Obermatt

TFI International

TOR:TFII · CA87241L1094
Transportation InfrastructureX-Large

360

92
EV / EBIT33
Price / Owner Earnings38
Owner Earnings Yield76
Dividend Yield69
Price/Sales45
EV / Gross Profit38
Price/Book29
Return on Capital72
Cash Return on Capital88
Return on Equity76
EBIT Margin27
Gross Profitability84
Cash Conversion78
Accruals87
Owner Earnings Margin76
Sales growth45
Profit Growth68
Long-Term EPS Growth90
Owner Earnings Growth33
Reinvestment23
Price momentum86
Debt load40
Refinancing61
Debt Payback65
Liquidity55
Analyst ratings67
Opinion Changes50
Price Target Upside25
Market mood88
Value Creation6/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

TFI International doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryCanada
IndustryTransportation Infrastructure
SizeX-Large
TypePublic Company
ExchangeTSX
Founded2008
Employees387
ISINCA87241L1094
Last UpdateApr 2, 2026
Themes
Courier ServiceFreight ServiceBiomass EnergyLogisticsTransportation

Description

TFI International Inc., through its wholly-owned subsidiaries, operates in the transportation logistics industry. The company offers its clients transportation solutions that are firmly supported by the specialization of its wholly-owned subsidiarie…

Analysis

Quality compounder

TFI International Inc. is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is expensive. You pay 28.4× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 11% yearly growth; analysts expect 17%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is adequate. The company scores 6/20 on our value-creation score: not creating value.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
76
2023202420252026

All-time high

86

Jan 2023

All-time low

45

Mar 2026

Average rank

67

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
45
44
44
62
Price/Earnings
33
57
56
51
Price/Book
29
37
36
38
Dividend Yield
69
64
65
73
Value (overall)
45
53
51
65

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →