TFI International Inc (TFII) Fair Value & Analysis
Industrials · US · Market cap $12.8B
TFI International Inc
TFII · US
Fair value as of: Jul 20, 2026
From 26 valuation models · updated 18 days ago
Share price −5.3% over the past month.
A solid business, but screening 19% overvalued on our models.
What matters now
- Solid but not exceptional quality (64/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($76.20 to $138.48) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 20, 2026.
How to read this chart
60‑month range $68.65 – $162.83 · fair‑value band $76.20 – $138.48 · the $137.53 price screens above the $110.79 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 20, 2026.
Analysis
TFI International Inc (TFII) currently trades at $137.53, while our model-based Fair Value estimate is $110.79, implying the stock looks roughly 19.4% overvalued today. We read business quality at 64/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, TFI International Inc generated revenue of $7.9B at a net margin of 3.8%. Revenue declined 0.8% year over year. It earns a return on equity of 11.3%. Net debt stands at $3.5B. Fundamentals as of Jul 20, 2026
Our scenario range runs from $76.20 (bear case) to $138.48 (bull case); at $137.53, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 14% below its 52-week high and 72% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -70% fair-value upside, at -19%, TFII screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($180.76) versus Asset-Based ($21.77). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 20, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 65
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Less-Than-Truckload segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads.
Full company description
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Less-Than-Truckload segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The Truckload segment offers expedited transportation, flatbed, tank, container, and dedicated services. This segment also carries full loads directly from the customer to the destination using a closed van or specialized equipment. The Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. As of December 31, 2025, it operates 12,927 trucks, 40,687 trailers, and 6,194 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. was founded in 1957 and is headquartered in Saint-Laurent, Canada.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
TFI International Inc reported revenue of $11.0B in FY2025 versus $7.2B in FY2021, a compound +11.1%/yr. Reported net income was $434M in FY2025, compounding −12.9%/yr from FY2021.
TFII screens 19% overvalued. Compare with Old Dominion Freight Line, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- TFII vs. CHRW: Which Stock Should Value Investors Buy Now?
- TFI International Inc (TFII) Q2 2026 Earnings Call Highlights: Surpassing Expectations with ...
- TFI International (TFII) Reports Q2 Earnings: What Key Metrics Have to Say
Peer Group
Trucking · 47 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Trucking median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Trucking stocks, each showing price versus our Fair Value estimate (as of Jul 20, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Old Dominion Freight Line, Inc ODFL | $225.23 | $103.37 | -54% |
| XPO, Inc XPO | $219.29 | $56.52 | -74% |
| Knight-Swift Transportation Holdings KNX | $75.19 | $8.58 | -89% |
| Saia, Inc SAIA | $438.29 | $129.64 | -70% |
| Schneider National, Inc SNDR | $38.19 | $12.37 | -68% |
| RXO, Inc RXO | $27.07 | $3.48 | -87% |
| ArcBest Corporation ARCB | $147.13 | $45.89 | -69% |
| Werner Enterprises, Inc WERN | $46.04 | $8.24 | -82% |
| Mullen Group MTL | C$23.47 | C$19.35 | -18% |
| Dazhong Transportation (Group) Co 600611 | ¥3.86 | ¥1.15 | -70% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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