
Knight-Swift Transportation Holdings KNX
86.60 USD (+36.1%)
20 analysts
What does it do?
Knight-Swift Transportation Holdings is one of the largest truckload freight transportation companies in North America, operating truck fleets and logistics services for cargo transport.
Key points
from its scores- ✓Good share-price trend9.3
- ✓Strong growth7.5
- ✕Little or no dividend1.7
- ✕Little competitive advantage3.1
- ✕Demanding valuation4.7
AI analysis
bottom line, main risk, context and newsGrowth and momentum are positive, but low profitability and current valuation warrant caution until margin improvement is confirmed.
Knight-Swift shows solid growth (revenue +12.6%, earnings +23.8%) and strong momentum (9.34), but its profitability is weak (ROE 0.61%, operating margin 5.18%) and its current valuation is demanding (P/E 235.63), although the forward P/E of 15.75 suggests an expected normalization.
The main risk is the low return on equity (ROE 0.61%) and the narrow operating margin (5.18%), which in a cyclical sector like trucking may not be sustainable if the economy slows down.
Context and risks
Knight-Swift's business is truckload freight transportation in the US and Mexico. The context of rising US interest rates and a stronger dollar does not materially affect its core activity, and there is no relevant exposure to shipping routes or crude oil in its cost structure that would justify a geopolitical risk adjustment.
Is Knight-Swift Transportation Holdings stock cheap or expensive?
at the analysis dateOn P/E and EV / EBITDA, it trades 406% above the Industrials median on average.
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| P/E | 235.6 | 25.4 | +827% |
| EV / EBITDA | 12.3 | 14.5 | −15% |
| Price / book | 1.5 | 4.1 | −63% |
| Price / sales | 1.3 | 2.1 | −35% |
Sector: median of the 388 Industrials companies analysed. In bold, the multiples used for the comparison.
Valuation score: 4.7 out of 10 (median for Industrials: 5.0).
Average analyst target: 86.60 USD, +36.1% versus the price.
A premium can be justified if the company is of higher quality or grows faster than its sector: Quality / Moat 3.1 (sector 5.8), Growth 7.5 (sector 6.6).
Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Industrials medianValuation
- P/E
- 235.6
- Forward P/E
- 15.8
- EV / EBITDA
- 12.3
- Price / book
- 1.5
- Price / sales
- 1.3
- PEG
- 0.24
- Market cap
- 10.4B USD
- Enterprise value
- 12.9B USD
Profitability
- ROE
- 0.6%
- ROA
- 1.3%
- ROIC (approx.)
- 4.1%
- Gross margin
- 24.3%
- Operating margin
- 5.2%
- Net margin
- 0.6%
- Free cash flow
- 491.3M USD
- FCF yield
- 4.7%
- Cash conversion
- 47%
Solvency
- Total debt
- 2.7B USD
- Net debt
- 2.5B USD
- Cash
- 186.1M USD
- EBITDA
- 1.0B USD
- Net debt / EBITDA
- 2.38
- Debt / equity
- 38.41
- Current ratio
- 0.88
- Quick ratio
- 0.63
Growth
- Revenue growth
- +12.6%
- Earnings growth
- +23.8%
- EPS (TTM)
- 0.27 USD
- EPS (forward)
- 4.04 USD
Dividend
- Dividend yield
- 1.3%
- Payout
- 281.5%
Risk and market
- Beta
- 1.21
- Analyst consensus
- Buy (20)
- Target price
- 86.60 USD
- 52-week range
- 41.24 – 82.86
Recent news
All KNX news →Compare it with its sector
All 388 in Industrials →Frequently asked questions about Knight-Swift Transportation Holdings
Is Knight-Swift Transportation Holdings stock cheap or expensive?
On P/E and EV / EBITDA, it trades 406% above the Industrials median on average. Valuation score: 4.7 out of 10 (median for Industrials: 5.0). Average analyst target: 86.60 USD, +36.1% versus the price. This is not investment advice.
What score does Knight-Swift Transportation Holdings get on MeridIAn Screener?
It scores 4.9 out of 10, rank 1,753 of 2,130 (better than 17% of the companies analysed). Its strongest category is Momentum (9.3) and its weakest, Dividend (1.7). Analysis of 08/10/2026.
What is Knight-Swift Transportation Holdings's P/E ratio?
Its P/E is 235.6: the share price equals 235.6 times earnings per share over the last 12 months. The Industrials median is 25.4. Based on the earnings analysts expect, the forward P/E is 15.8.
How much is Knight-Swift Transportation Holdings worth on the stock market?
Its market capitalisation is 10.4B USD and its enterprise value, debt included, is 12.9B USD.
How much debt does Knight-Swift Transportation Holdings have?
Its net debt (debt minus cash) is 2.5B USD. That is 2.38 times its EBITDA; the Industrials median is 1.58.
Does Knight-Swift Transportation Holdings pay a dividend?
Yes: its dividend yield is 1.26% and it pays out 281% of its earnings.
How has Knight-Swift Transportation Holdings stock performed over the last year?
It has risen 52.0% over the last year, excluding dividends. Over the last 52 weeks it has traded between 41.24 and 82.86 USD. Past performance does not guarantee future results.
What do analysts think of Knight-Swift Transportation Holdings?
20 analysts cover it; their average recommendation is “Buy” and their average target is 86.60 USD (+36.1% versus the price). It is an estimate, not market data.
