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

COMMENT

Largest trucking firm in Canada. Seeing weakness in central Canada with a high $ affecting manufacturing. Have some interesting assets that they could sell. Debt level is a bit higher than what he likes of management is creative and is looking for growth in the next cycle.

DON'T BUY

Trucking industry is on a bit of an uptrend. Better/cheaper companies are available such as ATS Andlauer (ATS.UN-T), Trimac (TMA.UN-T), Mullen Trucking (MTL.UN-T) or Contrans (CSS.UN-T). This one has been very acquisitive. Multiple is too high for him.

PAST TOP PICK

(A Top Pick Aug 25/06. Down 8%.) Largest trucking operation in Canada. Very strong financial control. Very efficient operation.

BUY

Trucking business. Has grown very rapidly through acquisition. Very strong Ontario-Quebec base and moving into western Canada, where prospects look good.. Strong management. Economically sensitive. Good for a long-term hold.

PAST TOP PICK

(A Top Pick Aug 25/06. Down 12.6%.) Was hit by the new income trust rules. Likes it as a trust or a corporation. Management has significant ownership. While diversified.

BUY

The largest trucking firm in Canada. Good management. Payout ratio of about 80%. There could be some softness in central Canada, but longer-term, they will continue to grow and consolidate.

BUY

Trading at a discount to its comparables. Expect there is some money to be made with this company.

BUY

Expectations of a slowing economy in Ontario and Quebec have had an effect on the price. Good management. Expanding into the western provinces.

PAST TOP PICK

(A Top Pick Aug 25/06. Down 12.4%.) Likes the way the business is run. Retaining cash flow in order to grow through acquisition. Feels distributions are solid.

DON'T BUY

Trucking. More cyclical than he likes. Has performed well as a trust. They continue to need growth by acquisition so new government rules may slow them down. Concerned with the economy affecting this company.

PAST TOP PICK

(A Top Pick Aug 25/06. Down 6.1%.) Like it as a company, not an income trust. Economy is slowing and trucking tends to slow as well. They where an acquisitive company but were using income units as currency. Feels they will be able to work their way through this.

TOP PICK

Yielding about 9.5%. Very acquisitive and probably the largest trucking company out there. Management owns a big position in it. Has come under pressure recently, along with transportation, The most dominant trucking company in Canada. About 80% payout ratio.

SELL

He was not willing to accept the cyclicality in his portfolio. However, it has been one of the better performing trucking income trusts. In the most recent quarter, they are showing some cracks in their armour. Growth rate is slowing down.

BUY

A trucking business. Actively growing their Alberta presence. Business is a little soft which has shown in the stock price. Good management and they will do well.

BUY

Will probably have very decent earnings and very decent cash flow going forward. Have had good success in passing on the cost of fuel to the end users.

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TFI International Inc (TFII.TO)