Knight Transportation Inc (KNX)vsSaia Inc (SAIA)
KNX
Knight Transportation Inc
$61.67
+1.46%
INDUSTRIALS · Cap: $9.91B
SAIA
Saia Inc
$354.87
+2.98%
INDUSTRIALS · Cap: $9.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Knight Transportation Inc generates 136% more annual revenue ($8.00B vs $3.39B). SAIA leads profitability with a 8.2% profit margin vs 1.9%. KNX appears more attractively valued with a PEG of 0.23. KNX earns a higher WallStSmart Score of 64/100 (C+).
KNX
Buy64
out of 100
Grade: C+
SAIA
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.0%
Fair Value
$138.90
Current Price
$61.67
$77.23 discount
Intrinsic value data unavailable for SAIA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 1387.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
17.1% revenue growth
Earnings expanding 31.5% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 0.6% — below average capital efficiency
1.9% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.2% demonstrates continued momentum. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bull Case : SAIA
The strongest argument for SAIA centers on Debt/Equity, Altman Z-Score, Revenue Growth. Revenue growth of 17.1% demonstrates continued momentum.
Bear Case : KNX
The primary concerns for KNX are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 64.7x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : SAIA
The primary concerns for SAIA are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
KNX profiles as a value stock while SAIA is a growth play — different risk/reward profiles.
SAIA carries more volatility with a beta of 2.19 — expect wider price swings.
SAIA is growing revenue faster at 17.1% — sustainability is the question.
KNX generates stronger free cash flow (57M), providing more financial flexibility.
Bottom Line
KNX scores higher overall (64/100 vs 58/100) and 14.2% revenue growth. Both earn "Buy" and "Buy" 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.
Saia Inc
INDUSTRIALS · TRUCKING · USA
Saia, Inc., is a transportation company in North America. The company is headquartered in Johns Creek, Georgia.
Visit Website →Compare with Other TRUCKING Stocks
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