TFI INTERNATIONAL INC (TFII.CA) Fundamental Analysis & Valuation

TSX:TFIICA87241L1094

Current stock price

185.7 CAD
+0.75 (+0.41%)
Last:

This TFII.CA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

5

1. TFII.CA Profitability Analysis

1.1 Basic Checks

  • TFII had positive earnings in the past year.
  • In the past year TFII had a positive cash flow from operations.
  • Each year in the past 5 years TFII has been profitable.
  • In the past 5 years TFII always reported a positive cash flow from operatings.
TFII.CA Yearly Net Income VS EBIT VS OCF VS FCFTFII.CA Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

1.2 Ratios

  • TFII has a Return On Assets of 4.14%. This is comparable to the rest of the industry: TFII outperforms 50.00% of its industry peers.
  • TFII has a better Return On Equity (11.60%) than 66.67% of its industry peers.
  • TFII has a better Return On Invested Capital (6.54%) than 66.67% of its industry peers.
  • TFII had an Average Return On Invested Capital over the past 3 years of 8.89%. This is in line with the industry average of 6.96%.
Industry RankSector Rank
ROA 4.14%
ROE 11.6%
ROIC 6.54%
ROA(3y)6.02%
ROA(5y)9.17%
ROE(3y)15.63%
ROE(5y)22.59%
ROIC(3y)8.89%
ROIC(5y)10.75%
TFII.CA Yearly ROA, ROE, ROICTFII.CA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

1.3 Margins

  • TFII has a Profit Margin of 3.94%. This is in the lower half of the industry: TFII underperforms 66.67% of its industry peers.
  • In the last couple of years the Profit Margin of TFII has declined.
  • TFII has a worse Operating Margin (6.93%) than 66.67% of its industry peers.
  • TFII's Operating Margin has declined in the last couple of years.
  • TFII has a Gross Margin of 50.57%. This is in the better half of the industry: TFII outperforms 66.67% of its industry peers.
  • In the last couple of years the Gross Margin of TFII has grown nicely.
Industry RankSector Rank
OM 6.93%
PM (TTM) 3.94%
GM 50.57%
OM growth 3Y-13.23%
OM growth 5Y-5.19%
PM growth 3Y-25.01%
PM growth 5Y-11.59%
GM growth 3Y1.83%
GM growth 5Y2.03%
TFII.CA Yearly Profit, Operating, Gross MarginsTFII.CA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

5

2. TFII.CA Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), TFII is destroying value.
  • TFII has less shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, TFII has less shares outstanding
  • Compared to 1 year ago, TFII has a worse debt to assets ratio.
TFII.CA Yearly Shares OutstandingTFII.CA Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M
TFII.CA Yearly Total Debt VS Total AssetsTFII.CA Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

2.2 Solvency

  • An Altman-Z score of 3.01 indicates that TFII is not in any danger for bankruptcy at the moment.
  • TFII has a Altman-Z score of 3.01. This is amongst the best in the industry. TFII outperforms 100.00% of its industry peers.
  • The Debt to FCF ratio of TFII is 4.64, which is a neutral value as it means it would take TFII, 4.64 years of fcf income to pay off all of its debts.
  • TFII's Debt to FCF ratio of 4.64 is fine compared to the rest of the industry. TFII outperforms 66.67% of its industry peers.
  • TFII has a Debt/Equity ratio of 1.06. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 1.06, TFII is not doing good in the industry: 83.33% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.06
Debt/FCF 4.64
Altman-Z 3.01
ROIC/WACC0.67
WACC9.71%
TFII.CA Yearly LT Debt VS Equity VS FCFTFII.CA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B

2.3 Liquidity

  • TFII has a Current Ratio of 1.03. This is a normal value and indicates that TFII is financially healthy and should not expect problems in meeting its short term obligations.
  • With a decent Current ratio value of 1.03, TFII is doing good in the industry, outperforming 66.67% of the companies in the same industry.
  • A Quick Ratio of 1.02 indicates that TFII should not have too much problems paying its short term obligations.
  • TFII has a Quick ratio of 1.02. This is in the better half of the industry: TFII outperforms 66.67% of its industry peers.
Industry RankSector Rank
Current Ratio 1.03
Quick Ratio 1.02
TFII.CA Yearly Current Assets VS Current LiabilitesTFII.CA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B

4

3. TFII.CA Growth Analysis

3.1 Past

  • TFII shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -23.52%.
  • TFII shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 5.96% yearly.
  • TFII shows a decrease in Revenue. In the last year, the revenue decreased by -6.10%.
  • TFII shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 15.83% yearly.
EPS 1Y (TTM)-23.52%
EPS 3Y-18.2%
EPS 5Y5.96%
EPS Q2Q%-8.4%
Revenue 1Y (TTM)-6.1%
Revenue growth 3Y-3.64%
Revenue growth 5Y15.83%
Sales Q2Q%-7.84%

3.2 Future

  • The Earnings Per Share is expected to grow by 21.95% on average over the next years. This is a very strong growth
  • Based on estimates for the next years, TFII will show a small growth in Revenue. The Revenue will grow by 6.46% on average per year.
EPS Next Y7.7%
EPS Next 2Y20.93%
EPS Next 3Y17.49%
EPS Next 5Y21.95%
Revenue Next Year0.15%
Revenue Next 2Y2.39%
Revenue Next 3Y3.45%
Revenue Next 5Y6.46%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
TFII.CA Yearly Revenue VS EstimatesTFII.CA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2B 4B 6B 8B 10B
TFII.CA Yearly EPS VS EstimatesTFII.CA Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2 4 6 8

2

4. TFII.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 30.95, the valuation of TFII can be described as expensive.
  • Based on the Price/Earnings ratio, TFII is valued a bit more expensive than 66.67% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.50, TFII is valued at the same level.
  • TFII is valuated quite expensively with a Price/Forward Earnings ratio of 28.74.
  • 66.67% of the companies in the same industry are cheaper than TFII, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 22.62. TFII is valued slightly more expensive when compared to this.
Industry RankSector Rank
PE 30.95
Fwd PE 28.74
TFII.CA Price Earnings VS Forward Price EarningsTFII.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • 66.67% of the companies in the same industry are more expensive than TFII, based on the Enterprise Value to EBITDA ratio.
  • 66.67% of the companies in the same industry are more expensive than TFII, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 16.07
EV/EBITDA 12.25
TFII.CA Per share dataTFII.CA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60 80 100

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates TFII does not grow enough to justify the current Price/Earnings ratio.
  • A more expensive valuation may be justified as TFII's earnings are expected to grow with 17.49% in the coming years.
PEG (NY)4.02
PEG (5Y)5.19
EPS Next 2Y20.93%
EPS Next 3Y17.49%

5

5. TFII.CA Dividend Analysis

5.1 Amount

  • TFII has a Yearly Dividend Yield of 1.48%.
  • TFII's Dividend Yield is a higher than the industry average which is at 1.58.
  • Compared to an average S&P500 Dividend Yield of 1.81, TFII has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.48%

5.2 History

  • The dividend of TFII is nicely growing with an annual growth rate of 18.61%!
  • TFII has paid a dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)18.61%
Div Incr Years0
Div Non Decr Years0
TFII.CA Yearly Dividends per shareTFII.CA Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2

5.3 Sustainability

  • TFII pays out 48.65% of its income as dividend. This is a bit on the high side, but may be sustainable.
  • The dividend of TFII is growing around the same rate as the earnings are growing. If this keeps up the dividend growth is sustainable.
DP48.65%
EPS Next 2Y20.93%
EPS Next 3Y17.49%
TFII.CA Yearly Income VS Free CF VS DividendTFII.CA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M
TFII.CA Dividend Payout.TFII.CA Dividend Payout, showing the Payout Ratio.TFII.CA Dividend Payout.PayoutRetained Earnings

TFII.CA Fundamentals: All Metrics, Ratios and Statistics

TFI INTERNATIONAL INC

TSX:TFII (4/22/2026, 7:00:00 PM)

185.7

+0.75 (+0.41%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupTransportation
GICS IndustryGround Transportation
Earnings (Last)02-17
Earnings (Next)04-27
Inst Owners79.34%
Inst Owner ChangeN/A
Ins Owners6.47%
Ins Owner ChangeN/A
Market Cap15.26B
Revenue(TTM)7.88B
Net Income(TTM)310.55M
Analysts75
Price Target161.3 (-13.14%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.48%
Yearly Dividend2.48
Dividend Growth(5Y)18.61%
DP48.65%
Div Incr Years0
Div Non Decr Years0
Ex-Date03-31
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)11.98%
Min EPS beat(2)-2.34%
Max EPS beat(2)26.29%
EPS beat(4)2
Avg EPS beat(4)1.94%
Min EPS beat(4)-22.39%
Max EPS beat(4)26.29%
EPS beat(8)3
Avg EPS beat(8)-4.76%
EPS beat(12)4
Avg EPS beat(12)-6.06%
EPS beat(16)7
Avg EPS beat(16)0.46%
Revenue beat(2)0
Avg Revenue beat(2)-2.84%
Min Revenue beat(2)-3.59%
Max Revenue beat(2)-2.1%
Revenue beat(4)0
Avg Revenue beat(4)-3.9%
Min Revenue beat(4)-6.55%
Max Revenue beat(4)-2.1%
Revenue beat(8)0
Avg Revenue beat(8)-4.1%
Revenue beat(12)0
Avg Revenue beat(12)-3.96%
Revenue beat(16)2
Avg Revenue beat(16)-3.18%
PT rev (1m)-2.02%
PT rev (3m)12.49%
EPS NQ rev (1m)-0.76%
EPS NQ rev (3m)-36.79%
EPS NY rev (1m)0%
EPS NY rev (3m)-11.98%
Revenue NQ rev (1m)0.16%
Revenue NQ rev (3m)-3.55%
Revenue NY rev (1m)1.04%
Revenue NY rev (3m)-2.51%
Valuation
Industry RankSector Rank
PE 30.95
Fwd PE 28.74
P/S 1.42
P/FCF 16.07
P/OCF 11.42
P/B 4.17
P/tB N/A
EV/EBITDA 12.25
EPS(TTM)6
EY3.23%
EPS(NY)6.46
Fwd EY3.48%
FCF(TTM)11.55
FCFY6.22%
OCF(TTM)16.26
OCFY8.75%
SpS131.1
BVpS44.52
TBVpS-3.11
PEG (NY)4.02
PEG (5Y)5.19
Graham Number77.5263 (-58.25%)
Profitability
Industry RankSector Rank
ROA 4.14%
ROE 11.6%
ROCE 8.63%
ROIC 6.54%
ROICexc 6.77%
ROICexgc 12.69%
OM 6.93%
PM (TTM) 3.94%
GM 50.57%
FCFM 8.81%
ROA(3y)6.02%
ROA(5y)9.17%
ROE(3y)15.63%
ROE(5y)22.59%
ROIC(3y)8.89%
ROIC(5y)10.75%
ROICexc(3y)9.21%
ROICexc(5y)11.06%
ROICexgc(3y)16.24%
ROICexgc(5y)18.67%
ROCE(3y)11.7%
ROCE(5y)14.16%
ROICexgc growth 3Y-20.62%
ROICexgc growth 5Y-6.8%
ROICexc growth 3Y-25.21%
ROICexc growth 5Y-3.65%
OM growth 3Y-13.23%
OM growth 5Y-5.19%
PM growth 3Y-25.01%
PM growth 5Y-11.59%
GM growth 3Y1.83%
GM growth 5Y2.03%
F-Score7
Asset Turnover1.05
Health
Industry RankSector Rank
Debt/Equity 1.06
Debt/FCF 4.64
Debt/EBITDA 2.45
Cap/Depr 46.34%
Cap/Sales 3.59%
Interest Coverage 3.56
Cash Conversion 84.49%
Profit Quality 223.75%
Current Ratio 1.03
Quick Ratio 1.02
Altman-Z 3.01
F-Score7
WACC9.71%
ROIC/WACC0.67
Cap/Depr(3y)65.78%
Cap/Depr(5y)70.08%
Cap/Sales(3y)4.4%
Cap/Sales(5y)4.21%
Profit Quality(3y)169.82%
Profit Quality(5y)132.19%
High Growth Momentum
Growth
EPS 1Y (TTM)-23.52%
EPS 3Y-18.2%
EPS 5Y5.96%
EPS Q2Q%-8.4%
EPS Next Y7.7%
EPS Next 2Y20.93%
EPS Next 3Y17.49%
EPS Next 5Y21.95%
Revenue 1Y (TTM)-6.1%
Revenue growth 3Y-3.64%
Revenue growth 5Y15.83%
Sales Q2Q%-7.84%
Revenue Next Year0.15%
Revenue Next 2Y2.39%
Revenue Next 3Y3.45%
Revenue Next 5Y6.46%
EBIT growth 1Y-23.25%
EBIT growth 3Y-16.39%
EBIT growth 5Y9.82%
EBIT Next Year116.51%
EBIT Next 3Y38.95%
EBIT Next 5Y31.69%
FCF growth 1Y4.72%
FCF growth 3Y4.17%
FCF growth 5Y8.3%
OCF growth 1Y-7.99%
OCF growth 3Y0.21%
OCF growth 5Y9.86%

TFI INTERNATIONAL INC / TFII.CA Fundamental Analysis FAQ

What is the fundamental rating for TFII stock?

ChartMill assigns a fundamental rating of 5 / 10 to TFII.CA.


What is the valuation status of TFI INTERNATIONAL INC (TFII.CA) stock?

ChartMill assigns a valuation rating of 3 / 10 to TFI INTERNATIONAL INC (TFII.CA). This can be considered as Overvalued.


How profitable is TFI INTERNATIONAL INC (TFII.CA) stock?

TFI INTERNATIONAL INC (TFII.CA) has a profitability rating of 5 / 10.


Can you provide the financial health for TFII stock?

The financial health rating of TFI INTERNATIONAL INC (TFII.CA) is 5 / 10.


Can you provide the dividend sustainability for TFII stock?

The dividend rating of TFI INTERNATIONAL INC (TFII.CA) is 5 / 10 and the dividend payout ratio is 48.65%.