Knight Transportation Inc (KNX)vsOld Dominion Freight Line Inc (ODFL)
KNX
Knight Transportation Inc
$56.34
+2.42%
INDUSTRIALS · Cap: $8.94B
ODFL
Old Dominion Freight Line Inc
$189.05
+2.17%
INDUSTRIALS · Cap: $39.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 36% more annual revenue ($7.47B vs $5.50B). ODFL leads profitability with a 18.6% profit margin vs 0.9%. KNX appears more attractively valued with a PEG of 0.50. ODFL earns a higher WallStSmart Score of 51/100 (C-).
KNX
Hold47
out of 100
Grade: D+
ODFL
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2059.9%
Fair Value
$2.79
Current Price
$56.34
$53.55 premium
Margin of Safety
-490.9%
Fair Value
$32.91
Current Price
$189.05
$156.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 24 in profit
Strong operational efficiency at 23.3%
Areas to Watch
Grey zone — moderate risk
ROE of 0.9% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.5%
Premium valuation, high expectations priced in
Trading at 9.1x book value
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : ODFL
The strongest argument for ODFL centers on Return on Equity, Operating Margin. Profitability is solid with margins at 18.6% and operating margin at 23.3%.
Bear Case : KNX
The primary concerns for KNX are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 134.2x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Bear Case : ODFL
The primary concerns for ODFL are P/E Ratio, Price/Book, Piotroski F-Score.
Key Dynamics to Monitor
KNX profiles as a value stock while ODFL is a declining play — different risk/reward profiles.
ODFL carries more volatility with a beta of 1.22 — expect wider price swings.
KNX is growing revenue faster at -0.4% — sustainability is the question.
KNX generates stronger free cash flow (575M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (51/100 vs 47/100), backed by strong 18.6% margins. Both earn "Buy" and "Hold" 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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