TSE:TFII

TFI International Inc (TFII.TO)

204.90
-1.90 (0.92%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
379 watching
0
Investor Insights
star iconJun 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.

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Consensus
Mixed
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Valuation
Overvalued
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XPO
HOLD
Canada's largest trucking company. They grow by accretive acquisitions. Their margins are very high because of their pricing power. They have increased distributions steadily. Getting to be fully valued.
DON'T BUY
One of the earlier pioneers in converting into a trust. Has done very well in consolidating the trucking business. Being a bigger company has given them an advantage in competition for drivers. Have controlled their fuel expense fairly well. Currently priced to perfection.
PAST TOP PICK
(A Top Pick June 23/05. Down 10%.) Down because of the federal government's statement on trusts. Very interesting company and is trying to consolidate a very fragmented segment. A good entry point.
BUY
Historically the trucking business in Canada has been very fragmented and this company is acquiring firms, trying to put together a dominant company and doing a pretty good job of it. Has sold off a bit because of concerns on fuel prices, but transport companies have no difficulty in passing on fuel increases to their shippers.
PAST TOP PICK
(A Top Pick June 23/05. No change.) There are a lot of people who are concerned with trucking companies because of fuel prices. They pass fuel increases on to their customers through a fuel surcharge. Still likes. Nice distribution. Still some upside.
TOP PICK
Trying to consolidate the trucking company. Feels it has been sold off in recent weeks because of fuel costs. At 8.25% it's not a bad yield.
TOP PICK
Trucking business. Buying up other companies. Yield is not bad. Probably has the legs to get to $20 in the next 1/2 years.
BUY
The biggest trucking company in Canada and transportation is doing fantastically. Acquiring other companies that are having problems with costs on inflation, insurance or wages. Expect they will raise distributions.
BUY ON WEAKNESS
Canada's largest trucking company and known for its success in integrating acquisitions. Solid balance sheet. Has a sector outperform on this trust. Would buy on a lower level.
WAIT
Wait for bad news, then buy this stock. Strong brand. Long term business, will be around awhile.
BUY
Recommend the stock. Low pay-out. Not a high risk.
DON'T BUY
A lot of competition. Not a fan of cyclical business's in trusts.
WAIT
Have to see a couple of years of their financials. Likes their concept.
BUY
Good, secure distributions. A rising interest rate environment in the future could be a problem.
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