five years, Hunt J B Transport Services (JBHT) compounded fastest (Saia (SAIA) -0.5%/yr, Hunt J B Transport Services (JBHT) +2.5%/yr, TFI International (TFII) -3.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Hunt J B Transport Services (JBHT) has been the steadiest (Saia (SAIA) 47.5%, Hunt J B Transport Services (JBHT) 35.2%, TFI International (TFII) 41.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SAIA, JBHT and TFII?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Hunt J B Transport Services (JBHT) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.