Knight Transportation Inc (KNX)vsTFI International Inc (TFII)
KNX
Knight Transportation Inc
$56.34
+2.42%
INDUSTRIALS · Cap: $8.94B
TFII
TFI International Inc
$106.48
+1.65%
INDUSTRIALS · Cap: $8.64B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 6% more annual revenue ($7.88B vs $7.47B). TFII leads profitability with a 3.9% profit margin vs 0.9%. TFII trades at a lower P/E of 28.2x. KNX earns a higher WallStSmart Score of 47/100 (D+).
KNX
Hold47
out of 100
Grade: D+
TFII
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
Margin of Safety
-396.6%
Fair Value
$25.30
Current Price
$106.48
$81.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Grey zone — moderate risk
ROE of 0.9% — below average capital efficiency
0.9% margin — thin
Operating margin of 3.5%
Moderate valuation
3.9% margin — thin
Weak financial health signals
Revenue declined 7.8%
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 : TFII
TFII has a balanced fundamental profile.
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 : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Piotroski F-Score. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
TFII carries more volatility with a beta of 1.39 — 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 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.
TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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