TFI International Inc (TFII)vsUniversal Logistics Holdings Inc (ULH)
TFII
TFI International Inc
$106.48
+1.65%
INDUSTRIALS · Cap: $8.64B
ULH
Universal Logistics Holdings Inc
$21.11
+7.76%
INDUSTRIALS · Cap: $516.20M
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 406% more annual revenue ($7.88B vs $1.56B). TFII leads profitability with a 3.9% profit margin vs -6.4%. TFII earns a higher WallStSmart Score of 37/100 (F).
TFII
Hold37
out of 100
Grade: F
ULH
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-396.6%
Fair Value
$25.30
Current Price
$106.48
$81.18 premium
Intrinsic value data unavailable for ULH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Reasonable price relative to book value
Areas to Watch
Moderate valuation
3.9% margin — thin
Weak financial health signals
Revenue declined 7.8%
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 4.5%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : TFII
TFII has a balanced fundamental profile.
Bull Case : ULH
The strongest argument for ULH 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 : ULH
The primary concerns for ULH are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
TFII profiles as a value stock while ULH is a turnaround play — different risk/reward profiles.
TFII carries more volatility with a beta of 1.39 — expect wider price swings.
TFII is growing revenue faster at -7.8% — sustainability is the question.
TFII generates stronger free cash flow (278M), providing more financial flexibility.
Bottom Line
TFII scores higher overall (37/100 vs 35/100). Both earn "Hold" 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.
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.
Universal Logistics Holdings Inc
INDUSTRIALS · TRUCKING · USA
Universal Logistics Holdings, Inc. offers transportation and logistics solutions in the United States, Mexico, Canada and Colombia. The company is headquartered in Warren, Michigan.
Visit Website →Compare with Other TRUCKING Stocks
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