Knight-Swift Transportation Holdings Inc. vs Schneider National, Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where KNX and SNDR diverge most: on return on assets, KNX reads 0.3% and SNDR reads 2.2%; on return on equity, KNX reads 0.5% and SNDR reads 3.6%. The rest of the comparable metrics sit closer together. On valuation, today's KNX price has a different growth bar priced in than SNDR (+12.4% implied for KNX vs +5.0% for SNDR); the higher figure is the steeper assumption to clear, not a better or worse stock. What KNX's price implies is a bet that sits within the historical range (whole-company basis). What SNDR's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | KNX | SNDR |
|---|---|---|
| Price | $64.45 | $31.49 |
| Market cap | $10.5B | $5.5B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +12.4% | +5.0% |
| P/E | — | 49.2 |
| P/B | 1.49 | 1.81 |
| P/S | 1.40 | 0.95 |
| EV/EBITDA | 12.5 | 9.1 |
| Revenue growth | +1.1% | +6.3% |
| Operating margin | 1.5% | 4.5% |
| Net margin | 0.5% | 1.9% |
| Return on equity | 0.5% | 3.6% |
| Return on assets | 0.3% | 2.2% |
| Return on invested capital | 1.6% | 3.9% |
| FCF yield | 12.4% | 5.6% |
| Dividend yield | 1.1% | 1.2% |
| Debt / equity | 0.25 | 0.13 |
| Current ratio | 0.70 | 2.03 |
| Altman Z (solvency) | 2.19 | 3.54 |
| Piotroski F (quality) | 4 / 9 | 8 / 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.