KNX
Knight-Swift Transportation Holdings Inc.
Trucking
Market Cap$10.30B
5Y Perf.+52.4%
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Stock Comparison
KNX vs WERN vs HTLD vs ODFL
Revenue, margins, valuation, and 5-year total return — side by side.
WERN
Werner Enterprises, Inc.
Trucking
Market Cap$2.18B
5Y Perf.-21.3%
HTLD
Heartland Express, Inc.
Trucking
Market Cap$1.01B
5Y Perf.-40.7%
ODFL
Old Dominion Freight Line, Inc.
Trucking
Market Cap$41.28B
5Y Perf.+131.5%
KNX vs WERN vs HTLD vs ODFL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | KNX | WERN | HTLD | ODFL |
|---|---|---|---|---|
| Industry | Trucking | Trucking | Trucking | Trucking |
| Market Cap | $10.30B | $2.18B | $1.01B | $41.28B |
| Revenue (TTM) | $7.50B | $2.97B | $806M | $5.50B |
| Net Income (TTM) | $34M | $-14M | $-52M | $1.02B |
| Gross Margin | 30.6% | 8.3% | -0.9% | 32.2% |
| Operating Margin | 2.9% | 1.9% | -7.7% | 24.8% |
| Forward P/E | 34.3x | 39.8x | — | 37.7x |
| Total Debt | $2.89B | $752M | $161M | $141M |
| Cash & Equiv. | $303M | $60M | $18M | $120M |
KNX vs WERN vs HTLD vs ODFL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
KNX
WERN
HTLD
ODFL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Knight-Swift Transp… (KNX) | 100 | 152.4 | +52.4% |
| Werner Enterprises,… (WERN) | 100 | 78.7 | -21.3% |
| Heartland Express, … (HTLD) | 100 | 59.3 | -40.7% |
| Old Dominion Freigh… (ODFL) | 100 | 231.5 | +131.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: KNX vs WERN vs HTLD vs ODFL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: KNX and WERN are tied at the top with 2 categories each — the right choice depends on your priorities. Werner Enterprises, Inc. is the stronger pick specifically for capital preservation and lower volatility and dividend income and shareholder returns. ODFL and HTLD also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
KNX
Knight-Swift Transportation Holdings Inc.
The Growth Play
KNX has the current edge in this matchup, primarily because of its strength in growth exposure.
- Rev growth 0.8%, EPS growth -43.8%, 3Y rev CAGR 0.2%
- 0.8% revenue growth vs HTLD's -23.1%
- Lower P/E (34.3x vs 37.7x)
Best for: growth exposure
WERN
Werner Enterprises, Inc.
The Income Pick
WERN is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 5 yrs, beta 1.24, yield 1.5%
- Lower volatility, beta 1.24, Low D/E 54.1%, current ratio 1.94x
- Beta 1.24, yield 1.5%, current ratio 1.94x
- Beta 1.24 vs KNX's 1.40
Best for: income & stability and sleep-well-at-night
HTLD
Heartland Express, Inc.
The Momentum Pick
HTLD is the clearest fit if your priority is momentum.
- +72.8% vs ODFL's +28.0%
Best for: momentum
ODFL
Old Dominion Freight Line, Inc.
The Long-Run Compounder
ODFL is the clearest fit if your priority is long-term compounding.
- 8.4% 10Y total return vs KNX's 156.2%
- 18.6% margin vs HTLD's -6.5%
- 18.5% ROA vs HTLD's -4.1%, ROIC 23.6% vs -4.8%
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | KNX | 0.8% revenue growth vs HTLD's -23.1% |
| Value | KNX | Lower P/E (34.3x vs 37.7x) |
| Quality / Margins | ODFL | 18.6% margin vs HTLD's -6.5% |
| Stability / Safety | WERN | Beta 1.24 vs KNX's 1.40 |
| Dividends | WERN | 1.5% yield, 5-year raise streak, vs ODFL's 0.6% |
| Momentum (1Y) | HTLD | +72.8% vs ODFL's +28.0% |
| Efficiency (ROA) | ODFL | 18.5% ROA vs HTLD's -4.1%, ROIC 23.6% vs -4.8% |
KNX vs WERN vs HTLD vs ODFL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
Segment breakdown not available.
FY 2025
KNX vs WERN vs HTLD vs ODFL — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLODFLLAGGINGHTLD
Who Leads Where
ODFL leads in 3 of 6 categories
WERN leads 2 • KNX leads 0 • HTLD leads 0 • 1 tied
Explore the data ↓HTLDHeartland Express, In…
0leads
KNXKnight-Swift Transpor…
0leads
WERNWerner Enterprises, I…
2leads
ODFLOld Dominion Freight …
3leads
6 Total Categories
CATEGORYLEADERvs WERNvs KNXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
ODFL4/6
Valuation MetricsMultiples, price ratios, and targets
WERN3/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
ODFL9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
ODFL4/6
Risk & VolatilityBeta, volatility, and downside exposure
WERN2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
ODFL 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 — 9.3x HTLD's $806M. ODFL is the more profitable business, keeping 18.6% of every revenue dollar as net income compared to HTLD's -6.5%. On growth, KNX holds the edge at +1.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | KNXKnight-Swift Tran… | WERNWerner Enterprise… | HTLDHeartland Express… | ODFLOld Dominion Frei… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $7.5B | $3.0B | $806M | $5.5B |
| EBITDAEarnings before interest/tax | $1.0B | $343M | $97M | $1.7B |
| Net IncomeAfter-tax profit | $34M | -$14M | -$52M | $1.0B |
| Free Cash FlowCash after capex | $1.3B | -$69M | -$67M | $955M |
| Gross MarginGross profit ÷ Revenue | +30.6% | +8.3% | -0.9% | +32.2% |
| Operating MarginEBIT ÷ Revenue | +2.9% | +1.9% | -7.7% | +24.8% |
| Net MarginNet income ÷ Revenue | +0.5% | -0.5% | -6.5% | +18.6% |
| FCF MarginFCF ÷ Revenue | +17.8% | -2.3% | -8.3% | +17.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.4% | -2.3% | -26.1% | -5.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -104.3% | -3.4% | -9.6% | -11.4% |
ODFL leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
WERN leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 41.0x trailing earnings, ODFL trades at a 73% valuation discount to KNX's 154.7x P/E. On an enterprise value basis, WERN's 8.1x EV/EBITDA is more attractive than ODFL's 23.9x.
| Metric | KNXKnight-Swift Tran… | WERNWerner Enterprise… | HTLDHeartland Express… | ODFLOld Dominion Frei… |
|---|---|---|---|---|
| Market CapShares × price | $10.3B | $2.2B | $1.0B | $41.3B |
| Enterprise ValueMkt cap + debt − cash | $12.9B | $2.9B | $1.1B | $41.3B |
| Trailing P/EPrice ÷ TTM EPS | 154.71x | -151.58x | -19.37x | 41.01x |
| Forward P/EPrice ÷ next-FY EPS est. | 34.28x | 39.79x | — | 37.69x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 3.66x |
| EV / EBITDAEnterprise value multiple | 12.41x | 8.07x | 11.80x | 23.93x |
| Price / SalesMarket cap ÷ Revenue | 1.38x | 0.73x | 1.25x | 7.51x |
| Price / BookPrice ÷ Book value/share | 1.46x | 1.59x | 1.34x | 9.64x |
| Price / FCFMarket cap ÷ FCF | 13.50x | — | — | 43.22x |
WERN leads this category, winning 3 of 6 comparable metrics.
Profitability & Efficiency
ODFL leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
ODFL delivers a 24.0% return on equity — every $100 of shareholder capital generates $24 in annual profit, vs $-7 for HTLD. ODFL carries lower financial leverage with a 0.03x debt-to-equity ratio, signaling a more conservative balance sheet compared to WERN's 0.54x. On the Piotroski fundamental quality scale (0–9), KNX scores 6/9 vs HTLD's 4/9, reflecting solid financial health.
| Metric | KNXKnight-Swift Tran… | WERNWerner Enterprise… | HTLDHeartland Express… | ODFLOld Dominion Frei… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +0.5% | -1.0% | -6.7% | +24.0% |
| ROA (TTM)Return on assets | +0.3% | -0.5% | -4.1% | +18.5% |
| ROICReturn on invested capital | +2.0% | +2.5% | -4.8% | +23.6% |
| ROCEReturn on capital employed | +2.3% | +2.6% | -5.4% | +27.1% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.41x | 0.54x | 0.21x | 0.03x |
| Net DebtTotal debt minus cash | $2.6B | $692M | $143M | $21M |
| Cash & Equiv.Liquid assets | $303M | $60M | $18M | $120M |
| Total DebtShort + long-term debt | $2.9B | $752M | $161M | $141M |
| Interest CoverageEBIT ÷ Interest expense | 1.36x | 0.47x | -4.93x | 4601.85x |
ODFL leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
ODFL leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ODFL five years ago would be worth $15,002 today (with dividends reinvested), compared to $7,237 for HTLD. Over the past 12 months, HTLD leads with a +72.8% total return vs ODFL's +28.0%. The 3-year compound annual growth rate (CAGR) favors ODFL at 8.9% vs WERN's -5.8% — a key indicator of consistent wealth creation.
| Metric | KNXKnight-Swift Tran… | WERNWerner Enterprise… | HTLDHeartland Express… | ODFLOld Dominion Frei… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | +21.8% | +19.8% | +42.1% | +24.6% |
| 1-Year ReturnPast 12 months | +54.4% | +45.8% | +72.8% | +28.0% |
| 3-Year ReturnCumulative with dividends | +14.1% | -16.5% | -13.7% | +29.1% |
| 5-Year ReturnCumulative with dividends | +34.4% | -19.0% | -27.6% | +50.0% |
| 10-Year ReturnCumulative with dividends | +156.2% | +78.1% | -19.6% | +841.8% |
| CAGR (3Y)Annualised 3-year return | +4.5% | -5.8% | -4.8% | +8.9% |
ODFL leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
WERN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WERN is the less volatile stock with a 1.24 beta — it tends to amplify market swings less than KNX's 1.40 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. WERN currently trades 94.6% from its 52-week high vs ODFL's 84.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | KNXKnight-Swift Tran… | WERNWerner Enterprise… | HTLDHeartland Express… | ODFLOld Dominion Frei… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.40x | 1.24x | 1.37x | 1.38x |
| 52-Week HighHighest price in past year | $67.75 | $38.46 | $13.92 | $233.79 |
| 52-Week LowLowest price in past year | $38.63 | $23.06 | $7.00 | $126.01 |
| % of 52W HighCurrent price vs 52-week peak | +93.6% | +94.6% | +93.2% | +84.7% |
| RSI (14)Momentum oscillator 0–100 | 56.4 | 65.9 | 63.9 | 45.2 |
| Avg Volume (50D)Average daily shares traded | 3.0M | 1.0M | 398K | 2.1M |
WERN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — WERN and ODFL each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: KNX as "Buy", WERN as "Hold", HTLD as "Hold", ODFL as "Hold". Consensus price targets imply 5.1% upside for ODFL (target: $208) vs -7.6% for HTLD (target: $12). For income investors, WERN offers the higher dividend yield at 1.55% vs ODFL's 0.57%.
| Metric | KNXKnight-Swift Tran… | WERNWerner Enterprise… | HTLDHeartland Express… | ODFLOld Dominion Frei… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Hold | Hold |
| Price TargetConsensus 12-month target | $65.10 | $36.10 | $12.00 | $208.19 |
| # AnalystsCovering analysts | 36 | 36 | 22 | 36 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | +1.5% | +0.6% | +0.6% |
| Dividend StreakConsecutive years of raises | 8 | 5 | 1 | 10 |
| Dividend / ShareAnnual DPS | $0.72 | $0.56 | $0.08 | $1.12 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.5% | +1.0% | +1.8% |
Evenly matched — WERN and ODFL each lead in 1 of 2 comparable metrics.
Key Takeaway
ODFL leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WERN leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
Best OverallOld Dominion Freight Line, … (ODFL)Leads 3 of 6 categories
Loading custom metrics...
KNX vs WERN vs HTLD vs ODFL: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is KNX or WERN or HTLD or ODFL a better buy right now?
For growth investors, Knight-Swift Transportation Holdings Inc.
(KNX) is the stronger pick with 0. 8% revenue growth year-over-year, versus -23. 1% for Heartland Express, Inc. (HTLD). Old Dominion Freight Line, Inc. (ODFL) offers the better valuation at 41. 0x trailing P/E (37. 7x 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 — KNX or WERN or HTLD or ODFL?
On trailing P/E, Old Dominion Freight Line, Inc.
(ODFL) is the cheapest at 41. 0x versus Knight-Swift Transportation Holdings Inc. at 154. 7x. On forward P/E, Knight-Swift Transportation Holdings Inc. is actually cheaper at 34. 3x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — KNX or WERN or HTLD or ODFL?
Over the past 5 years, Old Dominion Freight Line, Inc.
(ODFL) delivered a total return of +50. 0%, compared to -27. 6% for Heartland Express, Inc. (HTLD). Over 10 years, the gap is even starker: ODFL returned +841. 8% versus HTLD's -19. 6%. 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 — KNX or WERN or HTLD or ODFL?
By beta (market sensitivity over 5 years), Werner Enterprises, Inc.
(WERN) is the lower-risk stock at 1. 24β versus Knight-Swift Transportation Holdings Inc. 's 1. 40β — meaning KNX is approximately 13% more volatile than WERN relative to the S&P 500. On balance sheet safety, Old Dominion Freight Line, Inc. (ODFL) carries a lower debt/equity ratio of 3% versus 54% for Werner Enterprises, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — KNX or WERN or HTLD or ODFL?
By revenue growth (latest reported year), Knight-Swift Transportation Holdings Inc.
(KNX) is pulling ahead at 0. 8% versus -23. 1% for Heartland Express, Inc. (HTLD). On earnings-per-share growth, the picture is similar: Old Dominion Freight Line, Inc. grew EPS -11. 9% year-over-year, compared to -143. 6% for Werner Enterprises, 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 — KNX or WERN or HTLD or ODFL?
Old Dominion Freight Line, Inc.
(ODFL) is the more profitable company, earning 18. 6% net margin versus -6. 5% for Heartland Express, Inc. — meaning it keeps 18. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ODFL leads at 24. 8% versus -7. 7% for HTLD. At the gross margin level — before operating expenses — ODFL leads at 32. 2%, 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 KNX or WERN or HTLD or ODFL more undervalued right now?
On forward earnings alone, Knight-Swift Transportation Holdings Inc.
(KNX) trades at 34. 3x forward P/E versus 39. 8x for Werner Enterprises, Inc. — 5. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ODFL: 5. 1% to $208. 19.
08Which pays a better dividend — KNX or WERN or HTLD or ODFL?
All stocks in this comparison pay dividends.
Werner Enterprises, Inc. (WERN) offers the highest yield at 1. 5%, versus 0. 6% for Old Dominion Freight Line, Inc. (ODFL).
09Is KNX or WERN or HTLD or ODFL better for a retirement portfolio?
For long-horizon retirement investors, Old Dominion Freight Line, Inc.
(ODFL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0. 6% yield, +841. 8% 10Y return). Both have compounded well over 10 years (ODFL: +841. 8%, HTLD: -19. 6%), 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 KNX and WERN and HTLD and ODFL?
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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