TSE:ATD

Alimentation Couche-Tard (ATD.TO)

82.60
+1.81 (2.24%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
558 watching
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 42 opinions in the last 12 months.

Alimentation Couche-Tard (ATD) has been characterized by a proven track record of growth through acquisitions, coupled with a steady stream of organic growth. Experts generally highlight the company's ability to integrate acquisitions successfully, although there are mixed sentiments regarding its growth strategy. Concerns about inflation impacting consumer spending at convenience stores, as well as the recent failed acquisition attempts, have led some analysts to adopt a cautious stance. Nonetheless, many express confidence in the company's operational stability and potential for future growth, emphasizing its disciplined capital allocation, ongoing share buybacks, and rising dividend payouts. With a solid financial foundation, experts generally see the company as a long-term wealth builder with robust operational fundamentals, despite some near-term challenges and market doubts regarding its growth prospects.

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Consensus
Bullish
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Valuation
Fair Value
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SYY
HOLD
Core name. One of the best companies you can own in Canada. Recent quarter hasn't changed his view. Appreciates dividend increases and capital allocation. Deleveraging balance sheet. Defensible sector. Hold on, don't think too much about the quarters. You'll be rewarded with a catalyst along the way as they deploy capital. Valuation quite reasonable.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 08/22, Up 6.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ATD is progressing well. To remain disciplined, we recommend trailing up the stop to $56.
PAST TOP PICK
(A Top Pick Sep 21/21, Up 18%) Extremely well managed. High multiple, but in an excellent position. Geographically diversified. Will continue to grow and do well for shareholders. A buy even today.
Unspecified
The question was on the future of gas stations with the increasing number of EV's. He owns some Alimentation Couche-Tard. He also owns and prefers Parkland Fuels. They bought M&M's Meat Shops and are trying to make the gas station a destination where people can go to pick up food items etc. The changes coming to gas stations will not happen overnight and as EV stations, people will have to pay to charge their cars.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This well known Canadian convenience store operator is a TOP PICK. It trades at 17x earnings. Analysts are raising EPS and share price expectations. Most recent earnings beat expectations by 30%, mostly on higher. Customers are focusing more on their own house brand of products which is bolstering margins. It pays a small dividend backed by a payout ratio of 10% of earnings. We recommend placing a stop loss at $47, looking to achieve $68 -- upside potential over 17%. Yield 0.74% (Analysts’ price target is $67.42)
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Despite inflation, ATD enjoyed a 14% increase in net earnings in that quarter, Q1. Shares have since popped $3 to close $59.46 before Labour Day in heavy volumes. It was the third earnings beat in a row at $1.12 actual vs. $0.95 estimated. Shares are close to 52-week lows, but there's little more gas in the tank, so to speak.

HOLD
Good long-term hold. Geographic distribution for EVs. Transition to EVs will take longer than people think. Valuation has gone up a bit this year. Benefiting from higher fuel margins. C-stores have been relatively resilient. Possibly more M&A.
BUY ON WEAKNESS
Above his target price, so not a buy right now. Well run with great growth profile. Buy on pullback. Global platform, huge cashflow allows for opportunistic acquisitions during choppy economic times.
STRONG BUY
Executed incredibly well. Predictable, great acquisitions. Market's waiting for the possibility of a larger deal, perhaps SU assets. Good company, good margins. He'd buy it today.
BUY

Currently owns stock and has been a long term holder. Believes company has room to grow and expand. Excellent growth story in Canada.

BUY
Great grower and compounder. Behind 7-Eleven, second-largest convenience store owner in the world. Great operators and acquirers in a fragmented industry. Juicy margins on store items. Scale lets them sell fuel for less. Under-leveraged. Grows organically and inorganically. Petro-Can purchase would be great. He's buying.
PAST TOP PICK
(A Top Pick Jun 03/21, Up 18%) Fits well with needs vs. wants in this environment. The CEO says they "sell people time". Procurement clout lets them price competitively on fuel, which is so important now. Same store sales on merchandise may check back. Modest organic growth bolstered by great acquisition capabilities.
PAST TOP PICK
(A Top Pick Aug 17/21, Up 5%) Still a buy today. Really good management with a global platform. Economies of scale. Exceptionally strong balance sheet and defensive, so it's held up well. Earnings likely to remain strong.
STRONG BUY
A long-term grower and compounder. More upside. Exposure is timely. Pretty defensive if economic slowdown. Great operators. Scale applies procurement clout to drive margin advantages. Getting better at merchandising. Navigating inflation well. Underleverged. Great consolidators. Very much a buy.
BUY ON WEAKNESS

Really likes it. Tremendous capital allocators in a challenging business. Current valuation of 18x forward earnings is 10% above his buy price. Defensive. Wait for a pullback.

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