KNX vs ODFL vs TFII Stock Comparison

Knight-Swift Transportation Holdings, Old Dominion Freight Line and TFI International Prices as of Oct 26, 2026 Peers: Industry group

Head to Head

11 decided of 12

Old Dominion Freight Line leads on 6 of the 12 questions below (Old Dominion Freight Line 6, TFI International 4, Knight-Swift Transportation Holdings 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionKNXODFLTFIILeader
Larger companyMarket capitalisation $9.90B $37.93B $9.34B ODFL
Cheaper on earningsLower P/E, profitable companies only 243.2x 34.8x 24.3x TFII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 28.0x 29.8x 19.5x TFII
Faster revenue growthRevenue growth, trailing twelve months +7.0% -0.6% -1.7% KNX
More profitableNet margin, trailing twelve months — 19.4% 4.7% ODFL
Better return on capitalReturn on invested capital — 24.1% 18.0% ODFL
Less leveragedLower net debt / EBITDA — -0.1x 0.0x ODFL
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +33.3% +34.1% +23.1% ODFL
Better 5-year returnAnnualised price return, 5 years +2.0%/yr +2.4%/yr -0.6%/yr ODFL
Less volatileAnnualised volatility, 1 year 37.6% 37.7% 36.2% TFII
Higher overall scoreMean of the five percentile scores vs peers 52/100 49/100 54/100 TFII

Percentile Scorecard

KNXODFLTFII

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

AxisKNXODFLTFII
Valuation 68 #44 of 136 7 #127 of 136 56 #60 of 136
Growth 74 #33 of 122 34 #81 of 122 21 #97 of 122
Profitability – 87 #16 of 116 67 #39 of 116
Financial Health – 94 #10 of 144 62 #55 of 144
Shareholder Returns 14 #71 of 82 26 #61 of 82 63 #31 of 82
Overall 52 49 54
  • KNX ranked among 150 companies in Transportation
  • ODFL ranked among 150 companies in Transportation
  • TFII ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodKNXODFLTFIISPY
1 month -5.1%+5.3%-7.7% -0.8%
3 months -14.6%-19.5%-23.5% +3.5%
6 months -6.6%-17.3%-19.2% +7.0%
Year to date +15.6%+16.4%+8.1% +12.2%
1 year +33.3%+34.1%+23.1% +13.0%
3 years +26.1%-1.0%+3.9% +86.3%
3 years, per year +8.0%-0.3%+1.3% +23.1%
5 years +10.4%+12.7%-3.2% +68.6%
5 years, per year +2.0%+2.4%-0.6% +11.0%
10 years +116.6%+643.2%+456.4% +258.0%
10 years, per year +8.0%+22.2%+18.7% +13.6%

Risk

MeasureKNXODFLTFIISPY
Volatility, 1Y 37.6%37.7%36.2% 12.7%
Downside volatility, 1Y 32.8%37.7%36.3% 12.7%
Beta vs S&P 500, 1Y 1.000.941.01 1.00
Return / volatility, 1Y 0.880.900.64 1.02
Max drawdown, 5Y -39.6%-45.5%-54.5% -25.4%
From 52-week high -26.7%-26.6%-31.6% -1.8%
52-week high $82.45$248.73$163.36 $779.14
52-week low $41.68$126.29$80.71 $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.

MultipleKNXODFLTFII
P/E now vs peer median 243.2xmedian 16.1x 34.8xmedian 16.1x 24.1xmedian 16.1x
P/S now vs peer median 1.2xmedian 1.0x 6.8xmedian 1.0x 1.2xmedian 1.0x
EV/EBITDA now vs peer median —median 8.7x 20.7xmedian 8.7x 9.3xmedian 8.7x
P/FCF now vs peer median 19.2xmedian 11.5x 34.0xmedian 11.5x 8.1xmedian 11.5x
P/B now vs peer median —median 1.2x 8.3xmedian 1.2x 3.4xmedian 1.2x
PEG now vs peer median —median 0.81 -10.03median 0.81 -2.28median 0.81

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 monthsKNXODFLTFII
Revenue $8.00B $5.60B $8.12B
Operating income $338.60M $1.45B $597.45M
Net income – $1.09B $335.80M
Free cash flow – $1.11B $1.17B
EPS (diluted) – $5.22 $4.61
Cash & equivalents – $283.94M $205.45M
Total debt – $20.00M $3.15B
Shares (diluted) 163.28M 208.72M 83.41M
Enterprise value $9.90B $37.19B $8.71B

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
MetricKNXODFLTFII
P/E 243.2x 34.8x 24.1x
P/FCF 19.2x 34.0x 8.1x
P/Operating cash flow 6.5x 27.2x 10.3x
P/S 1.2x 6.8x 1.2x
P/B – 8.3x 3.4x
P/Tangible book – 8.3x -4.9x
EV/EBITDA – 20.7x 9.3x
EV/EBIT – 26.0x 15.8x
EV/Revenue 1.2x 6.7x 1.2x
EV/FCF – 33.7x 8.1x
EV/Operating cash flow 6.5x 27.0x 10.3x
PEG (3Y EPS CAGR) – -10.03 -2.28

Growth

14 metrics
MetricKNXODFLTFII
Revenue growth (1Y) 7.0% -0.6% -1.7%
Revenue CAGR (3Y) 4.8% -2.0% 1.2%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 26.6% 1.1% -7.5%
Operating income CAGR (3Y) -13.5% -5.2% -12.6%
Net income growth (1Y) – -0.5% -8.8%
Net income CAGR (3Y) – -5.2% -19.3%
EPS growth (1Y) – 1.1% -5.2%
EPS CAGR (3Y) – -3.5% -10.6%
Operating cash flow growth (1Y) 86.3% -5.2% -13.2%
Operating cash flow CAGR (3Y) 8.0% -4.1% -3.5%
Free cash flow growth (1Y) – 42.8% -14.5%
Free cash flow CAGR (3Y) – 19.9% -5.0%

Profitability

14 metrics
MetricKNXODFLTFII
Gross margin – – –
EBITDA margin – 32.4% 12.6%
Operating margin – 25.8% 7.4%
Pretax margin – 25.9% 10.1%
Net margin – 19.4% 4.7%
FCF margin – 19.9% 14.4%
Operating cash flow margin 19.0% 24.9% 11.3%
Return on equity – 24.3% 12.4%
Return on assets – 19.1% 4.5%
Return on invested capital – 24.1% 18.0%
Return on capital employed – 28.0% 9.6%
Asset turnover – 1.0x 1.1x
Cash conversion (OCF / net income) – 1.3x 2.7x
Stock comp / revenue – – 0.2%

Financial Health

11 metrics
MetricKNXODFLTFII
Debt / assets – 0.3% 3.1%
Debt / equity – 0.0x 0.1x
Net debt / EBITDA – -0.1x 0.0x
Debt / FCF – 0.0x 0.2x
Liabilities / assets – 20.7% 63.5%
Equity / assets – 79.3% 36.5%
Interest coverage – 2,184x 3.5x
Current ratio – 1.9x 1.1x
Quick ratio – 1.7x 1.0x
Cash ratio – 0.5x 0.2x
Altman Z-score – 22.07 2.90

Shareholder Returns

7 metrics
MetricKNXODFLTFII
Dividend yield 1.3% 0.6% 1.7%
Net buyback yield – 1.4% 3.9%
Shareholder yield 1.3% 2.1% 5.5%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusKNXODFLTFII
Forward P/E 28.0xFY2026 29.8xFY2026 19.5xFY2026
EPS, next fiscal year $2.16FY2026 $6.13FY2026 $5.73FY2026
EPS growth, next FY +71.4%FY2026 +26.7%FY2026 +31.1%FY2026
EPS growth, the year after +99.1% +3.6% +40.5%
Revenue, next fiscal year $7.83BFY2026 $6.39BFY2026 $8.41BFY2026
Revenue growth, next FY +4.9%FY2026 +16.1%FY2026 +6.7%FY2026
Revenue growth, the year after +6.2% -5.2% +1.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersKNXODFLTFII
Held by institutions 100.0% 79.6% 69.4%
Institutions holding 628 1,025 295
Change in shares held, QoQ +1.9% +2.2% +1.2%
Institutions buying 376 543 174
Institutions selling 168 341 90
Buyers to sellers 2.24 1.59 1.93

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.

KNXODFLTFII
KNX 1.00 0.73 0.71
ODFL 0.73 1.00 0.74
TFII 0.71 0.74 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, KNX, ODFL and TFII?

Old Dominion Freight Line (ODFL) is the largest by market capitalisation: Knight-Swift Transportation Holdings (KNX) $9.90B, Old Dominion Freight Line (ODFL) $37.93B, TFI International (TFII) $9.34B.

Which stock is cheaper, KNX, ODFL and TFII?

TFI International (TFII) trades on the lowest price-to-earnings ratio (Knight-Swift Transportation Holdings (KNX) 243.2x, Old Dominion Freight Line (ODFL) 34.8x, TFI International (TFII) 24.3x). On next year's consensus earnings, TFI International (TFII) is cheapest (Knight-Swift Transportation Holdings (KNX) 28.0x, Old Dominion Freight Line (ODFL) 29.8x, TFI International (TFII) 19.5x). 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) +7.0%, Old Dominion Freight Line (ODFL) -0.6%, TFI International (TFII) -1.7%.

Which company is more profitable?

Old Dominion Freight Line (ODFL) has the highest net margin (Old Dominion Freight Line (ODFL) 19.4%, TFI International (TFII) 4.7%). On return on invested capital, Old Dominion Freight Line (ODFL) leads (Old Dominion Freight Line (ODFL) 24.1%, TFI International (TFII) 18.0%).

Which stock has performed better?

Over the past year Old Dominion Freight Line (ODFL) returned the most: Knight-Swift Transportation Holdings (KNX) +33.3%, Old Dominion Freight Line (ODFL) +34.1%, TFI International (TFII) +23.1%. Over five years, Old Dominion Freight Line (ODFL) compounded fastest (Knight-Swift Transportation Holdings (KNX) +2.0%/yr, Old Dominion Freight Line (ODFL) +2.4%/yr, TFI International (TFII) -0.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, TFI International (TFII) has been the steadiest (Knight-Swift Transportation Holdings (KNX) 37.6%, Old Dominion Freight Line (ODFL) 37.7%, TFI International (TFII) 36.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, KNX, ODFL and TFII?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Old Dominion Freight Line (ODFL) leads on 6. 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.