Review of TFI International Inc.

JUN 26, 2025 - We think the industry is closer to the bottom than the top, and a recovery may take longer to happen. This is a time where investors need patience, conviction and trust in the management team given their track record. TFII’s capital allocation strategy remains largely unchanged over the years, and the company continues to balance the growth of the business and capital returns. Organic investment and especially acquisitions continue to be the number one priority, while TFII maintains an opportunistic approach towards share buyback. This is an industry-wide cycle, given that the company has been through multiple cycles before. We think the company can eventually come out the other side to grow again. That being said, we are open to changing our minds if the situation worsens. For now, we are maintaining our rating at ‘B+’.

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Canadian Pacific Kansas City Limited (CP $112.42)
- $112.42 P/E (TTM): 24.53X Cap: $99.85B
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TFI International Inc. (TFII $167.00)
- $167.00 P/E (TTM): 40.87X Cap: $13.14B
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Q: Which of CP, TFII would you recommend for a long term hold in a TFSA?

Read Answer Asked by Terry on March 25, 2026

Canadian National Railway Company (CNR $148.80)
- $148.80 P/E (TTM): 19.28X Cap: $89.93B
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TFI International Inc. (TFII $167.00)
- $167.00 P/E (TTM): 40.87X Cap: $13.14B
- View TFII Profile
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Q: Greetings 5i, would you add to an existing position in TFI International or start a new position in Canadian National Railway? Would doing both provide good diversification in transports or would you look at something else? ? Thank you.

Read Answer Asked by Barbara on March 11, 2026

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TFI International Inc. (TFII $167.00)
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- View TFII Profile
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Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl

Read Answer Asked by Carl on February 27, 2026