RXO Inc. (RXO)vsTFI International Inc (TFII)
RXO
RXO Inc.
$14.38
+3.30%
INDUSTRIALS · Cap: $2.36B
TFII
TFI International Inc
$106.48
+1.65%
INDUSTRIALS · Cap: $8.64B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 37% more annual revenue ($7.88B vs $5.74B). TFII leads profitability with a 3.9% profit margin vs -1.7%. TFII earns a higher WallStSmart Score of 37/100 (F).
RXO
Hold37
out of 100
Grade: F
TFII
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for RXO.
Margin of Safety
-396.6%
Fair Value
$25.30
Current Price
$106.48
$81.18 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
ROE of -6.3% — below average capital efficiency
Revenue declined 11.9%
Earnings declined 93.2%
Moderate valuation
3.9% margin — thin
Weak financial health signals
Revenue declined 7.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : RXO
The strongest argument for RXO centers on Price/Book.
Bull Case : TFII
TFII has a balanced fundamental profile.
Bear Case : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Piotroski F-Score. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
RXO profiles as a turnaround stock while TFII is a value play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.54 — expect wider price swings.
TFII is growing revenue faster at -7.8% — sustainability is the question.
TFII generates stronger free cash flow (278M), providing more financial flexibility.
Bottom Line
RXO scores higher overall (37/100 vs 37/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading transportation and logistics provider focused on delivering efficient freight solutions across North America. Leveraging advanced technology and data analytics, RXO optimizes supply chain operations, ensuring timely and cost-effective delivery of goods for its clients. With a strong commitment to sustainability and continuous innovation, the company is well-aligned with current industry trends, enhancing its attractiveness to institutional investors. RXO's extensive network and strategic partnerships further strengthen its ability to meet various customer needs, affirming its position as a key player in the logistics sector.
TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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