Knight Transportation Inc (KNX)vsPACCAR Inc (PCAR)
KNX
Knight Transportation Inc
$67.97
-1.54%
INDUSTRIALS · Cap: $11.52B
PCAR
PACCAR Inc
$122.73
+0.13%
INDUSTRIALS · Cap: $64.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 260% more annual revenue ($27.82B vs $7.73B). PCAR leads profitability with a 9.0% profit margin vs 0.6%. KNX appears more attractively valued with a PEG of 0.29. KNX earns a higher WallStSmart Score of 63/100 (C+).
KNX
Buy63
out of 100
Grade: C+
PCAR
Buy54
out of 100
Grade: C-
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
-43.2%
Fair Value
$85.69
Current Price
$122.73
$37.04 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
Large-cap with strong market position
Growing faster than its price suggests
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
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
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 : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio. PEG of 1.00 suggests the stock is reasonably priced for its growth.
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 : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
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.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KNX scores higher overall (63/100 vs 54/100) and 12.6% revenue growth. Both earn "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.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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