Knight-Swift Transportation Holdings Inc. vs Sherwin-Williams Company (The) Common Stock — how do they compare? Knight-Swift Transportation Holdings Inc. trades at $63.21 (market cap $10.29B), while Sherwin-Williams Company (The) Common Stock trades at $328 (market cap $78.78B). The key difference: Sherwin-Williams Company (The) Common Stock is far larger — about 7.7× Knight-Swift Transportation Holdings Inc.'s market cap, and Knight-Swift Transportation Holdings Inc. pays the higher dividend (1.27%). Which is the better fit depends on your goals.
| KNX | SHW | |
|---|---|---|
Market Cap | $10.29B | $78.78B |
Volume | 3,650,223 | 1,403,311 |
Sector | Industrials | Basic Materials |
52-Week High | $82.45 | $372.60 |
52-Week Low | $41.68 | $293.00 |
Typical Hold Time | 6 Days | — |
Enterprise Value | $12.79B | $92.71B |
Dividend Yield | 1.27% | 0.99% |
Signals from Pluang's Aura AI — not financial advice
Knight-Swift Transportation (KNX) trades at $63.01, down 2.34% with bearish technical signals. The company reported mixed earnings with Q2 2026 beating estimates but Q4 2025 missing expectations. Revenue trends show modest growth to $7.7B in 2026, though net income margin compression to 0.55% raises concerns. Analyst consensus remains strongly bullish with 64% buy ratings and $85.75 price target, while technical indicators show selling pressure with support at $63.
The stock presents a divergence between strong Wall Street optimism and current technical weakness. Upside potential exists from truckload margin improvements and capacity-driven freight recovery, but risks include margin pressure, CEO stock sales, and broader transportation sector volatility. The upcoming Q3 2026 earnings report on October 21, 2026 will be critical for validating the bullish analyst thesis.
Sherwin-Williams (SHW) trades at $324.10, up 1.21% with strong earnings momentum after beating estimates for three consecutive quarters. The stock shows neutral technical signals but maintains robust fundamentals with 65.12% ROE and expanding manufacturing capacity. Recent facility expansions in Statesville enhance production capabilities, positioning the company for continued market share gains.
Outlook remains positive with analyst consensus at Buy (57.9%) and $383.64 price target, though high valuation multiples (P/E 29.9) and competitive pressures present risks. Earnings growth and strategic investments support upside potential, while margin compression and economic sensitivity warrant monitoring.
Trailing returns across standard periods
Knight-Swift provides truckload, less-than-truckload, logistics, and freight management services. It operates a large transportation network across North America.
Read more on KNX →The Sherwin-Williams Company manufactures, develops, and distributes paints, coatings, and related products through three segments: Paint Stores Group, operating more than 4,900 company-owned stores selling Sherwin-Williams-branded products; Consumer Brands Group, selling brands such as Valspar, Dutch Boy, Krylon, and Minwax through mass merchandisers and home centers; and Performance Coatings Group, supplying industrial, construction, and transportation coatings in more than 120 countries.
Read more on SHW →