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

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TFI International Inc (TFII.TO)

204.90

-1.90 (0.92%)

as of Jun 26, 2026, 8:00:00 pm Market Open.

379 watching

Investor Insights

Jun 26, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

TFI International Inc (TFII) remains a high-profile name amidst the ongoing freight recession, revealing mixed sentiments among experts. Some emphasize the company's robust management and capital allocation practices, suggesting further growth opportunities through potential acquisitions and share buybacks. Concerns regarding valuation persist, especially as the stock hits all-time highs. The consensus points to the stock being caught between a freight recession and unpredictable tariff impacts, making it a risky investment for some. Despite challenges, several analysts believe that positive signs in US manufacturing and stock performance could offer a good entry point for patient investors.

Consensus

Mixed

Valuation

Overvalued

Similar

XPO

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.

PAST TOP PICK

(A Top Pick May 18/18, Down 19%) He still sees good opportunity going forward. He owns this personally as well. Yield 2.2%

BUY

The economy in North America peaked last year and TFII is tied to it closely. They run a lean, mean operation with good cash flow. They've bought 70 companies over the years. Smart operators and acquirers. However, Amazon is a threat to the entire sector.

Showing 136 to 150 of 284 entries

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TFI International Inc (TFII.TO)