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TFI International Inc. (TFII $120.50)
- $120.50 P/E (TTM): 19.58X Cap: $10.11B
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Review of TFI International Inc.
JUN 26, 2025 - We think the industry is closer to the bottom than the top, and a recovery may take longer to happen. This is a time where investors need patience, conviction and trust in the management team given their track record. TFII’s capital allocation strategy remains largely unchanged over the years, and the company continues to balance the growth of the business and capital returns. Organic investment and especially acquisitions continue to be the number one priority, while TFII maintains an opportunistic approach towards share buyback. This is an industry-wide cycle, given that the company has been through multiple cycles before. We think the company can eventually come out the other side to grow again. That being said, we are open to changing our minds if the situation worsens. For now, we are maintaining our rating at ‘B+’.
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TFI International Inc. (TFII $120.50)
- $120.50 P/E (TTM): 19.58X Cap: $10.11B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $169.37)
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Cost
FFH
AC
TFII
NVDA
LLY
TOI
MDA
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FirstService Corporation (FSV $273.12)
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TFI International Inc. (TFII $120.50)
- $120.50 P/E (TTM): 19.58X Cap: $10.11B
- View TFII Profile
- View Questions on TFII
- View Reports on TFII
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I have followed FSV and TFI for years , never buying. Basically , both were too expensive in my eyes. However I now see FSV as an asset light company with blowout earnings and TFI a company with strong management caught in a cyclical downturn. Which would be your next purchase and why ? Thanks. Derek
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TFI International Inc. (TFII $120.50)
- $120.50 P/E (TTM): 19.58X Cap: $10.11B
- View TFII Profile
- View Questions on TFII
- View Reports on TFII