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EMBJ vs SAIA

EMBJ
Embraer S.A.
BULLISH
Price
$62.62
Market Cap
$11.14B
Sector
Industrials
AI Confidence
75%
SAIA
Saia, Inc.
BEARISH
Price
$434.22
Market Cap
$11.58B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
EMBJ
32.61
SAIA
45.66
Forward P/E
EMBJ
17.12
SAIA
31.71
P/B Ratio
EMBJ
2.98
SAIA
4.48
P/S Ratio
EMBJ
0.27
SAIA
3.58
EV/EBITDA
EMBJ
11.49
SAIA
20.12

Profitability

Gross Margin
EMBJ
17.57%
SAIA
23.66%
Operating Margin
EMBJ
8.28%
SAIA
6.53%
Profit Margin
EMBJ
4.66%
SAIA
7.89%
ROE
EMBJ
9.56%
SAIA
10.43%
ROA
EMBJ
2.96%
SAIA
6.39%

Growth

Revenue Growth
EMBJ
4.3%
SAIA
0.1%
Earnings Growth
EMBJ
71.1%
SAIA
-37.6%

Financial Health

Debt/Equity
EMBJ
0.73
SAIA
0.12
Current Ratio
EMBJ
1.5
SAIA
1.64
Quick Ratio
EMBJ
0.74
SAIA
1.45

Dividends

Dividend Yield
EMBJ
0.93%
SAIA
--
Payout Ratio
EMBJ
30.47%
SAIA
0.0%

AI Verdict

EMBJ BULLISH

EMBJ exhibits exceptional financial health with a Piotroski F-Score of 8/9, indicating strong operational efficiency and solvency. While the current price of $62.62 trades at a premium to its Graham Number ($30.15) and Intrinsic Value ($56.64), this is offset by a significant reduction in Forward P/E (17.12) and explosive Q/Q growth. Despite bearish technicals and a high PEG ratio, the strong analyst consensus and robust balance sheet support a positive outlook.

Strengths
Strong Piotroski F-Score (8/9) indicating high financial health
Explosive Q/Q revenue growth (56.69%) and earnings growth (69.60%)
Conservative Debt/Equity ratio (0.73) compared to industrial peers
Risks
Extreme PEG ratio (28.22) suggesting significant overvaluation relative to long-term growth
Bearish technical trend (0/100) indicating short-term price pressure
Current price exceeds both Graham and Intrinsic value estimates
SAIA BEARISH

SAIA exhibits a strong operational foundation with a Piotroski F-Score of 8/9 and a very conservative debt profile (Debt/Equity 0.12). However, this fundamental health is decoupled from its market valuation, with the current price of $434.22 trading at a massive premium to both the Graham Number ($144.06) and the Intrinsic Value ($66.57). The investment thesis is further weakened by a severe earnings collapse (-37.60% YoY) and stagnant revenue growth (0.10%), suggesting the stock is priced for growth that is not currently manifesting. Bearish insider activity and a high PEG ratio (2.48) indicate significant downside risk.

Strengths
Strong operational health (Piotroski F-Score 8/9)
Very low leverage (Debt/Equity 0.12)
Healthy liquidity (Current Ratio 1.64)
Risks
Extreme overvaluation relative to Graham and Intrinsic values
Severe earnings contraction (-37.60% YoY)
Stagnant revenue growth (0.10% YoY)

Compare Another Pair

EMBJ vs SAIA: Head-to-Head Comparison

This page compares Embraer S.A. (EMBJ) and Saia, Inc. (SAIA) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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