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
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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) is facing notable challenges, particularly with rising labor costs and increased accident volumes, which have affected its overall performance. Despite these issues, the company has shown signs of recovery, with positive same-store sales growth in recent quarters and improving margins. Analysts have mixed views; while there are concerns regarding labor shortages and expensive vehicle repairs to navigate, there are indications that the collision repair industry may have reached its bottom. Analysts are cautious about the gap between market perceptions and expectations, indicating the need for sustained improvement and stability before greater optimism can be warranted. There are expectations for potential M&A activity, although the landscape has become less fragmented, possibly affecting future growth trajectories.

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Consensus
Cautious
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Valuation
Overvalued
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TOP PICK
They are converting from an income trust to a standard corporation. Auto body and auto glass repair. Most business is from insurance companies. Earnings are expected to grow 20% this year and 15% net year. (Analysts’ price target is $197.36)
BUY ON WEAKNESS
Very well-run, but too expensive now. When the valuation lowers, she will consider it.
COMMENT
The chart isn't bad. It has moved up this year, though at a slower pace than in 2017-8. The chart is taking a break; it can't go up that fast forever. It's been consolidating since May above $160. But if the market rises and this drops, then sell. But the chart doesn't alarm him at all.
TOP PICK
It's a highly fragmented industry and the insurance industry won't deal with thousands of little repair shops and prefer dealing with big companies like Boyd. They face 10-15 years of growth. (Analysts’ price target is $198.00)
TOP PICK
Their earnings over the past decade have risen 10-fold and their share count has risen less than 100%. A well-run company that is now converting from an income trust into a corporation that will attract a new set of investors. (Analysts’ price target is $198.00)
BUY ON WEAKNESS
Very well run. Potentially could buy on a pullback. Good market share. More income than growth. Valuation has kept her out. Yield is 0.3%.
DON'T BUY
Investors buy this for the yield. Valuations of interest-sensitive stocks like this are getting pressured now, so he wouldn't add to or buy this now.
WAIT
Has tended to peak out every time it gets to 5.5x book value. And that's where it is right now. Doesn't see a lot of upside from here. Would want to see it drop back before he buys.
TOP PICK
He's long owned this and Boyd continues to execute (though there may be a slower quarter coming). They suffered a ransomware attack recently. There'll be tremendous consolidation in the car repair space, because the big three own only 5% of the market. Excellent managers. You can add on weakness. (Analysts’ price target is $185.64)
TOP PICK
Collision repair centres. They make great acquisitions and quickly find efficiencies. They have deals with large insurance companies as they are the required centre to have repairs done. A long runway for growth. Yield 0.32% (Analysts’ price target is $182.83)
WAIT
Has had a big run this year, because of less competition due to a merger. Plus, acquisitions this year have investors excited. Not the time to buy now. There's room to keep growing. It's a growing industry, as more technology is impacted with each fender bender. Insurance companies want to deal with companies that have more scale, which also benefits them.
STRONG BUY
Fantastic chart. An easy analysis. Strong uptrend since January.
TOP PICK
They started out doing windshield replacements in Winnipeg. They've moved into the US in a major way as a consolidator where there is a lot of room to run. The stock has had a great run-up, but can keep going. (Analysts’ price target is $156.25)
TOP PICK
The car repair chain continues to operate in a fragmented industry. There is great opportunity for them to re-invest cash for future acquisitions. Earnings growth continue to be bumped up -- 20% in 2020. Yield 0.36% (Analysts’ price target is $156.25)
COMMENT
$100 was a breakout. Now we're at the bottom of a head and shoulders. The top will be the next big test up. Anything above $100, continue to hold. No reason to panic. It's doing the consolidation it needs to do.
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