TFI International Inc (TFII)vsXPO Logistics Inc (XPO)
TFII
TFI International Inc
$106.48
+1.65%
INDUSTRIALS · Cap: $8.64B
XPO
XPO Logistics Inc
$192.86
+3.50%
INDUSTRIALS · Cap: $21.87B
Smart Verdict
WallStSmart Research — data-driven comparison
XPO Logistics Inc generates 3% more annual revenue ($8.16B vs $7.88B). TFII leads profitability with a 3.9% profit margin vs 3.9%. TFII trades at a lower P/E of 28.2x. XPO earns a higher WallStSmart Score of 41/100 (D).
TFII
Hold37
out of 100
Grade: F
XPO
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-396.6%
Fair Value
$25.30
Current Price
$106.48
$81.18 premium
Margin of Safety
-1020.0%
Fair Value
$18.02
Current Price
$192.86
$174.84 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
No standout strengths identified
Areas to Watch
Moderate valuation
3.9% margin — thin
Weak financial health signals
Revenue declined 7.8%
Expensive relative to growth rate
Trading at 12.1x book value
4.6% revenue growth
3.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : TFII
TFII has a balanced fundamental profile.
Bull Case : XPO
XPO has a balanced fundamental profile.
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 : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Revenue Growth. A P/E of 70.3x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
XPO carries more volatility with a beta of 1.72 — expect wider price swings.
XPO is growing revenue faster at 4.6% — sustainability is the question.
TFII generates stronger free cash flow (278M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XPO scores higher overall (41/100 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.
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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