AMKR vs TFII

For growth investors, TFI International Inc.

(TFII) is the stronger pick with 31. 1% revenue growth year-over-year, versus 6. 2% for Amkor Technology, Inc. (AMKR). TFI International Inc. (TFII) offers the better valuation at 26. 8x trailing P/E (26. 9x forward), making it the more compelling value choice. Analysts rate TFI International Inc. (TFII) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, TFI International Inc.

(TFII) is the cheapest at 26. 8x versus Amkor Technology, Inc. at 51. 5x. On forward P/E, TFI International Inc. is actually cheaper at 26. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: TFI International Inc. wins at 2. 62x versus Amkor Technology, Inc. 's 26. 42x.

Over the past 5 years, Amkor Technology, Inc.

(AMKR) delivered a total return of +297. 5%, compared to +66. 9% for TFI International Inc. (TFII). Over 10 years, the gap is even starker: AMKR returned +1302% versus TFII's +708. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), TFI International Inc.

(TFII) is the lower-risk stock at 1. 30β versus Amkor Technology, Inc. 's 2. 87β — meaning AMKR is approximately 121% more volatile than TFII relative to the S&P 500. On balance sheet safety, Amkor Technology, Inc. (AMKR) carries a lower debt/equity ratio of 35% versus 138% for TFI International Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), TFI International Inc.

(TFII) is pulling ahead at 31. 1% versus 6. 2% for Amkor Technology, Inc. (AMKR). On earnings-per-share growth, the picture is similar: Amkor Technology, Inc. grew EPS 4. 9% year-over-year, compared to 4. 8% for TFI International Inc.. Over a 3-year CAGR, TFII leads at 7. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Amkor Technology, Inc.

(AMKR) is the more profitable company, earning 5. 6% net margin versus 3. 9% for TFI International Inc. — meaning it keeps 5. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMKR leads at 7. 0% versus 6. 9% for TFII. At the gross margin level — before operating expenses — AMKR leads at 14. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, TFI International Inc. (TFII) is the more undervalued stock at a PEG of 2. 62x versus Amkor Technology, Inc. 's 26. 42x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, TFI International Inc. (TFII) trades at 26. 9x forward P/E versus 36. 7x for Amkor Technology, Inc. — 9. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TFII: -1. 6% to $137. 00.

All stocks in this comparison pay dividends.

TFI International Inc. (TFII) offers the highest yield at 1. 8%, versus 0. 4% for Amkor Technology, Inc. (AMKR).

For long-horizon retirement investors, TFI International Inc.

(TFII) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 30), 1. 8% yield, +708. 5% 10Y return). Amkor Technology, Inc. (AMKR) carries a higher beta of 2. 87 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TFII: +708. 5%, AMKR: +1302%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (AMKR (Technology) and TFII (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: AMKR is a mid-cap quality compounder stock; TFII is a mid-cap high-growth stock. TFII pays a dividend while AMKR does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.