ODFL vs SAIA
OLD Dominion Freight Line, Inc. and Saia Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | ODFL | SAIA |
|---|---|---|
| Revenue | $5.5B | $3.2B |
| Net income | $1.0B | $255.0M |
| Gross margin | · | · |
| Net margin | 18.6% | 7.9% |
| Return on equity | 23.9% | 10.4% |
| Diluted EPS | $4.84 | $9.52 |
| Dividend / share | $1.12 | · |
| Payout ratio | 23.0% | · |
| Free cash flow | $955.1M | $27.3M |
| Equity | $4.3B | $2.6B |
| Net debt / equity | −0.02× | 0.06× |
| Current ratio | 1.44× | 1.64× |
| Revenue CAGR 5y | 6.5% | 12.2% |
| Profit CAGR 5y | 8.8% | 13.0% |
ODFL bills 1.7× the revenue of SAIA, and keeps more of each dollar of revenue as profit (18.6% against 7.9%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | ODFL | SAIA |
|---|---|---|
| FY2025 | $5.5B | $3.2B |
| FY2024 | $5.8B | $3.2B |
| FY2023 | $5.9B | $2.9B |
| FY2022 | $6.3B | $2.8B |
| FY2021 | $5.3B | $2.3B |
| FY2020 | $4.0B | $1.8B |
| FY2019 | $4.1B | $1.8B |
| FY2018 | $4.0B | $1.7B |
| FY2017 | $3.4B | $1.4B |
| FY2016 | $3.0B | $1.3B |
Bottom line
| Fiscal year | ODFL | SAIA |
|---|---|---|
| FY2025 | $1.0B | $255.0M |
| FY2024 | $1.2B | $362.1M |
| FY2023 | $1.2B | $354.9M |
| FY2022 | $1.4B | $357.4M |
| FY2021 | $1.0B | $253.2M |
| FY2020 | $672.7M | $138.3M |
| FY2019 | $615.5M | $113.7M |
| FY2018 | $605.7M | $105.0M |
| FY2017 | $463.8M | $91.1M |
| FY2016 | $295.8M | $48.0M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +$2,262,103,000 | ODFL |
| FY2024 | +$2,605,736,000 | ODFL |
| FY2023 | +$2,984,719,000 | ODFL |
| FY2022 | +$3,468,020,000 | ODFL |
| FY2021 | +$2,967,624,000 | ODFL |
| FY2020 | +$2,192,763,000 | ODFL |
| FY2019 | +$2,322,376,000 | ODFL |
| FY2018 | +$2,389,846,000 | ODFL |
| FY2017 | +$1,953,409,000 | ODFL |
| FY2016 | +$1,741,126,000 | ODFL |
| FY2015 | +$1,751,131,000 | ODFL |
| FY2014 | +$1,515,576,000 | ODFL |
| FY2013 | +$1,198,554,000 | ODFL |
| FY2012 | +$1,035,900,000 | ODFL |
| FY2011 | +$873,576,000 | ODFL |
| FY2010 | +$578,338,000 | ODFL |
| FY2009 | +$395,864,000 | ODFL |
ODFL has reported the higher revenue in every one of these 17 fiscal years. The gap has widened since the earliest year compared.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +10.7 pp | ODFL |
| FY2024 | +9.1 pp | ODFL |
| FY2023 | +8.8 pp | ODFL |
| FY2022 | +9.2 pp | ODFL |
| FY2021 | +8.6 pp | ODFL |
| FY2020 | +9.2 pp | ODFL |
| FY2019 | +8.6 pp | ODFL |
| FY2018 | +8.6 pp | ODFL |
| FY2017 | +7.3 pp | ODFL |
| FY2016 | +6.0 pp | ODFL |
| FY2015 | +5.7 pp | ODFL |
| FY2014 | +5.5 pp | ODFL |
| FY2013 | +5.0 pp | ODFL |
| FY2012 | +5.0 pp | ODFL |
| FY2011 | +6.2 pp | ODFL |
| FY2010 | +4.9 pp | ODFL |
| FY2009 | +3.7 pp | ODFL |
ODFL has kept the higher net margin in every one of these 17 fiscal years.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ODFL's net margin has been more volatile than SAIA's over the 17 comparable fiscal years — 5.8 percentage points of standard deviation against 4.0.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ODFL led in net margin in every one of the 17 comparable fiscal years — a structural lead, not a recent swing.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
SAIA's return on equity has been more volatile than ODFL's over the 17 comparable fiscal years — 7.2 percentage points of standard deviation against 7.2.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ODFL led in return on equity in every one of the 17 comparable fiscal years — a structural lead, not a recent swing.
17 of 18 comparable fiscal years — a year missing data on either side is not counted.