TFI INTERNATIONAL INC. vs United Parcel Service, Inc, two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Nearly three times the return on equity separates United Parcel Service from TFI International, 33.24% against 11.6%, its parcel network scaled well beyond TFI's North American freight book. UPS also keeps the wider net margin, 5.94% against 3.94%, and trades cheaper on earnings, 17.5 times against 38.64. UPS pays a 6.07% dividend; TFI pays none in these figures. TFI counters with a higher free cash yield, 5.87% against 4.91%, a lower book multiple, 4.48 against 5.82, and no net debt against UPS's slim 0.04. At $91.9B, UPS is more than seven times TFI's $12.0B.
Comparison updated 2026-07-11.
| Metric | TFII | UPS |
|---|---|---|
| Price | $147.41 | $112.60 |
| Market cap | $12.2B | $95.7B |
| Sector | Trucking | Trucking |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +4.0% |
| P/E | 39.4 | 18.2 |
| P/B | 4.57 | 6.06 |
| P/S | 1.55 | 1.08 |
| EV/EBITDA | 10.2 | 8.0 |
| Revenue growth | +3.2% | -2.8% |
| Operating margin | 7.2% | 6.0% |
| Net margin | 3.9% | 5.9% |
| Return on equity | 11.6% | 33.2% |
| Return on assets | 4.1% | 7.3% |
| Return on invested capital | 16.2% | 34.9% |
| FCF yield | 5.8% | 4.7% |
| Dividend yield | — | 5.8% |
| Debt / equity | 0.00 | 0.04 |
| Current ratio | 1.03 | 1.21 |
| Altman Z (solvency) | 3.16 | 7.72 |
| Piotroski F (quality) | 6 / 9 | 7 / 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.