TFI International (NYSE:TFII – Get Free Report) and RXO (NYSE:RXO – Get Free Report) are both industrials companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, analyst recommendations, earnings, valuation, profitability, dividends and institutional ownership.
Analyst Recommendations
This is a breakdown of recent recommendations for TFI International and RXO, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| TFI International | 0 | 4 | 14 | 1 | 2.84 |
| RXO | 4 | 10 | 5 | 0 | 2.05 |
TFI International currently has a consensus price target of $175.76, suggesting a potential upside of 28.13%. RXO has a consensus price target of $23.85, suggesting a potential upside of 15.45%. Given TFI International’s stronger consensus rating and higher possible upside, equities analysts clearly believe TFI International is more favorable than RXO.
Profitability
| Net Margins | Return on Equity | Return on Assets | |
| TFI International | 4.14% | 14.87% | 5.38% |
| RXO | -1.72% | -0.98% | -0.45% |
Earnings & Valuation
This table compares TFI International and RXO”s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| TFI International | $7.88 billion | 1.43 | $310.55 million | $4.07 | 33.71 |
| RXO | $5.74 billion | 0.59 | -$100.00 million | ($0.61) | -33.87 |
TFI International has higher revenue and earnings than RXO. RXO is trading at a lower price-to-earnings ratio than TFI International, indicating that it is currently the more affordable of the two stocks.
Institutional and Insider Ownership
73.3% of TFI International shares are owned by institutional investors. Comparatively, 92.7% of RXO shares are owned by institutional investors. 5.5% of TFI International shares are owned by insiders. Comparatively, 0.8% of RXO shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Volatility and Risk
TFI International has a beta of 1.62, indicating that its share price is 62% more volatile than the S&P 500. Comparatively, RXO has a beta of 2.1, indicating that its share price is 110% more volatile than the S&P 500.
Summary
TFI International beats RXO on 13 of the 15 factors compared between the two stocks.
About TFI International
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States and Canada. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items in North America. The LTL segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The TL 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. The Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. As of December 31, 2023, it operates 11,455 trucks, 34,599 trailers, and 7,504 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. was founded in 1957 and is headquartered in Saint-Laurent, Canada.
About RXO
RXO, Inc. provides full truckload freight transportation brokering services. It also offers brokered services for managed transportation, last mile, and freight forwarding. The company was incorporated in 2022 and is based in Charlotte, North Carolina.
Receive News & Ratings for TFI International Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for TFI International and related companies with MarketBeat.com's FREE daily email newsletter.
