TSE:BYD

Boyd Group Services Inc. (BYD.TO)

131.33
+3.35 (2.62%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
182 watching
0
Investor Insights
star iconAug 14, 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) is facing a challenging environment as it navigates the collision repair market. Experts have noted concerns about the impact of older vehicles being written off by insurance companies, potentially leading to reduced repair opportunities. While there are opinions suggesting that the industry may have bottomed out, Boyd's stock has experienced significant volatility, with a nearly 50% drop over recent months. Some reviews highlight the company's solid same-store sales growth and expanding margins, but caution that labor-cost challenges persist. Analysts have mixed views on the company's future performance, indicating a gap between market expectations and analyst projections, suggesting a cautious approach moving forward.

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Consensus
Cautious
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Valuation
Fair Value
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DANR, PR
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.
HOLD
A little frustrated because it got up to $14 and then came back. Did a financing at $11.75 so the stock dropped further. Has excellent cash flow but complex financial statements. Wouldn't add to this right now. Comfortable with a dividend as the cash flow is fine.
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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