Added to YB: 2025-12-11
Pitch date: 2025-12-03
TFII [bullish]
TFI International Inc.
+11.45%
current return
Author Info
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Company Info
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Mexico, and Canada.
Market Cap
CAD 8.2B
Pitch Price
CAD 129.00
Price Target
145.00 (+3%)
Dividend
1.89%
EV/EBITDA
9.43
P/E
25.62
EV/Sales
1.39
Sector
Ground Transportation
Category
value
The Truckload of Upside in TFI International (TFII:NYSE, TFII.TO:TSX)
TFII: Trading at bear case valuation ($87) despite 10% fundamental impairment vs 40% stock drop. $700-800M FCF supports buybacks/dividends. Freight recession creating capacity shortage via 5-8k carrier bankruptcies + 300k driver shortage from immigration rules. CEO Bédard bought $6.3M shares Nov. DCF: $118 base/$145 bull case.
Read full article (9 min)