Knight Transportation Inc (KNX)vsMarten Transport Ltd (MRTN)
KNX
Knight Transportation Inc
$56.34
+2.42%
INDUSTRIALS · Cap: $8.94B
MRTN
Marten Transport Ltd
$13.09
+1.79%
INDUSTRIALS · Cap: $1.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 745% more annual revenue ($7.47B vs $883.65M). MRTN leads profitability with a 2.0% profit margin vs 0.9%. KNX appears more attractively valued with a PEG of 0.50. KNX earns a higher WallStSmart Score of 47/100 (D+).
KNX
Hold47
out of 100
Grade: D+
MRTN
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2059.9%
Fair Value
$2.79
Current Price
$56.34
$53.55 premium
Margin of Safety
-858.0%
Fair Value
$1.43
Current Price
$13.09
$11.66 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Grey zone — moderate risk
ROE of 0.9% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.5%
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 2.3% — below average capital efficiency
2.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : MRTN
The strongest argument for MRTN centers on Price/Book, Debt/Equity, Altman Z-Score.
Bear Case : KNX
The primary concerns for KNX are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 134.2x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Bear Case : MRTN
The primary concerns for MRTN are PEG Ratio, Market Cap, Return on Equity. A P/E of 60.7x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
KNX carries more volatility with a beta of 1.10 — expect wider price swings.
KNX is growing revenue faster at -0.4% — sustainability is the question.
KNX generates stronger free cash flow (575M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KNX scores higher overall (47/100 vs 41/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Knight Transportation Inc
INDUSTRIALS · TRUCKING · USA
Knight-Swift Transportation Holdings Inc., provides truck cargo transportation services in the United States, Mexico and Canada. The company is headquartered in Phoenix, Arizona.
Marten Transport Ltd
INDUSTRIALS · TRUCKING · USA
Marten Transport, Ltd. is a temperature sensitive cargo truck for carriers in the United States, Canada and Mexico. The company is headquartered in Mondovi, Wisconsin.
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