Knight Transportation Inc (KNX)vsRXO Inc. (RXO)
KNX
Knight Transportation Inc
$56.34
+2.42%
INDUSTRIALS · Cap: $8.94B
RXO
RXO Inc.
$14.38
+3.30%
INDUSTRIALS · Cap: $2.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 30% more annual revenue ($7.47B vs $5.74B). KNX leads profitability with a 0.9% profit margin vs -1.7%. 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+
RXO
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2059.9%
Fair Value
$2.79
Current Price
$56.34
$53.55 premium
Intrinsic value data unavailable for RXO.
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
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
ROE of -6.3% — below average capital efficiency
Revenue declined 11.9%
Earnings declined 93.2%
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 : RXO
The strongest argument for RXO centers on Price/Book.
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 : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
KNX profiles as a value stock while RXO is a turnaround play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.54 — 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.
Bottom Line
KNX scores higher overall (47/100 vs 37/100). 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.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading transportation and logistics provider focused on delivering efficient freight solutions across North America. Leveraging advanced technology and data analytics, RXO optimizes supply chain operations, ensuring timely and cost-effective delivery of goods for its clients. With a strong commitment to sustainability and continuous innovation, the company is well-aligned with current industry trends, enhancing its attractiveness to institutional investors. RXO's extensive network and strategic partnerships further strengthen its ability to meet various customer needs, affirming its position as a key player in the logistics sector.
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