LANDSTAR SYSTEM, INC. vs TFI INTERNATIONAL INC., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Landstar and TFI International both run capital-light in their own way, Landstar through an agent brokerage model and TFI with no net debt across its LTL, truckload, and logistics lines. TFI earns the wider net margin, 3.94% against Landstar's 2.62%, while Landstar posts the higher return on equity, 15.6% versus 11.6%. TFI trades cheaper on earnings, 38.64 times against 57.71, and at half the book multiple, 4.48 against Landstar's 8.90. TFI also generates more free cash, a 5.87% yield against 3.29%. Landstar pays a 1.7% dividend. At $12.0B, TFI is nearly double Landstar's $7.1B.
Comparison updated 2026-07-11.
| Metric | LSTR | TFII |
|---|---|---|
| Price | $209.50 | $147.41 |
| Market cap | $7.1B | $12.2B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| P/E | 57.9 | 39.4 |
| P/B | 8.92 | 4.57 |
| P/S | 1.50 | 1.55 |
| EV/EBITDA | 32.2 | 10.2 |
| Revenue growth | -0.8% | +3.2% |
| Operating margin | 4.5% | 7.2% |
| Net margin | 2.6% | 3.9% |
| Return on equity | 15.6% | 11.6% |
| Return on assets | 7.8% | 4.1% |
| Return on invested capital | 15.5% | 16.2% |
| FCF yield | 3.3% | 5.8% |
| Dividend yield | 1.7% | — |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 1.88 | 1.03 |
| Altman Z (solvency) | 10.00 | 3.16 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.