Knight-Swift Transportation Holdings Inc. vs WERNER ENTERPRISES, INC., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Knight-Swift and Werner Enterprises are both truckload carriers grinding through the same freight downturn, and neither carries an earnings multiple this cycle. Knight-Swift stays just above water, a 0.45% net margin and a 0.48% return on equity; Werner has slipped into losses, at negative 0.28% and negative 0.63%. The cash gap is wide: Knight-Swift's free cash yield of 10.4% stands against Werner's negative 1.71%. Werner carries much heavier leverage, 0.66 debt-to-equity against Knight-Swift's 0.25, and pays the larger dividend at 1.31% versus 0.94%. Their book multiples nearly match, 1.77 for Knight-Swift and 1.89 for Werner. Knight-Swift is far larger at $12.5B against $2.6B.
Comparison updated 2026-07-11.
| Metric | KNX | WERN |
|---|---|---|
| Price | $75.18 | $43.80 |
| Market cap | $12.3B | $2.6B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | +18.4% | -3.1% |
| P/B | 1.74 | 1.94 |
| P/S | 1.64 | 0.85 |
| EV/EBITDA | 14.3 | 160.6 |
| Revenue growth | +1.1% | +3.4% |
| Operating margin | 1.5% | 0.5% |
| Net margin | 0.5% | -0.3% |
| Return on equity | 0.5% | -0.6% |
| Return on assets | 0.3% | -0.3% |
| Return on invested capital | 1.6% | 0.8% |
| FCF yield | 10.6% | -1.7% |
| Dividend yield | 1.0% | 1.3% |
| Debt / equity | 0.25 | 0.66 |
| Current ratio | 0.70 | 1.46 |
| Altman Z (solvency) | 2.40 | 2.68 |
| Piotroski F (quality) | 4 / 9 | 5 / 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.