Knight Transportation Inc (KNX)vsUniversal Logistics Holdings Inc (ULH)
KNX
Knight Transportation Inc
$56.34
+2.42%
INDUSTRIALS · Cap: $8.94B
ULH
Universal Logistics Holdings Inc
$21.11
+7.76%
INDUSTRIALS · Cap: $516.20M
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 379% more annual revenue ($7.47B vs $1.56B). KNX leads profitability with a 0.9% profit margin vs -6.4%. 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+
ULH
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2059.9%
Fair Value
$2.79
Current Price
$56.34
$53.55 premium
Intrinsic value data unavailable for ULH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
ROE of 0.9% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.5%
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 4.5%
Elevated debt levels
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 : ULH
The strongest argument for ULH centers on Price/Book.
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 : ULH
The primary concerns for ULH are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
KNX profiles as a value stock while ULH is a turnaround play — different risk/reward profiles.
KNX carries more volatility with a beta of 1.10 — 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
KNX scores higher overall (47/100 vs 35/100). Both earn "Hold" 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.
Universal Logistics Holdings Inc
INDUSTRIALS · TRUCKING · USA
Universal Logistics Holdings, Inc. offers transportation and logistics solutions in the United States, Mexico, Canada and Colombia. The company is headquartered in Warren, Michigan.
Visit Website →Compare with Other TRUCKING Stocks
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