TFI International (TFII) vs United Parcel Service (UPS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
TFI International (TFII) has outperformed United Parcel Service (UPS) over the past year, gaining 23.6% versus a gain of 9.1%. Over five years, TFII leads with a +4.5% price change compared with -51.4% for UPS. United Parcel Service is the larger company by market cap ($80.08 billion vs $9.46 billion), about 8.5 times the size.
On valuation, United Parcel Service trades at a lower forward P/E (11.7x vs 14.6x for TFI International). United Parcel Service offers the higher dividend yield (6.97% vs 1.62%). United Parcel Service converts more of its revenue into profit, with a net margin of 6.3% versus 3.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | TFII | UPS |
|---|---|---|
| Share price | $115.14 | $94.13 |
| Market cap | $9.46B | $80.08B |
| 1-day change | +2.48% | +1.99% |
| YTD return | +11.41% | -5.10% |
| 1-year return | +23.58% | +9.14% |
| 5-year return | +4.49% | -51.42% |
| P/E ratio (TTM) | 28.36 | 17.50 |
| Forward P/E | 14.64 | 11.68 |
| EPS (TTM) | $4.06 | $5.38 |
| Dividend yield | 1.62% | 6.97% |
| Annual dividend | $1.86 | $6.56 |
| Revenue (latest FY) | $7.88B | $88.66B |
| Revenue growth (YoY) | -6.10% | -2.65% |
| Net income (latest FY) | $310.55M | $5.57B |
| Operating margin | 7.17% | 8.87% |
| Net margin | 3.94% | 6.28% |
| 52-week high | $167.69 | $122.41 |
| 52-week low | $80.63 | $82.00 |
| Distance from 52-week high | -31.34% | -23.10% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +43.80% | +22.42% |
| Average volume | 295.97K | 4.90M |
| Shares outstanding | 82.19M | 749.35M |
| Employees | 26,427 | 460,000 |
| Sector | Industrials | Industrials |
| Industry | Trucking Freight/Courier Services | Trucking Freight/Courier Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- United Parcel Service is about 8.5 times larger than TFI International by market value ($80.08B vs $9.46B).
- TFII has outperformed UPS by 14.4 percentage points over the past year.
- TFI International trades at a higher earnings multiple (28.4x vs 17.5x trailing P/E).
- United Parcel Service offers a meaningfully higher dividend yield (6.97% vs 1.62%).
About TFI International
TFII stock →TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments.
Industrials · Trucking Freight/Courier Services · 26,427 employees
About United Parcel Service
UPS stock →United Parcel Service, Inc., a package delivery and logistics provider, offers transportation and delivery services. It operates through two segments, U.S.
Industrials · Trucking Freight/Courier Services · 460,000 employees
TFII vs UPS FAQ
Which is bigger, TFI International or United Parcel Service?
United Parcel Service (UPS) is larger, with a market capitalization of $80.08B compared with $9.46B for TFI International (TFII).
Which stock has performed better over the past year, TFII or UPS?
TFII returned +23.58% over the past 12 months, compared with +9.14% for UPS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, TFII or UPS?
UPS has the lower trailing P/E at 17.5, versus 28.4 for TFII. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, TFI International or United Parcel Service?
United Parcel Service has the higher yield at 6.97%, compared with 1.62% for TFI International.
Are TFI International and United Parcel Service in the same industry?
Yes. Both are classified in the Trucking Freight/Courier Services industry within the Industrials sector.