TSE:BYD

Boyd Group Services Inc. (BYD.TO)

125.61
+1.22 (0.98%)
as of Sep 4, 2026, 4:41:28 pm Market Open.
182 watching
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Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Boyd Group Services Inc. (BYD-T) has faced a series of challenges in recent quarters, with earnings consistently falling short of expectations and targets being revised downwards. Experts express concerns over the company's ability to prosper amid a trend of consumers holding onto their vehicles longer, which directly affects Boyd's revenue from collision repairs. Although the company has seen positive same-store sales growth and margin expansion, many analysts suggest caution, highlighting the need for several strong quarters and a recovery in the claims cycle to restore confidence. The competitive landscape in the collision repair industry, combined with ongoing labor-cost pressures, adds to the uncertainties surrounding Boyd’s future prospects. While some analysts maintain a cautious watch on the stock, others see potential for recovery if management can effectively execute on their efficiency projects and navigate the evolving market conditions.

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Consensus
Negative
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Valuation
Overvalued
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CPRT
COMMENT
Fabulous performer over many years. They recently announced a five year plan to double their business His only caution is that the valuation is about 40 times earnings. This helps in making acquisitions if you use your stock as capital, but if all these safety new features in vehicles start to work, it will not benefit this stock.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It recently missed earnings but it has missed before and recovered well. Below $200, it would be attractive. Reopening will move the stock more. Could make acquisitions, which would change things quickly. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported not a great quarter. However, the outlook is better than the past. Acquisitions continue and they recently entered Hawaii. EPS is still expected to more than double this year. Unlock Premium - Try 5i Free

BUY
One of his largest positions. Super management and track record. A beautiful chart. Boyd consolidates car and glass repair shops, which is a highly fragmented industry full of small shops. During the pandemic, there was a drop in driving and their business. However, recently this is hitting all-time highs. Pays consistent returns on capital and not too much debt.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Still likes it. It has a strong balance sheet with many acquisition opportunities. They will be able to rectify their issue of finding qualified technicians due to high unemployment. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company performed well during the pandemic and even raised $230M in May during lockdown. Their financial position is stronger and based on consensus, the EPS could double in 2021. There is still room to go. Unlock Premium - Try 5i Free

HOLD
Great company. Expensive. Its consolidation plays have been impressive. Management has proven it has the wherewithal to keep that going. Story is not broken. The stock is taking a pause. If it represents a heavier weighting in your portfolio, trim. Should still be in a growth investor's portfolio.
WATCH
Best TSX performer over the last 10 years. A rollup story, ongoing acquisitions. Plans to double over the next 5 years. Great management. Headwinds of EV cars, autonomous driving. On his radar, but hasn't pulled the trigger.
BUY ON WEAKNESS
A great company, but the valuation has always been too high for him. They did a big financing recently, so they have cash. Good growth ahead. Covid will impact auto repairs, but people are starting to drive more. Consolidation opportunities still abound, and insurance companies still recommend Boyd garages for repairs. It's never been a cheap stock. Buy on any dips.
PAST TOP PICK
(A Top Pick Jul 22/19, Up 33%) A Canadian success. The CEO is retiring; it's converted from an income trust into a corporation; and they entered the big California market. All these major events have pushed up the stock. It's a a beautiful chart, largely helped by the conversion from an income trust. Consolidation is still early in the U.S., so there's a lot of runway ahead, especially in California.
PAST TOP PICK
(A Top Pick Oct 02/19, Up 32%) A Winnipeg success story in auto body shops. It branched out across Canada, then into the U.S., yet there's still room to grow.
BUY
It has been a sensational growth story over the last 10 years. It is a consolidator of auto body shops in the US. The longer term trend is up but scale is becoming increasingly important and BYD-T are getting that. They are attracting a broader range of investors. They are making all the right moves. The growth will continue here. It has been expensive for years and years so don’t let it bother you.
TOP PICK
They buy and integrate auto collision repair shops 85/15 in US/Canada. They leverage their insurance business. Boyd is firing on all cylinders. (Analysts’ price target is $220.67)
BUY
Long-term chart shows a great run from $120 to $200. They will continue acquisitions. You can buy it today, if you don't own it.
BUY

They are a roll up story. The risk is just autonomous driven vehicles.

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