TFI International Inc (TFII.TO) Buy, Sell or…

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TFI International Inc (TFII.TO)

192.98

-2.43 (1.24%)

as of Aug 6, 2026, 8:00:00 pm Market Open.

380 watching

Investor Insights

Aug 6, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

TFI International Inc has shown resilience in a challenging freight environment, with experts indicating a potential recovery from a protracted freight recession. The company has not only been focusing on acquisitions, such as the UPS Freight deal, but has also demonstrated solid financial performance with strong free cash flow and ongoing share buybacks, which helps support its dividends. While some experts, like those who conducted valuations, express caution regarding the company's currently high price multiples, they acknowledge its long-term growth potential and management's effective capital allocation strategies. The general sentiment remains optimistic, although concerns over execution risks and market volatility persist, particularly with potential ongoing tariff impacts affecting the freight sector.

Consensus

Positive

Valuation

Overvalued

Similar

XPO

BUY ON WEAKNESS

He is having a hard time with these companies. We are getting signs of stabilization in the economy. He would hope to buy it lower than it is today. Try to get it at $35. (Analysts’ price target is $53.00)

BUY

Asset light, lots of free cash. Rerating in the future. What gave him pause a year ago was that volumes were as good as they'd ever been. Can still grow organically and through acquisition. Good long-term buy for free cash flow, dividend growth, and compelling valuation.

BUY

Boasts 20% ROE, far ahead of its peers. A very good company. A consolidator in a fragmented industry (trucking). Pays a growing 3.5% dividend yield. It's cyclical, but will do you well over the long term.

BUY

Really well run. Operations in Canada and the US. They make astute acquisitions and increase the dividend consistently. He thinks there will be an uptick in the economy and they will acquire more business in the future

TOP PICK

They just beat by 3%. A free cash flow story. Just raised dividends by 8% and buy backs. They completed 2 acquisitions recently. Cost cutting and buy back will be enough. It doesn't depend on a strong economy.

BUY

There's disruption in trucking with a shortage of drivers and the Amazon Effect. Will there be self-driving trucks later? TFII is well-run and will be okay in the long-run, though. It has a good market share.

BUY

Since 2002, TFII-T has tended to trade between 2 and 3 times book. Right now it is back down to 2 times, so it is interesting. He would think it has good upside potential and it is trading at a 10 year low in terms of book value. He would go with it.

DON'T BUY

A strong performer over the long term, but he's wary of it now. We're starting to see softness in the end markets; TFII is very economically sensitive and economic growth is slowing. Better to buy this when the economy is rebounding. As logistics grow more sophisticated, they have to invest more, and the bigger companies are better suited (can afford) for that investment.

HOLD

Has declined for 6 months. It's very good long-term, but has been under pressure the past year due to cost inflation in the trucking space (driver's wages). As long as the North American economy is decent, there are packages to ship by truck. Hold it for now or buy on pullbacks.

DON'T BUY

He was watching this until mid-2018, when it started a downtrend to the present. A series of lower highs and lower lows since then. In contrast, CN's and CP's charts are a straight upward trend.

PAST TOP PICK

(A Top Pick Sep 13/18, Down 17%) The economic overhang is weighting on the company. It is similar to MG-T. Don’t worry about it long term. They buy back shares and make really good acquisitions. They just aren't getting any attention and will do fine in the future.

PAST TOP PICK

(A Top Pick Aug 29/18, Down 11%) Posted good earnings recently. There hasn't been a slowdown in truck shipping (or in train shipping). Pricing power remains. TFII has consolidated parts of the industry, and so is a price-maker. Still likes it.

BUY

They keep beating expectations, so why hasn't this stock shot up? Because investors fear a recession and TFII will get hit when that happens. TFII makes smart acquisitions and he still believes in it.

HOLD

It trades at low earnings multiple, which is typical for a cyclical trucking company. They consistently do share buybacks and dividend increases. It may go sideways for a short term, but he sees good US opportunities as long as the economy keeps chugging along.

BUY

It has been a wonderful trucking company in Canada. Very well run company. The Canadian economy is under pressure. This company will see their way through a soft patch.

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TFI International Inc (TFII.TO)