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

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.

TOP PICK

A Canadian trucking company. An under the radar great business. They recently did a US listing. It also does logistics, courier, and other business operations. The company has great management and they have been able to provide customers with good products and services. Currently at 13x earnings and they continue to acquire companies. (Analysts’ price target is $67.41)

BUY

A very well managed trucking company. They are rolling up other trucking companies. A very fragmented market with opportunity to consolidate.

DON'T BUY

TFII vs. CNR Prefers CNR in a recovering economy.

TOP PICK

A major trucking company in North America. A great growth stories, growing earnings at 18% compounded over the last decade through organic growth and 80 acquisitions since 2008. Though cyclical, TFII has gone to an asset-lite model, so they can deliver a higher investor return than its peers. They trade at a 25% discount to their US trucking peers. (Analysts’ price target is $65.02)

TOP PICK

It got hit right after the COVID-19 crisis hit. But logistics had to benefit during the crisis and will continue to do so during the recovery. They are well positioned to benefit quite well. The stock has a compelling valuation. It will benefit going forward from improving economics. (Analysts’ price target is $51.15)

HOLD

A great business for many years. He likes it and he kicks himself for not buying in late-March. He would want to see more detail before buying at these levels. A hold for him here.

BUY

It is a trucking, packaging courier and logistics company. Some lines of business are doing well. They recently did a financing and launched on the NYSE so should benefit from it. They know how to acquire distressed assets and turn them around. They will have bad Q2 results but he would be a buyer here for sure.

PAST TOP PICK

(A Top Pick Mar 18/19, Down 20%) It does quite well in his models. It is a candidate for purchase. we need to wait until the number of daily cases in the US for CoVid19 comes down.

TOP PICK

They bought all the other publicly trading trucking companies. It is a low organic growth business but they did 80 acquisitions since 2008. It trades at a 40% discount to the large US trucking companies. (Analysts’ price target is $54.44)

COMMENT

It needs to break firm resistance around $44-45 to reach $50, but it has fallen from $50 in the past. Hard to predict.

DON'T BUY

Technology will increasingly disrupt them and is highly economically sensitive. Steer clear of it. Yes, it's a well-run company, but the valuation and this stage of the cycle turn him away. Bigger logistics commodity will give them an edge over TFII.

BUY ON WEAKNESS

He is having a hard time with these companies. We are getting signs of stabilization in the economy. He would hope to buy it lower than it is today. Try to get it at $35. (Analysts’ price target is $53.00)

BUY

Asset light, lots of free cash. Rerating in the future. What gave him pause a year ago was that volumes were as good as they'd ever been. Can still grow organically and through acquisition. Good long-term buy for free cash flow, dividend growth, and compelling valuation.

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TFI International Inc (TFII.TO)