Knight-Swift Transportation Holdings Inc. vs White Mountains Insurance Group Ltd. Common Stock — how do they compare? Knight-Swift Transportation Holdings Inc. trades at $63.5 (market cap $10.26B), while White Mountains Insurance Group Ltd. Common Stock trades at $2,096.01 (market cap $5.00B). The key difference: Knight-Swift Transportation Holdings Inc. is far larger — about 2.1× White Mountains Insurance Group Ltd. Common Stock'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 | WTM | |
|---|---|---|
Market Cap | $10.26B | $5.00B |
Volume | 4,530,077 | 16,109 |
Sector | Industrials | Financials |
52-Week High | $82.45 | $2.32K |
52-Week Low | $41.68 | $1.85K |
Typical Hold Time | 6 Days | — |
Enterprise Value | $12.75B | $5.83B |
Dividend Yield | 1.27% | 0.05% |
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.
White Mountains Insurance Group (WTM) trades at $2,093.13, up 0.31% with neutral technical signals. The stock shows strong fundamentals with a P/E of 4.8 and ROE of 21.9%, though recent earnings were mixed with Q2 2026 beating estimates while Q1 missed. Book value per share reached $2,258 as of June 2026, up 4% quarterly. Recent product launches and board additions signal strategic growth initiatives.
WTM presents value investment appeal with attractive valuation multiples and solid profitability, but faces execution risks from volatile quarterly earnings and negative cash flow trends. Analyst consensus remains neutral with 100% hold ratings, suggesting cautious optimism pending clearer earnings consistency and cash flow improvement.
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 →White Mountains Insurance Group Ltd. is a Bermuda-based holding company that owns and builds insurance and financial services businesses. Its operating segments include Ark, a specialty insurance and reinsurance underwriter; HG Global, which reinsures municipal bond insurer Build America Mutual; and Kudu Investment Management, which provides capital to boutique asset managers.
Read more on WTM →