TFI International (NYSE:TFII) versus Jungheinrich (OTCMKTS:JGHAF) Critical Analysis

TFI International (NYSE:TFII) and Jungheinrich (OTCMKTS:JGHAF) are both transportation companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, dividends, profitability, analyst recommendations, valuation, earnings and institutional ownership.

Analyst Recommendations

This is a breakdown of current recommendations for TFI International and Jungheinrich, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TFI International	1	7	11	2	2.67
Jungheinrich	0	0	0	0	0.00

TFI International presently has a consensus price target of $117.81, indicating a potential upside of 29.29%. Given TFI International’s stronger consensus rating and higher possible upside, research analysts clearly believe TFI International is more favorable than Jungheinrich.

Volatility and Risk

TFI International has a beta of 1.45, meaning that its share price is 45% more volatile than the S&P 500. Comparatively, Jungheinrich has a beta of 0.02, meaning that its share price is 98% less volatile than the S&P 500.

Earnings and Valuation

This table compares TFI International and Jungheinrich”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
TFI International	$8.40 billion	0.89	$422.48 million	$4.36	20.90
Jungheinrich	$5.84 billion	0.31	$312.72 million	N/A	N/A

TFI International has higher revenue and earnings than Jungheinrich.

Profitability

This table compares TFI International and Jungheinrich’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
TFI International	4.48%	15.45%	5.72%
Jungheinrich	N/A	N/A	N/A

Institutional and Insider Ownership

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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

TFI International beats Jungheinrich on 13 of the 13 factors compared between the two stocks.

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.

About Jungheinrich

Jungheinrich Aktiengesellschaft, through its subsidiaries, provides products and solutions for the intralogistics sector with a portfolio of material handling equipment, automated systems, and matching services worldwide. It operates in two segments, Intralogistics and Financial Services. The Intralogistics segment engages in the development, production, sale, and short-term rental of new material handling equipment and warehousing equipment products, including automation; sale and short-term leasing of used trucks; and provides spare parts, as well as maintenance and repair services. The Financial Services segment engages in the sales financing and usage transfer of material handling and warehousing equipment products. The company's products include electric and hand pallet trucks, electric pallet stackers; order pickers; reach trucks; very narrow aisle trucks and EKX cold store high rack stacker; electric forklift; tow tractors, tugger train trailers, shuttles, and used forklift trucks. It also offers rental of fleet, and battery and charger; contract and event hire service; automated guided vehicles, conveyor technology, and stacker cranes; lithium-ion and lead-acid batteries; charging technology; powertrain solutions; electric drives/drivetrains; controllers; electromechanics components/control pedals/displays; electric mounting panels; and cable sets. In addition, the company provides warehouse racking and storage services; digital products and software solutions, including warehouse management system, fleet management system, device and process management solutions, and interface management; and wi-fi infrastructure, barcode scanners, and mobile workstations; as well as develops software applications. It distributes its products through its direct sales and service network, as well as through dealers. Jungheinrich Aktiengesellschaft was founded in 1953 and is headquartered in Hamburg, Germany.