TFII vs UPS vs SFWL Stock Comparison

TFI International, United Parcel Service and Shengfeng Development Prices as of Nov 3, 2026 Peers: Industry group
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UPS United Parcel Service Inc
$109.15 +17.4% 1M +16.0% 1Y
Market cap
$97.20B
P/E
21.3x
Revenue (TTM)
$89.93B
Div. yield
–
Parcel Delivery Industrials
4 wins

Head to Head

11 decided of 12

TFI International leads on 6 of the 12 questions below (TFI International 6, United Parcel Service 4, Shengfeng Development 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionTFIIUPSSFWLLeader
Larger companyMarket capitalisation $8.30B $97.20B $21.45M UPS
Cheaper on earningsLower P/E, profitable companies only 19.6x 21.3x — TFII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 16.8x 16.2x — UPS
Faster revenue growthRevenue growth, trailing twelve months +4.2% -0.4% — TFII
More profitableNet margin, trailing twelve months 5.0% 5.1% — UPS
Better return on capitalReturn on invested capital 17.7% 12.9% — TFII
Less leveragedLower net debt / EBITDA 0.0x 1.9x — TFII
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +7.9% +16.0% +288.4% SFWL
Better 5-year returnAnnualised price return, 5 years -3.3%/yr -12.3%/yr — TFII
Less volatileAnnualised volatility, 1 year 40.8% 29.9% 271.7% UPS
Higher overall scoreMean of the five percentile scores vs peers 64/100 44/100 — TFII

Percentile Scorecard

TFIIUPSSFWL

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

AxisTFIIUPSSFWL
Valuation 73 #38 of 137 43 #79 of 137 –
Growth 40 #77 of 127 21 #101 of 127 –
Profitability 67 #42 of 125 71 #37 of 125 –
Financial Health 63 #55 of 147 34 #98 of 147 42 #86 of 147
Shareholder Returns 78 #20 of 87 52 #42 of 87 –
Overall 64 44 –
  • TFII ranked among 150 companies in Transportation
  • UPS ranked among 150 companies in Transportation
  • SFWL ranked among 150 companies in Transportation

Price Performance

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

Returns

PeriodTFIIUPSSFWLSPY
1 month -19.0%+17.4%-58.2% -2.0%
3 months -32.0%+0.0%+310.0% -2.2%
6 months -28.9%+11.3%+315.9% +4.2%
Year to date -6.8%+10.0%+288.4% +10.6%
1 year +7.9%+16.0%+288.4% +10.4%
3 years -15.5%-23.6%-70.5% +73.6%
3 years, per year -5.5%-8.6%-33.5% +20.2%
5 years -15.4%-48.2%— +61.6%
5 years, per year -3.3%-12.3%— +10.1%
10 years +317.1%+1.6%— +261.3%
10 years, per year +15.4%+0.2%— +13.7%

Risk

MeasureTFIIUPSSFWLSPY
Volatility, 1Y 40.8%29.9%271.7% 12.8%
Downside volatility, 1Y 45.4%33.2%93.6% 12.8%
Beta vs S&P 500, 1Y 1.190.66-0.81 1.00
Return / volatility, 1Y 0.190.541.06 0.81
Max drawdown, 5Y -54.5%-64.4%-95.9% -25.4%
From 52-week high -41.0%-9.0%-67.7% -3.2%
52-week high $163.36$120.00$11.43 $779.14
52-week low $80.71$90.87$0.69 $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.

MultipleTFIIUPSSFWL
P/E now vs peer median 18.9xmedian 15.1x 20.3xmedian 15.1x —median 15.1x
P/S now vs peer median 1.0xmedian 1.0x 0.9xmedian 1.0x —median 1.0x
EV/EBITDA now vs peer median 7.8xmedian 8.2x 9.7xmedian 8.2x —median 8.2x
P/FCF now vs peer median 6.7xmedian 12.7x 15.0xmedian 12.7x —median 12.7x
P/B now vs peer median 2.9xmedian 1.2x 5.4xmedian 1.2x 0.3xmedian 1.2x
PEG now vs peer median -3.62median 0.68 -0.90median 0.68 —median 0.68

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 monthsTFIIUPSSFWL
Revenue $8.39B $89.93B –
Operating income $624.12M $6.58B –
Net income $356.83M $4.57B –
Free cash flow $1.21B $5.46B –
EPS (diluted) $5.07 $5.37 –
Cash & equivalents $187.49M $4.65B $16.90M
Total debt $186.52M $24.48B $83.08M
Shares (diluted) 83.41M 851.00M 5.50M
Enterprise value $7.51B $74.10B -$119.18M

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
MetricTFIIUPSSFWL
P/E 18.9x 20.3x –
P/FCF 6.7x 15.0x –
P/Operating cash flow 9.1x 9.2x –
P/S 1.0x 0.9x –
P/B 2.9x 5.4x 0.3x
P/Tangible book -4.3x 7.3x 0.3x
EV/EBITDA 7.8x 9.7x –
EV/EBIT 13.0x 15.5x –
EV/Revenue 1.0x 1.1x –
EV/FCF 6.7x 18.6x –
EV/Operating cash flow 9.1x 11.5x –
PEG (3Y EPS CAGR) -3.62 -0.90 –

Growth

14 metrics
MetricTFIIUPSSFWL
Revenue growth (1Y) 4.2% -0.4% –
Revenue CAGR (3Y) 3.7% -2.2% –
Gross profit growth (1Y) – – –
Gross profit CAGR (3Y) – – –
Operating income growth (1Y) 4.3% -21.7% –
Operating income CAGR (3Y) -7.0% -17.3% –
Net income growth (1Y) 9.1% -20.2% –
Net income CAGR (3Y) -12.2% -23.0% –
EPS growth (1Y) 14.5% -20.6% –
EPS CAGR (3Y) -5.2% -22.7% –
Operating cash flow growth (1Y) -6.6% 18.6% –
Operating cash flow CAGR (3Y) -2.3% -8.0% –
Free cash flow growth (1Y) -0.9% 54.2% –
Free cash flow CAGR (3Y) -3.6% -4.2% –

Profitability

14 metrics
MetricTFIIUPSSFWL
Gross margin – – –
EBITDA margin 12.4% 11.6% –
Operating margin 7.4% 7.3% –
Pretax margin 7.8% 6.5% –
Net margin 5.0% 5.1% –
FCF margin 14.4% 6.1% –
Operating cash flow margin 10.7% 9.9% –
Return on equity 12.9% 29.6% –
Return on assets 4.8% 6.4% –
Return on invested capital 17.7% 12.9% –
Return on capital employed 10.0% 11.6% –
Asset turnover 1.1x 1.3x –
Cash conversion (OCF / net income) 2.5x 1.9x –
Stock comp / revenue 0.2% 0.1% –

Financial Health

11 metrics
MetricTFIIUPSSFWL
Debt / assets 2.5% 34.4% 23.6%
Debt / equity 0.1x 1.6x 0.6x
Net debt / EBITDA 0.0x 1.9x –
Debt / FCF 0.2x 4.5x –
Liabilities / assets 62.6% 78.8% 57.4%
Equity / assets 37.4% 21.2% 42.6%
Interest coverage 3.7x 6.0x –
Current ratio 1.1x 1.2x 1.3x
Quick ratio 1.0x 1.0x 1.1x
Cash ratio 0.1x 0.3x 0.1x
Altman Z-score 2.81 2.85 –

Shareholder Returns

7 metrics
MetricTFIIUPSSFWL
Dividend yield 2.0% 6.0% –
Net buyback yield 5.3% -0.1% –
Shareholder yield 7.3% 5.9% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusTFIIUPSSFWL
Forward P/E 16.8xFY2026 16.2xFY2026 –
EPS, next fiscal year $5.73FY2026 $6.75FY2026 –
EPS growth, next FY +31.1%FY2026 -5.7%FY2026 –
EPS growth, the year after +40.5% +26.7% –
Revenue, next fiscal year $8.41BFY2026 $87.80BFY2026 –
Revenue growth, next FY +6.7%FY2026 -1.0%FY2026 –
Revenue growth, the year after +1.0% +14.6% –

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersTFIIUPSSFWL
Held by institutions 69.4% 62.5% –
Institutions holding 296 2,140 –
Change in shares held, QoQ +1.2% +6.0% –
Institutions buying 175 1,090 –
Institutions selling 90 810 –
Buyers to sellers 1.94 1.35 –

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.

TFIIUPSSFWL
TFII 1.00 0.40 -0.05
UPS 0.40 1.00 -0.08
SFWL -0.05 -0.08 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, TFII, UPS and SFWL?

United Parcel Service (UPS) is the largest by market capitalisation: TFI International (TFII) $8.30B, United Parcel Service (UPS) $97.20B, Shengfeng Development (SFWL) $21.45M.

Which stock is cheaper, TFII, UPS and SFWL?

TFI International (TFII) trades on the lowest price-to-earnings ratio (TFI International (TFII) 19.6x, United Parcel Service (UPS) 21.3x). On next year's consensus earnings, United Parcel Service (UPS) is cheapest (TFI International (TFII) 16.8x, United Parcel Service (UPS) 16.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

TFI International (TFII) grew revenue fastest over the trailing twelve months: TFI International (TFII) +4.2%, United Parcel Service (UPS) -0.4%.

Which company is more profitable?

United Parcel Service (UPS) has the highest net margin (TFI International (TFII) 5.0%, United Parcel Service (UPS) 5.1%). On return on invested capital, TFI International (TFII) leads (TFI International (TFII) 17.7%, United Parcel Service (UPS) 12.9%).

Which stock has performed better?

Over the past year Shengfeng Development (SFWL) returned the most: TFI International (TFII) +7.9%, United Parcel Service (UPS) +16.0%, Shengfeng Development (SFWL) +288.4%. Over five years, TFI International (TFII) compounded fastest (TFI International (TFII) -3.3%/yr, United Parcel Service (UPS) -12.3%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (TFI International (TFII) 40.8%, United Parcel Service (UPS) 29.9%, Shengfeng Development (SFWL) 271.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, TFII, UPS and SFWL?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, TFI International (TFII) leads on 6. 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.