TSE:TFII

TFI International Inc (TFII.TO)

222.37
-0.63 (0.28%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
379 watching
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Investor Insights
star iconJun 5, 2026, 12:00 am

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

TFI International Inc (TFII-T) has shown signs of recovery from a prolonged freight recession, with several experts highlighting a resurgence in stock price despite fundamental challenges. The company boasts a strong management team that has effectively integrated acquisitions and generated significant free cash flow, leading analysts to view it as a solid investment opportunity. However, concerns about tariff impacts and an oversupply of trucks remain prevalent, with some experts noting the ongoing struggles within the trucking industry. Given the mixed sentiment around the stock's potential upside and the broader economic context, many believe that while there is room for growth, caution may be warranted due to cyclical pressures and current market conditions.

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Consensus
Cautious
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Valuation
Undervalued
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KNX
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.
BUY
Boasts 20% ROE, far ahead of its peers. A very good company. A consolidator in a fragmented industry (trucking). Pays a growing 3.5% dividend yield. It's cyclical, but will do you well over the long term.
BUY
Really well run. Operations in Canada and the US. They make astute acquisitions and increase the dividend consistently. He thinks there will be an uptick in the economy and they will acquire more business in the future
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