KNX vs FDXF vs ARCB Stock Comparison

Knight-Swift Transportation Holdings, FedEx Freight Holding Company and Arcbest Prices as of Oct 23, 2026 Peers: Industry group
ARCB Arcbest Corp /Tx/
$127.01 -3.1% 1M +73.5% 1Y
Market cap
$2.82B
P/E
172.9x
Revenue (TTM)
$4.20B
Div. yield
0.00%
Trucking Industrials
4 wins

Head to Head

11 decided of 12

Knight-Swift Transportation Holdings leads on 5 of the 12 questions below (Knight-Swift Transportation Holdings 5, Arcbest 4, FedEx Freight Holding Company 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionKNXFDXFARCBLeader
Larger companyMarket capitalisation $9.82B $16.32B $2.82B FDXF
Cheaper on earningsLower P/E, profitable companies only 228.8x 25.1x 172.9x FDXF
Cheaper on forward earningsLower price / next fiscal year consensus EPS 28.3x — 19.2x ARCB
Faster revenue growthRevenue growth, trailing twelve months +4.1% — +3.7% KNX
More profitableNet margin, trailing twelve months 0.6% — 0.4% KNX
Better return on capitalReturn on invested capital 1.6% — 1.5% KNX
Less leveragedLower net debt / EBITDA 0.2x — 0.2x KNX
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +39.1% — +73.5% ARCB
Better 5-year returnAnnualised price return, 5 years +1.7%/yr — +7.5%/yr ARCB
Less volatileAnnualised volatility, 1 year 37.6% 61.3% 46.5% KNX
Higher overall scoreMean of the five percentile scores vs peers 36/100 — 36/100 ARCB

Percentile Scorecard

KNXFDXFARCB

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisKNXFDXFARCB
Valuation 47 #73 of 136 33 #91 of 136 44 #77 of 136
Growth 30 #86 of 122 – 16 #103 of 122
Profitability 33 #80 of 119 – 34 #79 of 119
Financial Health 63 #55 of 147 9 #134 of 147 62 #57 of 147
Shareholder Returns 8 #77 of 84 – 27 #62 of 84
Overall 36 – 36
  • KNX ranked among 150 companies in Transportation
  • FDXF ranked among 150 companies in Transportation
  • ARCB ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodKNXFDXFARCBSPY
1 month -8.9%-7.7%-3.1% -1.0%
3 months -15.5%-30.4%-17.7% +2.9%
6 months -6.1%—+3.7% +6.4%
Year to date +17.1%—+71.2% +11.4%
1 year +39.1%—+73.5% +13.1%
3 years +21.8%—+37.3% +79.4%
3 years, per year +6.8%—+11.2% +21.5%
5 years +8.8%—+43.7% +67.7%
5 years, per year +1.7%—+7.5% +10.9%
10 years +122.1%—+556.4% +255.2%
10 years, per year +8.3%—+20.7% +13.5%

Risk

MeasureKNXFDXFARCBSPY
Volatility, 1Y 37.6%61.3%46.5% 12.7%
Downside volatility, 1Y 32.8%54.7%45.3% 12.7%
Beta vs S&P 500, 1Y 1.010.151.19 1.00
Return / volatility, 1Y 1.04—1.58 1.03
Max drawdown, 5Y -39.6%-42.7%-62.6% -25.4%
From 52-week high -25.7%-41.6%-26.7% -2.5%
52-week high $82.45$188.46$173.22 $779.14
52-week low $41.68$107.94$59.62 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleKNXFDXFARCB
P/E now vs peer median 231.8xmedian 16.0x 25.1xmedian 16.0x 174.2xmedian 16.0x
P/S now vs peer median 1.3xmedian 1.0x 1.9xmedian 1.0x 0.7xmedian 1.0x
EV/EBITDA now vs peer median 10.2xmedian 8.7x —median 8.7x 13.9xmedian 8.7x
P/FCF now vs peer median 18.3xmedian 11.5x -77.6xmedian 11.5x 15.2xmedian 11.5x
P/B now vs peer median 1.4xmedian 1.2x -33.1xmedian 1.2x 2.2xmedian 1.2x
PEG now vs peer median -4.12median 0.82 —median 0.82 -3.02median 0.82

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsKNXFDXFARCB
Revenue $7.73B – $4.20B
Operating income $210.22M – $29.18M
Net income $43.31M – $16.30M
Free cash flow $545.27M – $187.04M
EPS (diluted) $0.26 – $0.73
Cash & equivalents $186.11M – $145.85M
Total debt $397.91M $4.53B $877.16M
Shares (diluted) 163.28M 149.51M 22.35M
Enterprise value $9.00B $16.32B $2.31B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricKNXFDXFARCB
P/E 231.8x 25.1x 174.2x
P/FCF 18.3x -77.6x 15.2x
P/Operating cash flow 7.2x – 10.1x
P/S 1.3x 1.9x 0.7x
P/B 1.4x -33.1x 2.2x
P/Tangible book 2.0x -33.1x 2.3x
EV/EBITDA 10.2x – 13.9x
EV/EBIT 48.4x – 98.9x
EV/Revenue 1.3x – 0.7x
EV/FCF 18.7x – 15.4x
EV/Operating cash flow 7.3x – 10.2x
PEG (3Y EPS CAGR) -4.12 – -3.02

Growth

14 metrics
MetricKNXFDXFARCB
Revenue growth (1Y) 4.1% – 3.7%
Revenue CAGR (3Y) 4.2% – -3.3%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) -29.6% – -86.6%
Operating income CAGR (3Y) -33.2% – -49.7%
Net income growth (1Y) -73.7% – -89.7%
Net income CAGR (3Y) -56.1% – -59.1%
EPS growth (1Y) -74.1% – -89.4%
EPS CAGR (3Y) -56.3% – -57.7%
Operating cash flow growth (1Y) 70.8% – 22.3%
Operating cash flow CAGR (3Y) -1.1% – -10.2%
Free cash flow growth (1Y) 1,410% – 165.4%
Free cash flow CAGR (3Y) 9.6% – -3.5%

Profitability

14 metrics
MetricKNXFDXFARCB
Gross margin – – –
EBITDA margin 12.9% – 4.9%
Operating margin 2.7% – 0.7%
Pretax margin 0.9% – 0.5%
Net margin 0.6% – 0.4%
FCF margin 7.1% – 4.4%
Operating cash flow margin 18.0% – 6.7%
Return on equity 0.6% – 1.3%
Return on assets 0.4% – 0.7%
Return on invested capital 1.6% – 1.5%
Return on capital employed 1.9% – 1.7%
Asset turnover 0.6x – 1.7x
Cash conversion (OCF / net income) 32.1x – 17.3x
Stock comp / revenue – – 0.2%

Financial Health

11 metrics
MetricKNXFDXFARCB
Debt / assets 3.3% 65.8% 8.8%
Debt / equity 0.1x -9.1x 0.2x
Net debt / EBITDA 0.2x – 0.2x
Debt / FCF 0.7x – 1.2x
Liabilities / assets 41.8% 107.2% 48.3%
Equity / assets 58.2% -7.2% 51.7%
Interest coverage 1.6x – 2.0x
Current ratio 0.9x 1.5x 1.0x
Quick ratio 0.6x – 0.9x
Cash ratio 0.2x – 0.2x
Altman Z-score 2.18 – 4.02

Shareholder Returns

7 metrics
MetricKNXFDXFARCB
Dividend yield 1.3% – 0.4%
Net buyback yield -0.1% – 1.5%
Shareholder yield 1.2% – 1.9%
Payout ratio (earnings) – – 66.2%
Payout ratio (FCF) – – 5.8%
Dividend growth (1Y) – – -3.6%
Dividend CAGR (3Y) – – -2.7%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusKNXFDXFARCB
Forward P/E 28.3xFY2026 – 19.2xFY2026
EPS, next fiscal year $2.16FY2026 – $6.60FY2026
EPS growth, next FY +71.4%FY2026 – +78.4%FY2026
EPS growth, the year after +99.1% – +49.8%
Revenue, next fiscal year $7.83BFY2026 – $4.39BFY2026
Revenue growth, next FY +4.9%FY2026 – +9.5%FY2026
Revenue growth, the year after +6.2% – +7.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersKNXFDXFARCB
Held by institutions 100.0% 60.8% 100.0%
Institutions holding 628 1,121 328
Change in shares held, QoQ +1.9% – -0.6%
Institutions buying 376 1,121 179
Institutions selling 168 0 105
Buyers to sellers 2.24 – 1.70

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

KNXFDXFARCB
KNX 1.00 0.31 0.72
FDXF 0.31 1.00 0.38
ARCB 0.72 0.38 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, KNX, FDXF and ARCB?

FedEx Freight Holding Company (FDXF) is the largest by market capitalisation: Knight-Swift Transportation Holdings (KNX) $9.82B, FedEx Freight Holding Company (FDXF) $16.32B, Arcbest (ARCB) $2.82B.

Which stock is cheaper, KNX, FDXF and ARCB?

FedEx Freight Holding Company (FDXF) trades on the lowest price-to-earnings ratio (Knight-Swift Transportation Holdings (KNX) 228.8x, FedEx Freight Holding Company (FDXF) 25.1x, Arcbest (ARCB) 172.9x). On next year's consensus earnings, Arcbest (ARCB) is cheapest (Knight-Swift Transportation Holdings (KNX) 28.3x, Arcbest (ARCB) 19.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Knight-Swift Transportation Holdings (KNX) grew revenue fastest over the trailing twelve months: Knight-Swift Transportation Holdings (KNX) +4.1%, Arcbest (ARCB) +3.7%.

Which company is more profitable?

Knight-Swift Transportation Holdings (KNX) has the highest net margin (Knight-Swift Transportation Holdings (KNX) 0.6%, Arcbest (ARCB) 0.4%). On return on invested capital, Knight-Swift Transportation Holdings (KNX) leads (Knight-Swift Transportation Holdings (KNX) 1.6%, Arcbest (ARCB) 1.5%).

Which stock has performed better?

Over the past year Arcbest (ARCB) returned the most: Knight-Swift Transportation Holdings (KNX) +39.1%, Arcbest (ARCB) +73.5%. Over five years, Arcbest (ARCB) compounded fastest (Knight-Swift Transportation Holdings (KNX) +1.7%/yr, Arcbest (ARCB) +7.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Knight-Swift Transportation Holdings (KNX) 0.00%, FedEx Freight Holding Company (FDXF) 0.00%, Arcbest (ARCB) 0.00%. Knight-Swift Transportation Holdings (KNX) and FedEx Freight Holding Company (FDXF) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Knight-Swift Transportation Holdings (KNX) has been the steadiest (Knight-Swift Transportation Holdings (KNX) 37.6%, FedEx Freight Holding Company (FDXF) 61.3%, Arcbest (ARCB) 46.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, KNX, FDXF and ARCB?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Knight-Swift Transportation Holdings (KNX) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.