KNX

Knight-Swift Transportation Holdings Inc

Industrial/Transportation


Presented:03/23/2020
Price:$29.38
Cap:$5.02B
Current Price:$51.52
Cap:$8.34B

Presented

Date03/23/2020
Price$29.38
Market Cap$5.02B
Ent Value$6.82B
P/E Ratio16.37x
Book Value$33.20
Div Yield0.88%
Shares O/S170.87M
Ave Daily Vol2,218,890
Short Int26.51%

Current

Price$51.52
Market Cap$8.34B
Knight-Swift Transportation Holdings, Inc. engages in the provision of multiple truckload transportation and logistics services. It operates through the following business segments: Trucking, Logistics, and Intermodal. The Trucking segment comprises irregular route and dedicated, refrigerated, expedited, flatbed, and cross-border operations. The Logistics segment include brokerage and other freight management services. The Intermodal segment consists revenue generated by moving freight over the rail in the containers and other trailing equipment, combined with the revenue for drayage to transport loads between the railheads and customer locations. The company was founded on September 8, 2017 and is headquartered in Phoenix, AZ.

Publicly traded companies mentioned herein: Knight-Swift Transportation Holdings Inc (KNX)

Highlights 

The presenter is long shares of Knight-Swift Transportation Holdings Inc (KNX), a $5.3B company that provides truckload transportation services in the US and Mexico. The company was formed in a merger between Knight Transportation and Swift Transportation in 2017. While the stock has declined to ~$30, he sees 100% upside to $60, or 20x his 2021 EPS estimate of $3 EPS, assuming the economy restarts in a reasonable timeframe.

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Idea Discussion

Commentor 1 - 2 weeks ago

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