XPO vs Knight-Swift Transportation: Which Is the Stronger Buy Today?
Knight-Swift Transportation surged 15% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer XPO gives you more. XPO (XPO) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Knight-Swift Transportation (KNX) stock, suggesting you may be better off investing in XPO
- XPO’s quarterly revenue growth was 2.8%, vs. KNX’s 2.7%.
- In addition, its Last 3-Year Average revenue growth came in at 38.4%, ahead of KNX’s 0.1%.
- XPO leads on profitability over both periods – LTM margin of 8.8% and 3-year average of 8.0%.
These differences become even clearer when you look at the financials side by side. The table highlights how KNX’s fundamentals stack up against those of XPO on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| KNX | XPO | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 26.6 | 23.0 | XPO |
| Revenue Growth | |||
| Last Quarter | 2.7% | 2.8% | XPO |
| Last 12 Months | -0.0% | -0.3% | KNX |
| Last 3 Year Average | 0.1% | 38.4% | XPO |
| Operating Margins | |||
| Last 12 Months | 4.3% | 8.8% | XPO |
| Last 3 Year Average | 4.8% | 8.0% | XPO |
| Momentum | |||
| Last 3 Year Return | 4.2% | 313.6% | KNX |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: KNX Revenue Comparison | XPO Revenue Comparison
See more margin details: KNX Operating Income Comparison | XPO Operating Income Comparison
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See detailed fundamentals on Buy or Sell XPO Stock and Buy or Sell KNX Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| KNX Return | 18% | 47% | -13% | 11% | -7% | 2% | 58% | ||
| XPO Return | 50% | 10% | -29% | 163% | 50% | 6% | 387% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 17% | 113% | ||
| Monthly Win Rates [3] | |||||||||
| KNX Win Rate | 75% | 67% | 25% | 42% | 42% | 58% | 51% | ||
| XPO Win Rate | 58% | 58% | 42% | 83% | 42% | 42% | 54% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | 65% | <=== | |
| Max Drawdowns [4] | |||||||||
| KNX Max Drawdown | -20% | -4% | -28% | -12% | -20% | -28% | -19% | ||
| XPO Max Drawdown | -49% | -7% | -45% | -10% | -7% | -30% | -25% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 12/30/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read XPO Dip Buyer Analyses and KNX Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Still not sure about KNX or XPO? Consider portfolio approach.
Smart Investing Begins With Portfolios
Individual stocks can soar or tank but one thing matters: staying invested. The right portfolio can help you stay invested, capture upside and mitigate the downside associated with any individual stock.
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.