TFI International (NYSE:TFII) vs. Grupo Aeroportuario del Sureste (NYSE:ASR) Head to Head Review

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

Dividends

TFI International pays an annual dividend of $1.88 per share and has a dividend yield of 1.7%. Grupo Aeroportuario del Sureste pays an annual dividend of $37.83 per share and has a dividend yield of 11.3%. TFI International pays out 50.5% of its earnings in the form of a dividend. Grupo Aeroportuario del Sureste pays out 205.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Valuation and Earnings

This table compares TFI International and Grupo Aeroportuario del Sureste”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
TFI International	$7.88 billion	1.15	$310.55 million	$3.72	29.75
Grupo Aeroportuario del Sureste	$1.94 billion	5.15	$547.07 million	$18.41	18.12

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

Risk & Volatility

TFI International has a beta of 1.53, indicating that its share price is 53% more volatile than the S&P 500. Comparatively, Grupo Aeroportuario del Sureste has a beta of 0.53, indicating that its share price is 47% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and price targets for TFI International and Grupo Aeroportuario del Sureste, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TFI International	0	9	10	1	2.60
Grupo Aeroportuario del Sureste	1	3	2	0	2.17

TFI International currently has a consensus target price of $127.75, suggesting a potential upside of 15.44%. Grupo Aeroportuario del Sureste has a consensus target price of $300.00, suggesting a potential downside of 10.06%. Given TFI International’s stronger consensus rating and higher probable upside, analysts clearly believe TFI International is more favorable than Grupo Aeroportuario del Sureste.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
TFI International	3.94%	13.73%	5.04%
Grupo Aeroportuario del Sureste	27.93%	21.10%	13.05%

Insider and Institutional Ownership

73.3% of TFI International shares are held by institutional investors. Comparatively, 10.6% of Grupo Aeroportuario del Sureste shares are held by institutional investors. 5.5% of TFI International shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

TFI International beats Grupo Aeroportuario del Sureste on 10 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 Sureste

Grupo Aeroportuario del Sureste, S. A. B. de C. V. holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. The company operates airports that are located in the cities of Cancún, Cozumel, Mérida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlán. It provides aeronautical services, which include passenger, aircraft landing and parking, passenger walkway, and airport security services. The company also offers non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, airlines, and other commercial tenants; catering, handling, and ground transportation services, as well as engages in the various commercial operations. In addition, it holds concessions to operate the Luis Muñoz Marín International Airport in San Juan, Puerto Rico; and various airports in Colombia, including the Enrique Olaya Herrera Airport in Medellín, the José María Córdova International Airport in Rionegro, the Los Garzones Airport in Montería, the Antonio Roldán Betancourt Airport in Carepa, the El Caraño Airport in Quibdó, and the Las Brujas Airport in Corozal. Grupo Aeroportuario del Sureste, S. A. B. de C. V. was founded in 1996 and is headquartered in Mexico City, Mexico.