TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Less-Than-Truckload segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The Truckload segment offers expedited transportation, flatbed, tank, container, and dedicated services. This segment also carries …
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Competitive advantage assessment
Key strengths
ROIC Sustainably Above PeersROIC at 78.6th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Scale Supporting ProfitabilityProfitability at scale is strong (score 0.71), demonstrating competitive advantages.
Key risks
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.07), suggesting weak customer stickiness.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
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TFI International Inc. ranks #4 of 17
scored companies in Trucking by moat score — the top 24%.
The widest moat in the group is Old Dominion Freight Line, Inc. (ODFL)
at 91/100.
Moat scores for companies ranked near TFII in Trucking
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 89
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 40
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 60
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 50
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 67
· 15% of the moat score
Scale matters only when it converts into economics.
TFI International Inc. (TFII) scores 60 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #4 of 17 scored companies in Trucking, the top 24%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 16 companies in Trucking. Its strongest defense is Cost Advantage (89/100) and its weakest is Customer Stickiness (40/100).
How does TFI International Inc. compare with other Trucking companies?
TFI International Inc. ranks #4 of 17 scored companies in Trucking by moat score. The widest moat in Trucking is Old Dominion Freight Line, Inc. (ODFL) at 91/100. The companies ranked closest are XPO, Inc. (XPO) at 75 just above it and Schneider National, Inc. (SNDR) at 58 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 16 companies in Trucking. The defenses are then weighted to produce the overall score out of 100.
Why is TFI International Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for TFI International Inc.?
The Corporate Default template measures 6 defenses, and TFII scores: Pricing Power (63), Cost Advantage (89), Customer Stickiness (40), Capital Efficiency (60), Resilience (50), Scale & Market Position (67). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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