WallStSmart

TFI International Inc (TFII)vsWerner Enterprises Inc (WERN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TFI International Inc generates 165% more annual revenue ($7.88B vs $2.97B). TFII leads profitability with a 3.9% profit margin vs -0.5%. WERN earns a higher WallStSmart Score of 47/100 (D+).

TFII

Hold

37

out of 100

Grade: F

Growth: 3.3Profit: 5.5Value: 5.7Quality: 5.3
Piotroski: 3/9Altman Z: 2.62

WERN

Hold

47

out of 100

Grade: D+

Growth: 2.7Profit: 3.0Value: 4.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.66
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TFIISignificantly Overvalued (-396.6%)

Margin of Safety

-396.6%

Fair Value

$25.30

Current Price

$106.48

$81.18 premium

UndervaluedFair: $25.30Overvalued

Intrinsic value data unavailable for WERN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TFII0 strengths · Avg: 0/10

No standout strengths identified

WERN1 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Areas to Watch

TFII4 concerns · Avg: 3.0/10
P/E RatioValuation
28.2x4/10

Moderate valuation

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-7.8%2/10

Revenue declined 7.8%

WERN4 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.8%4/10

3.8% earnings growth

Market CapQuality
$1.73B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.3%3/10

Operating margin of 1.3%

PEG RatioValuation
3.832/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : TFII

TFII has a balanced fundamental profile.

Bull Case : WERN

The strongest argument for WERN centers on Price/Book.

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.

Bear Case : WERN

The primary concerns for WERN are EPS Growth, Market Cap, Operating Margin.

Key Dynamics to Monitor

TFII profiles as a value stock while WERN is a turnaround play — different risk/reward profiles.

TFII carries more volatility with a beta of 1.39 — expect wider price swings.

WERN is growing revenue faster at -2.3% — sustainability is the question.

TFII generates stronger free cash flow (278M), providing more financial flexibility.

Bottom Line

WERN scores higher overall (47/100 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.

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.

Werner Enterprises Inc

INDUSTRIALS · TRUCKING · USA

Werner Enterprises, Inc., a transportation and logistics company, is engaged in the transportation of general freight shipments in interstate and intrastate commerce in the United States, Mexico, and internationally. The company is headquartered in Omaha, Nebraska.

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