RXO Inc. (RXO)vsTFI International Inc (TFII)
RXO
RXO Inc.
$27.60
-5.15%
INDUSTRIALS · Cap: $4.72B
TFII
TFI International Inc
$112.11
-2.12%
INDUSTRIALS · Cap: $9.25B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 33% more annual revenue ($8.12B vs $6.09B). TFII leads profitability with a 4.1% profit margin vs -1.7%. TFII earns a higher WallStSmart Score of 55/100 (C).
RXO
Hold44
out of 100
Grade: D
TFII
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.3%
Fair Value
$12.25
Current Price
$27.60
$15.35 premium
Intrinsic value data unavailable for TFII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 25.0% year-over-year
Earnings expanding 41.0% YoY
Areas to Watch
Operating margin of 0.7%
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Earnings declined 93.2%
Moderate valuation
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : RXO
The strongest argument for RXO centers on Revenue Growth. Revenue growth of 25.0% demonstrates continued momentum.
Bull Case : TFII
The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : RXO
The primary concerns for RXO are Operating Margin, PEG Ratio, Return on Equity.
Bear Case : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Debt/Equity. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
RXO profiles as a growth stock while TFII is a value play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.99 — expect wider price swings.
RXO is growing revenue faster at 25.0% — sustainability is the question.
TFII generates stronger free cash flow (180M), providing more financial flexibility.
Bottom Line
TFII scores higher overall (55/100 vs 44/100) and 12.4% revenue growth. Both earn "Buy" 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 entity in the transportation and logistics sector, specializing in advanced freight solutions across North America. Leveraging innovative technology and data analytics, RXO significantly improves supply chain efficiency and cost-effectiveness for a diverse clientele. The company's unwavering focus on sustainability and continuous innovation enhances its operational prowess and competitive stature in a dynamic logistics landscape. With a robust network and strategic alliances, RXO is strategically positioned to meet the evolving needs of the industry, representing a promising opportunity for institutional investors looking for growth in logistics.
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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