Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB) & TFI International (NYSE:TFII) Head-To-Head Review

Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB) and TFI International (NYSE:TFII) are both mid-cap transportation companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, risk, valuation, institutional ownership, profitability, dividends and analyst recommendations.

Analyst Ratings

This is a breakdown of recent recommendations for Grupo Aeroportuario del Centro Norte and TFI International, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Grupo Aeroportuario del Centro Norte	1	2	3	0	2.33
TFI International	1	6	10	2	2.68

Grupo Aeroportuario del Centro Norte currently has a consensus target price of $88.3750, indicating a potential downside of 17.32%. TFI International has a consensus target price of $117.1250, indicating a potential upside of 28.94%. Given TFI International’s stronger consensus rating and higher probable upside, analysts plainly believe TFI International is more favorable than Grupo Aeroportuario del Centro Norte.

Valuation and Earnings

This table compares Grupo Aeroportuario del Centro Norte and TFI International”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Grupo Aeroportuario del Centro Norte	$826.93 million	5.50	$237.12 million	$5.40	19.79
TFI International	$8.40 billion	0.89	$422.48 million	$4.36	20.83

TFI International has higher revenue and earnings than Grupo Aeroportuario del Centro Norte. Grupo Aeroportuario del Centro Norte is trading at a lower price-to-earnings ratio than TFI International, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Grupo Aeroportuario del Centro Norte and TFI International’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Grupo Aeroportuario del Centro Norte	33.00%	52.90%	19.28%
TFI International	4.48%	15.45%	5.72%

Institutional & Insider Ownership

9.5% of Grupo Aeroportuario del Centro Norte shares are held by institutional investors. Comparatively, 73.3% of TFI International shares are held by institutional investors. 5.5% of TFI International shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Dividends

Grupo Aeroportuario del Centro Norte pays an annual dividend of $2.11 per share and has a dividend yield of 2.0%. TFI International pays an annual dividend of $1.80 per share and has a dividend yield of 2.0%. Grupo Aeroportuario del Centro Norte pays out 39.1% of its earnings in the form of a dividend. TFI International pays out 41.3% 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.

Risk and Volatility

Grupo Aeroportuario del Centro Norte has a beta of 0.94, suggesting that its share price is 6% less volatile than the S&P 500. Comparatively, TFI International has a beta of 1.43, suggesting that its share price is 43% more volatile than the S&P 500.

Summary

TFI International beats Grupo Aeroportuario del Centro Norte on 11 of the 17 factors compared between the two stocks.

About Grupo Aeroportuario del Centro Norte

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V., together with its subsidiaries, holds concessions to develop, operate, and maintain airports in Mexico. The company operates 13 international airports in Monterrey, Acapulco, Mazatlán, Zihuatanejo, Ciudad Juárez, Reynosa, Chihuahua, Culiacán, Durango, San Luis Potosí, Tampico, Torreón, and Zacatecas cities. It also operates the NH Collection Hotel in Terminal 2 of the Mexico City International Airport, and a hotel under the Hilton Garden Inn name at the Monterrey International Airport. In addition, the company provides aeronautical services, which include passenger, aircraft landing and parking, boarding and unloading, passenger walkway, and airport security services. Further, it offers complementary services that comprise leasing of space to airlines, cargo handling, baggage-screening, permanent and non-permanent ground transportation, and access rights services; non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, and other commercial tenants, as well as maintaining of parking facilities and advertising; and diversification services, which consists of operation and lease of the industrial park and real estate services, as well as hotel and air cargo logistics services. Additionally, the company provides construction services. It has a strategic alliance with VYNMSA Desarrollo Inmobiliario, S.A. de C.V. to build and operate an industrial park at the Monterrey airport. The company was founded in 1998 and is headquartered in Mexico City, Mexico.

About TFI International

TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States and Canada. 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 in North America. 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. This segment also 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, 2023, it operates 11,455 trucks, 34,599 trailers, and 7,504 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.