RXO Inc. (RXO)vsTFI International Inc (TFII)
RXO
RXO Inc.
$22.32
-1.41%
INDUSTRIALS · Cap: $4.76B
TFII
TFI International Inc
$141.03
-4.55%
INDUSTRIALS · Cap: $12.14B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 42% more annual revenue ($8.12B vs $5.73B). TFII leads profitability with a 4.1% profit margin vs -1.8%. TFII earns a higher WallStSmart Score of 54/100 (C-).
RXO
Avoid32
out of 100
Grade: F
TFII
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.1%
Fair Value
$11.57
Current Price
$22.32
$10.75 premium
Intrinsic value data unavailable for TFII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 41.0% YoY
Areas to Watch
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 0.6%
Earnings declined 93.2%
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : RXO
The strongest argument for RXO centers on Price/Book.
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 PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : TFII
The primary concerns for TFII are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 40.7x leaves little room for execution misses. Thin 4.1% 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 1.92 — expect wider price swings.
TFII is growing revenue faster at 12.4% — sustainability is the question.
TFII generates stronger free cash flow (94M), providing more financial flexibility.
Bottom Line
TFII scores higher overall (54/100 vs 32/100) and 12.4% revenue growth. Both earn "Buy" and "Avoid" 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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