Reviewing U-Haul (NYSE:UHAL) and TFI International (OTCMKTS:TFIFF)

TFI International (OTCMKTS:TFIFF) and U-Haul (NYSE:UHAL) are both industrials companies, but which is the better stock? We will contrast the two businesses based on the strength of their dividends, institutional ownership, valuation, earnings, analyst recommendations, profitability and risk.

Analyst Recommendations

This is a summary of recent ratings for TFI International and U-Haul, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TFI International	0	0	0	0	0.00
U-Haul	1	0	1	1	2.67

U-Haul has a consensus target price of $85.00, indicating a potential upside of 17.05%. Given U-Haul’s stronger consensus rating and higher possible upside, analysts clearly believe U-Haul is more favorable than TFI International.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
TFI International	N/A	N/A	N/A
U-Haul	1.05%	0.81%	0.30%

Valuation and Earnings

This table compares TFI International and U-Haul”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
TFI International	N/A	N/A	N/A	$0.60	236.69
U-Haul	$6.04 billion	2.34	$83.13 million	$0.14	518.69

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

Institutional & Insider Ownership

54.1% of TFI International shares are held by institutional investors. Comparatively, 3.6% of U-Haul shares are held by institutional investors. 43.8% of U-Haul shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Summary

U-Haul beats TFI International on 10 of the 12 factors compared between the two stocks.

About TFI International

TFI International Inc., through its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. The company operates through Package and Courier, Less-Than-Truckload, Truckload, and Logistics segments. The Package and Courier segment engages in the pickup, transport, and delivery of items. The Less-Than-Truckload segment is involved in the pickup, consolidation, transportation, and delivery of smaller loads. The Truckload segment offers expedited transportation, flatbed, container, and dedicated services. This segment carries full loads directly from the customer to the destination using a closed van or specialized equipment to serve customer's specific needs. The Logistics segment provides logistics services. The company also offers same day courier, warehousing, brokerage, and home delivery services. As of December 31, 2017, it operated 7,058 power units, 391 terminals, and 24,617 trailers. TFI International Inc. serves retailer, manufactured goods, metals and mining, building material, automotive, energy, food and beverage, forest, services, chemical and explosive, maritime container, waste management, and other sectors. The company was formerly known as TransForce Inc. and changed its name to TFI International Inc. in December 2016. TFI International Inc. was incorporated in 2008 and is headquartered in Montreal, Canada.

About U-Haul

AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company’s Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,065 company operated retail moving stores and 20,100 independent U-Haul dealers. As of March 31, 2020, it had a rental fleet of approximately 176,000 trucks, 127,000 trailers, and 41,000 towing devices; and 1,745 self-storage locations with approximately 774,000 rentable storage units. The company’s Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. The company’s Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. AMERCO was founded in 1945 and is based in Reno, Nevada.