TFI International's Stock Price: Is It Still Cheap?

TFI International Inc.'s share price has risen 10% in the past two months on the TSX. The company's price-to-earnings ratio is slightly below the industry average, indicating a reasonable price. However, the stock is fairly volatile, which could lead to a lower price in the future. Analysts predict 32% earnings growth over the next few years, indicating a highly optimistic future ahead.

TFI International Inc.'s share price has risen by 10% over the past two months, reflecting investor optimism in the company's growth prospects. With a price-to-earnings ratio slightly below the industry average, the stock appears to be undervalued. However, its volatility could lead to price fluctuations in the future.

Analysts predict a 32% earnings growth over the next few years, signaling a highly optimistic future for TFI International. The company's strong acquisition strategy and U.S. market expansion have positioned it as a direct beneficiary of reshoring and e-commerce growth. TFI International offers diversified services from parcel delivery to warehouse logistics, making it a key player in the logistics and freight sector [1].

Deglobalization is reshaping global commerce, driving a shift toward localized production and supply chain resilience. This trend is creating new opportunities in sectors like manufacturing, logistics, and energy. As companies prioritize supply chain resilience over cost efficiency, demand for industrial real estate, freight services, and automation technologies is surging. TFI International is well-positioned to capitalize on this trend, benefiting from increased domestic freight volumes and supply chain optimization [1].

While the stock's volatility presents risks, TFI International's strong fundamentals and strategic positioning in the reshoring era make it an attractive investment. The company's high dividend growth, positioned for last-mile delivery, and smart logistics investments further enhance its appeal. However, investors should be aware of potential regulatory changes in emissions and trucking laws, as well as economic downturns that could affect freight volumes [1].

In conclusion, TFI International Inc. is a promising investment in the current deglobalization era. Its strong fundamentals, strategic positioning, and high earnings growth prospects make it an attractive option for investors seeking exposure to the reshoring trend.

References:
[1] https://stockhouse.com/news/newswire/2025/08/12/deglobalization-and-supply-chain-investing-positioning-for-new-era-trade