Knight-Swift Transportation Holdings Inc (KNX) is overvalued and TFI International Inc (TFII) is overvalued.
Both trade above our estimate of their intrinsic value. TFII is the closer of the two: -58%, 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 10.6% (average of 3 methods) values the shares at $79.24; the price of $125.04 is 58% above that value, and 72% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
| Metric | KNX | TFII |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $67.09 | $125.04 |
| Intrinsic value | $9.60 | $79.24 |
| Margin of safety | -599% | -58% |
| Leak Score | 0/100 (2/12) | 14/100 (3/12) |
| Market cap | $10.9B | $10.3B |
| Revenue growth, 5 years | 9.8% | 15.8% |
| Operating margin | 3.0% | 7.1% |
| Net margin | 0.6% | 4.1% |
| Return on equity | 0.6% | 12.4% |
| Debt to equity | 0.38 | 1.11 |
| P/E | 255.2x | 30.7x |
| Forward P/E | 16.5x | 15.8x |
| P/B | 1.6x | 3.8x |
| Dividend yield | 1.1% | 1.3% |