TFI International Inc (TFII)vsXPO Logistics Inc (XPO)
TFII
TFI International Inc
$131.24
+0.08%
INDUSTRIALS · Cap: $11.27B
XPO
XPO Logistics Inc
$182.18
-0.09%
INDUSTRIALS · Cap: $22.25B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 6% more annual revenue ($8.57B vs $8.12B). XPO leads profitability with a 4.7% profit margin vs 4.1%. TFII trades at a lower P/E of 33.7x. XPO earns a higher WallStSmart Score of 61/100 (C+).
TFII
Buy54
out of 100
Grade: C-
XPO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for TFII.
Margin of Safety
-18.9%
Fair Value
$169.79
Current Price
$182.18
$12.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 41.0% YoY
Earnings expanding 52.8% YoY
Every $100 of equity generates 21 in profit
Areas to Watch
Premium valuation, high expectations priced in
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Trading at 10.9x book value
Distress zone — elevated risk
4.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : TFII
The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum.
Bull Case : XPO
The strongest argument for XPO centers on EPS Growth, Return on Equity. Revenue growth of 13.2% demonstrates continued momentum.
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.
Bear Case : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 55.9x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Key Dynamics to Monitor
XPO carries more volatility with a beta of 1.70 — expect wider price swings.
XPO is growing revenue faster at 13.2% — sustainability is the question.
XPO generates stronger free cash flow (181M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XPO scores higher overall (61/100 vs 54/100) and 13.2% revenue growth. Both earn "Buy" and "Buy" 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.
XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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