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
0
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.

consensus icon
Consensus
Caution
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Valuation
Overvalued
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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.

COMMENT
The stock has had a good run in the last 16 weeks. Looking at the technical implications, he would say $260 if you want to be bullish. However, this doesn't look into their earnings. Taking this into consideration, the company is 45% over value so there is a lot of risk at the present time. $180 is the line in the sand. If it fails, get out. Not a value stock.
BUY
A tremendous compounder and performer over the past 10 years and will continue to do so. They have a small market share of the US car collision space, and the small operators are selling to Boyd as this space consolidates. BYD has a lot of room to grow. Insurers wants to work with a few, established providers like Boyd. Private-capital peers are highly leveraged, so that give Boyd a better chance than them to acquire.
PARTIAL SELL
A spectacular chart, straight up. You can take some profits, but don't sell it all. Take half off the table.
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