TFI International (NYSE:TFII – Get Free Report) and Yamato (OTCMKTS:YATRY – Get Free Report) are both industrials companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, valuation, analyst recommendations, profitability, earnings, dividends and risk.
Insider & Institutional Ownership
60.3% of TFI International shares are owned by institutional investors. Comparatively, 0.0% of Yamato shares are owned by institutional investors. 5.5% of TFI International shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.
Earnings and Valuation
This table compares TFI International and Yamato’s top-line revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|TFI International||$7.51 billion||1.30||$823.23 million||$6.02||18.94|
TFI International pays an annual dividend of $1.60 per share and has a dividend yield of 1.4%. Yamato pays an annual dividend of $12.06 per share and has a dividend yield of 67.8%. TFI International pays out 26.6% of its earnings in the form of a dividend. Yamato pays out 14.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. TFI International has raised its dividend for 2 consecutive years. Yamato is clearly the better dividend stock, given its higher yield and lower payout ratio.
This is a summary of current ratings for TFI International and Yamato, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
TFI International currently has a consensus price target of $150.71, suggesting a potential upside of 32.18%. Given TFI International’s higher probable upside, equities research analysts clearly believe TFI International is more favorable than Yamato.
This table compares TFI International and Yamato’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
TFI International beats Yamato on 10 of the 13 factors compared between the two stocks.
About TFI International
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company operates through Package and Courier, Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items. The LTL segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The TL segment offers expedited transportation, flatbed, tank container, and dedicated services, as well as TL brokerage services. This segment carries full loads directly from the customer to the destination using a closed van or specialized equipment. The Logistics segment provides asset-light logistics services, including brokerage, freight forwarding, and transportation management, as well as small package parcel delivery. As of December 31, 2022, the company had 11,442 tractors, 38,091 trailers, and 6,905 independent contractors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. was founded in 1957 and is headquartered in Saint-Laurent, Canada.
Yamato Holdings Co., Ltd. provides logistics shipping services in Japan and internationally. The company's Retail Business Unit provides delivery services for individuals and mid-to-small sized corporations. Its Corporate Business Unit engages in the provision of transportation services for corporations; planning and operation of logistics centers; provision of customs services; and provision of air cargo agency services. The Other segment develops and operates IT systems; offers car maintenance services; sells fuel; offers non-life insurance agency services; and provides cargo vehicle transportation services. The company was founded in 1919 and is headquartered in Tokyo, Japan.
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