TFI International Inc.
TFI International Inc. (TFII) is listed on NYSE and classified in Trucking, part of the Industrials sector. It is headquartered in Saint-Laurent, Canada and has 26,427 employees. The company is worth $9.45B and trades at 27.7x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $7.88B in fiscal 2025, down 6.1% from the year before. Net income was $310.55M. The share price is 31.4% below its 52-week high of $167.69. It pays a dividend yielding 1.63%, and has raised its annual dividend for 10 years in a row in our records. 8 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Baillie Gifford (Baillie Gifford & Co), at $82.35M. In that quarter, 4 of them opened or added to the position and 1 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +12.1% over 5Y.
today you would have $1,093.18▲ +9.3%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 4 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Year-end price | $103.35 | $135.09 | $135.98 | $100.24 | |
| P/E | 25.3x | 27.8x | 27.2x | 23.4x | 11.1x |
| P/S | 1.2x | 1.1x | 1.4x | 1.5x | 1.0x |
| P/B | 3.9x | 3.2x | 4.3x | 4.4x | 3.5x |
| EPS | $3.72 | $4.96 | $5.80 |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Median P/E of 24.3 among peers in the sector.
Median P/E of 25.3 across this company’s own years on record.
Cash flow growing 5.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.2x operating profit, less net debt. Banks have no EBITDA.
Dividend growing 8.0% a year against a 11.3% required return, from the stock’s beta.
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| BAHBooz Allen Hamilton Holding Corp | $78.57 | 11.8x | 7.9x | 3.00% | 68.64% | $9.45B |
| TTEKTetra Tech Inc | $36.81 | 21.2x | 5.1x | 0.79% | 24.30% | $9.42B |
| AYIAcuity Inc (de) | $317.23 | 18.6x | 3.2x | 0.25% | 18.64% | $9.5B |
| IESCIES Holdings, Inc. | $220.75 |
| $9.02 |
| Dividend yield | 1.11% | 0.87% | 1.22% | 1.07% | 1.16% |
| Payout | 24.60% | 24.19% | 33.27% | 25.00% | 12.86% |
| Profit margin | 5.87% | 3.94% | 5.03% | 6.71% | 9.34% |
| ROE | 17.64% | 11.60% | 15.80% | 19.48% | 33.42% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 4 families.
Room for errors in the reported numbers.
-20.1% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 19.6x |
| 7.2x |
| 0.00% |
| 44.52% |
| $9.36B |
| OCOwens Corning | $116.49 | — | 2.4x | 2.71% | -9.45% | $9.21B |
| SAIASAIA Inc | $344.50 | 33.3x | 3.4x | 0.00% | 10.77% | $9.17B |