WallStSmart

Knight Transportation Inc (KNX)vsTFI International Inc (TFII)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TFI International Inc generates 5% more annual revenue ($7.87B vs $7.50B). TFII leads profitability with a 3.8% profit margin vs 0.5%. TFII trades at a lower P/E of 44.4x. KNX earns a higher WallStSmart Score of 50/100 (C-).

KNX

Buy

50

out of 100

Grade: C-

Growth: 3.3Profit: 4.0Value: 6.7Quality: 5.5
Piotroski: 5/9Altman Z: 1.86

TFII

Avoid

35

out of 100

Grade: F

Growth: 3.3Profit: 5.0Value: 4.7Quality: 5.0
Piotroski: 3/9Altman Z: 2.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KNXUndervalued (+39.1%)

Margin of Safety

+39.1%

Fair Value

$133.88

Current Price

$78.55

$55.33 discount

UndervaluedFair: $133.88Overvalued

Intrinsic value data unavailable for TFII.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KNX2 strengths · Avg: 8.0/10
PEG RatioValuation
0.688/10

Growing faster than its price suggests

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

TFII0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

KNX4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.4%4/10

1.4% revenue growth

Altman Z-ScoreHealth
1.864/10

Grey zone — moderate risk

Return on EquityProfitability
0.5%3/10

ROE of 0.5% — below average capital efficiency

Profit MarginProfitability
0.5%3/10

0.5% margin — thin

TFII4 concerns · Avg: 3.0/10
Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Operating MarginProfitability
4.4%3/10

Operating margin of 4.4%

Debt/EquityHealth
1.203/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : KNX

The strongest argument for KNX centers on PEG Ratio, Price/Book. PEG of 0.68 suggests the stock is reasonably priced for its growth.

Bull Case : TFII

TFII has a balanced fundamental profile.

Bear Case : KNX

The primary concerns for KNX are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 388.3x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.

Bear Case : TFII

The primary concerns for TFII are Profit Margin, Operating Margin, Debt/Equity. A P/E of 44.4x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

TFII carries more volatility with a beta of 1.46 — expect wider price swings.

KNX is growing revenue faster at 1.4% — sustainability is the question.

TFII generates stronger free cash flow (94M), providing more financial flexibility.

Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KNX scores higher overall (50/100 vs 35/100). Both earn "Buy" and "Avoid" 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.

TFI International Inc

INDUSTRIALS · TRUCKING · USA

TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.

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