Marten Transport Ltd (MRTN)vsTFI International Inc (TFII)
MRTN
Marten Transport Ltd
$13.80
-0.86%
INDUSTRIALS · Cap: $1.17B
TFII
TFI International Inc
$131.24
+0.08%
INDUSTRIALS · Cap: $11.27B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 847% more annual revenue ($8.12B vs $857.65M). TFII leads profitability with a 4.1% profit margin vs 1.5%. TFII trades at a lower P/E of 33.7x. TFII earns a higher WallStSmart Score of 54/100 (C-).
MRTN
Hold41
out of 100
Grade: D
TFII
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.7%
Fair Value
$20.67
Current Price
$13.80
$6.87 discount
Intrinsic value data unavailable for TFII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Earnings expanding 41.0% YoY
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 1.9% — below average capital efficiency
1.5% margin — thin
Premium valuation, high expectations priced in
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MRTN
The strongest argument for MRTN centers on Price/Book, Debt/Equity, Altman Z-Score.
Bull Case : TFII
The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : MRTN
The primary concerns for MRTN are PEG Ratio, Market Cap, Return on Equity. A P/E of 96.0x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
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
TFII carries more volatility with a beta of 1.47 — expect wider price swings.
TFII is growing revenue faster at 12.4% — sustainability is the question.
TFII generates stronger free cash flow (180M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TFII scores higher overall (54/100 vs 41/100) and 12.4% revenue growth. MRTN offers better value entry with a 33.7% margin of safety. 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.
Marten Transport Ltd
INDUSTRIALS · TRUCKING · USA
Marten Transport, Ltd. is a temperature sensitive cargo truck for carriers in the United States, Canada and Mexico. The company is headquartered in Mondovi, Wisconsin.
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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