WallStSmart
TFII

TFI International Inc

NYSE: TFII · INDUSTRIALS · TRUCKING

$140.64
-2.89% today

Updated 2026-04-29

Market cap
$11.56B
P/E ratio
39.18
P/S ratio
1.47x
EPS (TTM)
$3.59
Dividend yield
1.27%
52W range
$79 – $149
Volume
0.4M

TFI International Inc (TFII) Stock Valuation Analysis

Fair value estimate, historical valuation range, and quality signals for TFII.

WallStSmart Verdict
Overvalued

Current price exceeds what fundamentals support. Risk/reward skewed unfavorably.

Smart Value Score: 37 / 100
P/E (TTM)
39.2x
vs 5Y median of 22.0x
PEG
Margin of Safety
+46.44%
Fair value $234.59 vs $140.64
EV / EBITDA
12.4x

TFII historical valuation range

Where current P/E sits in TFII's own 5Y range.

NOW
10.3x
5Y Low
13.9x
25th
22.0x
Median
27.9x
75th
39.2x
5Y High
TFII is trading more expensive than 100% of the last 5Y.
100th percentile · Historically expensive

TFII intrinsic value (DCF)

DCF-based fair value estimate vs current market price.

Current price
$140.64
Market value
Intrinsic value
$234.59
DCF estimate
Margin of safety
+46.44%
+66.8% upside to fair value

Intrinsic value calculated using discounted cash flow (DCF) model based on projected free cash flows, discount rate, and terminal growth assumptions. A positive margin of safety indicates the current price is below estimated fair value, providing a cushion against estimation error.

TFII valuation signals

Quick-read green flags, caution flags, and risks based on current metrics.

P/E near 5Y high
Current P/E sits in the 100th percentile of its 5Y range. Historically expensive relative to its own history.
Strong margin of safety
Current price 46.4% below DCF intrinsic value estimate. Meaningful downside cushion.
Weak financial quality
Piotroski F-Score of 3/9 suggests deteriorating fundamentals. Valuation requires closer scrutiny.

P/E Ratio — History

Current: 39.18x

P/S Ratio — History

Current: 1.47x

Is TFII overvalued in 2026?

TFI International Inc (TFII) currently trades at $140.64 per share with a market capitalization of $11,558,644,000.00. Based on our multi-factor framework, the stock appears richly valued with a Smart Value Score of 37/100. This score blends growth quality, financial health, and price attractiveness into a single institutional-grade read.

The stock trades at a P/E ratio of 39.2x, above its 5-year median of 22.0x.

Looking at its own history, TFII is currently trading more expensive than 100% of the last 5Y on P/E. This places it in the 100th percentile of its historical range, a zone where forward returns have typically been muted.

Our discounted cash flow model estimates TFII's intrinsic value at $234.59 per share, against the current market price of $140.64. This implies a margin of safety of +46.44%. A meaningful cushion exists against model error, making this a reasonable risk-adjusted entry.

Financial quality is a concern. The Piotroski F-Score of 3/9 flags weakening fundamentals that deserve closer scrutiny before the valuation case can be fully trusted.

Bottom line: TFII appears richly valued on our framework, with a Smart Value Score of 37/100. At current levels the risk/reward is skewed against the buyer. A materially lower price or significant operational improvement would be needed to change the picture.

Frequently asked questions

Is TFII overvalued in 2026?

Based on a Smart Value Score of 37/100, TFII appears overvalued. Current price exceeds what fundamentals currently justify.

What is TFII's fair value?

Our DCF model estimates TFII's intrinsic value at $234.59 per share, versus the current price of $140.64. This produces a margin of safety of +46.44%.

What P/E ratio does TFII trade at?

TFII trades at a P/E of 39.2x on trailing twelve-month earnings, compared to its 5-year median of 22.0x.

Is TFII a buy based on valuation?

WallStSmart does not issue buy or sell recommendations. Our Smart Value Score of 37/100 reflects the combined read on growth, quality, and price. The profile skews cautious. Consider waiting for a better price or clearer operational improvement.

How does TFII's valuation compare to its history?

On P/E, TFII currently sits in the 100th percentile of its own 5Y range. That is historically expensive relative to where it has traded over the period.

What is TFII's Smart Value Score?

TFII's Smart Value Score is 37/100. The Smart Value Score is a proprietary WallStSmart metric blending growth quality, financial health, and valuation attractiveness into a single 0-100 read. Scores above 75 are rare and indicate strong multi-factor alignment.