Knight-Swift Transportation Holdings Inc.

NYSE:KNX Stock Report

Market Cap: US$9.5b

Knight-Swift Transportation Holdings Valuation

Is KNX undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of KNX when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
US$89.95
Fair Value
35.1% undervalued intrinsic discount
19
Number of Analysts

Below Fair Value: KNX ($58.34) is trading below our estimate of fair value ($89.95)

Significantly Below Fair Value: KNX is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for KNX?

Key metric: As KNX is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for KNX. This is calculated by dividing KNX's market cap by their current earnings.
What is KNX's PE Ratio?
PE Ratio80.3x
EarningsUS$117.63m
Market CapUS$9.47b

Price to Earnings Ratio vs Peers

How does KNX's PE Ratio compare to its peers?

The above table shows the PE ratio for KNX vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average30.1x
R Ryder System
14.3x12.3%US$6.8b
UHAL U-Haul Holding
29.3x12.3%US$12.9b
SAIA Saia
34x13.2%US$13.2b
XPO XPO
42.8x18.4%US$16.3b
KNX Knight-Swift Transportation Holdings
80.3x37.2%US$9.5b

Price-To-Earnings vs Peers: KNX is expensive based on its Price-To-Earnings Ratio (80.3x) compared to the peer average (30.1x).

Price to Earnings Ratio vs Industry

How does KNX's PE Ratio compare vs other companies in the US Transportation Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
ZCAR Zoomcar Holdings
2.8xn/aUS$3.52m
No more companies available in this PE range
KNX 80.3xIndustry Avg. 29.4xNo. of Companies6PE01632486480+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: KNX is expensive based on its Price-To-Earnings Ratio (80.3x) compared to the US Transportation industry average (29.9x).

Price to Earnings Ratio vs Fair Ratio

What is KNX's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

KNX PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio80.3x
Fair PE Ratio28.4x

Price-To-Earnings vs Fair Ratio: KNX is expensive based on its Price-To-Earnings Ratio (80.3x) compared to the estimated Fair Price-To-Earnings Ratio (28.4x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst KNX forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$58.34
US$61.85
+6.0%
8.5%US$70.00US$53.00n/a19
Jan ’26US$53.04
US$57.91
+9.2%
10.4%US$70.00US$48.00n/a19
Dec ’25US$59.36
US$56.96
-4.0%
11.0%US$70.00US$45.00n/a19
Nov ’25US$52.93
US$56.33
+6.4%
9.9%US$70.00US$45.00n/a19
Oct ’25US$52.74
US$57.12
+8.3%
10.3%US$72.00US$47.00n/a19
Sep ’25US$52.38
US$56.91
+8.6%
10.9%US$72.00US$45.00n/a19
Aug ’25US$52.47
US$56.26
+7.2%
11.3%US$72.00US$45.00n/a19
Jul ’25US$50.16
US$55.60
+10.8%
12.0%US$72.00US$45.00n/a20
Jun ’25US$48.25
US$56.28
+16.6%
11.5%US$72.00US$47.00n/a18
May ’25US$46.90
US$56.83
+21.2%
12.2%US$72.00US$47.00n/a18
Apr ’25US$54.78
US$63.12
+15.2%
7.6%US$75.00US$55.00n/a17
Mar ’25US$55.20
US$63.89
+15.7%
7.3%US$75.00US$55.00n/a18
Feb ’25US$57.86
US$64.16
+10.9%
7.5%US$75.00US$54.00n/a19
Jan ’25US$57.65
US$60.53
+5.0%
9.9%US$75.00US$48.00US$53.0419
Dec ’24US$56.00
US$60.53
+8.1%
9.9%US$75.00US$48.00US$59.3619
Nov ’24US$48.48
US$59.95
+23.7%
9.6%US$75.00US$48.00US$52.9319
Oct ’24US$50.15
US$61.37
+22.4%
9.4%US$72.00US$51.00US$52.7419
Sep ’24US$55.24
US$61.62
+11.5%
9.1%US$72.00US$51.00US$52.3821
Aug ’24US$59.73
US$61.62
+3.2%
9.1%US$72.00US$51.00US$52.4721
Jul ’24US$55.56
US$63.90
+15.0%
10.8%US$80.00US$50.00US$50.1621
Jun ’24US$55.77
US$64.29
+15.3%
10.2%US$80.00US$50.00US$48.2521
May ’24US$57.30
US$64.20
+12.0%
10.4%US$80.00US$50.00US$46.9020
Apr ’24US$56.58
US$65.26
+15.3%
13.6%US$88.00US$48.00US$54.7819
Mar ’24US$56.59
US$65.60
+15.9%
13.4%US$88.00US$48.00US$55.2020
Feb ’24US$61.04
US$64.70
+6.0%
13.2%US$88.00US$48.00US$57.8620
Jan ’24US$52.41
US$59.70
+13.9%
13.9%US$85.00US$46.00US$57.6520
Analyst Price Target
Consensus Narrative from 19 Analysts
US$61.85
Fair Value
5.7% undervalued intrinsic discount
19
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

Discover undervalued companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/29 09:03
End of Day Share Price 2025/01/29 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Knight-Swift Transportation Holdings Inc. is covered by 38 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Garrett HollandBaird
Brandon OglenskiBarclays
Eric MorganBarclays