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

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TFI International Inc (TFII.TO)

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222.37

-0.63 (0.28%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

379 watching

Investor Insights

Jun 5, 2026, 12:00 am

This summary was created by AI, based on 21 opinions in the last 12 months.

TFI International Inc. (TFII) has seen a volatile performance amid a prolonged freight recession that has significantly impacted the trucking sector. Although recent market excitement has driven the stock back up to previous levels, many experts emphasize that the fundamentals have not fully recovered. Several analysts note that while organic improvements are happening and US manufacturing appears to be turning a corner, headwinds from tariffs and oversupply issues remain problematic. Some see the potential for a turnaround given the company's strong management, ongoing buybacks, and healthy free cash flow, while others advise caution due to uncertainties surrounding tariff impacts and cyclical nature of the industry. Overall, the stock is regarded with mixed sentiments, with suggestions to accumulate during dips as potential for recovery exists over the next few years.

Consensus

Cautious

Valuation

Undervalued

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BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock dropped about 5% today. No news at all to account for the sell off. However, the drop only takes it back to mid May levels, and is still up 67% this year. Unlock Premium - Try 5i Free

HOLD

Excess cash based on asset base is around 17 and has risen in recent years, but should be above 20 and is inconsistent. Hold on, or enter at a lower price. This could be vulnerable as we move into the reopening and the economy's ups and downs. Quebec companies like this tend to outperform.

PARTIAL BUY

It has done very well. With no one going out to the stores, the stores have to come to them. It is about online shopping. Energy prices are going up so they will be challenged with fuel prices, however. Globalization might not come back and companies are sourcing local. He expects to keep owning this one. Buy only a little bit of it because it has gone up so fast and if it continues to go up, then buy a bit more. If it pulls back, then buy a little bit more also.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent earnings report was good. The company is well-poised to benefit from the economy growing. There is no reason to exit a position today, even with the recent gains. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Jun 29/20, Up 111%) Great at acquisitions, and the recent UPS one probably doubled the potential of the company. Some upside from here, but he'd take some profits around $110-115. Good long-term hold.

BUY

You can hold this for a long time as managers create value for shareholders. TFII has done this for the past decade and he expects it to for the next decade. Shipping is a great business. They bought the UPS freight business that will add to their earnings. It's an exciting time for TFII. There's lots of profit-taking now, but don't worry about the recent stock decline. Stick with it.

BUY

They made a transformation deal recently, which should be highly accretive. Investors loved it. They've grown by acquisition. The pandemic has driven the transports, and e-commerce is here to stay.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is quite safe and is still well priced. Risk reward profile is good and has good potential. It is a cyclical company however. The valuation is quite convincing for the potential.The recent acquisition is also a positive. Unlock Premium - Try 5i Free

BUY

He continues to recommend this. The UPS purchase in the U.S. doubles TFI. A great move that has bumped up this stock. They are efficient at integrating new companies. The stock is getting high with little downside as there remains demand to ship goods.

PAST TOP PICK

(A Top Pick Feb 03/20, Up 115%) Sometimes the stars just align for a company. A lean operator in a business ripe for consolidation. Blockbuster acquisition last week will be massively accretive to earnings.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The UPS deal is big at $800M. It accounts for 15% of TFII’s market cap. It should add $3B in revenue and with currency conversion, it would add more than 50% to 2021 revenues. A nice deal for the company. Unlock Premium - Try 5i Free

SELL ON STRENGTH

It has retraced back up to its ten year high. The market has a memory. If the markets keep going, however, it might go up another 20-25%.

BUY

It has a negligible dividend of 1.07%. It has been a primary beneficiary from the logistics market and movement of goods. A highly sophisticated industry. He would recommend it here. Valuation does not look out of line looking into next year's earnings. It will continue to do well.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock currently trades at a 18x earnings, which is not too cheap. However, the growth rate is improving and logistics is becoming less cyclical. Earnings also beat expectations by 32% with a recent dividend boost. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Nov 01/19, Up 52%) Modeling 10% EPS growth. Trading at reasonable 15.2x. Price to growth is pretty compelling. Working on improving margins. Underappreciated by Canadian investors. Great job growing even in a difficult economy through acquisitions. Well managed.

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TFI International Inc (TFII.TO)