Knight-Swift Transportation Holdings Inc. vs OLD DOMINION FREIGHT LINE, INC., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where KNX and ODFL diverge most: on revenue growth, KNX reads +1.1% and ODFL reads -4.8%; on return on assets, KNX reads 0.3% and ODFL reads 17.8%. 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 ODFL's price implies is a demanding bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | KNX | ODFL |
|---|---|---|
| Price | $72.44 | $233.05 |
| Market cap | $11.8B | $48.8B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +14.3% | — |
| P/E | — | 48.6 |
| P/B | 1.67 | 11.09 |
| P/S | 1.58 | 8.94 |
| EV/EBITDA | 13.8 | 28.4 |
| Revenue growth | +1.1% | -4.8% |
| Operating margin | 1.5% | 23.8% |
| Net margin | 0.5% | 18.5% |
| Return on equity | 0.5% | 22.9% |
| Return on assets | 0.3% | 17.8% |
| Return on invested capital | 1.6% | 22.6% |
| FCF yield | 11.0% | 2.1% |
| Dividend yield | 1.0% | 0.5% |
| Debt / equity | 0.25 | 0.01 |
| Current ratio | 0.70 | 1.57 |
| Altman Z (solvency) | 2.35 | 8.25 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
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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.