Knight-Swift Transportation Holdings Inc. vs United Parcel Service, Inc, two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where KNX and UPS diverge most: on revenue growth, KNX reads +1.1% and UPS reads -2.8%; on return on equity, KNX reads 0.5% and UPS reads 33.2%. The rest of the comparable metrics sit closer together. On valuation, today's KNX price has a different growth bar priced in than UPS (+18.4% implied for KNX vs +4.0% for UPS); 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 UPS'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 | UPS |
|---|---|---|
| Price | $75.18 | $112.60 |
| Market cap | $12.3B | $95.7B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +18.4% | +4.0% |
| P/E | — | 18.2 |
| P/B | 1.74 | 6.06 |
| P/S | 1.64 | 1.08 |
| EV/EBITDA | 14.3 | 8.0 |
| Revenue growth | +1.1% | -2.8% |
| Operating margin | 1.5% | 6.0% |
| Net margin | 0.5% | 5.9% |
| Return on equity | 0.5% | 33.2% |
| Return on assets | 0.3% | 7.3% |
| Return on invested capital | 1.6% | 34.9% |
| FCF yield | 10.6% | 4.7% |
| Dividend yield | 1.0% | 5.8% |
| Debt / equity | 0.25 | 0.04 |
| Current ratio | 0.70 | 1.21 |
| Altman Z (solvency) | 2.40 | 7.72 |
| Piotroski F (quality) | 4 / 9 | 7 / 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.