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SAIA vs AMZN vs UPS vs FDX
Revenue, margins, valuation, and 5-year total return — side by side.
Specialty Retail
Integrated Freight & Logistics
Integrated Freight & Logistics
SAIA vs AMZN vs UPS vs FDX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Trucking | Specialty Retail | Integrated Freight & Logistics | Integrated Freight & Logistics |
| Market Cap | $11.97B | $2.92T | $85.05B | $88.39B |
| Revenue (TTM) | $3.25B | $742.78B | $88.33B | $91.93B |
| Net Income (TTM) | $255M | $90.80B | $5.25B | $4.48B |
| Gross Margin | 18.4% | 50.6% | 18.1% | 24.4% |
| Operating Margin | 10.8% | 11.5% | 8.6% | 6.5% |
| Forward P/E | 42.3x | 34.8x | 14.1x | 19.0x |
| Total Debt | $418M | $152.99B | $32.29B | $37.42B |
| Cash & Equiv. | $20M | $86.81B | $5.89B | $5.50B |
SAIA vs AMZN vs UPS vs FDX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Saia, Inc. (SAIA) | 100 | 414.0 | +314.0% |
| Amazon.com, Inc. (AMZN) | 100 | 222.1 | +122.1% |
| United Parcel Servi… (UPS) | 100 | 100.4 | +0.4% |
| FedEx Corporation (FDX) | 100 | 287.9 | +187.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SAIA vs AMZN vs UPS vs FDX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SAIA is the clearest fit if your priority is long-term compounding.
- 15.7% 10Y total return vs AMZN's 7.0%
AMZN carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 12.4%, EPS growth 29.7%, 3Y rev CAGR 11.7%
- 12.4% revenue growth vs UPS's -2.5%
- 12.2% margin vs FDX's 4.9%
- 11.5% ROA vs FDX's 5.0%, ROIC 14.7% vs 7.7%
UPS is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 16 yrs, beta 0.90, yield 6.3%
- Lower volatility, beta 0.90, current ratio 1.22x
- PEG 0.42 vs SAIA's 3.29
- Beta 0.90, yield 6.3%, current ratio 1.22x
FDX is the clearest fit if your priority is momentum.
- +77.1% vs UPS's +13.5%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 12.4% revenue growth vs UPS's -2.5% | |
| Value | Lower P/E (14.1x vs 19.0x), PEG 0.42 vs 0.68 | |
| Quality / Margins | 12.2% margin vs FDX's 4.9% | |
| Stability / Safety | Beta 0.90 vs SAIA's 1.90 | |
| Dividends | 6.3% yield, 16-year raise streak, vs FDX's 1.5%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +77.1% vs UPS's +13.5% | |
| Efficiency (ROA) | 11.5% ROA vs FDX's 5.0%, ROIC 14.7% vs 7.7% |
SAIA vs AMZN vs UPS vs FDX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
SAIA vs AMZN vs UPS vs FDX — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
UPS leads in 2 of 6 categories
AMZN leads 1 • SAIA leads 1 • FDX leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
AMZN leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AMZN is the larger business by revenue, generating $742.8B annually — 228.3x SAIA's $3.3B. AMZN is the more profitable business, keeping 12.2% of every revenue dollar as net income compared to FDX's 4.9%. On growth, AMZN holds the edge at +16.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $3.3B | $742.8B | $88.3B | $91.9B |
| EBITDAEarnings before interest/tax | $602M | $155.9B | $10.5B | $10.3B |
| Net IncomeAfter-tax profit | $255M | $90.8B | $5.2B | $4.5B |
| Free Cash FlowCash after capex | $261M | -$2.5B | $4.5B | $4.4B |
| Gross MarginGross profit ÷ Revenue | +18.4% | +50.6% | +18.1% | +24.4% |
| Operating MarginEBIT ÷ Revenue | +10.8% | +11.5% | +8.6% | +6.5% |
| Net MarginNet income ÷ Revenue | +7.8% | +12.2% | +5.9% | +4.9% |
| FCF MarginFCF ÷ Revenue | +8.0% | -0.3% | +5.1% | +4.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.4% | +16.6% | -1.6% | +8.3% |
| EPS Growth (YoY)Latest quarter vs prior year | 0.0% | +74.8% | -27.1% | +15.7% |
Valuation Metrics
UPS leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 15.3x trailing earnings, UPS trades at a 68% valuation discount to SAIA's 47.2x P/E. Adjusting for growth (PEG ratio), UPS offers better value at 0.45x vs SAIA's 3.67x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $12.0B | $2.92T | $85.1B | $88.4B |
| Enterprise ValueMkt cap + debt − cash | $12.4B | $2.98T | $111.5B | $120.3B |
| Trailing P/EPrice ÷ TTM EPS | 47.16x | 37.82x | 15.26x | 22.36x |
| Forward P/EPrice ÷ next-FY EPS est. | 42.28x | 34.77x | 14.13x | 19.01x |
| PEG RatioP/E ÷ EPS growth rate | 3.67x | 1.35x | 0.45x | 0.80x |
| EV / EBITDAEnterprise value multiple | 20.59x | 20.47x | 9.12x | 11.63x |
| Price / SalesMarket cap ÷ Revenue | 3.70x | 4.07x | 0.96x | 1.01x |
| Price / BookPrice ÷ Book value/share | 4.67x | 7.14x | 5.23x | 3.25x |
| Price / FCFMarket cap ÷ FCF | 438.03x | 378.98x | 17.85x | 29.65x |
Profitability & Efficiency
Evenly matched — SAIA and AMZN each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
UPS delivers a 33.0% return on equity — every $100 of shareholder capital generates $33 in annual profit, vs $10 for SAIA. SAIA carries lower financial leverage with a 0.16x debt-to-equity ratio, signaling a more conservative balance sheet compared to UPS's 1.99x. On the Piotroski fundamental quality scale (0–9), SAIA scores 6/9 vs FDX's 5/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +10.0% | +23.3% | +33.0% | +15.8% |
| ROA (TTM)Return on assets | +7.3% | +11.5% | +7.3% | +5.0% |
| ROICReturn on invested capital | +9.4% | +14.7% | +16.1% | +7.7% |
| ROCEReturn on capital employed | +11.5% | +15.3% | +15.3% | +8.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.16x | 0.37x | 1.99x | 1.33x |
| Net DebtTotal debt minus cash | $398M | $66.2B | $26.4B | $31.9B |
| Cash & Equiv.Liquid assets | $20M | $86.8B | $5.9B | $5.5B |
| Total DebtShort + long-term debt | $418M | $153.0B | $32.3B | $37.4B |
| Interest CoverageEBIT ÷ Interest expense | 23.88x | 39.96x | 7.37x | 16.50x |
Total Returns (Dividends Reinvested)
SAIA leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SAIA five years ago would be worth $18,332 today (with dividends reinvested), compared to $5,997 for UPS. Over the past 12 months, FDX leads with a +77.1% total return vs UPS's +13.5%. The 3-year compound annual growth rate (CAGR) favors AMZN at 36.8% vs UPS's -11.8% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +33.1% | +19.7% | +0.7% | +28.7% |
| 1-Year ReturnPast 12 months | +72.7% | +43.7% | +13.5% | +77.1% |
| 3-Year ReturnCumulative with dividends | +56.0% | +156.2% | -31.4% | +70.0% |
| 5-Year ReturnCumulative with dividends | +83.3% | +64.8% | -40.0% | +27.1% |
| 10-Year ReturnCumulative with dividends | +1567.7% | +697.8% | +44.7% | +153.4% |
| CAGR (3Y)Annualised 3-year return | +16.0% | +36.8% | -11.8% | +19.4% |
Risk & Volatility
Evenly matched — SAIA and UPS each lead in 1 of 2 comparable metrics.
Risk & Volatility
UPS is the less volatile stock with a 0.90 beta — it tends to amplify market swings less than SAIA's 1.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SAIA currently trades 98.0% from its 52-week high vs UPS's 81.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.90x | 1.51x | 0.90x | 1.03x |
| 52-Week HighHighest price in past year | $457.99 | $278.56 | $122.41 | $404.03 |
| 52-Week LowLowest price in past year | $248.37 | $185.01 | $82.00 | $213.56 |
| % of 52W HighCurrent price vs 52-week peak | +98.0% | +97.3% | +81.8% | +93.0% |
| RSI (14)Momentum oscillator 0–100 | 60.4 | 81.1 | 44.0 | 50.1 |
| Avg Volume (50D)Average daily shares traded | 523K | 45.5M | 5.8M | 1.8M |
Analyst Outlook
UPS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SAIA as "Buy", AMZN as "Buy", UPS as "Hold", FDX as "Buy". Consensus price targets imply 15.1% upside for UPS (target: $115) vs -5.9% for SAIA (target: $423). For income investors, UPS offers the higher dividend yield at 6.34% vs FDX's 1.47%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | $422.67 | $306.77 | $115.23 | $364.19 |
| # AnalystsCovering analysts | 32 | 94 | 45 | 49 |
| Dividend YieldAnnual dividend ÷ price | — | — | +6.3% | +1.5% |
| Dividend StreakConsecutive years of raises | — | — | 16 | 4 |
| Dividend / ShareAnnual DPS | — | — | $6.35 | $5.51 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.1% | 0.0% | +1.2% | +3.4% |
UPS leads in 2 of 6 categories (Valuation Metrics, Analyst Outlook). AMZN leads in 1 (Income & Cash Flow). 2 tied.
SAIA vs AMZN vs UPS vs FDX: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SAIA or AMZN or UPS or FDX a better buy right now?
For growth investors, Amazon.
com, Inc. (AMZN) is the stronger pick with 12. 4% revenue growth year-over-year, versus -2. 5% for United Parcel Service, Inc. (UPS). United Parcel Service, Inc. (UPS) offers the better valuation at 15. 3x trailing P/E (14. 1x forward), making it the more compelling value choice. Analysts rate Saia, Inc. (SAIA) a "Buy" — based on 32 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SAIA or AMZN or UPS or FDX?
On trailing P/E, United Parcel Service, Inc.
(UPS) is the cheapest at 15. 3x versus Saia, Inc. at 47. 2x. On forward P/E, United Parcel Service, Inc. is actually cheaper at 14. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: United Parcel Service, Inc. wins at 0. 42x versus Saia, Inc. 's 3. 29x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SAIA or AMZN or UPS or FDX?
Over the past 5 years, Saia, Inc.
(SAIA) delivered a total return of +83. 3%, compared to -40. 0% for United Parcel Service, Inc. (UPS). Over 10 years, the gap is even starker: SAIA returned +1568% versus UPS's +44. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SAIA or AMZN or UPS or FDX?
By beta (market sensitivity over 5 years), United Parcel Service, Inc.
(UPS) is the lower-risk stock at 0. 90β versus Saia, Inc. 's 1. 90β — meaning SAIA is approximately 111% more volatile than UPS relative to the S&P 500. On balance sheet safety, Saia, Inc. (SAIA) carries a lower debt/equity ratio of 16% versus 199% for United Parcel Service, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SAIA or AMZN or UPS or FDX?
By revenue growth (latest reported year), Amazon.
com, Inc. (AMZN) is pulling ahead at 12. 4% versus -2. 5% for United Parcel Service, Inc. (UPS). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to -29. 6% for Saia, Inc.. Over a 3-year CAGR, AMZN leads at 11. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SAIA or AMZN or UPS or FDX?
Amazon.
com, Inc. (AMZN) is the more profitable company, earning 10. 8% net margin versus 4. 7% for FedEx Corporation — meaning it keeps 10. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMZN leads at 11. 2% versus 6. 9% for FDX. At the gross margin level — before operating expenses — AMZN leads at 50. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is SAIA or AMZN or UPS or FDX more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, United Parcel Service, Inc. (UPS) is the more undervalued stock at a PEG of 0. 42x versus Saia, Inc. 's 3. 29x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, United Parcel Service, Inc. (UPS) trades at 14. 1x forward P/E versus 42. 3x for Saia, Inc. — 28. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for UPS: 15. 1% to $115. 23.
08Which pays a better dividend — SAIA or AMZN or UPS or FDX?
In this comparison, UPS (6.
3% yield), FDX (1. 5% yield) pay a dividend. SAIA, AMZN do not pay a meaningful dividend and should not be held primarily for income.
09Is SAIA or AMZN or UPS or FDX better for a retirement portfolio?
For long-horizon retirement investors, United Parcel Service, Inc.
(UPS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 90), 6. 3% yield). Amazon. com, Inc. (AMZN) carries a higher beta of 1. 51 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (UPS: +44. 7%, AMZN: +697. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between SAIA and AMZN and UPS and FDX?
These companies operate in different sectors (SAIA (Industrials) and AMZN (Consumer Cyclical) and UPS (Industrials) and FDX (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: SAIA is a mid-cap quality compounder stock; AMZN is a mega-cap quality compounder stock; UPS is a mid-cap deep-value stock; FDX is a mid-cap quality compounder stock. UPS, FDX pay a dividend while SAIA, AMZN do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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