TFI International Inc.

NYSE:TFII Stock Report

Market Cap: US$12.6b

TFI International Valuation

Is TFII undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of TFII when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: TFII ($148.73) is trading below our estimate of fair value ($321.63)

Significantly Below Fair Value: TFII is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for TFII?

Key metric: As TFII is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for TFII. This is calculated by dividing TFII's market cap by their current earnings.
What is TFII's PE Ratio?
PE Ratio26.7x
EarningsUS$469.99m
Market CapUS$12.57b

Price to Earnings Ratio vs Peers

How does TFII's PE Ratio compare to its peers?

The above table shows the PE ratio for TFII vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average36.6x
UHAL U-Haul Holding
28.9xn/aUS$12.5b
XPO XPO
46.9x18.3%US$17.3b
SAIA Saia
38.3x14.2%US$14.4b
JBHT J.B. Hunt Transport Services
32.3x16.1%US$18.4b
TFII TFI International
26.7x23.2%US$17.6b

Price-To-Earnings vs Peers: TFII is good value based on its Price-To-Earnings Ratio (26.7x) compared to the peer average (36.6x).

Price to Earnings Ratio vs Industry

How does TFII's PE Ratio compare vs other companies in the US Transportation Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
TFII 26.7xIndustry Avg. 31.5xNo. of Companies5PE01632486480+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: TFII is good value based on its Price-To-Earnings Ratio (26.7x) compared to the US Transportation industry average (31.5x).

Price to Earnings Ratio vs Fair Ratio

What is TFII's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

TFII PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio26.7x
Fair PE Ratio21.5x

Price-To-Earnings vs Fair Ratio: TFII is expensive based on its Price-To-Earnings Ratio (26.7x) compared to the estimated Fair Price-To-Earnings Ratio (21.5x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst TFII forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$148.73
US$153.45
+3.2%
8.4%US$170.00US$122.74n/a11
Nov ’25US$132.07
US$151.01
+14.3%
8.2%US$166.36US$122.74n/a11
Oct ’25US$135.27
US$160.43
+18.6%
8.1%US$180.53US$132.42n/a10
Sep ’25US$148.13
US$161.66
+9.1%
7.9%US$180.53US$131.49n/a10
Aug ’25US$152.59
US$161.66
+5.9%
7.9%US$180.53US$131.49n/a10
Jul ’25US$145.84
US$153.46
+5.2%
7.1%US$170.94US$131.49n/a11
Jun ’25US$132.28
US$153.65
+16.2%
7.1%US$171.67US$131.49n/a11
May ’25US$129.75
US$153.57
+18.4%
7.1%US$171.67US$131.49n/a11
Apr ’25US$158.91
US$156.18
-1.7%
6.6%US$175.00US$139.68n/a11
Mar ’25US$148.37
US$151.18
+1.9%
9.3%US$175.00US$122.78n/a12
Feb ’25US$130.57
US$139.98
+7.2%
9.1%US$159.82US$112.49n/a13
Jan ’25US$135.98
US$131.26
-3.5%
11.8%US$145.64US$98.41n/a12
Dec ’24US$121.72
US$123.49
+1.5%
11.6%US$143.00US$94.39n/a12
Nov ’24US$111.73
US$123.49
+10.5%
11.6%US$143.00US$94.39US$132.0712
Oct ’24US$128.41
US$130.60
+1.7%
10.8%US$143.51US$98.48US$135.2712
Sep ’24US$137.53
US$131.75
-4.2%
11.1%US$150.00US$98.48US$148.1313
Aug ’24US$131.47
US$122.51
-6.8%
15.0%US$144.42US$88.82US$152.5913
Jul ’24US$113.96
US$116.02
+1.8%
11.9%US$143.00US$88.82US$145.8413
Jun ’24US$107.90
US$116.42
+7.9%
12.1%US$143.00US$88.82US$132.2813
May ’24US$108.44
US$114.07
+5.2%
10.5%US$132.36US$88.24US$129.7513
Apr ’24US$119.29
US$122.67
+2.8%
11.4%US$144.00US$96.73US$158.9113
Mar ’24US$123.12
US$123.12
-0.0005%
11.6%US$144.00US$96.73US$148.3713
Feb ’24US$115.50
US$112.95
-2.2%
13.9%US$131.03US$78.56US$130.5713
Jan ’24US$100.24
US$110.73
+10.5%
16.0%US$134.79US$75.23US$135.9813
Dec ’23US$106.76
US$110.73
+3.7%
16.0%US$134.79US$75.23US$121.7213
Nov ’23US$92.70
US$107.74
+16.2%
16.1%US$131.99US$73.33US$111.7313

Analyst Forecast: Target price is less than 20% higher than the current share price.

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