1 Canadian Dividend Stock Down 33% Every Investor Should Own

TFI International Inc. (TSX: TFII)

TFI International Inc. (TSX: TFII) is one of Canada’s largest transportation and logistics companies, operating across Canada, the U.S., and Mexico. Despite its scale, strong cash flows, and long-term track record, the stock is still down roughly 33% from its 52-week high — creating what many long-term investors view as a compelling entry point.

Let’s break down what’s happening with TFI right now, how the market is valuing it, and why this beaten-down Canadian dividend stock may deserve a spot in a long-term portfolio.

This Week’s Market Snapshot

TFI shares rebounded modestly this week as investors rotated back into industrials and cyclical names, supported by improving freight sentiment and stabilization in trucking demand.

• 📈 Daily move: +1.87%

• 📉 Still well below highs: ~33% off the 52-week peak

• 🔄 Momentum improving: Strong 1-month rebound after a tough year

While short-term earnings expectations have been revised lower, long-term investors appear to be focusing on valuation, cash flow, and recovery potential.

Key Metrics at a Glance

Metric	Value
Stock Price	$148.30
Weekly Movement	+4.8% (5-day)
Market Cap	$8.9B
P/E Ratio	27.7
Forward P/E	28.1
52-Week Range	$102.57 – $214.95
YTD Return	-22.4%
Dividend Yield	1.8%

Despite recent weakness, TFI still trades at a lower valuation than many global logistics peers when adjusted for cash flow and margins.

Analyst Insights & Ratings

While formal consensus ratings are currently limited, analyst expectations still point to meaningful earnings recovery next year.

Analyst Metric	Details
Consensus Rating	Not formally published
Average Target Price	Not available
Implied Upside	Recovery-driven
EPS Growth (Next Year)	+26.7%

Key takeaway: Analysts expect earnings to rebound sharply as freight volumes normalize and cost controls improve.

Recent News Highlights

Here are the most relevant recent developments impacting TFI International:

• Freight demand stabilization: Signs of bottoming activity in North American trucking markets.

• Earnings revisions reset expectations: Lower near-term estimates may already be priced in.

• Capital discipline remains intact: Strong free cash flow continues to support dividends and balance sheet strength.

Investors appear to be shifting focus from short-term earnings pressure to long-term normalization and margin recovery.

Growth Indicators to Watch

Growth Metric	Forecast
Sales Growth (Next Year)	2.7%
EPS Growth (Next Year)	26.7%
5-Year EPS Growth Estimate	18.4%

Despite near-term softness, TFI’s long-term earnings power remains intact, supported by scale, diversification, and operational efficiency.

Dividend Snapshot

Dividend Metric	Value
Dividend Yield	1.8%
Payout Ratio	46%
5-Year Dividend Growth	19.3% CAGR
Dividend Safety	Moderate–Strong

TFI’s dividend may not be flashy, but it’s well-covered and growing, making it attractive for investors seeking total return rather than yield alone.

Why Long-Term Investors Are Watching TFII

✔️ Market leader in North American logistics
✔️ Strong cash flow generation
✔️ Stock down sharply from highs
✔️ Earnings recovery expected
✔️ Disciplined capital allocation

Sometimes the best opportunities appear when high-quality businesses fall out of favor — and TFI International may be one of those cases.

Bottom Line

TFI International isn’t a risk-free investment, but for patient investors willing to look past short-term freight cycles, this 33%-off-high Canadian dividend stock could offer a compelling mix of recovery upside, steady income, and long-term growth.