CVLG
Covenant Logistics Group, Inc.
Trucking
Market Cap$833M
5Y Perf.+426.7%
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Stock Comparison
CVLG vs KNX
Revenue, margins, valuation, and 5-year total return — side by side.
KNX
Knight-Swift Transportation Holdings Inc.
Trucking
Market Cap$10.30B
5Y Perf.+52.4%
CVLG vs KNX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CVLG | KNX |
|---|---|---|
| Industry | Trucking | Trucking |
| Market Cap | $833M | $10.30B |
| Revenue (TTM) | $1.16B | $7.50B |
| Net Income (TTM) | $7M | $34M |
| Gross Margin | 12.0% | 30.6% |
| Operating Margin | 1.2% | 2.9% |
| Forward P/E | 19.3x | 34.3x |
| Total Debt | $339M | $2.89B |
| Cash & Equiv. | $296M | $303M |
CVLG vs KNX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
CVLG
KNX
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Covenant Logistics … (CVLG) | 100 | 526.7 | +426.7% |
| Knight-Swift Transp… (KNX) | 100 | 152.4 | +52.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CVLG vs KNX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: CVLG leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Knight-Swift Transportation Holdings Inc. is the stronger pick specifically for capital preservation and lower volatility and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
CVLG
Covenant Logistics Group, Inc.
The Growth Play
CVLG carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 2.9%, EPS growth -79.2%, 3Y rev CAGR -1.5%
- 234.5% 10Y total return vs KNX's 156.2%
- 2.9% revenue growth vs KNX's 0.8%
Best for: growth exposure and long-term compounding
KNX
Knight-Swift Transportation Holdings Inc.
The Income Pick
KNX is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 8 yrs, beta 1.40, yield 1.1%
- Lower volatility, beta 1.40, Low D/E 40.8%, current ratio 0.86x
- Beta 1.40, yield 1.1%, current ratio 0.86x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | CVLG | 2.9% revenue growth vs KNX's 0.8% |
| Value | CVLG | Lower P/E (19.3x vs 34.3x) |
| Quality / Margins | CVLG | 0.6% margin vs KNX's 0.5% |
| Stability / Safety | KNX | Beta 1.40 vs CVLG's 1.54, lower leverage |
| Dividends | KNX | 1.1% yield, 8-year raise streak, vs CVLG's 0.9% |
| Momentum (1Y) | CVLG | +64.0% vs KNX's +54.4% |
| Efficiency (ROA) | CVLG | 0.7% ROA vs KNX's 0.3%, ROIC 1.8% vs 2.0% |
CVLG vs KNX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
CVLG vs KNX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLCVLGLAGGINGKNX
KNXKnight-Swift Transpor…
3leads
CVLGCovenant Logistics Gr…
3leads
6 Total Categories
CATEGORYLEADERvs KNXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
KNX4/6
Valuation MetricsMultiples, price ratios, and targets
CVLG4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
CVLG5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
CVLG6/6
Risk & VolatilityBeta, volatility, and downside exposure
KNX2/2
Analyst OutlookRatings, price targets, and dividends
KNX2/2
Income & Cash Flow (Last 12 Months)
KNX leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KNX is the larger business by revenue, generating $7.5B annually — 6.4x CVLG's $1.2B. Profitability is closely matched — net margins range from 0.6% (CVLG) to 0.5% (KNX). On growth, CVLG holds the edge at +6.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | CVLGCovenant Logistic… | KNXKnight-Swift Tran… |
|---|---|---|
| RevenueTrailing 12 months | $1.2B | $7.5B |
| EBITDAEarnings before interest/tax | $113M | $1.0B |
| Net IncomeAfter-tax profit | $7M | $34M |
| Free Cash FlowCash after capex | $114M | $1.3B |
| Gross MarginGross profit ÷ Revenue | +12.0% | +30.6% |
| Operating MarginEBIT ÷ Revenue | +1.2% | +2.9% |
| Net MarginNet income ÷ Revenue | +0.6% | +0.5% |
| FCF MarginFCF ÷ Revenue | +9.8% | +17.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.5% | +1.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -4.0% | -104.3% |
KNX leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
CVLG leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 122.9x trailing earnings, CVLG trades at a 21% valuation discount to KNX's 154.7x P/E. On an enterprise value basis, CVLG's 7.7x EV/EBITDA is more attractive than KNX's 12.4x.
| Metric | CVLGCovenant Logistic… | KNXKnight-Swift Tran… |
|---|---|---|
| Market CapShares × price | $833M | $10.3B |
| Enterprise ValueMkt cap + debt − cash | $876M | $12.9B |
| Trailing P/EPrice ÷ TTM EPS | 122.91x | 154.71x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.31x | 34.28x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 7.74x | 12.41x |
| Price / SalesMarket cap ÷ Revenue | 0.72x | 1.38x |
| Price / BookPrice ÷ Book value/share | 2.05x | 1.46x |
| Price / FCFMarket cap ÷ FCF | — | 13.50x |
CVLG leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
CVLG leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
CVLG delivers a 1.7% return on equity — every $100 of shareholder capital generates $2 in annual profit, vs $0 for KNX. KNX carries lower financial leverage with a 0.41x debt-to-equity ratio, signaling a more conservative balance sheet compared to CVLG's 0.84x. On the Piotroski fundamental quality scale (0–9), KNX scores 6/9 vs CVLG's 4/9, reflecting solid financial health.
| Metric | CVLGCovenant Logistic… | KNXKnight-Swift Tran… |
|---|---|---|
| ROE (TTM)Return on equity | +1.7% | +0.5% |
| ROA (TTM)Return on assets | +0.7% | +0.3% |
| ROICReturn on invested capital | +1.8% | +2.0% |
| ROCEReturn on capital employed | +1.6% | +2.3% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.84x | 0.41x |
| Net DebtTotal debt minus cash | $42M | $2.6B |
| Cash & Equiv.Liquid assets | $296M | $303M |
| Total DebtShort + long-term debt | $339M | $2.9B |
| Interest CoverageEBIT ÷ Interest expense | 1.46x | 1.36x |
CVLG leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
CVLG leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CVLG five years ago would be worth $29,261 today (with dividends reinvested), compared to $13,435 for KNX. Over the past 12 months, CVLG leads with a +64.0% total return vs KNX's +54.4%. The 3-year compound annual growth rate (CAGR) favors CVLG at 20.0% vs KNX's 4.5% — a key indicator of consistent wealth creation.
| Metric | CVLGCovenant Logistic… | KNXKnight-Swift Tran… |
|---|---|---|
| YTD ReturnYear-to-date | +49.1% | +21.8% |
| 1-Year ReturnPast 12 months | +64.0% | +54.4% |
| 3-Year ReturnCumulative with dividends | +72.8% | +14.1% |
| 5-Year ReturnCumulative with dividends | +192.6% | +34.4% |
| 10-Year ReturnCumulative with dividends | +234.5% | +156.2% |
| CAGR (3Y)Annualised 3-year return | +20.0% | +4.5% |
CVLG leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
KNX leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KNX is the less volatile stock with a 1.40 beta — it tends to amplify market swings less than CVLG's 1.54 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | CVLGCovenant Logistic… | KNXKnight-Swift Tran… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.54x | 1.40x |
| 52-Week HighHighest price in past year | $35.91 | $67.75 |
| 52-Week LowLowest price in past year | $18.00 | $38.63 |
| % of 52W HighCurrent price vs 52-week peak | +92.4% | +93.6% |
| RSI (14)Momentum oscillator 0–100 | 59.2 | 56.4 |
| Avg Volume (50D)Average daily shares traded | 149K | 3.0M |
KNX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
KNX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates CVLG as "Hold" and KNX as "Buy". For income investors, KNX offers the higher dividend yield at 1.14% vs CVLG's 0.86%.
| Metric | CVLGCovenant Logistic… | KNXKnight-Swift Tran… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | — | $65.10 |
| # AnalystsCovering analysts | 9 | 36 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | +1.1% |
| Dividend StreakConsecutive years of raises | 4 | 8 |
| Dividend / ShareAnnual DPS | $0.29 | $0.72 |
| Buyback YieldShare repurchases ÷ mkt cap | +4.4% | 0.0% |
KNX leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
KNX leads in 3 of 6 categories (Income & Cash Flow, Risk & Volatility). CVLG leads in 3 (Valuation Metrics, Profitability & Efficiency).
Best OverallCovenant Logistics Group, I… (CVLG)Leads 3 of 6 categories
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CVLG vs KNX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CVLG or KNX a better buy right now?
For growth investors, Covenant Logistics Group, Inc.
(CVLG) is the stronger pick with 2. 9% revenue growth year-over-year, versus 0. 8% for Knight-Swift Transportation Holdings Inc. (KNX). Covenant Logistics Group, Inc. (CVLG) offers the better valuation at 122. 9x trailing P/E (19. 3x forward), making it the more compelling value choice. Analysts rate Knight-Swift Transportation Holdings Inc. (KNX) a "Buy" — based on 36 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CVLG or KNX?
On trailing P/E, Covenant Logistics Group, Inc.
(CVLG) is the cheapest at 122. 9x versus Knight-Swift Transportation Holdings Inc. at 154. 7x. On forward P/E, Covenant Logistics Group, Inc. is actually cheaper at 19. 3x.
03Which is the better long-term investment — CVLG or KNX?
Over the past 5 years, Covenant Logistics Group, Inc.
(CVLG) delivered a total return of +192. 6%, compared to +34. 4% for Knight-Swift Transportation Holdings Inc. (KNX). Over 10 years, the gap is even starker: CVLG returned +234. 5% versus KNX's +156. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CVLG or KNX?
By beta (market sensitivity over 5 years), Knight-Swift Transportation Holdings Inc.
(KNX) is the lower-risk stock at 1. 40β versus Covenant Logistics Group, Inc. 's 1. 54β — meaning CVLG is approximately 10% more volatile than KNX relative to the S&P 500. On balance sheet safety, Knight-Swift Transportation Holdings Inc. (KNX) carries a lower debt/equity ratio of 41% versus 84% for Covenant Logistics Group, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — CVLG or KNX?
By revenue growth (latest reported year), Covenant Logistics Group, Inc.
(CVLG) is pulling ahead at 2. 9% versus 0. 8% for Knight-Swift Transportation Holdings Inc. (KNX). On earnings-per-share growth, the picture is similar: Knight-Swift Transportation Holdings Inc. grew EPS -43. 8% year-over-year, compared to -79. 2% for Covenant Logistics Group, Inc.. Over a 3-year CAGR, KNX leads at 0. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CVLG or KNX?
Knight-Swift Transportation Holdings Inc.
(KNX) is the more profitable company, earning 0. 9% net margin versus 0. 6% for Covenant Logistics Group, Inc. — meaning it keeps 0. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KNX leads at 3. 4% versus 1. 2% for CVLG. At the gross margin level — before operating expenses — KNX leads at 28. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CVLG or KNX more undervalued right now?
On forward earnings alone, Covenant Logistics Group, Inc.
(CVLG) trades at 19. 3x forward P/E versus 34. 3x for Knight-Swift Transportation Holdings Inc. — 15. 0x cheaper on a one-year earnings basis.
08Which pays a better dividend — CVLG or KNX?
All stocks in this comparison pay dividends.
Knight-Swift Transportation Holdings Inc. (KNX) offers the highest yield at 1. 1%, versus 0. 9% for Covenant Logistics Group, Inc. (CVLG).
09Is CVLG or KNX better for a retirement portfolio?
For long-horizon retirement investors, Knight-Swift Transportation Holdings Inc.
(KNX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (1. 1% yield, +156. 2% 10Y return). Covenant Logistics Group, Inc. (CVLG) carries a higher beta of 1. 54 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (KNX: +156. 2%, CVLG: +234. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CVLG and KNX?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(CVLG: 6.5% · KNX: 1.4%)P/E Ratio<
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