COMP <GO>
SAIA vs CAT // GROSS PROFIT MARGIN
Saia Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: SAIA 6
— CAT 9
▲ GROSS PROFIT MARGIN LEADER: CAT
LAST: $344.61 (+0.45%) • MKT CAP: $9.15B
gross-margins
41.00%
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
gross-margins
82.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAIA VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAIA | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | 82.20% | -41.20 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.50% | 21.15% | -12.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.8x | 20.9x | -9.06 | SAIA | /valuation <GO> |
| Free Cash Flow Yield | 0.30% | 3.74% | -3.44 | CAT | /fcf-yield <GO> |
| Operating Margin | 10.90% | 17.52% | -6.62 | CAT | /operating-margins <GO> |
| Net Profit Margin | 7.90% | 14.51% | -6.61 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 0.80% | 18.36% | -17.56 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.05% | -1.05 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.52 | 4.34 | +1.18 | SAIA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | SAIA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 8.46% | -1.16 | SAIA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.8 | 23.6 | +29.24 | SAIA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.02 | +0.10 | SAIA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.4x | 26.0x | +7.44 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.15B | $286.26B | -$277.11B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAIA REV | CAT REV | SAIA GROSS % | CAT GROSS % | SAIA FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.23B | $67.59B | 44.0% | 99.9% | $27.3M | $8.92B |
| FY 2024 | $3.21B | $64.81B | 44.0% | 100.0% | -$459.9M | $10.05B |
| FY 2023 | $2.88B | $67.06B | 44.0% | 99.8% | $448.3M | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAIA // BETA 1.12
CAT // BETA 1.02