Knight-Swift vs Ryder
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KIRA’s take AI analyst
I put Knight-Swift and Ryder side by side, using each one’s latest annual report. Here is what stands out:
- Ryder is the larger business, with $12.7B of revenue in fiscal 2025 against $7.5B for Knight-Swift, about 1.7 times as much.
- Knight-Swift grew revenue faster (0.8%, against 0.2%).
- Knight-Swift turned more of its sales into free cash flow (16.9% FCF margin, against 3.6%).
- Ryder earned a higher return on the capital invested in it (7.5%, against 1.6%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Knight-Swift
KNX
4/9
Revenue growth5-year growthFCF marginNet debt / EBITDA
Ryder
R
4/9
Net marginReturn on capitalReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | KNX FY25 | R FY25 |
|---|---|---|
| Size | ||
| Market cap | $9.9B | $10.9B |
| Revenue | $7.5B | $12.7B |
| Free cash flow | $1.3B | $459M |
| Net income | $65.9M | $499M |
| Growth | ||
| Revenue growth | 0.8% | 0.2% |
| 5-year growth | 9.8% | 8.5% |
| Share count change | 0.3% | −5.5% |
| Profitability | ||
| Gross margin | — | — |
| Operating margin | 2.9% | — |
| Net margin | 0.9% | 3.9% |
| FCF margin | 16.9% | 3.6% |
| Return on capital | 1.6% | 7.5% |
| Return on equity | 0.9% | 16.2% |
| Balance sheet | ||
| Net debt | $2.1B | $7.4B |
| Net debt / EBITDA | 2.1x | 2.2x |
| Dividends and buybacks | $117M | $664M |
| Valuation & quality | ||
| P/E | — | 21.5x |
| Piotroski F-score | 6 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.