U-Haul (NASDAQ:UHALB) and TFI International (NYSE:TFII) Financial Survey

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

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	3.79%	13.43%	4.88%
U-Haul	1.38%	1.06%	0.39%

Dividends

TFI International pays an annual dividend of $1.88 per share and has a dividend yield of 1.3%. U-Haul pays an annual dividend of $0.20 per share and has a dividend yield of 0.3%. TFI International pays out 52.4% of its earnings in the form of a dividend. U-Haul pays out 83.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. TFI International is clearly the better dividend stock, given its higher yield and lower payout ratio.

Analyst Ratings

This is a breakdown of recent ratings and price targets 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	6	10	2	2.78
U-Haul	0	0	0	0	0.00

TFI International currently has a consensus price target of $158.07, indicating a potential upside of 7.22%. Given TFI International’s stronger consensus rating and higher possible upside, equities research analysts clearly believe TFI International is more favorable than U-Haul.

Valuation and Earnings

This table compares TFI International and U-Haul”s gross 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	1.54	$310.55 million	$3.59	41.07
U-Haul	$6.04 billion	1.72	$83.13 million	$0.24	245.58

TFI International has higher revenue and earnings than U-Haul. 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.

Volatility and Risk

TFI International has a beta of 1.64, suggesting that its share price is 64% more volatile than the S&P 500. Comparatively, U-Haul has a beta of 0.95, suggesting that its share price is 5% less volatile than the S&P 500.

Institutional & Insider Ownership

73.3% of TFI International shares are held by institutional investors. Comparatively, 35.7% of U-Haul 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 will outperform the market over the long term.

Summary

TFI International beats U-Haul on 15 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 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, flat screen television, 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 2,100 company operated retail moving stores and 21,100 independent U-Haul dealers. As of March 31, 2022, it had a rental fleet of approximately 186,000 trucks, 128,000 trailers, and 46,000 towing devices; and 1,844 self-storage locations with approximately 876,000 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.