Knight-Swift Transportation Holdings Inc. vs LANDSTAR SYSTEM, INC., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where KNX and LSTR diverge most: on revenue growth, KNX reads +1.1% and LSTR reads -0.8%; on debt / equity, KNX reads 0.25 and LSTR reads 0.00. The rest of the comparable metrics sit closer together. What KNX's price implies is a bet that sits within the historical range (whole-company basis). What LSTR's price implies is a demanding bet versus history and the cohort (segment-resolved basis). The bull and bear cases for each are in their full reports below.
| Metric | KNX | LSTR |
|---|---|---|
| Price | $72.44 | $200.28 |
| Market cap | $11.8B | $6.8B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +14.3% | — |
| P/E | — | 55.3 |
| P/B | 1.67 | 8.53 |
| P/S | 1.58 | 1.43 |
| EV/EBITDA | 13.8 | 30.8 |
| Revenue growth | +1.1% | -0.8% |
| Operating margin | 1.5% | 4.5% |
| Net margin | 0.5% | 2.6% |
| Return on equity | 0.5% | 15.6% |
| Return on assets | 0.3% | 7.8% |
| Return on invested capital | 1.6% | 15.5% |
| FCF yield | 11.0% | 3.4% |
| Dividend yield | 1.0% | 1.8% |
| Debt / equity | 0.25 | 0.00 |
| Current ratio | 0.70 | 1.88 |
| Altman Z (solvency) | 2.35 | 10.00 |
| Piotroski F (quality) | 4 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.