TSE:BYD

Boyd Group Services Inc. (BYD.TO)

137.54
-0.00 (0.00%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
180 watching
0
Investor Insights
star iconJul 5, 2026, 12:00 am

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

Boyd Group Services Inc. (BYD-T) has faced several operational and market challenges, particularly related to rising labor costs and a fluctuating claims cycle. Despite these hurdles, the company has shown signs of improvement with positive same-store sales growth in Q4, signaling potential stabilization in the collision repair industry. Analysts remain divided, with some expressing caution about the stock's trajectory while others highlight its potential for M&A acceleration and improved efficiencies through initiatives like Project 360. There is a general skepticism regarding analyst targets, as the stock has been misjudged in the past. Overall, while Boyd has a solid reputation as a strong performer in the autobody sector, current external factors, including industry headwinds and cautious market sentiment, are affecting its valuation and investor outlook.

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Consensus
Cautious
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Valuation
Overvalued
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GPMT
TOP PICK
Largest operator of collision repair facilities in North America. Out of Winnipeg. Key customers are insurance companies. Very good, steady business. Just made an acquisition in the 2nd quarter that is not fully priced in yet. It expands their coverage in Illinois, Indiana and Colorado.
PARTIAL SELL
Auto glass, auto repair based out of Winnipeg. Share price basically collapsed when they cut distributions but has come roaring back. Had a good run and if you own, consider taking some money off the table. Feels it still has some good times ahead of it, but not the same as it has.
TOP PICK
Automotive repair. Looks at them now as a company that pays a dividend instead of a distribution. Really cheap. Return on capital is terrific. Very undervalued. A little on the levered side, but a great growth company. In 11 US states and Western Canada.
COMMENT
Too much debt on the balance sheet 2 or 3 years ago. He understands that they have done a good job in tidying this up to a very acceptable level. Has insider buying, which is always a good sign. This is on his radar screen.
DON'T BUY
This is a business that should never have been a trust.
SELL
Have cut their distributions. Not a compelling buy.
SELL
A very small trust. Doesn't think anyone follows it. In a very competitive industry.
DON'T BUY
Not a name that is well known or well covered. Very small and not sure it has the kind of business you would want in a trust. The super high yield is a reflection of the fact that therre is a lot of risk to it.
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