TFI International (NYSE:TFII – Get Free Report) and Kuehne & Nagel International (OTCMKTS:KHNGY – Get Free Report) are both transportation companies, but which is the better investment? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, risk, dividends, profitability, institutional ownership and valuation.
Insider & Institutional Ownership
73.3% of TFI International shares are owned by institutional investors. 5.5% of TFI International shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Volatility and Risk
TFI International has a beta of 1.49, suggesting that its share price is 49% more volatile than the S&P 500. Comparatively, Kuehne & Nagel International has a beta of 0.96, suggesting that its share price is 4% less volatile than the S&P 500.
Earnings & Valuation
Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
TFI International | $8.40 billion | 0.90 | $422.48 million | $4.57 | 19.76 |
Kuehne & Nagel International | $28.18 billion | 0.93 | $1.34 billion | $2.28 | 19.12 |
Kuehne & Nagel International has higher revenue and earnings than TFI International. Kuehne & Nagel International is trading at a lower price-to-earnings ratio than TFI International, indicating that it is currently the more affordable of the two stocks.
Profitability
This table compares TFI International and Kuehne & Nagel International’s net margins, return on equity and return on assets.
Net Margins | Return on Equity | Return on Assets | |
TFI International | 4.59% | 16.69% | 6.09% |
Kuehne & Nagel International | 4.68% | 41.13% | 10.28% |
Analyst Ratings
This is a summary of recent ratings and recommmendations for TFI International and Kuehne & Nagel International, as reported by MarketBeat.
Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
TFI International | 1 | 4 | 11 | 2 | 2.78 |
Kuehne & Nagel International | 1 | 2 | 0 | 0 | 1.67 |
TFI International currently has a consensus price target of $121.50, suggesting a potential upside of 34.52%. Given TFI International’s stronger consensus rating and higher possible upside, analysts plainly believe TFI International is more favorable than Kuehne & Nagel International.
Dividends
TFI International pays an annual dividend of $1.80 per share and has a dividend yield of 2.0%. Kuehne & Nagel International pays an annual dividend of $1.24 per share and has a dividend yield of 2.8%. TFI International pays out 39.4% of its earnings in the form of a dividend. Kuehne & Nagel International pays out 54.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
Summary
TFI International beats Kuehne & Nagel International on 10 of the 17 factors compared between the two stocks.
About TFI International
TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States and Canada. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items in North America. The LTL segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The TL segment offers expedited transportation, flatbed, tank, container, and dedicated services. This segment also carries full loads directly from the customer to the destination using a closed van or specialized equipment. The Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. As of December 31, 2023, it operates 11,455 trucks, 34,599 trailers, and 7,504 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. was founded in 1957 and is headquartered in Saint-Laurent, Canada.
About Kuehne & Nagel International
Kuehne + Nagel International AG, together with its subsidiaries, provides integrated logistics services worldwide. The company operates through four segments: Sea Logistics, Air Logistics, Road Logistics, and Contract Logistics. It offers less-than-container load, reefer and project logistics, and flexible container shipping solutions. The company also provides time-critical solutions, sea-air and time-defined products, airside and air charter services, cargo insurance, and customs clearance services. In addition, it offers spare parts logistics, production, and e-commerce logistics, distribution, packaging, and process solutions. Further, the company provides supply chain consulting and order management services. It serves aerospace, automotive, mobility, consumer, healthcare, high-tech and semicon, industrial, and perishables industries. The company was founded in 1890 and is based in Schindellegi, Switzerland. Kuehne + Nagel International AG is a subsidiary of Kuehne Holding AG.
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