KNX vs TFII vs UPS Stock Comparison

Knight-Swift Transportation Holdings, TFI International and United Parcel Service Prices as of Oct 23, 2026 Peers: Industry group
UPS United Parcel Service Inc
$101.03 +5.5% 1M +16.1% 1Y
Market cap
$85.15B
P/E
18.6x
Revenue (TTM)
$89.93B
Div. yield
–
Parcel Delivery Industrials
5 wins

Head to Head

11 decided of 12

United Parcel Service leads on 5 of the 12 questions below (United Parcel Service 5, Knight-Swift Transportation Holdings 3, TFI International 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionKNXTFIIUPSLeader
Larger companyMarket capitalisation $9.82B $9.29B $85.15B UPS
Cheaper on earningsLower P/E, profitable companies only 228.8x 24.2x 18.6x UPS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 28.3x 19.6x 15.0x UPS
Faster revenue growthRevenue growth, trailing twelve months +4.1% -1.7% -0.4% KNX
More profitableNet margin, trailing twelve months 0.6% 4.7% 5.1% UPS
Better return on capitalReturn on invested capital 1.6% 18.0% 12.9% TFII
Less leveragedLower net debt / EBITDA 0.2x 0.0x 1.9x TFII
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +39.1% +26.4% +16.1% KNX
Better 5-year returnAnnualised price return, 5 years +1.7%/yr -1.0%/yr -13.1%/yr KNX
Less volatileAnnualised volatility, 1 year 37.6% 36.2% 30.6% UPS
Higher overall scoreMean of the five percentile scores vs peers 36/100 54/100 44/100 TFII

Percentile Scorecard

KNXTFIIUPS

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

AxisKNXTFIIUPS
Valuation 47 #73 of 136 58 #58 of 136 45 #75 of 136
Growth 30 #86 of 122 22 #96 of 122 23 #94 of 122
Profitability 33 #80 of 119 69 #38 of 119 70 #36 of 119
Financial Health 63 #55 of 147 62 #56 of 147 33 #99 of 147
Shareholder Returns 8 #77 of 84 59 #35 of 84 51 #42 of 84
Overall 36 54 44
  • KNX ranked among 150 companies in Transportation
  • TFII ranked among 150 companies in Transportation
  • UPS ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodKNXTFIIUPSSPY
1 month -8.9%-9.9%+5.5% -1.0%
3 months -15.5%-25.2%-12.0% +2.9%
6 months -6.1%-19.0%-5.6% +6.4%
Year to date +17.1%+8.9%+1.9% +11.4%
1 year +39.1%+26.4%+16.1% +13.1%
3 years +21.8%+5.4%-32.3% +79.4%
3 years, per year +6.8%+1.8%-12.2% +21.5%
5 years +8.8%-4.9%-50.4% +67.7%
5 years, per year +1.7%-1.0%-13.1% +10.9%
10 years +122.1%+463.7%-5.7% +255.2%
10 years, per year +8.3%+18.9%-0.6% +13.5%

Risk

MeasureKNXTFIIUPSSPY
Volatility, 1Y 37.6%36.2%30.6% 12.7%
Downside volatility, 1Y 32.8%36.4%33.7% 12.7%
Beta vs S&P 500, 1Y 1.011.000.72 1.00
Return / volatility, 1Y 1.040.730.53 1.03
Max drawdown, 5Y -39.6%-54.5%-64.4% -25.4%
From 52-week high -25.7%-31.1%-15.8% -2.5%
52-week high $82.45$163.36$120.00 $779.14
52-week low $41.68$80.71$87.03 $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.

MultipleKNXTFIIUPS
P/E now vs peer median 231.8xmedian 16.0x 24.3xmedian 16.0x 18.8xmedian 16.0x
P/S now vs peer median 1.3xmedian 1.0x 1.2xmedian 1.0x 0.8xmedian 1.0x
EV/EBITDA now vs peer median 10.2xmedian 8.7x 9.3xmedian 8.7x 9.2xmedian 8.7x
P/FCF now vs peer median 18.3xmedian 11.5x 8.1xmedian 11.5x 13.9xmedian 11.5x
P/B now vs peer median 1.4xmedian 1.2x 3.5xmedian 1.2x 5.0xmedian 1.2x
PEG now vs peer median -4.12median 0.82 -2.30median 0.82 -0.83median 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 monthsKNXTFIIUPS
Revenue $7.73B $8.12B $89.93B
Operating income $210.22M $597.45M $6.58B
Net income $43.31M $335.80M $4.57B
Free cash flow $545.27M $1.17B $5.46B
EPS (diluted) $0.26 $4.61 $5.37
Cash & equivalents $186.11M $205.45M $4.65B
Total debt $397.91M $3.15B $24.48B
Shares (diluted) 163.28M 83.41M 851.00M
Enterprise value $9.00B $8.65B $62.05B

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
MetricKNXTFIIUPS
P/E 231.8x 24.3x 18.8x
P/FCF 18.3x 8.1x 13.9x
P/Operating cash flow 7.2x 10.4x 8.5x
P/S 1.3x 1.2x 0.8x
P/B 1.4x 3.5x 5.0x
P/Tangible book 2.0x -4.9x 6.8x
EV/EBITDA 10.2x 9.3x 9.2x
EV/EBIT 48.4x 15.9x 14.5x
EV/Revenue 1.3x 1.2x 1.1x
EV/FCF 18.7x 8.1x 17.5x
EV/Operating cash flow 7.3x 10.4x 10.8x
PEG (3Y EPS CAGR) -4.12 -2.30 -0.83

Growth

14 metrics
MetricKNXTFIIUPS
Revenue growth (1Y) 4.1% -1.7% -0.4%
Revenue CAGR (3Y) 4.2% 1.2% -2.2%
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) -29.6% -7.5% -21.7%
Operating income CAGR (3Y) -33.2% -12.6% -17.3%
Net income growth (1Y) -73.7% -8.8% -20.2%
Net income CAGR (3Y) -56.1% -19.3% -23.0%
EPS growth (1Y) -74.1% -5.2% -20.6%
EPS CAGR (3Y) -56.3% -10.6% -22.7%
Operating cash flow growth (1Y) 70.8% -13.2% 18.6%
Operating cash flow CAGR (3Y) -1.1% -3.5% -8.0%
Free cash flow growth (1Y) 1,410% -14.5% 54.2%
Free cash flow CAGR (3Y) 9.6% -5.0% -4.2%

Profitability

14 metrics
MetricKNXTFIIUPS
Gross margin – – –
EBITDA margin 12.9% 12.6% 11.6%
Operating margin 2.7% 7.4% 7.3%
Pretax margin 0.9% 10.1% 6.5%
Net margin 0.6% 4.7% 5.1%
FCF margin 7.1% 14.4% 6.1%
Operating cash flow margin 18.0% 11.3% 9.9%
Return on equity 0.6% 12.4% 29.6%
Return on assets 0.4% 4.5% 6.4%
Return on invested capital 1.6% 18.0% 12.9%
Return on capital employed 1.9% 9.6% 11.6%
Asset turnover 0.6x 1.1x 1.3x
Cash conversion (OCF / net income) 32.1x 2.7x 1.9x
Stock comp / revenue – 0.2% 0.1%

Financial Health

11 metrics
MetricKNXTFIIUPS
Debt / assets 3.3% 3.1% 34.4%
Debt / equity 0.1x 0.1x 1.6x
Net debt / EBITDA 0.2x 0.0x 1.9x
Debt / FCF 0.7x 0.2x 4.5x
Liabilities / assets 41.8% 63.5% 78.8%
Equity / assets 58.2% 36.5% 21.2%
Interest coverage 1.6x 3.5x 6.0x
Current ratio 0.9x 1.1x 1.2x
Quick ratio 0.6x 1.0x 1.0x
Cash ratio 0.2x 0.2x 0.3x
Altman Z-score 2.18 2.91 2.79

Shareholder Returns

7 metrics
MetricKNXTFIIUPS
Dividend yield 1.3% 1.7% 6.5%
Net buyback yield -0.1% 3.8% -0.2%
Shareholder yield 1.2% 5.5% 6.3%
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.

ConsensusKNXTFIIUPS
Forward P/E 28.3xFY2026 19.6xFY2026 15.0xFY2026
EPS, next fiscal year $2.16FY2026 $5.73FY2026 $6.74FY2026
EPS growth, next FY +71.4%FY2026 +31.1%FY2026 -5.9%FY2026
EPS growth, the year after +99.1% +40.5% +26.9%
Revenue, next fiscal year $7.83BFY2026 $8.41BFY2026 $87.62BFY2026
Revenue growth, next FY +4.9%FY2026 +6.7%FY2026 -1.2%FY2026
Revenue growth, the year after +6.2% +1.0% +14.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersKNXTFIIUPS
Held by institutions 100.0% 69.4% 70.9%
Institutions holding 628 295 2,137
Change in shares held, QoQ +1.9% +1.2% +6.0%
Institutions buying 376 174 1,088
Institutions selling 168 90 809
Buyers to sellers 2.24 1.93 1.34

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.

KNXTFIIUPS
KNX 1.00 0.71 0.38
TFII 0.71 1.00 0.44
UPS 0.38 0.44 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, KNX, TFII and UPS?

United Parcel Service (UPS) is the largest by market capitalisation: Knight-Swift Transportation Holdings (KNX) $9.82B, TFI International (TFII) $9.29B, United Parcel Service (UPS) $85.15B.

Which stock is cheaper, KNX, TFII and UPS?

United Parcel Service (UPS) trades on the lowest price-to-earnings ratio (Knight-Swift Transportation Holdings (KNX) 228.8x, TFI International (TFII) 24.2x, United Parcel Service (UPS) 18.6x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (Knight-Swift Transportation Holdings (KNX) 28.3x, TFI International (TFII) 19.6x, United Parcel Service (UPS) 15.0x). 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%, TFI International (TFII) -1.7%, United Parcel Service (UPS) -0.4%.

Which company is more profitable?

United Parcel Service (UPS) has the highest net margin (Knight-Swift Transportation Holdings (KNX) 0.6%, TFI International (TFII) 4.7%, United Parcel Service (UPS) 5.1%). On return on invested capital, TFI International (TFII) leads (Knight-Swift Transportation Holdings (KNX) 1.6%, TFI International (TFII) 18.0%, United Parcel Service (UPS) 12.9%).

Which stock has performed better?

Over the past year Knight-Swift Transportation Holdings (KNX) returned the most: Knight-Swift Transportation Holdings (KNX) +39.1%, TFI International (TFII) +26.4%, United Parcel Service (UPS) +16.1%. Over five years, Knight-Swift Transportation Holdings (KNX) compounded fastest (Knight-Swift Transportation Holdings (KNX) +1.7%/yr, TFI International (TFII) -1.0%/yr, United Parcel Service (UPS) -13.1%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (Knight-Swift Transportation Holdings (KNX) 37.6%, TFI International (TFII) 36.2%, United Parcel Service (UPS) 30.6%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, United Parcel Service (UPS) 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.