TFI International Inc
Research TFI International Inc (TFII) on Bullrun: valuation model: 21.5% overvalued, market cap USD 9.27B, P/E 27.7, dividend yield 1.3%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerTFII
- ExchangeNYSE
- CountryCanada
- SectorIndustrials
- IndustryTrucking
- CurrencyUSD
- Valuation signal21.5% overvalued
- Market capUSD 9.27B
- P/E27.7
- Dividend yield1.3%
- Financial periodQ2 2026
- RevenueUSD 2.29B
- Net incomeUSD 136.15M
- Free cash flowUSD 180.05M
- Gross margin14.2%
Valuation Snapshot
Bullrun's latest valuation model marks TFI International Inc as 21.5% overvalued; latest market cap is USD 9.27B; P/E is 27.7; dividend yield is 1.3%.
Peer valuation comparison
Latest P/E is 27.71x versus a Industrials sector median of 21.18x (30.8% above).
Latest dividend yield is 1.25% versus a Industrials sector median of 2.27% (44.9% below).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 7.88B | USD 310.55M | USD 694.87M | 13.2% | 3.72 | USD 210.19M | USD 3.22B | USD 2.68B |
| FY2024 | USD 8.40B | USD 422.48M | USD 663.56M | 14.9% | 4.96 | USD 0 | USD 2.98B | USD 2.67B |
| FY2023 | USD 7.52B | USD 504.88M | USD 649.52M | 16.8% | 5.8 | USD 335.56M | USD 2.34B | USD 2.59B |
| FY2022 | USD 8.81B | USD 823.23M | USD 614.70M | 17.8% | 9.02 | USD 147.12M | USD 1.73B | USD 2.46B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-12 | USD 9.27B | 27.7 | 1.2% | 1.41 |
| 2025 | 2025-12-31 | USD 8.49B | 27.7 | 0.9% | 0.9 |
| 2024 | 2024-12-31 | USD 11.40B | 27.2 | 1.2% | 1.65 |
| 2023 | 2023-12-29 | USD 11.69B | 22.6 | 1.1% | 1.45 |
| 2022 | 2022-12-30 | USD 8.74B | 11.4 | 1.2% | 1.16 |
| 2021 | 2021-12-31 | USD 10.33B | 14.2 | 0.9% | 0.96 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 1.41 USD, yield 1.3%.
| Year | Dividends/share |
|---|---|
| FY2025 | 0.9 USD |
| FY2024 | 1.65 USD |
| FY2023 | 1.45 USD |
| FY2022 | 1.16 USD |
About TFI International Inc
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Less-Than-Truckload segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The Truckload segment offers expedited transportation, flatbed, tank, container, and dedicated services.
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Frequently asked questions
Is TFI International Inc overvalued or undervalued?
Bullrun's valuation model currently marks TFI International Inc as 21.5% overvalued.
What is TFI International Inc's market cap?
TFI International Inc's market capitalization is USD 9.27B.
What is TFI International Inc's P/E ratio?
TFI International Inc's price-to-earnings (P/E) ratio is 27.7.
Does TFI International Inc pay a dividend?
TFI International Inc has a dividend yield of 1.3%.
What does TFI International Inc do?
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Less-Than-Truckload segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The Truckload segment offers expedited transportation, flatbed, tank, container, and dedicated services. This segment also carries full loads directly from the customer to the destination using a closed van or specialized equipment.