PowerFleet (NASDAQ:AIOT) versus TFI International (NYSE:TFII) Head to Head Comparison

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

Analyst Ratings

This is a breakdown of current recommendations and price targets for TFI International and PowerFleet, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TFI International	0	5	11	2	2.83
PowerFleet	1	1	3	0	2.40

TFI International presently has a consensus target price of $159.20, indicating a potential upside of 4.36%. PowerFleet has a consensus target price of $9.67, indicating a potential upside of 136.93%. Given PowerFleet’s higher possible upside, analysts plainly believe PowerFleet is more favorable than TFI International.

Risk & Volatility

TFI International has a beta of 1.64, indicating that its share price is 64% more volatile than the S&P 500. Comparatively, PowerFleet has a beta of 1.42, indicating that its share price is 42% more volatile than the S&P 500.

Valuation & Earnings

This table compares TFI International and PowerFleet”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	1.59	$310.55 million	$3.59	42.49
PowerFleet	$443.78 million	1.23	-$20.55 million	($0.16)	-25.50

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

Insider & Institutional Ownership

73.3% of TFI International shares are owned by institutional investors. Comparatively, 73.4% of PowerFleet shares are owned by institutional investors. 5.5% of TFI International shares are owned by company insiders. Comparatively, 6.3% of PowerFleet shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
TFI International	3.79%	13.43%	4.88%
PowerFleet	-4.63%	-1.33%	-0.66%

Summary

TFI International beats PowerFleet on 12 of the 15 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 PowerFleet

PowerFleet, Inc. engages in the provision of fleet management solutions for logistics, industrial, and vehicles. It offers wireless Internet of Things and machine to machine solutions for securing, controlling, tracking, and managing enterprise assets such as industrial trucks, tractor trailers, containers, cargo, and vehicle and truck fleets. It operates through the following geographical segments: United States, Israel, and Other. The company was founded in 1993 and is headquartered in Woodcliff Lake, NJ.