TFII vs FDX

For growth investors, TFI International Inc.

(TFII) is the stronger pick with 31. 1% revenue growth year-over-year, versus 0. 3% for FedEx Corporation (FDX). FedEx Corporation (FDX) offers the better valuation at 22. 4x trailing P/E (19. 1x 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, FedEx Corporation (FDX) is the cheapest at 22.

4x versus TFI International Inc. at 26. 8x. On forward P/E, FedEx Corporation is actually cheaper at 19. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: FedEx Corporation wins at 0. 68x versus TFI International Inc. 's 2. 62x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, TFI International Inc.

(TFII) delivered a total return of +66. 9%, compared to +29. 0% for FedEx Corporation (FDX). Over 10 years, the gap is even starker: TFII returned +708. 5% versus FDX's +156. 2%. 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), FedEx Corporation (FDX) is the lower-risk stock at 1.

03β versus TFI International Inc. 's 1. 30β — meaning TFII is approximately 26% more volatile than FDX relative to the S&P 500. On balance sheet safety, FedEx Corporation (FDX) carries a lower debt/equity ratio of 133% 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 0. 3% for FedEx Corporation (FDX). On earnings-per-share growth, the picture is similar: TFI International Inc. grew EPS 4. 8% year-over-year, compared to -2. 3% for FedEx Corporation. 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.

FedEx Corporation (FDX) is the more profitable company, earning 4.

7% net margin versus 3. 9% for TFI International Inc. — meaning it keeps 4. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TFII leads at 6. 9% versus 6. 9% for FDX. At the gross margin level — before operating expenses — FDX leads at 21. 6%, 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, FedEx Corporation (FDX) is the more undervalued stock at a PEG of 0. 68x versus TFI International Inc. 's 2. 62x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, FedEx Corporation (FDX) trades at 19. 1x forward P/E versus 26. 9x for TFI International Inc. — 7. 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 1. 5% for FedEx Corporation (FDX).

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). Both have compounded well over 10 years (TFII: +708. 5%, FDX: +156. 2%), 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.

Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: TFII is a mid-cap high-growth stock; FDX is a mid-cap quality compounder stock. 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.