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

Owns shares and is one of few large caps that owns.
International trucking company that is very good a growing.
Very strong management team that is disciplined at capital allocation.
Will continue owning shares.
Lots of room for growth in the future.

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PAST TOP PICK

(A Top Pick Jan 11/22, Up 11%) Pleased with economic performance. Supply chain bottlenecks have created large opportunity for company. Earnings slowing, but not a cyclical business. Very good at growing with very low costs. Not much debt with strong balance sheet.

PAST TOP PICK

(A Top Pick Jan 13/22, Up 13%) It was cheap at the time. An organic grower, even with macro headwinds. He expect margin improvement ahead. They're lower leverage, so they could buy back shares or companies. Trades around 11.7x 2024. Growth has slowed to 6%. A great company longer term.

BUY ON WEAKNESS

Trucking industry is more cyclical than rail industry. Will perform well over the long term. Would prefer a railroad stock (CP Rail). Good for a long term investor.

PARTIAL SELL

Doesn't see much upside. The stock has done very well in recent months. But the reality check is a recession in 2023, which he expects, which will impact consider spending and shipping. Shares are currently overvalued. Take profits.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Acquired UPS Freight. Reduced long-term debt by 35% in 2020. TFII will now report in USD.

PAST TOP PICK

(A Top Pick Jan 13/22, Up 5%) Grows by acquisition. Well run. He's holding, despite trucking being tougher and supply chain disruptions. Likes the name, but you don't have to buy it right now.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Dividend raised. M&A growth needs time to be realized. Maintains strong ROE. Significant discount to peers. Unlock Premium - Try 5i Free

Unspecified

It has been a great performer over time. Two positives are its rising relative strength to to the S&P and TSX as well as trading above the 150 day moving average. The concern is the sector - transports. Be careful and if buying pick your spots.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research 10 acquisitions throughout 2021. Strong growth rates in LTL and Logistics. Outperformance led by acquisition of UPS. Continued growth in the e-commerce space. Valuation attractive relative to peers. Unlock Premium - Try 5i Free

BUY

Very good operating margins in Canada. With its US acquisition, lots of potential to bring operating ratio down. He'd recommend it, despite the runup.

WAIT

It is too expensive now to buy so wait for a pullback. The fundamental outlook for the sector is good.

BUY ON WEAKNESS

Can grow even if there is a recession. Lots of consolidation opportunities. Excellent steward of capital. Models 11% EPS growth, trades at a reasonable 12x. If you see a recession over 2 years, but not imminent, you can own it. Big run, can probably get in closer to $100.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. You could add slowly here if you have a long enough timeframe. This should be more than two years. The markets will decline but it won’t last forever. A shift in sentiment could move this nicely. Unlock Premium - Try 5i Free

HOLD

Has sold shares, but is watching for a good time to buy. Waiting until next quarter earnings before looking to buy any more shares. Good company to own long term. Very good network of trucks in Canada & USA. Expecting stock price to rally.

Showing 76 to 90 of 284 entries

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TFI International Inc (TFII.TO)