Critical Survey: Armlogi (NASDAQ:BTOC) and TFI International (NYSE:TFII)

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

Institutional & Insider Ownership

73.3% of TFI International shares are owned by institutional investors. 5.5% of TFI International shares are owned by insiders. Comparatively, 66.8% of Armlogi shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent ratings for TFI International and Armlogi, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TFI International	0	9	10	0	2.53
Armlogi	1	0	0	0	1.00

TFI International presently has a consensus target price of $127.81, suggesting a potential downside of 5.74%. Given TFI International’s stronger consensus rating and higher possible upside, research analysts plainly believe TFI International is more favorable than Armlogi.

Profitability

This table compares TFI International and Armlogi’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%
Armlogi	-9.81%	-80.73%	-11.81%

Volatility and Risk

TFI International has a beta of 1.53, meaning that its stock price is 53% more volatile than the S&P 500. Comparatively, Armlogi has a beta of 2.66, meaning that its stock price is 166% more volatile than the S&P 500.

Earnings & Valuation

This table compares TFI International and Armlogi”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
TFI International	$7.88 billion	1.41	$310.55 million	$3.72	36.45
Armlogi	$197.80 million	0.06	-$15.35 million	($0.45)	-0.61

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

Summary

TFI International beats Armlogi on 12 of the 14 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 Armlogi

Armlogi Holding Corp. is a warehousing and logistics service provider which offers a comprehensive package of supply-chain solutions related to warehouse management and order fulfillment. Armlogi Holding Corp. is based in WALNUT, CA.