Knight-Swift Transportation Holdings Inc., together with its subsidiaries, operates as a freight transportation company in the United States and Mexico. The company operates through four segments: Truckload, LTL, Logistics, and Intermodal. The Truckload segment offers irregular route, dedicated, refrigerated, flatbed, expedited, and cross-border services. The LTL segment provides regional direct service and serves its customers' national transportation needs by utilizing …
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Competitive advantage assessment
Key strengths
Cash Generation ConsistentCash generation is consistent (score 0.86), indicating reliable business model.
Key risks
Volatile Margins Suggest CyclicalityMargin volatility is high (stability score 0.21), suggesting cyclical exposure or competitive pressure.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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Knight-Swift Transportation Hol ranks #8 of 17
scored companies in Trucking by moat score — the top 47%.
The widest moat in the group is Old Dominion Freight Line, Inc. (ODFL)
at 91/100.
Moat scores for companies ranked near KNX in Trucking
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 61
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 73
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 58
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 44
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 40
· 15% of the moat score
Scale matters only when it converts into economics.
What is Knight-Swift Transportation Hol's moat score?
Knight-Swift Transportation Hol (KNX) scores 51 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #8 of 17 scored companies in Trucking, the top 47%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 16 companies in Trucking. Its strongest defense is Customer Stickiness (73/100) and its weakest is Pricing Power (35/100).
How does Knight-Swift Transportation Hol compare with other Trucking companies?
Knight-Swift Transportation Hol ranks #8 of 17 scored companies in Trucking by moat score. The widest moat in Trucking is Old Dominion Freight Line, Inc. (ODFL) at 91/100. The companies ranked closest are ArcBest Corporation (ARCB) at 51 just above it and Werner Enterprises, Inc. (WERN) at 49 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 16 companies in Trucking. The defenses are then weighted to produce the overall score out of 100.
Why is Knight-Swift Transportation Hol scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Knight-Swift Transportation Hol?
The Corporate Default template measures 6 defenses, and KNX scores: Pricing Power (35), Cost Advantage (61), Customer Stickiness (73), Capital Efficiency (58), Resilience (44), Scale & Market Position (40). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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