Trulieve Cannabis's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Trulieve Cannabis (TCNNF) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Trulieve Cannabis vs Its Competitors
- TTM: Trailing 12-month revenue of 1,139M vs -M combined for tracked competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-4.8% annualized vs trailing 12 months).
- Peer revenue share: Trulieve Cannabis accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TCNNF Sales vs. its Competitors, Q2 2026
Trulieve Cannabis generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
For context: the Legal Cannabis industry grew revenue 34.7% year over year, combined, vs -10.3% for Trulieve Cannabis. Trulieve Cannabis's share of combined industry revenue moved from 12.63% to 8.41%, a loss of 4.22 percentage points.
Trulieve Cannabis's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Trulieve Cannabis Corp. | No | No | No | - |
| High-Confidence Competitors (1) | - | |||
| Similar Growth & Profitability (8) | 0.00 % (0 of 8) | 62.50 % (5 of 8) | 50.00 % (4 of 8) | 28.60 % (2 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TCNNF Stock Performance relative to its Competitors
TCNNF Stock Performance relative to High-Confidence Competitors
TCNNF Stock Performance relative to Similar Growth & Profitability Competitors
Trulieve Cannabis's Comment on Competition and Industry Peers
Trulieve Cannabis's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Ascend Wellness Holdings, Inc. | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Trulieve Cannabis's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
