Software - Infrastructure
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5 / 10Stock Comparison
VRSN vs DSGX vs SAIA vs GDDY vs XPO
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
Trucking
Software - Infrastructure
Integrated Freight & Logistics
VRSN vs DSGX vs SAIA vs GDDY vs XPO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Application | Trucking | Software - Infrastructure | Integrated Freight & Logistics |
| Market Cap | $25.54B | $6.31B | $11.97B | $11.97B | $24.28B |
| Revenue (TTM) | $1.68B | $731M | $3.25B | $5.02B | $8.30B |
| Net Income (TTM) | $841M | $164M | $255M | $870M | $348M |
| Gross Margin | 88.3% | 71.4% | 18.4% | 61.8% | 12.2% |
| Operating Margin | 67.9% | 30.4% | 10.8% | 17.6% | 9.1% |
| Forward P/E | 28.7x | 39.3x | 42.3x | 12.9x | 43.9x |
| Total Debt | $1.80B | $8M | $418M | $3.86B | $4.70B |
| Cash & Equiv. | $308M | $354M | $20M | $1.08B | $310M |
VRSN vs DSGX vs SAIA vs GDDY vs XPO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| VeriSign, Inc. (VRSN) | 100 | 127.1 | +27.1% |
| The Descartes Syste… (DSGX) | 100 | 154.2 | +54.2% |
| Saia, Inc. (SAIA) | 100 | 414.0 | +314.0% |
| GoDaddy Inc. (GDDY) | 100 | 116.2 | +16.2% |
| XPO Logistics, Inc. (XPO) | 100 | 758.7 | +658.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VRSN vs DSGX vs SAIA vs GDDY vs XPO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
VRSN carries the broadest edge in this set and is the clearest fit for quality and stability.
- 50.0% margin vs XPO's 4.2%
- Beta 0.13 vs SAIA's 1.90
- 0.8% yield; the other 4 pay no meaningful dividend
- 69.9% ROA vs XPO's 4.3%
DSGX is the #2 pick in this set and the best alternative if growth exposure and sleep-well-at-night is your priority.
- Rev growth 14.4%, EPS growth 16.5%, 3Y rev CAGR 15.3%
- Lower volatility, beta 0.71, Low D/E 0.5%, current ratio 2.16x
- PEG 1.53 vs VRSN's 6.39
- Beta 0.71, current ratio 2.16x
Among these 5 stocks, SAIA doesn't own a clear edge in any measured category.
GDDY ranks third and is worth considering specifically for income & stability.
- Dividend streak 1 yrs, beta 0.42
- Lower P/E (12.9x vs 43.9x)
XPO is the clearest fit if your priority is long-term compounding.
- 21.5% 10Y total return vs SAIA's 15.7%
- +88.9% vs GDDY's -51.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 14.4% revenue growth vs SAIA's 0.8% | |
| Value | Lower P/E (12.9x vs 43.9x) | |
| Quality / Margins | 50.0% margin vs XPO's 4.2% | |
| Stability / Safety | Beta 0.13 vs SAIA's 1.90 | |
| Dividends | 0.8% yield; the other 4 pay no meaningful dividend | |
| Momentum (1Y) | +88.9% vs GDDY's -51.0% | |
| Efficiency (ROA) | 69.9% ROA vs XPO's 4.3% |
VRSN vs DSGX vs SAIA vs GDDY vs XPO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
VRSN vs DSGX vs SAIA vs GDDY vs XPO — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
XPO leads in 2 of 6 categories
VRSN leads 1 • GDDY leads 1 • DSGX leads 1 • SAIA leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
VRSN leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
XPO is the larger business by revenue, generating $8.3B annually — 11.4x DSGX's $731M. VRSN is the more profitable business, keeping 50.0% of every revenue dollar as net income compared to XPO's 4.2%. On growth, DSGX holds the edge at +17.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $1.7B | $731M | $3.3B | $5.0B | $8.3B |
| EBITDAEarnings before interest/tax | $1.2B | $310M | $602M | $1.1B | $1.3B |
| Net IncomeAfter-tax profit | $841M | $164M | $255M | $870M | $348M |
| Free Cash FlowCash after capex | $1.0B | $261M | $261M | $1.6B | $457M |
| Gross MarginGross profit ÷ Revenue | +88.3% | +71.4% | +18.4% | +61.8% | +12.2% |
| Operating MarginEBIT ÷ Revenue | +67.9% | +30.4% | +10.8% | +17.6% | +9.1% |
| Net MarginNet income ÷ Revenue | +50.0% | +22.5% | +7.8% | +17.3% | +4.2% |
| FCF MarginFCF ÷ Revenue | +62.3% | +35.8% | +8.0% | +32.7% | +5.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.6% | +17.2% | +2.4% | +6.1% | +7.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +11.4% | +23.3% | 0.0% | +6.0% | +49.1% |
Valuation Metrics
GDDY leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 14.4x trailing earnings, GDDY trades at a 82% valuation discount to XPO's 78.3x P/E. Adjusting for growth (PEG ratio), DSGX offers better value at 1.50x vs VRSN's 7.03x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $25.5B | $6.3B | $12.0B | $12.0B | $24.3B |
| Enterprise ValueMkt cap + debt − cash | $27.0B | $6.0B | $12.4B | $14.8B | $28.7B |
| Trailing P/EPrice ÷ TTM EPS | 31.61x | 38.42x | 47.16x | 14.41x | 78.34x |
| Forward P/EPrice ÷ next-FY EPS est. | 28.74x | 39.34x | 42.28x | 12.89x | 43.91x |
| PEG RatioP/E ÷ EPS growth rate | 7.03x | 1.50x | 3.67x | — | 2.84x |
| EV / EBITDAEnterprise value multiple | 23.46x | 18.10x | 20.59x | 11.03x | 22.94x |
| Price / SalesMarket cap ÷ Revenue | 15.41x | 8.47x | 3.70x | 2.42x | 2.98x |
| Price / BookPrice ÷ Book value/share | — | 3.99x | 4.67x | 56.82x | 13.22x |
| Price / FCFMarket cap ÷ FCF | 23.90x | 23.71x | 438.03x | 7.60x | 73.80x |
Profitability & Efficiency
DSGX leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
GDDY delivers a 3.7% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $10 for SAIA. DSGX carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to GDDY's 17.96x. On the Piotroski fundamental quality scale (0–9), VRSN scores 8/9 vs XPO's 5/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | — | +10.7% | +10.0% | +3.7% | +19.0% |
| ROA (TTM)Return on assets | +69.9% | +9.2% | +7.3% | +10.7% | +4.3% |
| ROICReturn on invested capital | — | +14.9% | +9.4% | +26.2% | +9.3% |
| ROCEReturn on capital employed | — | +15.6% | +11.5% | +21.4% | +11.3% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 | 6 | 5 | 5 |
| Debt / EquityFinancial leverage | — | 0.01x | 0.16x | 17.96x | 2.53x |
| Net DebtTotal debt minus cash | $1.5B | -$346M | $398M | $2.8B | $4.4B |
| Cash & Equiv.Liquid assets | $308M | $354M | $20M | $1.1B | $310M |
| Total DebtShort + long-term debt | $1.8B | $8M | $418M | $3.9B | $4.7B |
| Interest CoverageEBIT ÷ Interest expense | 22.79x | 229.22x | 23.88x | 10.89x | 3.21x |
Total Returns (Dividends Reinvested)
XPO leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in XPO five years ago would be worth $40,679 today (with dividends reinvested), compared to $11,072 for GDDY. Over the past 12 months, XPO leads with a +88.9% total return vs GDDY's -51.0%. The 3-year compound annual growth rate (CAGR) favors XPO at 62.2% vs DSGX's -1.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +16.1% | -13.8% | +33.1% | -24.3% | +49.0% |
| 1-Year ReturnPast 12 months | -2.0% | -31.7% | +72.7% | -51.0% | +88.9% |
| 3-Year ReturnCumulative with dividends | +28.1% | -5.1% | +56.0% | +28.1% | +326.9% |
| 5-Year ReturnCumulative with dividends | +26.3% | +19.7% | +83.3% | +10.7% | +306.8% |
| 10-Year ReturnCumulative with dividends | +233.2% | +295.4% | +1567.7% | +197.1% | +2145.5% |
| CAGR (3Y)Annualised 3-year return | +8.6% | -1.7% | +16.0% | +8.6% | +62.2% |
Risk & Volatility
Evenly matched — VRSN and SAIA each lead in 1 of 2 comparable metrics.
Risk & Volatility
VRSN is the less volatile stock with a 0.13 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 GDDY's 47.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.13x | 0.71x | 1.90x | 0.42x | 1.73x |
| 52-Week HighHighest price in past year | $310.60 | $117.35 | $457.99 | $190.50 | $231.46 |
| 52-Week LowLowest price in past year | $208.86 | $62.56 | $248.37 | $73.06 | $108.58 |
| % of 52W HighCurrent price vs 52-week peak | +89.7% | +62.5% | +98.0% | +47.1% | +89.4% |
| RSI (14)Momentum oscillator 0–100 | 60.5 | 47.7 | 60.4 | 49.3 | 50.2 |
| Avg Volume (50D)Average daily shares traded | 783K | 583K | 523K | 2.2M | 1.4M |
Analyst Outlook
XPO leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: VRSN as "Buy", DSGX as "Buy", SAIA as "Buy", GDDY as "Buy", XPO as "Buy". Consensus price targets imply 41.0% upside for DSGX (target: $104) vs -5.9% for SAIA (target: $423). VRSN is the only dividend payer here at 0.83% yield — a key consideration for income-focused portfolios.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $355.00 | $103.50 | $422.67 | $113.29 | $209.07 |
| # AnalystsCovering analysts | 14 | 14 | 32 | 38 | 32 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | — | — | — | — |
| Dividend StreakConsecutive years of raises | 0 | — | — | 1 | 2 |
| Dividend / ShareAnnual DPS | $2.32 | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +3.5% | +0.0% | +0.1% | +13.4% | +0.5% |
XPO leads in 2 of 6 categories (Total Returns, Analyst Outlook). VRSN leads in 1 (Income & Cash Flow). 1 tied.
VRSN vs DSGX vs SAIA vs GDDY vs XPO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is VRSN or DSGX or SAIA or GDDY or XPO a better buy right now?
For growth investors, The Descartes Systems Group Inc.
(DSGX) is the stronger pick with 14. 4% revenue growth year-over-year, versus 0. 8% for Saia, Inc. (SAIA). GoDaddy Inc. (GDDY) offers the better valuation at 14. 4x trailing P/E (12. 9x forward), making it the more compelling value choice. Analysts rate VeriSign, Inc. (VRSN) a "Buy" — based on 14 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 — VRSN or DSGX or SAIA or GDDY or XPO?
On trailing P/E, GoDaddy Inc.
(GDDY) is the cheapest at 14. 4x versus XPO Logistics, Inc. at 78. 3x. On forward P/E, GoDaddy Inc. is actually cheaper at 12. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: The Descartes Systems Group Inc. wins at 1. 53x versus VeriSign, Inc. 's 6. 39x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — VRSN or DSGX or SAIA or GDDY or XPO?
Over the past 5 years, XPO Logistics, Inc.
(XPO) delivered a total return of +306. 8%, compared to +10. 7% for GoDaddy Inc. (GDDY). Over 10 years, the gap is even starker: XPO returned +21. 5% versus GDDY's +197. 1%. 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 — VRSN or DSGX or SAIA or GDDY or XPO?
By beta (market sensitivity over 5 years), VeriSign, Inc.
(VRSN) is the lower-risk stock at 0. 13β versus Saia, Inc. 's 1. 90β — meaning SAIA is approximately 1351% more volatile than VRSN relative to the S&P 500. On balance sheet safety, The Descartes Systems Group Inc. (DSGX) carries a lower debt/equity ratio of 1% versus 18% for GoDaddy Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — VRSN or DSGX or SAIA or GDDY or XPO?
By revenue growth (latest reported year), The Descartes Systems Group Inc.
(DSGX) is pulling ahead at 14. 4% versus 0. 8% for Saia, Inc. (SAIA). On earnings-per-share growth, the picture is similar: The Descartes Systems Group Inc. grew EPS 16. 5% year-over-year, compared to -29. 6% for Saia, Inc.. Over a 3-year CAGR, DSGX leads at 15. 3% 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 — VRSN or DSGX or SAIA or GDDY or XPO?
VeriSign, Inc.
(VRSN) is the more profitable company, earning 49. 8% net margin versus 3. 9% for XPO Logistics, Inc. — meaning it keeps 49. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VRSN leads at 67. 7% versus 8. 9% for XPO. At the gross margin level — before operating expenses — VRSN leads at 88. 2%, 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 VRSN or DSGX or SAIA or GDDY or XPO 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, The Descartes Systems Group Inc. (DSGX) is the more undervalued stock at a PEG of 1. 53x versus VeriSign, Inc. 's 6. 39x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, GoDaddy Inc. (GDDY) trades at 12. 9x forward P/E versus 43. 9x for XPO Logistics, Inc. — 31. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DSGX: 41. 0% to $103. 50.
08Which pays a better dividend — VRSN or DSGX or SAIA or GDDY or XPO?
In this comparison, VRSN (0.
8% yield) pays a dividend. DSGX, SAIA, GDDY, XPO do not pay a meaningful dividend and should not be held primarily for income.
09Is VRSN or DSGX or SAIA or GDDY or XPO better for a retirement portfolio?
For long-horizon retirement investors, VeriSign, Inc.
(VRSN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13), 0. 8% yield, +233. 2% 10Y return). XPO Logistics, Inc. (XPO) carries a higher beta of 1. 73 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (VRSN: +233. 2%, XPO: +21. 5%), 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 VRSN and DSGX and SAIA and GDDY and XPO?
These companies operate in different sectors (VRSN (Technology) and DSGX (Technology) and SAIA (Industrials) and GDDY (Technology) and XPO (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: VRSN is a mid-cap quality compounder stock; DSGX is a small-cap quality compounder stock; SAIA is a mid-cap quality compounder stock; GDDY is a mid-cap deep-value stock; XPO is a mid-cap quality compounder stock. VRSN pays a dividend while DSGX, SAIA, GDDY, XPO 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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