TFII
TFI International Inc.
Trucking
Market Cap$11.36B
5Y Perf.+356.6%
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Stock Comparison
TFII vs WERN
Revenue, margins, valuation, and 5-year total return — side by side.
WERN
Werner Enterprises, Inc.
Trucking
Market Cap$2.18B
5Y Perf.-21.3%
TFII vs WERN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | TFII | WERN |
|---|---|---|
| Industry | Trucking | Trucking |
| Market Cap | $11.36B | $2.18B |
| Revenue (TTM) | $8.65B | $2.97B |
| Net Income (TTM) | $339M | $-14M |
| Gross Margin | 12.2% | 8.3% |
| Operating Margin | 7.0% | 1.9% |
| Forward P/E | 26.7x | 39.8x |
| Total Debt | $3.69B | $752M |
| Cash & Equiv. | $210M | $60M |
TFII vs WERN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
TFII
WERN
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| TFI International I… (TFII) | 100 | 456.6 | +356.6% |
| Werner Enterprises,… (WERN) | 100 | 78.7 | -21.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TFII vs WERN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: TFII leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Werner Enterprises, Inc. is the stronger pick specifically for capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
TFII
TFI International Inc.
The Growth Play
TFII carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 31.1%, EPS growth 4.8%, 3Y rev CAGR 7.7%
- 7.1% 10Y total return vs WERN's 78.1%
- 31.1% revenue growth vs WERN's -1.8%
Best for: growth exposure and long-term compounding
WERN
Werner Enterprises, Inc.
The Income Pick
WERN is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 5 yrs, beta 1.24, yield 1.5%
- Lower volatility, beta 1.24, Low D/E 54.1%, current ratio 1.94x
- Beta 1.24, yield 1.5%, current ratio 1.94x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | TFII | 31.1% revenue growth vs WERN's -1.8% |
| Value | TFII | Lower P/E (26.7x vs 39.8x) |
| Quality / Margins | TFII | 3.9% margin vs WERN's -0.5% |
| Stability / Safety | WERN | Beta 1.24 vs TFII's 1.30, lower leverage |
| Dividends | TFII | 1.8% yield, 3-year raise streak, vs WERN's 1.5% |
| Momentum (1Y) | TFII | +72.2% vs WERN's +45.8% |
| Efficiency (ROA) | TFII | 4.7% ROA vs WERN's -0.5%, ROIC 9.7% vs 2.5% |
TFII vs WERN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
TFII vs WERN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLTFIILAGGINGWERN
WERNWerner Enterprises, I…
2leads
TFIITFI International Inc.
3leads
6 Total Categories
CATEGORYLEADERvs WERNMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
TFII6/6
Valuation MetricsMultiples, price ratios, and targets
WERN4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
TFII5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
TFII6/6
Risk & VolatilityBeta, volatility, and downside exposure
WERN2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
TFII leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TFII is the larger business by revenue, generating $8.6B annually — 2.9x WERN's $3.0B. Profitability is closely matched — net margins range from 3.9% (TFII) to -0.5% (WERN). On growth, TFII holds the edge at +28.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | TFIITFI International… | WERNWerner Enterprise… |
|---|---|---|
| RevenueTrailing 12 months | $8.6B | $3.0B |
| EBITDAEarnings before interest/tax | $1.3B | $343M |
| Net IncomeAfter-tax profit | $339M | -$14M |
| Free Cash FlowCash after capex | $778M | -$69M |
| Gross MarginGross profit ÷ Revenue | +12.2% | +8.3% |
| Operating MarginEBIT ÷ Revenue | +7.0% | +1.9% |
| Net MarginNet income ÷ Revenue | +3.9% | -0.5% |
| FCF MarginFCF ÷ Revenue | +9.0% | -2.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +28.4% | -2.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +23.5% | -3.4% |
TFII leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
WERN leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, WERN's 8.1x EV/EBITDA is more attractive than TFII's 9.2x.
| Metric | TFIITFI International… | WERNWerner Enterprise… |
|---|---|---|
| Market CapShares × price | $11.4B | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $14.8B | $2.9B |
| Trailing P/EPrice ÷ TTM EPS | 26.58x | -151.58x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.72x | 39.79x |
| PEG RatioP/E ÷ EPS growth rate | 2.59x | — |
| EV / EBITDAEnterprise value multiple | 9.18x | 8.07x |
| Price / SalesMarket cap ÷ Revenue | 1.03x | 0.73x |
| Price / BookPrice ÷ Book value/share | 4.32x | 1.59x |
| Price / FCFMarket cap ÷ FCF | 11.55x | — |
WERN leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
TFII leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
TFII delivers a 12.8% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $-1 for WERN. WERN carries lower financial leverage with a 0.54x debt-to-equity ratio, signaling a more conservative balance sheet compared to TFII's 1.38x.
| Metric | TFIITFI International… | WERNWerner Enterprise… |
|---|---|---|
| ROE (TTM)Return on equity | +12.8% | -1.0% |
| ROA (TTM)Return on assets | +4.7% | -0.5% |
| ROICReturn on invested capital | +9.7% | +2.5% |
| ROCEReturn on capital employed | +12.3% | +2.6% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.38x | 0.54x |
| Net DebtTotal debt minus cash | $3.5B | $692M |
| Cash & Equiv.Liquid assets | $210M | $60M |
| Total DebtShort + long-term debt | $3.7B | $752M |
| Interest CoverageEBIT ÷ Interest expense | 3.44x | 0.47x |
TFII leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
TFII leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TFII five years ago would be worth $16,420 today (with dividends reinvested), compared to $8,100 for WERN. Over the past 12 months, TFII leads with a +72.2% total return vs WERN's +45.8%. The 3-year compound annual growth rate (CAGR) favors TFII at 10.6% vs WERN's -5.8% — a key indicator of consistent wealth creation.
| Metric | TFIITFI International… | WERNWerner Enterprise… |
|---|---|---|
| YTD ReturnYear-to-date | +30.1% | +19.8% |
| 1-Year ReturnPast 12 months | +72.2% | +45.8% |
| 3-Year ReturnCumulative with dividends | +35.2% | -16.5% |
| 5-Year ReturnCumulative with dividends | +64.2% | -19.0% |
| 10-Year ReturnCumulative with dividends | +708.1% | +78.1% |
| CAGR (3Y)Annualised 3-year return | +10.6% | -5.8% |
TFII leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
WERN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
WERN is the less volatile stock with a 1.24 beta — it tends to amplify market swings less than TFII's 1.30 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | TFIITFI International… | WERNWerner Enterprise… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.30x | 1.24x |
| 52-Week HighHighest price in past year | $149.09 | $38.46 |
| 52-Week LowLowest price in past year | $80.56 | $23.06 |
| % of 52W HighCurrent price vs 52-week peak | +92.7% | +94.6% |
| RSI (14)Momentum oscillator 0–100 | 62.9 | 65.9 |
| Avg Volume (50D)Average daily shares traded | 382K | 1.0M |
WERN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — TFII and WERN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates TFII as "Buy" and WERN as "Hold". Consensus price targets imply -0.8% upside for WERN (target: $36) vs -0.9% for TFII (target: $137). For income investors, TFII offers the higher dividend yield at 1.83% vs WERN's 1.55%.
| Metric | TFIITFI International… | WERNWerner Enterprise… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $137.00 | $36.10 |
| # AnalystsCovering analysts | 19 | 36 |
| Dividend YieldAnnual dividend ÷ price | +1.8% | +1.5% |
| Dividend StreakConsecutive years of raises | 3 | 5 |
| Dividend / ShareAnnual DPS | $2.53 | $0.56 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.0% | +2.5% |
Evenly matched — TFII and WERN each lead in 1 of 2 comparable metrics.
Key Takeaway
TFII leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WERN leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
Best OverallTFI International Inc. (TFII)Leads 3 of 6 categories
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TFII vs WERN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is TFII or WERN a better buy right now?
For growth investors, TFI International Inc.
(TFII) is the stronger pick with 31. 1% revenue growth year-over-year, versus -1. 8% for Werner Enterprises, Inc. (WERN). TFI International Inc. (TFII) offers the better valuation at 26. 6x trailing P/E (26. 7x 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.
02Which has the better valuation — TFII or WERN?
On forward P/E, TFI International Inc.
is actually cheaper at 26. 7x.
03Which is the better long-term investment — TFII or WERN?
Over the past 5 years, TFI International Inc.
(TFII) delivered a total return of +64. 2%, compared to -19. 0% for Werner Enterprises, Inc. (WERN). Over 10 years, the gap is even starker: TFII returned +708. 1% versus WERN's +78. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TFII or WERN?
By beta (market sensitivity over 5 years), Werner Enterprises, Inc.
(WERN) is the lower-risk stock at 1. 24β versus TFI International Inc. 's 1. 30β — meaning TFII is approximately 5% more volatile than WERN relative to the S&P 500. On balance sheet safety, Werner Enterprises, Inc. (WERN) carries a lower debt/equity ratio of 54% versus 138% for TFI International Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — TFII or WERN?
By revenue growth (latest reported year), TFI International Inc.
(TFII) is pulling ahead at 31. 1% versus -1. 8% for Werner Enterprises, Inc. (WERN). On earnings-per-share growth, the picture is similar: TFI International Inc. grew EPS 4. 8% year-over-year, compared to -143. 6% for Werner Enterprises, 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.
06Which has better profit margins — TFII or WERN?
TFI International Inc.
(TFII) is the more profitable company, earning 3. 9% net margin versus -0. 5% for Werner Enterprises, Inc. — meaning it keeps 3. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TFII leads at 6. 9% versus 2. 3% for WERN. At the gross margin level — before operating expenses — TFII leads at 12. 2%, 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.
07Is TFII or WERN more undervalued right now?
On forward earnings alone, TFI International Inc.
(TFII) trades at 26. 7x forward P/E versus 39. 8x for Werner Enterprises, Inc. — 13. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WERN: -0. 8% to $36. 10.
08Which pays a better dividend — TFII or WERN?
All stocks in this comparison pay dividends.
TFI International Inc. (TFII) offers the highest yield at 1. 8%, versus 1. 5% for Werner Enterprises, Inc. (WERN).
09Is TFII or WERN better for a retirement portfolio?
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. 1% 10Y return). Both have compounded well over 10 years (TFII: +708. 1%, WERN: +78. 1%), 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.
10What are the main differences between TFII and WERN?
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; WERN is a small-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.
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