Knight Transportation Inc (KNX)vsTFI International Inc (TFII)
KNX
Knight Transportation Inc
$71.04
+1.25%
INDUSTRIALS · Cap: $12.46B
TFII
TFI International Inc
$141.03
-4.55%
INDUSTRIALS · Cap: $12.14B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 8% more annual revenue ($8.12B vs $7.50B). TFII leads profitability with a 4.1% profit margin vs 0.5%. TFII trades at a lower P/E of 40.7x. TFII earns a higher WallStSmart Score of 54/100 (C-).
KNX
Buy50
out of 100
Grade: C-
TFII
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.0%
Fair Value
$132.50
Current Price
$71.04
$61.46 discount
Intrinsic value data unavailable for TFII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 41.0% YoY
Areas to Watch
1.4% revenue growth
Grey zone — moderate risk
ROE of 0.6% — below average capital efficiency
0.5% margin — thin
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book. PEG of 0.64 suggests the stock is reasonably priced for its growth.
Bull Case : TFII
The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : KNX
The primary concerns for KNX are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 365.1x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Bear Case : TFII
The primary concerns for TFII are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 40.7x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
TFII carries more volatility with a beta of 1.48 — expect wider price swings.
TFII is growing revenue faster at 12.4% — sustainability is the question.
TFII generates stronger free cash flow (94M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TFII scores higher overall (54/100 vs 50/100) and 12.4% revenue growth. KNX offers better value entry with a 47.0% margin of safety. 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.
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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