Financial Contrast: Dynagas LNG Partners (NYSE:DLNG) & TFI International (NYSE:TFII)

TFI International (NYSE:TFII) and Dynagas LNG Partners (NYSE:DLNG) are both transportation companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, valuation, analyst recommendations, risk, institutional ownership and dividends.

Volatility & Risk

TFI International has a beta of 1.5, indicating that its share price is 50% more volatile than the S&P 500. Comparatively, Dynagas LNG Partners has a beta of 0.72, indicating that its share price is 28% less volatile than the S&P 500.

Institutional and Insider Ownership

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

Earnings & Valuation

This table compares TFI International and Dynagas LNG Partners”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
TFI International	$8.05 billion	1.10	$422.48 million	$3.88	27.88
Dynagas LNG Partners	$156.40 million	0.94	$51.55 million	$1.28	3.12

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

Dividends

TFI International pays an annual dividend of $1.88 per share and has a dividend yield of 1.7%. Dynagas LNG Partners pays an annual dividend of $0.20 per share and has a dividend yield of 5.0%. TFI International pays out 48.5% of its earnings in the form of a dividend. Dynagas LNG Partners pays out 15.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Dynagas LNG Partners is clearly the better dividend stock, given its higher yield and lower payout ratio.

Profitability

This table compares TFI International and Dynagas LNG Partners’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
TFI International	4.06%	14.20%	5.28%
Dynagas LNG Partners	37.92%	15.62%	7.01%

Analyst Ratings

This is a summary of recent ratings and price targets for TFI International and Dynagas LNG Partners, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TFI International	2	7	10	2	2.57
Dynagas LNG Partners	0	1	0	0	2.00

TFI International currently has a consensus target price of $111.87, indicating a potential upside of 3.42%. Given TFI International’s stronger consensus rating and higher probable upside, equities research analysts plainly believe TFI International is more favorable than Dynagas LNG Partners.

Summary

TFI International beats Dynagas LNG Partners on 12 of the 17 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 Dynagas LNG Partners

Dynagas LNG Partners LP, through its subsidiaries, operates in the seaborne transportation industry in Greece and internationally. The company owns and operates liquefied natural gas (LNG) carriers. Its fleet consists of six LNG carriers with an aggregate carrying capacity of approximately 914,000 cubic meters. Dynagas GP LLC serves as the general partner of Dynagas LNG Partners LP. The company was incorporated in 2013 and is headquartered in Athens, Greece.