Knight Transportation Inc (KNX)vsSchneider National Inc (SNDR)
KNX
Knight Transportation Inc
$67.97
-1.54%
INDUSTRIALS · Cap: $11.52B
SNDR
Schneider National Inc
$34.15
+0.68%
INDUSTRIALS · Cap: $5.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 33% more annual revenue ($7.73B vs $5.82B). SNDR leads profitability with a 1.9% 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+
SNDR
Buy55
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
-32.7%
Fair Value
$25.44
Current Price
$34.15
$8.71 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
Reasonable price relative to book value
Earnings expanding 40.0% 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
ROE of 3.2% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
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 : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book, EPS Growth. 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 : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 54.4x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
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.
KNX generates stronger free cash flow (57M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KNX scores higher overall (63/100 vs 55/100) 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.
Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
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