Contrasting TFI International (NYSE:TFII) and Grupo Aeroportuario Del Pacifico (NYSE:PAC)

TFI International (NYSE:TFII) and Grupo Aeroportuario Del Pacifico (NYSE:PAC) are both transportation companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, risk, earnings, institutional ownership, analyst recommendations and valuation.

Dividends

TFI International pays an annual dividend of $1.80 per share and has a dividend yield of 1.9%. Grupo Aeroportuario Del Pacifico pays an annual dividend of $7.90 per share and has a dividend yield of 3.6%. TFI International pays out 41.3% of its earnings in the form of a dividend. Grupo Aeroportuario Del Pacifico pays out 82.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Institutional & Insider Ownership

73.3% of TFI International shares are held by institutional investors. Comparatively, 11.7% of Grupo Aeroportuario Del Pacifico shares are held by institutional investors. 5.5% of TFI International shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Analyst Ratings

This is a summary of current ratings and recommmendations for TFI International and Grupo Aeroportuario Del Pacifico, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TFI International	1	7	12	2	2.68
Grupo Aeroportuario Del Pacifico	1	5	2	0	2.13

TFI International presently has a consensus price target of $120.29, suggesting a potential upside of 24.81%. Grupo Aeroportuario Del Pacifico has a consensus price target of $210.00, suggesting a potential downside of 4.08%. Given TFI International’s stronger consensus rating and higher possible upside, equities analysts plainly believe TFI International is more favorable than Grupo Aeroportuario Del Pacifico.

Volatility and Risk

TFI International has a beta of 1.45, indicating that its stock price is 45% more volatile than the S&P 500. Comparatively, Grupo Aeroportuario Del Pacifico has a beta of 1.13, indicating that its stock price is 13% more volatile than the S&P 500.

Earnings and Valuation

This table compares TFI International and Grupo Aeroportuario Del Pacifico”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	0.94	$422.48 million	$4.36	22.11
Grupo Aeroportuario Del Pacifico	$1.84 billion	6.00	$472.81 million	$9.64	22.71

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

Profitability

This table compares TFI International and Grupo Aeroportuario Del Pacifico’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%
Grupo Aeroportuario Del Pacifico	24.28%	39.81%	11.64%

Summary

TFI International beats Grupo Aeroportuario Del Pacifico on 9 of the 17 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 Grupo Aeroportuario Del Pacifico

Grupo Aeroportuario del Pacífico, S.A.B. de C.V., together with its subsidiaries, holds concessions to develop, operate, and manage airports in Mexico and Jamaica. The company operates twelve international airports in Guadalajara and Tijuana areas, Mexico; and two international airports in Montego Bay, Jamaica. It also offers aeronautical services, such as passenger, aircraft landing, parking, airport security, and passenger walkway and airport bus, as well as car packing charges; complementary services, including baggage handling, catering, aircraft maintenance and repair, and fuel; cargo handling; and ground transportation services. In addition, the company provides non-aeronautical services, such as redesigning and modernizing terminal spaces and developing new projects; telephone and internet services; and ground handling services under the brand Primesky, as well as advertising services. Further, it engages in commercial activities comprising leasing space in terminals to airlines and other service providers; to retail stores, such as souvenir and gift shops, fashion and footwear stores, pharmacies, jewelry, electronics, cosmetics, and others; to various food and beverage services; car rental service companies, including parking spots, lots, and car rental reservation booths; to timeshare developers; to financial service providers; and to operators of duty-free stores. Additionally, the company operates parking facilities; VIP lounges; convenience stores; and vending machines. The company was incorporated in 1998 and is headquartered in Guadalajara, Mexico.