Knight Transportation Inc (KNX)vsOld Dominion Freight Line Inc (ODFL)
KNX
Knight Transportation Inc
$67.97
-1.54%
INDUSTRIALS · Cap: $11.52B
ODFL
Old Dominion Freight Line Inc
$179.79
-0.42%
INDUSTRIALS · Cap: $38.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 38% more annual revenue ($7.73B vs $5.60B). ODFL leads profitability with a 19.4% profit margin vs 0.6%. KNX appears more attractively valued with a PEG of 0.29. ODFL earns a higher WallStSmart Score of 67/100 (B-).
KNX
Buy63
out of 100
Grade: C+
ODFL
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.1%
Fair Value
$135.28
Current Price
$67.97
$67.31 discount
Margin of Safety
-27.0%
Fair Value
$143.29
Current Price
$179.79
$36.50 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 23.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Strong operational efficiency at 28.8%
Earnings expanding 32.3% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 0.6% — below average capital efficiency
0.6% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 12.6% demonstrates continued momentum. PEG of 0.29 suggests the stock is reasonably priced for its growth.
Bull Case : ODFL
The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 28.8%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : KNX
The primary concerns for KNX are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 262.2x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : ODFL
The primary concerns for ODFL are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
KNX profiles as a value stock while ODFL is a mature play — different risk/reward profiles.
KNX carries more volatility with a beta of 1.18 — expect wider price swings.
KNX is growing revenue faster at 12.6% — sustainability is the question.
ODFL generates stronger free cash flow (196M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (67/100 vs 63/100), backed by strong 19.4% margins and 10.4% revenue growth. KNX offers better value entry with a 49.1% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Knight Transportation Inc
INDUSTRIALS · TRUCKING · USA
Knight-Swift Transportation Holdings Inc., provides truck cargo transportation services in the United States, Mexico and Canada. The company is headquartered in Phoenix, Arizona.
Old Dominion Freight Line Inc
INDUSTRIALS · TRUCKING · USA
Old Dominion Freight Line, Inc. is an American less than truckload shipping (LTL) company. It offers regional, inter-regional and national LTL service. In addition to its core LTL services, the company offers logistics services including ground and air expedited transportation, supply chain consulting, transportation management, truckload brokerage, container delivery and warehousing, as well as household moving services.
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