TFII vs R vs FDXF Stock Comparison

TFI International, Ryder System and FedEx Freight Holding Company Prices as of Oct 28, 2026 Peers: Industry group
R Ryder System Inc
$275.30 +17.8% 1M +63.0% 1Y
Market cap
$10.66B
P/E
20.5x
Revenue (TTM)
$13.08B
Div. yield
0.01%
Logistics Industrials
7 wins

Head to Head

11 decided of 12

Ryder System leads on 7 of the 12 questions below (Ryder System 7, TFI International 3, FedEx Freight Holding Company 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionTFIIRFDXFLeader
Larger companyMarket capitalisation $9.21B $10.66B $16.11B FDXF
Cheaper on earningsLower P/E, profitable companies only 24.0x 20.5x 24.7x R
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.6x 19.1x — R
Faster revenue growthRevenue growth, trailing twelve months -1.7% +3.2% — R
More profitableNet margin, trailing twelve months 4.7% 4.0% — TFII
Better return on capitalReturn on invested capital 18.0% -70.6% — TFII
Less leveragedLower net debt / EBITDA 0.0x -0.9x — R
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months +27.3% +63.0% — R
Better 5-year returnAnnualised price return, 5 years +0.2%/yr +26.5%/yr — R
Less volatileAnnualised volatility, 1 year 36.2% 32.1% 60.4% R
Higher overall scoreMean of the five percentile scores vs peers 54/100 40/100 — TFII

Percentile Scorecard

TFIIRFDXF

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisTFIIRFDXF
Valuation 56 #61 of 136 37 #86 of 136 34 #90 of 136
Growth 20 #98 of 122 62 #47 of 122 –
Profitability 68 #38 of 116 27 #85 of 116 –
Financial Health 61 #56 of 143 5 #136 of 143 9 #130 of 143
Shareholder Returns 64 #30 of 81 71 #24 of 81 –
Overall 54 40 –
  • TFII ranked among 150 companies in Transportation
  • R ranked among 150 companies in Transportation
  • FDXF ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodTFIIRFDXFSPY
1 month -8.3%+17.8%-3.5% +0.9%
3 months -20.6%+6.6%-24.9% +5.9%
6 months -20.3%+12.2%— +8.5%
Year to date +8.5%+43.8%— +13.3%
1 year +27.3%+63.0%— +12.4%
3 years +4.2%+198.0%— +88.1%
3 years, per year +1.4%+43.9%— +23.5%
5 years +1.1%+224.1%— +68.2%
5 years, per year +0.2%+26.5%— +11.0%
10 years +407.2%+299.3%— +263.4%
10 years, per year +17.6%+14.9%— +13.8%

Risk

MeasureTFIIRFDXFSPY
Volatility, 1Y 36.2%32.1%60.4% 12.7%
Downside volatility, 1Y 36.4%29.0%53.4% 12.7%
Beta vs S&P 500, 1Y 1.011.020.14 1.00
Return / volatility, 1Y 0.751.96— 0.98
Max drawdown, 5Y -54.5%-28.8%-42.7% -25.4%
From 52-week high -31.4%-2.4%-42.5% -0.9%
52-week high $163.36$282.13$188.46 $779.14
52-week low $80.71$162.50$107.94 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleTFIIRFDXF
P/E now vs peer median 24.2xmedian 16.1x 20.3xmedian 16.1x 24.7xmedian 16.1x
P/S now vs peer median 1.2xmedian 0.9x 0.8xmedian 0.9x 1.8xmedian 0.9x
EV/EBITDA now vs peer median 9.3xmedian 8.6x -2.2xmedian 8.6x —median 8.6x
P/FCF now vs peer median 8.1xmedian 11.6x 11.0xmedian 11.6x -76.4xmedian 11.6x
P/B now vs peer median 3.5xmedian 1.2x 3.5xmedian 1.2x -32.6xmedian 1.2x
PEG now vs peer median -2.29median 0.80 2.43median 0.80 —median 0.80

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsTFIIRFDXF
Revenue $8.12B $13.08B –
Gross profit – $2.56B –
Operating income $597.45M -$9.81B –
Net income $335.80M $520.00M –
Free cash flow $1.17B $954.00M –
EPS (diluted) $4.61 $13.41 –
Cash & equivalents $205.45M $198.00M –
Total debt $235.56M $30.21B $4.53B
Shares (diluted) 83.41M 38.79M 149.51M
Enterprise value $8.58B $9.86B $16.11B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricTFIIRFDXF
P/E 24.2x 20.3x 24.7x
P/FCF 8.1x 11.0x -76.4x
P/Operating cash flow 10.3x 3.8x –
P/S 1.2x 0.8x 1.8x
P/B 3.5x 3.5x -32.6x
P/Tangible book -4.9x 4.0x -32.6x
EV/EBITDA 9.3x -2.2x –
EV/EBIT 15.9x -1.8x –
EV/Revenue 1.2x 1.3x –
EV/FCF 8.1x 18.4x –
EV/Operating cash flow 10.4x 6.4x –
PEG (3Y EPS CAGR) -2.29 2.43 –

Growth

14 metrics
MetricTFIIRFDXF
Revenue growth (1Y) -1.7% 3.2% –
Revenue CAGR (3Y) 1.2% 3.4% –
Gross profit growth (1Y) – -0.4% –
Gross profit CAGR (3Y) – 3.6% –
Operating income growth (1Y) -7.5% -4.2% –
Operating income CAGR (3Y) -12.6% -3.7% –
Net income growth (1Y) -8.8% 3.6% –
Net income CAGR (3Y) -19.3% 2.1% –
EPS growth (1Y) -5.2% 11.2% –
EPS CAGR (3Y) -10.6% 8.3% –
Operating cash flow growth (1Y) -13.2% 13.8% –
Operating cash flow CAGR (3Y) -3.5% 4.9% –
Free cash flow growth (1Y) -14.5% 1,184% –
Free cash flow CAGR (3Y) -5.0% 47.1% –

Profitability

14 metrics
MetricTFIIRFDXF
Gross margin – 19.6% –
EBITDA margin 12.6% -61.9% –
Operating margin 7.4% -75.0% –
Pretax margin 10.1% 5.4% –
Net margin 4.7% 4.0% –
FCF margin 14.4% 7.3% –
Operating cash flow margin 11.3% 20.9% –
Return on equity 12.4% 17.8% –
Return on assets 4.5% 3.2% –
Return on invested capital 18.0% -70.6% –
Return on capital employed 9.6% -80.1% –
Asset turnover 1.1x 0.8x –
Cash conversion (OCF / net income) 2.7x 5.3x –
Stock comp / revenue 0.2% – –

Financial Health

11 metrics
MetricTFIIRFDXF
Debt / assets 3.1% 44.6% 65.8%
Debt / equity 0.1x 2.4x -9.1x
Net debt / EBITDA 0.0x -0.9x –
Debt / FCF 0.2x 7.6x –
Liabilities / assets 63.5% 81.6% 107.2%
Equity / assets 36.5% 18.4% -7.2%
Interest coverage 3.5x -25.2x –
Current ratio 1.1x 0.7x 1.5x
Quick ratio 1.0x 0.6x –
Cash ratio 0.2x 0.1x –
Altman Z-score 2.91 -0.59 –

Shareholder Returns

7 metrics
MetricTFIIRFDXF
Dividend yield 1.7% 1.4% –
Net buyback yield 3.8% 5.2% –
Shareholder yield 5.5% 6.6% –
Payout ratio (earnings) – 28.8% –
Payout ratio (FCF) – 15.7% –
Dividend growth (1Y) – 5.6% –
Dividend CAGR (3Y) – 6.3% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusTFIIRFDXF
Forward P/E 19.6xFY2026 19.1xFY2026 –
EPS, next fiscal year $5.73FY2026 $14.45FY2026 –
EPS growth, next FY +31.1%FY2026 +11.8%FY2026 –
EPS growth, the year after +40.5% +30.6% –
Revenue, next fiscal year $8.41BFY2026 $14.12BFY2026 –
Revenue growth, next FY +6.7%FY2026 +11.5%FY2026 –
Revenue growth, the year after +1.0% +2.3% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersTFIIRFDXF
Held by institutions 69.4% 90.8% 60.8%
Institutions holding 295 579 1,121
Change in shares held, QoQ +1.2% -0.6% –
Institutions buying 174 309 1,121
Institutions selling 90 177 0
Buyers to sellers 1.93 1.75 –

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

TFIIRFDXF
TFII 1.00 0.56 0.38
R 0.56 1.00 0.23
FDXF 0.38 0.23 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, TFII, R and FDXF?

FedEx Freight Holding Company (FDXF) is the largest by market capitalisation: TFI International (TFII) $9.21B, Ryder System (R) $10.66B, FedEx Freight Holding Company (FDXF) $16.11B.

Which stock is cheaper, TFII, R and FDXF?

Ryder System (R) trades on the lowest price-to-earnings ratio (TFI International (TFII) 24.0x, Ryder System (R) 20.5x, FedEx Freight Holding Company (FDXF) 24.7x). On next year's consensus earnings, Ryder System (R) is cheapest (TFI International (TFII) 19.6x, Ryder System (R) 19.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Ryder System (R) grew revenue fastest over the trailing twelve months: TFI International (TFII) -1.7%, Ryder System (R) +3.2%.

Which company is more profitable?

TFI International (TFII) has the highest net margin (TFI International (TFII) 4.7%, Ryder System (R) 4.0%). On return on invested capital, TFI International (TFII) leads (TFI International (TFII) 18.0%, Ryder System (R) -70.6%).

Which stock has performed better?

Over the past year Ryder System (R) returned the most: TFI International (TFII) +27.3%, Ryder System (R) +63.0%. Over five years, Ryder System (R) compounded fastest (TFI International (TFII) +0.2%/yr, Ryder System (R) +26.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: TFI International (TFII) 0.00%, Ryder System (R) 0.01%, FedEx Freight Holding Company (FDXF) 0.00%. TFI International (TFII) and FedEx Freight Holding Company (FDXF) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Ryder System (R) has been the steadiest (TFI International (TFII) 36.2%, Ryder System (R) 32.1%, FedEx Freight Holding Company (FDXF) 60.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, TFII, R and FDXF?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ryder System (R) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.