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.
Both Knight-Swift and Schneider National are living through the freight-rate trough, and it shows in thin returns. Knight-Swift, a truckload carrier, earns a 0.45% net margin and a 0.48% return on equity; Schneider, which adds intermodal and logistics, earns 1.73% and 3.24%. Knight-Swift generates far more free cash, a 10.4% yield against Schneider's 5.65%. Schneider carries an earnings multiple of 64.75 times against trough profits, while Knight-Swift's earnings are too slim to price on that basis. Their dividends are close, 0.94% for Knight-Swift and 1.05% for Schneider. Knight-Swift trades at 1.77 times book against 2.11, and at $12.5B is nearly double Schneider's $6.4B.
Comparison updated 2026-07-11.
| Metric | KNX | SNDR |
|---|---|---|
| Price | $75.18 | $36.37 |
| Market cap | $12.3B | $6.4B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +18.4% | +11.2% |
| P/E | — | 65.0 |
| P/B | 1.74 | 2.12 |
| P/S | 1.64 | 1.13 |
| EV/EBITDA | 14.3 | 10.8 |
| Revenue growth | +1.1% | +5.6% |
| Operating margin | 1.5% | 2.4% |
| Net margin | 0.5% | 1.7% |
| Return on equity | 0.5% | 3.2% |
| Return on assets | 0.3% | 2.0% |
| Return on invested capital | 1.6% | 3.5% |
| FCF yield | 10.6% | 5.6% |
| Dividend yield | 1.0% | 1.0% |
| Debt / equity | 0.25 | 0.13 |
| Current ratio | 0.70 | 1.95 |
| Altman Z (solvency) | 2.40 | 3.78 |
| Piotroski F (quality) | 4 / 9 | 7 / 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.