PowerFleet (NASDAQ:AIOT) & TFI International (NYSE:TFII) Head-To-Head Survey

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

Analyst Recommendations

This is a breakdown of current ratings and target prices for PowerFleet and TFI International, as provided by MarketBeat.com.

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

PowerFleet currently has a consensus target price of $9.67, indicating a potential upside of 123.77%. TFI International has a consensus target price of $158.27, indicating a potential upside of 4.44%. Given PowerFleet’s higher possible upside, research analysts plainly believe PowerFleet is more favorable than TFI International.

Earnings & Valuation

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PowerFleet	$443.78 million	1.31	-$20.55 million	($0.16)	-27.00
TFI International	$7.88 billion	1.58	$310.55 million	$3.59	42.21

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.

Risk and Volatility

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

Profitability

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

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

Insider and Institutional Ownership

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

Summary

TFI International beats PowerFleet on 12 of the 15 factors compared between the two stocks.

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.

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.