Knight Transportation Inc (KNX)vsSaia Inc (SAIA)
KNX
Knight Transportation Inc
$56.34
+2.42%
INDUSTRIALS · Cap: $8.94B
SAIA
Saia Inc
$344.36
+4.27%
INDUSTRIALS · Cap: $8.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 131% more annual revenue ($7.47B vs $3.23B). SAIA leads profitability with a 7.9% profit margin vs 0.9%. KNX appears more attractively valued with a PEG of 0.50. KNX earns a higher WallStSmart Score of 47/100 (D+).
KNX
Hold47
out of 100
Grade: D+
SAIA
Hold44
out of 100
Grade: D
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
-500.4%
Fair Value
$64.74
Current Price
$344.36
$279.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Grey zone — moderate risk
ROE of 0.9% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.5%
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.1% revenue growth
7.9% margin — thin
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 : SAIA
The strongest argument for SAIA centers on Altman Z-Score, Debt/Equity.
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 : SAIA
The primary concerns for SAIA are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
SAIA carries more volatility with a beta of 2.03 — expect wider price swings.
SAIA is growing revenue faster at 0.1% — sustainability is the question.
KNX generates stronger free cash flow (575M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KNX scores higher overall (47/100 vs 44/100). Both earn "Hold" 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.
Saia Inc
INDUSTRIALS · TRUCKING · USA
Saia, Inc., is a transportation company in North America. The company is headquartered in Johns Creek, Georgia.
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