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 implied growth (priced in), KNX reads +12.4% and UPS reads -3.0%; on revenue growth, KNX reads +1.1% and UPS reads -0.2%. The rest of the comparable metrics sit closer together. On valuation, today's KNX price has a different growth bar priced in than UPS (+12.4% implied for KNX vs -3.0% 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 | $64.45 | $94.56 |
| Market cap | $10.5B | $80.5B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +12.4% | -3.0% |
| P/E | — | 17.6 |
| P/B | 1.49 | 5.33 |
| P/S | 1.40 | 0.89 |
| EV/EBITDA | 12.5 | 9.6 |
| Revenue growth | +1.1% | -0.2% |
| Operating margin | 1.5% | 4.1% |
| Net margin | 0.5% | 5.1% |
| Return on equity | 0.5% | 30.3% |
| Return on assets | 0.3% | 6.4% |
| Return on invested capital | 1.6% | 13.2% |
| FCF yield | 12.4% | 6.8% |
| Dividend yield | 1.1% | 6.9% |
| Debt / equity | 0.25 | 1.62 |
| Current ratio | 0.70 | 1.18 |
| Altman Z (solvency) | 2.19 | 7.72 |
| 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.