KNX
Knight-Swift Transportation Holdings Inc.
KNX has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over KNX overall, supported by stronger valuation and stronger fundamentals.
KNX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
KNX's revenue, profitability, cash flow and balance sheet are all currently healthy.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
KNX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $11.71 | -81% |
| Forward | 16x | $61.75 | — |
| Fair | 22x | $20.68 | -67% |
| Current | 66x | $61.75 | — |
| Expensive | 121x | $112 | +82% |
Historical ranges are pointers, not guarantees.
KNX's PE is in its expensive range at 66x. If earnings grow as analysts expect, today's price would be 16x next year's earnings, in its cheap range.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over KNX in the historical PE scenario, which offers more potential upside but is not a forecast.
KNX Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for KNX, with profitability improving.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
KNX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.76 | +304% |
| Q3 2026 | $0.93 | +5.7% |
| Q2 2026 | $0.26 | -75% |
| Q1 2026 | $0.21 | -78% |
| Q4 2025 | $0.41 | -44% |
| Q3 2025 | $0.88 | +267% |
| Q2 2025 | $1.02 | +143% |
| Q1 2025 | $0.94 | +38% |
| Q4 2024 | $0.73 | -46% |
KNX's earnings per share have fallen from their peak: $0.93 over the past year, against $5.36 in mid-2022.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over KNX on earnings, with more consistent year-over-year improvement.
KNX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.2B | +14% |
| Q2 2026 | $2.1B | +13% |
| Q1 2026 | $1.9B | +1.4% |
| Q4 2025 | $1.9B | -0.4% |
| Q3 2025 | $1.9B | +2.7% |
| Q2 2025 | $1.9B | +0.8% |
| Q1 2025 | $1.8B | +0.1% |
| Q4 2024 | $1.9B | -3.5% |
KNX's revenue has picked up after three years of holding roughly level: $2.2B last quarter, up 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.1% | +5.5 points |
| Q2 2026 | 5% | +1.1 points |
| Q1 2026 | 1.5% | -2.1 points |
| Q4 2025 | 1.4% | -2.8 points |
| Q3 2025 | 2.6% | -1.7 points |
| Q2 2025 | 3.9% | +0.5 points |
| Q1 2025 | 3.6% | +2.5 points |
| Q4 2024 | 4.2% | +3.2 points |
KNX's operating margin was 8.1% last quarter, up 5.5 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over KNX on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over KNX on profitability, with a higher operating margin.
KNX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $349.5M | +61% |
| Q2 2026 | $307.8M | +42% |
| Q1 2026 | $142.5M | +30% |
| Q4 2025 | $723.2M | +164% |
| Q3 2025 | $217.5M | +1.6% |
| Q2 2025 | $216.5M | -21% |
| Q1 2025 | $109.4M | +194% |
| Q4 2024 | $274.3M | -4.8% |
KNX's free cash flow has been positive every quarter for seven years: $1.5B over the past year, up 86% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over KNX on cash flow, with more consistent year-over-year improvement.
KNX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | +17K shares |
| 1 year | +0.4% | +653K shares |
| 3 years | +0.9% | +1.4M shares |
| 5 years | -2.3% | -3.8M shares |
| Available history | -5.1% | -8.8M shares |
KNX has 163M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | $155.1M |
| Q1 2022 | $144.9M |
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
KNX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 1.6x | Healthy |
| Q4 2025 | 1.5x | Healthy |
| Q3 2025 | 1.6x | Healthy |
| Q2 2025 | 1.5x | Healthy |
| Q1 2025 | 1.5x | Healthy |
| Q4 2024 | 1.6x | Healthy |
KNX has more cash than debt.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over KNX on leverage, with a lower net debt burden relative to earnings.
KNX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.1 | Neutral |
| Stochastic | 11.0 | Oversold |
KNX's weekly RSI is 44 (neutral) and its Stochastic is 11 (oversold).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
KNX PE vs Industrials Sector
| Metric | KNX | Sector median | Relative |
|---|---|---|---|
| PE | 66x | 24x | 176% above |
| PE % | 77 | 58 | 19 pts above |
KNX is trading at 66x earnings, a 176% premium to the Industrials sector's median of 24x.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT has the edge over KNX on valuation relative to its sector.
KNX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $62.7 | 1.6% below |
| 20 week MA | $68.0 | 9.2% below |
| 50 week MA | $64.3 | 3.9% below |
| 100 week MA | $55.0 | 12% above |
| 200 week MA | $54.5 | 13% above |
KNX has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 13% above its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
KNX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $35.8 | $42.2 | +18% |
| 2021 | $42.2 | $59.0 | +40% |
| 2022 | $59.0 | $52.4 | -11% |
| 2023 | $52.4 | $57.7 | +10% |
| 2024 | $57.7 | $53.6 | -7% |
| 2025 | $53.6 | $53.3 | -0.6% |
| 2026 YTD | $53.3 | $61.8 | +16% |
KNX has finished lower in three of the last six years. It's up 16% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over KNX on returns for 2026, with the stronger performance.