Professional
Added to YB: 2025-07-24
Pitch date: 2025-05-24
TFII [neutral]
TFI International Inc.
+22.75%
current return
Author Info
No bio for this author
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 117.12
Price Target
N/A
Dividend
1.89%
EV/EBITDA
9.43
P/E
25.62
EV/Sales
1.39
Sector
Ground Transportation
Category
turnaround
Turtle Creek Portfolio Holding: TFI International Inc.
TFII (holding update): Stock fell 40% in Q1 despite industry-wide transport weakness and US LTL division underperforming; our business value estimate cut 10%. Given the 40% price drop vs. 10% value reduction, we doubled our position. Company has strong acquisition history (125+) and long-term value creation under Alain Bédard.
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