Knight-Swift Transportation Holdings Inc (KNX) is overvalued and Schneider National Inc (SNDR) is overvalued.
Both trade above our estimate of their intrinsic value. SNDR is the closer of the two: -238%, against -599% for KNX.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.7% (average of 2 methods) values the shares at $9.60; the price of $67.09 is 599% above that value, and 74% of that value comes from beyond year five.
Leak Score 0/100 on 2 of 12 signals
Discounting its cash flows at 10.4% (average of 3 methods) values the shares at $9.61; the price of $32.50 is 238% above that value, and 71% of that value comes from beyond year five.
Leak Score 27/100 on 3 of 12 signals
| Metric | KNX | SNDR |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $67.09 | $32.50 |
| Intrinsic value | $9.60 | $9.61 |
| Margin of safety | -599% | -238% |
| Leak Score | 0/100 (2/12) | 27/100 (3/12) |
| Market cap | $10.9B | $5.7B |
| Revenue growth, 5 years | 9.8% | 4.5% |
| Operating margin | 3.0% | 3.1% |
| Net margin | 0.6% | 1.9% |
| Return on equity | 0.6% | 3.7% |
| Debt to equity | 0.38 | 0.13 |
| P/E | 255.2x | 51.2x |
| Forward P/E | 16.5x | 19.0x |
| P/B | 1.6x | 1.9x |
| Dividend yield | 1.1% | 1.2% |