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Cross-Border Freight And Digital Efficiency Will Drive Long-term Value

Published
14 Mar 25
Updated
18 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
-41.6%
7D
0.8%

Author's Valuation

CA$144.1615.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 18 Oct 25

Fair value Decreased 0.67%

Analysts have modestly lowered their price targets for TFI International, with recent Street research reflecting a small reduction in the consensus fair value. This is largely due to tempered revenue growth expectations and ongoing uncertainty in demand trends.

Shared on 04 Oct 25

Fair value Increased 2.90%

TFI International's fair value estimate has increased modestly from $141.04 to $145.13. Analysts are factoring in a mix of slightly higher discount rates along with conservative revenue and profit margin expectations, reflecting recent adjustments in target prices amid a stabilizing demand outlook.

Shared on 10 Sep 25

Fair value Increased 3.25%

The upward revision in TFI International’s price target to CA$141.04 reflects stable pricing in core segments, improving profitability from self-help initiatives, and sector-wide valuation expansion, tempered by demand uncertainty and trade policy risks. Analyst Commentary Mixed expectations for Q2 performance, with some analysts noting seasonally stronger Less-Than-Truckload (LTL) margins but expressing caution due to a choppy demand backdrop and overall sub-seasonal trends.

Shared on 01 May 25

Fair value Decreased 5.43%

Shared on 24 Apr 25

Fair value Increased 1.09%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 17 Apr 25

Fair value Decreased 2.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 7.92%

AnalystConsensusTarget has decreased revenue growth from 4.3% to 3.5%.

Shared on 02 Apr 25

Fair value Increased 19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 1.59%

Shared on 19 Mar 25

Fair value Decreased 1.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.