JEF vs SAIA

Comparison between Jefferies Financial Group Inc (JEF, Company) and Saia Inc (SAIA, Company).

JEF is from the Financial Services sector, while SAIA is from the Industrials sector.

5-Year PerformanceJEF has outperformed SAIA, delivering a return of +15.7% compared to +15.6%

JEF vs SAIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JEF(COMPANY)	SAIA(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	80.74%	80.35%
Sharpe Ratio	0.18	0.87
5Y Beta	1.72	1.42
Industry	Capital Markets	Trucking
P/E Ratio	13.31	44.53
Forward P/E	15.34	36.36
PEG Ratio	0.25	2.17
Dividend Yield	3.88%	N/A
5Y Dividends CAGR	24.48%	N/A
5Y EPS CAGR	5.93%	11.22%
Debt to Equity	170.73%	4.26%
Free Cash Flow Yield	-4.30%	1.71%
P/S Ratio	2.14	3.49
P/B Ratio	1.20	4.39

Market Cap

Winner

JEF

$11B

SAIA

$11B

Max Drawdown

JEF

80.74%

Winner

SAIA

80.35%

Sharpe Ratio

JEF

0.18

Winner

SAIA

0.87

5Y Beta

JEF

1.72

Winner

SAIA

1.42

Industry

JEF

Capital Markets

SAIA

Trucking

P/E Ratio

Winner

JEF

13.31

SAIA

44.53

Forward P/E

Winner

JEF

15.34

SAIA

36.36

PEG Ratio

Winner

JEF

0.25

SAIA

2.17

Dividend Yield

JEF

3.88%

SAIA

N/A

5Y Dividends CAGR

JEF

24.48%

SAIA

N/A

5Y EPS CAGR

JEF

5.93%

Winner

SAIA

11.22%

Debt to Equity

JEF

170.73%

Winner

SAIA

4.26%

Free Cash Flow Yield

JEF

-4.30%

Winner

SAIA

1.71%

P/S Ratio

Winner

JEF

2.14

SAIA

3.49

P/B Ratio

Winner

JEF

1.20

SAIA

4.39

JEF vs SAIA - Historical Returns

Returns include dividend reinvestment.

Period	JEF	SAIA
1 month	-8.13%	-1.00%
3 months	+22.63%	-3.27%
6 months	-9.39%	+21.42%
1 year	+0.40%	+37.16%
5 years(CAGR)	+15.75%	+15.56%
10 years(CAGR)	+16.86%	+32.37%
Max(CAGR)	+10.35%	+17.60%

JEF

-8.13%

Winner

SAIA

-1.00%

Winner

JEF

+22.63%

SAIA

-3.27%

JEF

-9.39%

Winner

SAIA

+21.42%

JEF

+0.40%

Winner

SAIA

+37.16%

5Y(CAGR)

Winner

JEF

+15.75%

SAIA

+15.56%

10Y(CAGR)

JEF

+16.86%

Winner

SAIA

+32.37%

Max(CAGR)

JEF

+10.35%

Winner

SAIA

+17.60%

JEF vs SAIA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JEF	SAIA
2026	-11.03%	+26.51%
2025	-19.38%	-26.68%
2024	+98.75%	+6.60%
2023	+27.94%	+110.07%
2022	-10.19%	-33.39%
2021	+60.45%	+87.31%
2020	+16.82%	+92.77%
2019	+41.66%	+70.74%
2018	-33.89%	-21.93%
2017	+15.17%	+57.57%
2016	+38.47%	+102.62%
2015	-22.24%	-60.06%
2014	-20.55%	+81.39%
2013	+21.31%	+104.14%
2012	+0.11%	+76.09%
2011	-23.65%	-25.36%
2010	+18.95%	+15.45%
2009	+10.60%	+31.73%
2008	-56.58%	-14.82%
2007	+65.18%	-43.95%
2006	+19.69%	+4.08%
2005	+4.78%	-7.29%
2004	+51.07%	+34.62%
2003	+21.97%	+73.03%
2002	+30.64%	-25.93%
2001	-15.70%	N/A
2000	+64.31%	N/A
1999	+6.92%	N/A

JEF vs SAIA Drawdown Comparison

The maximum drawdown for JEF was -80.74%, occurring on Mar 6, 2009. Recovery took 3373 trading sessions.

The maximum drawdown for SAIA was -80.35%, occurring on Nov 20, 2008. Recovery took 1612 trading sessions.

The current JEF drawdown is -29.00%. The current SAIA drawdown is -29.60%.

Rank	JEF	SAIA
#1	-80.74% May 16, 2008 - Oct 8, 2021	-80.35% Oct 16, 2006 - Mar 14, 2013
#2	-54.36% Dec 16, 2024 - Mar 12, 2026	-65.82% Dec 4, 2014 - Aug 31, 2017
#3	-38.96% Nov 3, 2021 - Dec 21, 2023	-60.94% Mar 6, 2024 - Apr 29, 2025
#4	-29.89% Dec 22, 2004 - Nov 21, 2005	-53.15% Nov 17, 2021 - Jul 17, 2023
#5	-28.64% Dec 28, 2000 - Apr 8, 2002	-49.18% Sep 12, 2002 - Jul 2, 2003
#6	-25.81% Apr 17, 2002 - Oct 17, 2002	-44.51% Jun 23, 2004 - Jan 25, 2006
#7	-21.28% May 25, 2006 - May 4, 2007	-39.57% Jun 12, 2018 - Sep 4, 2019
#8	-19.27% Oct 9, 2007 - Apr 4, 2008	-39.00% Oct 28, 2019 - May 26, 2020
#9	-18.51% Apr 13, 2004 - Sep 24, 2004	-24.09% Mar 15, 2006 - Aug 16, 2006
#10	-17.08% Dec 11, 2002 - Oct 15, 2003	-21.51% Sep 1, 2023 - Dec 21, 2023
#11	-16.61% Aug 1, 2000 - Nov 29, 2000	-21.10% May 7, 2021 - Aug 11, 2021
#12	-14.35% Jun 2, 2000 - Jul 31, 2000	-19.00% Sep 22, 2003 - Dec 2, 2003
#13	-12.90% Aug 9, 2007 - Sep 18, 2007	-18.30% Jul 11, 2013 - Oct 22, 2013
#14	-11.03% Mar 27, 2024 - May 10, 2024	-17.02% Jan 25, 2018 - May 21, 2018
#15	-9.66% Jul 31, 2024 - Aug 23, 2024	-14.17% Oct 22, 2013 - Mar 4, 2014