Knight-Swift Transportation Holdings Inc. vs Toast Inc. Class A Common Stock — how do they compare? Knight-Swift Transportation Holdings Inc. trades at $63.5 (market cap $10.26B), while Toast Inc. Class A Common Stock trades at $29.65 (market cap $17.85B). The key difference: Toast Inc. Class A Common Stock is the larger of the two by market cap, and Knight-Swift Transportation Holdings Inc. pays a 1.27% dividend while Toast Inc. Class A Common Stock pays none. Which is the better fit depends on your goals — on Pluang, investors hold Knight-Swift Transportation Holdings Inc. for 6 Days and Toast Inc. Class A Common Stock for 0 Days on average.
| KNX | TOST | |
|---|---|---|
Market Cap | $10.26B | $17.85B |
Volume | 4,530,077 | 6,311,718 |
Sector | Industrials | Technology |
52-Week High | $82.45 | $39.02 |
52-Week Low | $41.68 | $22.33 |
Typical Hold Time | 6 Days | 0 Days |
Enterprise Value | $12.75B | $16.10B |
Dividend Yield | 1.27% | — |
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.
Toast (TOST) trades at $30.89, down 1.37% on the day, with neutral technical indicators showing support at $30 and resistance at $32. The company demonstrates strong fundamental performance with 23% revenue growth in Q2 2026 to $1.91B and expanding profit margins, though valuation metrics remain elevated with a P/E of 39.1. Recent expansion into convenience stores with Toast Fuel and AI-driven product enhancements signal continued growth initiatives.
The outlook remains positive with 61.8% analyst buy ratings and a $38.22 consensus price target representing 24% upside potential. Key risks include execution challenges in new market segments and competitive pressures in the restaurant technology space, while strong earnings beats and institutional support provide confidence in the growth trajectory.
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Latest headlines on both assets
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 →Toast Inc. provides a cloud-based technology platform for the restaurant industry, combining point-of-sale hardware and software with payment processing, online ordering, payroll, and supplier management tools. The platform serves restaurants ranging from single locations to multi-unit groups across US.
Read more on TOST →