TFI International Inc. (TFII) vs XPO, Inc. (XPO)

TFI International Inc. and XPO, Inc. are both Trucking companies. XPO, Inc. is the larger, with a market value of $22.1B against $9.4B — 2.4× the size. TFI International Inc. trades at the lower P/E: 27.9× against 54.3×. XPO, Inc. grew revenue faster over the last twelve months: 7.05% against −1.72%. XPO, Inc. has the higher net margin (4.71% vs 4.13%) and the higher return on invested capital (9.66% vs 7.50%). Across the 22 metrics below, TFI International Inc. leads on 13 and XPO, Inc. on 9.

Valuation

Metric TFII XPO Trucking median
P/E 27.92 54.27 54.27
P/S 1.15 2.55 1.15
P/B 3.42 11.13 1.80
Price to free cash flow 13.10 33.60 13.17
EV/EBITDA 9.70 19.26 11.38
EV/Sales 1.43 2.89 1.03
Earnings yield 3.58% 1.84% 0.21%
Free cash flow yield 7.63% 2.98% 4.53%

Profitability

Metric TFII XPO Trucking median
Gross margin 49.65% 100.00% 51.20%
Operating margin 7.36% 8.78% 0.00%
Net margin 4.13% 4.71% 0.16%
Free cash flow margin 8.80% 7.58% 5.45%
Return on equity 12.41% 21.59% 0.31%
Return on assets 4.57% 4.91% 0.18%
Return on invested capital 7.50% 9.66% (0.05%)

Growth

Metric TFII XPO Trucking median
Revenue growth (TTM) (1.72%) 7.05% 4.46%
EPS growth (last fiscal year) (25.00%) (18.27%) (40.10%)
Revenue growth, 5-year CAGR 15.83% 5.75% 6.08%
Net income growth, 5-year CAGR 2.41% 23.50% 0.00%

Health

Metric TFII XPO Trucking median
Debt to equity 0.90 1.63 0.17
Current ratio 1.09 1.01 1.52
Net debt to EBITDA 2.01 2.55 1.59

Dividend

Metric TFII XPO Trucking median
Dividend yield 1.65% — 1.20%
Payout ratio 0.46 — 0.70

Size

Metric TFII XPO Trucking median
Market cap 9.40b 22.11b 1.53b

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