Is Ryder System a Better Buy Than TFI International?
TFI International surged 19% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Ryder System gives you more. Ryder System (R) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs TFI International (TFII) stock, suggesting you may be better off investing in R
- R’s quarterly revenue growth was -0.3%, vs. TFII’s -9.9%.
- In addition, its Last 12 Months revenue growth came in at 1.3%, ahead of TFII’s -2.9%.
- R’s LTM margin is higher: 8.8% vs. TFII’s 7.6%.
These differences become even clearer when you look at the financials side by side. The table highlights how TFII’s fundamentals stack up against those of R on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| TFII | R | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 14.1 | 7.0 | R |
| Revenue Growth | |||
| Last Quarter | -9.9% | -0.3% | R |
| Last 12 Months | -2.9% | 1.3% | R |
| Last 3 Year Average | -3.0% | 2.0% | R |
| Operating Margins | |||
| Last 12 Months | 7.6% | 8.8% | R |
| Last 3 Year Average | 8.9% | 8.8% | TFII |
| Momentum | |||
| Last 3 Year Return | 8.4% | 148.0% | R |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: TFII Revenue Comparison | R Revenue Comparison
See more margin details: TFII Operating Income Comparison | R Operating Income Comparison
See detailed fundamentals on Buy or Sell R Stock and Buy or Sell TFII Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| TFII Return | 56% | 120% | -9% | 37% | 1% | -20% | 242% | ||
| R Return | 20% | 38% | 4% | 42% | 40% | 26% | 331% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 17% | 113% | ||
| Monthly Win Rates [3] | |||||||||
| TFII Win Rate | 67% | 75% | 50% | 58% | 50% | 50% | 58% | ||
| R Win Rate | 58% | 75% | 50% | 67% | 83% | 75% | 68% | <=== | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | 65% | ||
| Max Drawdowns [4] | |||||||||
| TFII Max Drawdown | -49% | -1% | -35% | -1% | -4% | -45% | -22% | ||
| R Max Drawdown | -57% | -1% | -23% | -7% | -6% | -17% | -18% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 12/30/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read R Dip Buyer Analyses and TFII Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Still not sure about TFII or R? Consider portfolio approach.
Why Stock Pickers Win More With Multi Asset Portfolios
Stocks soar and sink but bonds commodities and other assets balance the ride. A multi asset portfolio keeps returns steadier and reduces single market risk.
The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices