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TFI International Inc.TSX:TFII Stock Report

Market Cap CA$10.6b
Share Price
CA$127.19
My Fair Value
CA$145.13
12.4% undervalued intrinsic discount
1Y-30.0%
7D2.2%
Portfolio Value
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TFI International Inc.

TSX:TFII Stock Report

Market Cap: CA$10.6b

TFI International (TFII) Stock Overview

Provides transportation and logistics services in the United States, Mexico, and Canada. More details

TFII fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance2/6
Financial Health3/6
Dividends4/6

Rewards

Trading at 58.4% below our estimate of its fair value

Earnings are forecast to grow 14.61% per year

Risk Analysis

Has a high level of debt

Unstable dividend track record


TFII Community Fair Values

Create Narrative

See what 74 others think this stock is worth. Follow their fair value or set your own to get alerts.

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TFI International

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

Key Takeaways Expansion in North American freight and operations efficiency initiatives are expected to enhance growth, margins, and free cash flow as economic conditions improve. Regained high-margin clients and disciplined capital use position the company for long-term earnings gains and strategic consolidation opportunities.
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CA$145.13
FV
12.4% undervalued intrinsic discount
3.51%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
47users have followed this narrative
Updated narrative
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TFI International

E-commerce And Green Tech Will Drive North American Logistics

Key Takeaways Leveraging AI, automation, and a brokerage-focused model strengthens margins, boosts earnings, and enables aggressive capital returns and major acquisitions. Scale, e-commerce growth, and sustainability initiatives position TFI as a preferred partner, supporting organic expansion, pricing power, and market share gains.
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CA$170.17
FV
25.3% undervalued intrinsic discount
4.11%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
26 days ago author updated this narrative
TFII logo
TFI International

Autonomous Vehicles And Decarbonization Costs Will Strain Freight Operations

Key Takeaways Emerging logistics technologies and evolving delivery models could materially shrink TFI's traditional market, raising deep concerns about future revenue and overall business relevance. Rising costs from regulatory, labor, and integration challenges threaten margins, cash flow, and strategic flexibility, especially given heavy macroeconomic and industry reliance.
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CA$96.67
FV
31.6% overvalued intrinsic discount
1.61%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
about 1 month ago author updated this narrative
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TFI International Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for TFI International
Historical stock prices
Current Share PriceCA$127.19
52 Week HighCA$219.48
52 Week LowCA$102.57
Beta1.25
1 Month Change-4.83%
3 Month Change1.02%
1 Year Change-29.99%
3 Year Change-1.73%
5 Year Change102.73%
Change since IPO9,914.96%

Recent News & Updates

Here's Why TFI International (TSE:TFII) Has A Meaningful Debt Burden

Oct 02
Here's Why TFI International (TSE:TFII) Has A Meaningful Debt Burden

TFI International Inc.'s (TSE:TFII) Price In Tune With Earnings

Sep 19
TFI International Inc.'s (TSE:TFII) Price In Tune With Earnings

Recent updates

Here's Why TFI International (TSE:TFII) Has A Meaningful Debt Burden

Oct 02
Here's Why TFI International (TSE:TFII) Has A Meaningful Debt Burden

TFI International Inc.'s (TSE:TFII) Price In Tune With Earnings

Sep 19
TFI International Inc.'s (TSE:TFII) Price In Tune With Earnings

Is There Now An Opportunity In TFI International Inc. (TSE:TFII)?

Jul 29
Is There Now An Opportunity In TFI International Inc. (TSE:TFII)?

TFI International (TSE:TFII) Seems To Use Debt Quite Sensibly

Jun 19
TFI International (TSE:TFII) Seems To Use Debt Quite Sensibly

Some Confidence Is Lacking In TFI International Inc.'s (TSE:TFII) P/E

May 22
Some Confidence Is Lacking In TFI International Inc.'s (TSE:TFII) P/E

Is Now An Opportune Moment To Examine TFI International Inc. (TSE:TFII)?

Apr 08
Is Now An Opportune Moment To Examine TFI International Inc. (TSE:TFII)?
User avatar

Leveraging Daseke Acquisition And Tech Upgrades Will Optimize Efficiency

Strategic cost reductions and asset optimization in U.S. operations aim to boost margins and cash flow positively.

TFI International (TSE:TFII) Seems To Use Debt Quite Sensibly

Mar 14
TFI International (TSE:TFII) Seems To Use Debt Quite Sensibly

TFI International Inc. (TSE:TFII) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

Feb 21
TFI International Inc. (TSE:TFII) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

TFI International (TSE:TFII) Has Some Way To Go To Become A Multi-Bagger

Jan 31
TFI International (TSE:TFII) Has Some Way To Go To Become A Multi-Bagger

What Does TFI International Inc.'s (TSE:TFII) Share Price Indicate?

Dec 15
What Does TFI International Inc.'s (TSE:TFII) Share Price Indicate?

TFI International (TSE:TFII) Seems To Use Debt Quite Sensibly

Oct 22
TFI International (TSE:TFII) Seems To Use Debt Quite Sensibly

The Price Is Right For TFI International Inc. (TSE:TFII)

Oct 08
The Price Is Right For TFI International Inc. (TSE:TFII)

Shareholder Returns

TFIICA TransportationCA Market
7D2.2%0.8%1.3%
1Y-30.0%6.4%22.4%

Return vs Industry: TFII underperformed the Canadian Transportation industry which returned 6.4% over the past year.

Return vs Market: TFII underperformed the Canadian Market which returned 22.4% over the past year.

Price Volatility

Is TFII's price volatile compared to industry and market?
TFII volatility
TFII Average Weekly Movement5.0%
Transportation Industry Average Movement5.5%
Market Average Movement9.2%
10% most volatile stocks in CA Market19.7%
10% least volatile stocks in CA Market2.9%

Stable Share Price: TFII has not had significant price volatility in the past 3 months compared to the Canadian market.

Volatility Over Time: TFII's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
195726,287Alain Bedardwww.tfiintl.com

TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Mexico, and Canada. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The LTL segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads.

TFI International Inc. Fundamentals Summary

How do TFI International's earnings and revenue compare to its market cap?
TFII fundamental statistics
Market capCA$10.56b
Earnings (TTM)CA$513.74m
Revenue (TTM)CA$11.53b
20.6x
P/E Ratio
0.9x
P/S Ratio

Is TFII overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TFII income statement (TTM)
RevenueUS$8.26b
Cost of RevenueUS$6.59b
Gross ProfitUS$1.67b
Other ExpensesUS$1.30b
EarningsUS$368.20m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)4.43
Gross Margin20.22%
Net Profit Margin4.46%
Debt/Equity Ratio91.5%

How did TFII perform over the long term?

See historical performance and comparison

Dividends

2.0%
Current Dividend Yield
40%
Payout Ratio

Does TFII pay a reliable dividends?

See TFII dividend history and benchmarks
When do you need to buy TFII by to receive an upcoming dividend?
TFI International dividend dates
Ex Dividend DateSep 29 2025
Dividend Pay DateOct 15 2025
Days until Ex dividend8 days
Days until Dividend pay date8 days

Does TFII pay a reliable dividends?

See TFII dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/06 11:40
End of Day Share Price 2025/10/03 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

TFI International Inc. is covered by 30 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Will ChienAccountability Research Corporation
Maxim SytchevATB Capital Markets
Fadi ChamounBMO Capital Markets Equity Research