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KEX vs. SAIA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KEX vs. SAIA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kirby Corporation (KEX) and Saia, Inc. (SAIA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KEX achieves a 19.02% return, which is significantly higher than SAIA's 6.47% return. Over the past 10 years, KEX has underperformed SAIA with an annualized return of 9.59%, while SAIA has yielded a comparatively higher 28.28% annualized return.


KEX

1D
-0.91%
1M
1.00%
6M
11.46%
YTD
19.02%
1Y
37.32%
3Y*
17.22%
5Y*
17.76%
10Y*
9.59%
ALL TIME*
7.05%

SAIA

1D
-0.86%
1M
-16.57%
6M
3.81%
YTD
6.47%
1Y
18.61%
3Y*
-6.52%
5Y*
8.99%
10Y*
28.28%
ALL TIME*
16.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$81.47M$91.24M$86.63M
$206.79M$192.75M$185.37M

KEX vs. SAIA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KEX
Kirby Corporation
19.02%4.14%34.81%21.96%8.30%14.64%-42.11%32.91%0.84%0.45%
SAIA
Saia, Inc.
6.47%-28.35%4.00%108.99%-37.79%86.41%94.16%66.82%-21.10%60.25%

Correlation

The correlation between KEX and SAIA is 0.38, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.38

Correlation (3Y)
Balances recent behavior with more history.

0.43

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.41

Correlation (10Y)
Provides a long-term view across more market conditions.

0.42

Correlation (All Time)
Calculated using the full available price history since Sep 12, 2002

0.41

Fundamentals

Market Cap

KEX:

$7.02B

SAIA:

$9.27B

EPS

KEX:

$6.56

SAIA:

$10.37

PE Ratio

KEX:

19.99

SAIA:

33.52

PEG Ratio

KEX:

0.61

SAIA:

12.09

PS Ratio

KEX:

2.10

SAIA:

2.75

Total Revenue (TTM)

KEX:

$3.42B

SAIA:

$3.39B

Gross Profit (TTM)

KEX:

$891.16M

SAIA:

$1.37B

EBITDA (TTM)

KEX:

$790.45M

SAIA:

$632.34M

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Return for Risk

KEX vs. SAIA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

KEX
KEX Risk / Return Rank: 7878
Overall Rank
KEX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
KEX Sortino Ratio Rank: 7878
Sortino Ratio Rank
KEX Omega Ratio Rank: 7979
Omega Ratio Rank
KEX Calmar Ratio Rank: 7676
Calmar Ratio Rank
KEX Martin Ratio Rank: 7878
Martin Ratio Rank

SAIA
SAIA Risk / Return Rank: 5656
Overall Rank
SAIA Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
SAIA Sortino Ratio Rank: 5454
Sortino Ratio Rank
SAIA Omega Ratio Rank: 5353
Omega Ratio Rank
SAIA Calmar Ratio Rank: 5858
Calmar Ratio Rank
SAIA Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

KEX vs. SAIA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kirby Corporation (KEX) and Saia, Inc. (SAIA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


KEXSAIADifference
Sharpe ratioReturn per unit of total volatility

+0.92

Sortino ratioReturn per unit of downside risk

+1.08

Omega ratioGain probability vs. loss probability

1.25

1.10

+0.16

Calmar ratioReturn relative to maximum drawdown

1.74

0.53

+1.21

Martin ratioReturn relative to average drawdown

4.64

1.53

+3.12

KEX vs. SAIA - Sharpe Ratio Comparison

The current KEX Sharpe Ratio is 1.23, which is higher than the SAIA Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of KEX and SAIA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

KEX vs. SAIA - Drawdown Comparison

The maximum KEX drawdown since its inception was -75.42%, smaller than the maximum SAIA drawdown of -80.35%. Use the drawdown chart below to compare losses from any high point for KEX and SAIA.


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Drawdown Indicators


KEXSAIADifference

Max Drawdown

Largest peak-to-trough decline

-75.42%

-80.35%

+4.93%

Max Drawdown (1Y)

Largest decline over 1 year

-21.74%

-28.64%

+6.90%

Max Drawdown (3Y)

Largest decline over 3 years

-38.76%

-60.94%

+22.18%

Max Drawdown (5Y)

Largest decline over 5 years

-38.76%

-60.94%

+22.18%

Max Drawdown (10Y)

Largest decline over 10 years

-63.34%

-60.94%

-2.40%

Current Drawdown

Current decline from peak

-14.06%

-42.63%

+28.57%

Average Drawdown

Average peak-to-trough decline

-28.54%

-28.96%

+0.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.12%

9.87%

-1.75%

Volatility

KEX vs. SAIA - Volatility Comparison

The current volatility for Kirby Corporation (KEX) is 13.42%, while Saia, Inc. (SAIA) has a volatility of 14.55%. This indicates that KEX experiences smaller price fluctuations and is considered to be less risky than SAIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KEXSAIADifference

Volatility (1M)

Calculated over the trailing 1-month period

13.42%

14.55%

-1.13%

Volatility (6M)

Calculated over the trailing 6-month period

20.48%

37.05%

-16.57%

Volatility (1Y)

Calculated over the trailing 1-year period

37.01%

48.48%

-11.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.15%

51.63%

-19.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.84%

45.73%

-9.89%

Dividends

KEX vs. SAIA - Dividend Comparison

Neither KEX nor SAIA has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

KEX vs. SAIA - Financials Comparison

This section allows you to compare key financial metrics between Kirby Corporation and Saia, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

KEX vs. SAIA - Profitability Comparison

The chart below illustrates the profitability comparison between Kirby Corporation and Saia, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

KEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Kirby Corporation reported a gross profit of 217.33M and revenue of 844.10M. Therefore, the gross margin over that period was 25.8%.

SAIA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Saia, Inc. reported a gross profit of 871.51M and revenue of 956.49M. Therefore, the gross margin over that period was 91.1%.

KEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Kirby Corporation reported an operating income of 106.22M and revenue of 844.10M, resulting in an operating margin of 12.6%.

SAIA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Saia, Inc. reported an operating income of 125.21M and revenue of 956.49M, resulting in an operating margin of 13.1%.

KEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Kirby Corporation reported a net income of 81.20M and revenue of 844.10M, resulting in a net margin of 9.6%.

SAIA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Saia, Inc. reported a net income of 94.26M and revenue of 956.49M, resulting in a net margin of 9.9%.


Frequently Asked Questions


KEX and SAIA have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SAIA has higher volatility (14.55%) compared to KEX (13.42%). In terms of maximum drawdown, KEX dropped -75.42% vs SAIA's -80.35%.

KEX currently has the higher Sharpe Ratio (1.23 vs 0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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