TSE:BYD

Boyd Group Services Inc. (BYD.TO)

142.98
+0.81 (0.57%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
181 watching
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Investor Insights
star iconJul 25, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Boyd Group Services Inc. has been facing significant challenges in recent months, with reviews indicating a substantial decline in value, particularly after earning reports. Analysts note a gap between market perception and evaluation, causing caution among investors. While the company is experiencing some positive developments, such as consecutive quarters of same-store sales growth, labor cost pressures and the complexity of vehicle repairs continue to pose risks. The consensus suggests that Boyd operates in a significantly fragmented market, with recent acquisitions necessary for future growth. Analysts also highlight the importance of observing normalized claims cycles and the potential for earnings improvement to ensure a more inviting investment environment.

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Consensus
Caution
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Valuation
Overvalued
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BUY

Has no issue adding to one’s position right now in this one. Growing through acquisition.

BUY

Great business and great story. They have been consolidating and buying up small collision companies. Earnings continue to ramp up. Will continue to do very well. Never trades at a cheap valuation.

TOP PICK

(A Top Pick June 8/12. Up 108.5%.) Just made a sizable auto repair shop acquisition and have moved into Michigan, which will give them another stage to continue to make acquisitions and consolidate. Lots of running room.

BUY

Was buying more when it dropped. Great company that is exposed to auto body repair. Great revenue sharing agreement with a paint supplier of theirs. Done extremely well over the years but never raised equity and continues to pay great dividends. Liquidity issue as it doesn’t trade a great deal of shares. Some investors may think they are exposed to Calgary flooding.

TOP PICK

Auto collision repair. A big consolidator in the sector as well as in the glass repair business. Revenues have doubled in 3 years. Dividend keeps going up. Not expensive. Cash flow is starting to kick in. Thinks they are only just starting. Just made their 1st purchase in Ontario. They know exactly what they are doing. 2% yield.

TOP PICK

(A Top Pick March 9/12. Up 52.16%.) Purely a story on the consolidation of collision repair shops in North America. Majority of their business is now out of the US. Yield of 2.51%.

BUY

Done exceptionally well. Keep paying their dividend. Will continue to do accretive acquisitions.

TOP PICK

Reasonable valuation. Has been some private equity buyouts. Growing by acquisition. Pays out a chunk of its cash flow so as it grows it will increase the dividend and they have been. It’s an industry that has not been consolidated at all. There is lots of expansion left for them. Comfortable with the 63% payout ratio.

PAST TOP PICK
(A Top Pick July 11/11. Up 3.41 %.) Sold his holdings at about $13 when he found better relative values elsewhere.
TOP PICK
They consolidate North American collision shops, which is a very fragmented business so this company can grow for the next decade. Have a nice balance between dividends and low payouts with lots of cash flow for acquisitions.
TOP PICK
Very recession resistant business. People always get into car accidents. Insurance companies prefer to deal with the large players. Will continue to grow, good free cash flow and strong balance sheet.
TOP PICK
Repair cars. Mom and Pop shops everywhere. Lots of consolidation potential. Mainly collision repair. Insurance companies like giving business to companies such as this one because they have better balance sheets.
SELL
Had previously recommended this and they have done some acquisitions however, they are one of those dividend payers that he feels is getting fully valued. He has been easing out of his large position. He'll probably sell the balance in the next few weeks.
BUY
Great name because of businesses they are in. An aggregator for all the collision repair for insurance companies as well as showrooms in the US. As the market is favouring bigger players in this area, collision players are standing out.
HOLD
Came screeching back when it $14. Really cheap at 7X earnings. Dividend is very secure. Hopefully it will be moving back up going forward.
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