COMPARE · Data as of August 27, 2026
DAL vs KNX
Verdict: Side-by-side breakdown using the Bull Rankings model. DAL scored 85.0, KNX scored 42.2 — DAL leads.
Compare another set
Different reporting periods. DAL's fundamentals are as of June 2026, but KNX's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
DAL
Delta Air Lines, Inc.
85
$83.08
fundamentals as of
Score gap
42.8
DAL leads
KNX
Knight-Swift Transportation Holdings Inc.
42.2
$69.55 · $11.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthDAL+10.3%
- Strongest balance sheetKNX0.38
- Highest qualityKNX45 / 100
Side by side · every name on one set of axes
Fundamentals, head-to-head
DAL
KNX
$3.7bB
FCF
$470mC
+10.3%B
Rev
+1.1%C
0.97C+
D/E
0.38B+
13.9xA-
P/E
—
0.21A
PEG
0.51A-
—
P/S
1.5xB+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DAL
KNX
—
Price vs fair valuelower is cheaper
18% above
—
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
—
1-yr DCF upside
-36%
—
5-yr DCF upside
-16%
—
10-yr DCF upside
+25%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DAL
No notable signals flagged.
KNX
Why this score
- Raising its dividend
The companies
DALDelta Air Lines, Inc.
Why now
Airlines · market cap n/a. 13% off the 52-week high of $95.68. Revenue growing +10%, comfortably above the S&P median. PEG 0.21 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $105.02 (implying +26% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
KNXKnight-Swift Transportation Holdings Inc.
Why now
Trucking · market cap $11.3b. 16% off the 52-week high of $82.86. PEG 0.51 — paying under fair value for the growth rate. 19 sell-side analysts publish a mean 1-yr target of $88.63 (implying +27% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Net margin 0.5% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 0% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.