SF vs SAIA

Comparison between Stifel Financial Corp (SF, Company) and Saia Inc (SAIA, Company).

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

5-Year PerformanceSAIA has outperformed SF, delivering a return of +14.4% compared to +12.6%

SF vs SAIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SF(COMPANY)	SAIA(COMPANY)
Market Cap	$11B	$11B
Max Drawdown	55.25%	80.35%
Sharpe Ratio	0.22	1.04
5Y Beta	1.28	1.43
Industry	Capital Markets	Trucking
P/E Ratio	16.63	43.68
Forward P/E	10.71	35.34
PEG Ratio	0.76	N/A
Dividend Yield	1.80%	N/A
5Y Dividends CAGR	35.74%	N/A
5Y EPS CAGR	11.92%	11.22%
Debt to Equity	10.32%	4.26%
Free Cash Flow Yield	8.82%	1.75%

Market Cap

Winner

$11B

SAIA

$11B

Max Drawdown

Winner

55.25%

SAIA

80.35%

Sharpe Ratio

0.22

Winner

SAIA

1.04

5Y Beta

Winner

1.28

SAIA

1.43

Industry

Capital Markets

SAIA

Trucking

P/E Ratio

Winner

16.63

SAIA

43.68

Forward P/E

Winner

10.71

SAIA

35.34

PEG Ratio

0.76

SAIA

N/A

Dividend Yield

1.80%

SAIA

N/A

5Y Dividends CAGR

35.74%

SAIA

N/A

5Y EPS CAGR

Winner

11.92%

SAIA

11.22%

Debt to Equity

10.32%

Winner

SAIA

4.26%

Free Cash Flow Yield

Winner

8.82%

SAIA

1.75%

SF vs SAIA - Historical Returns

Returns include dividend reinvestment.

Period	SF	SAIA
1 month	+4.10%	-13.29%
3 months	-1.96%	+17.83%
6 months	-12.73%	+28.06%
1 year	+4.64%	+46.22%
5 years(CAGR)	+12.56%	+14.44%
10 years(CAGR)	+19.59%	+32.15%
Max(CAGR)	+16.12%	+17.55%

Winner

+4.10%

SAIA

-13.29%

-1.96%

Winner

SAIA

+17.83%

-12.73%

Winner

SAIA

+28.06%

+4.64%

Winner

SAIA

+46.22%

5Y(CAGR)

+12.56%

Winner

SAIA

+14.44%

10Y(CAGR)

+19.59%

Winner

SAIA

+32.15%

Max(CAGR)

+16.12%

Winner

SAIA

+17.55%

SF vs SAIA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SF	SAIA
2026	-14.83%	+24.02%
2025	+20.03%	-26.68%
2024	+56.07%	+6.60%
2023	+19.01%	+110.07%
2022	-17.01%	-33.39%
2021	+45.12%	+87.31%
2020	+24.74%	+92.77%
2019	+48.01%	+70.74%
2018	-30.66%	-21.93%
2017	+19.75%	+57.57%
2016	+20.54%	+102.62%
2015	-16.30%	-60.06%
2014	+8.46%	+81.39%
2013	+44.21%	+104.14%
2012	-4.60%	+76.09%
2011	-23.70%	-25.36%
2010	+4.94%	+15.45%
2009	+29.63%	+31.73%
2008	+35.57%	-14.82%
2007	+34.90%	-43.95%
2006	+2.56%	+4.08%
2005	+85.90%	-7.29%
2004	+50.83%	+34.62%
2003	+77.28%	+73.03%
2002	+7.63%	-25.93%
2001	-4.65%	N/A
2000	+19.52%	N/A
1999	-6.80%	N/A

SF vs SAIA Drawdown Comparison

The maximum drawdown for SF was -55.25%, occurring on Feb 24, 2016. Recovery took 618 trading sessions.

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

The current SF drawdown is -17.97%. The current SAIA drawdown is -30.99%.

Rank	SF	SAIA
#1	-55.25% Jun 23, 2015 - Dec 4, 2017	-80.35% Oct 16, 2006 - Mar 14, 2013
#2	-51.89% Feb 20, 2020 - Nov 9, 2020	-65.82% Dec 4, 2014 - Aug 31, 2017
#3	-50.85% Mar 8, 2011 - Jan 16, 2014	-60.94% Mar 6, 2024 - Apr 29, 2025
#4	-42.10% Feb 1, 2018 - Feb 4, 2020	-53.15% Nov 17, 2021 - Jul 17, 2023
#5	-41.41% Sep 19, 2008 - May 4, 2009	-49.18% Sep 12, 2002 - Jul 2, 2003
#6	-40.06% Oct 11, 2007 - Jul 23, 2008	-44.51% Jun 23, 2004 - Jan 25, 2006
#7	-36.25% Feb 8, 2022 - Mar 28, 2024	-39.57% Jun 12, 2018 - Sep 4, 2019
#8	-34.67% Jan 30, 2025 - Oct 22, 2025	-39.00% Oct 28, 2019 - May 26, 2020
#9	-32.45% Oct 16, 2000 - Nov 3, 2003	-24.09% Mar 15, 2006 - Aug 16, 2006
#10	-31.50% Mar 30, 2006 - Jan 11, 2007	-21.51% Sep 1, 2023 - Dec 21, 2023
#11	-27.20% Dec 30, 2009 - Dec 14, 2010	-21.10% May 7, 2021 - Aug 11, 2021
#12	-25.97% Mar 9, 2004 - Nov 22, 2004	-19.00% Sep 22, 2003 - Dec 2, 2003
#13	-22.74% Jan 6, 2026 - Jun 29, 2026	-18.30% Jul 11, 2013 - Oct 22, 2013
#14	-21.42% Feb 21, 2007 - May 25, 2007	-17.02% Jan 25, 2018 - May 21, 2018
#15	-19.86% Dec 3, 2004 - Jun 23, 2005	-14.17% Oct 22, 2013 - Mar 4, 2014