CCL Industries (B) (CCL.B.TO) Buy, Sell or Hold

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CCL Industries (B) (CCL.B.TO)

90.09

+0.51 (0.57%)

as of Jul 10, 2026, 8:00:00 pm Market Open.

285 watching

Investor Insights

Jul 12, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

CCL Industries (CCL.B-T) has garnered mixed reviews from experts, portraying it as a fundamentally solid but somewhat unexciting investment opportunity. With a strong presence in the label manufacturing sector, the company has successfully expanded beyond its traditional markets in consumer products, leading to positive recent quarterly results. Experts highlight the effective management, strategic acquisitions, and share buyback initiatives as key strengths. However, some analysts express concerns about the lack of a compelling long-term growth narrative, indicating a shift from the aggressive rollup strategy the company previously employed. Despite these mixed sentiments, the overall outlook remains optimistic, with expectations of continued organic growth and market expansion.

Consensus

Positive

Valuation

Fair Value

Similar

WSO

PAST TOP PICK

(A Top Pick Jun 02/23, Up 1%)

Impressive Q1 results. Sales grew only a bit in Q2, but beat expectations and earnings. Higher rates impacted consumer spending. Really strong balance sheet. Light yield of 1.7%, but has increased dividend over 5 years by 110%. Fundamentally 9/10 for her.

TOP PICK

Labels & packaging business a good defensive name for investors.
Past 10 years has seen consistent growth in revenue.
110% increase of divined the last 5 years.
Excellent company for the long term.
13 of 15 past years - shares have appreciated (consistent gains).

BUY ON WEAKNESS

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

EPS of 83c matched estimates; revenue of $1.587B was 2% short of estimates.
EBITDA of $289M was also 2% short.
The outlook was better, though, with a 'solid order picture', the end of China lockdowns and supply chain normalization.
The dividend was raised 10%.
Things are looking a bit better here.
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PAST TOP PICK

(A Top Pick Apr 20/21, Down 5%) Contracts with PG, AAPL, cars, all sorts of stuff. Still a highly fragmented business. He's waiting for a larger acquisition to move the needle. Balance sheet under-levered. Likes management. Some economic slowdown risk, but it always manages well through it.

TOP PICK

One that can come out of this type of economy even stronger. One of the world's largest makers of labels and stickers, beer labels. Perfect balance sheet. Defensive. Amazing acquisitions. Yield is 1.48%. (Analysts’ price target is $78.40)

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Diversification supported 2021 sales. Consistent margins and improving sales. Poised well to benefit from global re-opening. Globally diversified operations.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS of 85c beat estimates by 13%. Sales of $1.522B beat estimates by 3%. EBITDA of $301M beat estimates by 6%. Sales rose 13% with 10.8% organic growth. Operating income rose 2.5%. It had a solid quarter and the company is renewing its share buyback plan. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced small acquisitions last week. There has been no negative news, but has been taken down in the general market movement. Has breached some technical levels, which could have led to more selling. A buy at these prices. Unlock Premium - Try 5i Free

DON'T BUY

ROIC started to trend down, so he exited. Has created shareholder wealth over the long term. ROIC not as high or as consistent as he'd like. Better opportunities out there. Very good company, in the top 10%. But he buys those in the top 1%.

TOP PICK

Reasonable yield and sales are starting to improve. They have an interesting technical formation that is forming. 1% yield with 12% payout. 4.5% free cashflow yield. Free cashflow is at $577M. Lots of cash for acquisitions. Has seen some analyst upgrades. (Analysts’ price target is $81.38)

TOP PICK

Their business should pickup , after COVID in two areas, which have suffered. Their free cash flow continues to grow. (Analysts’ price target is $79.33)

TOP PICK

They led the market in December 2019 and he expects them lead post-Covid. He expects solid numbers in line with GDP growth (GDP projections haven't been this high since 1984). Companies will demands more packaging. Run by a fantastic CEO who will be looking for acquisitions. CCL carries little debt. (Analysts’ price target is $77.11)

BUY

Likes it. They have had a good move recently. It fits into the industrial and material bucket. There is a stealth rally going on which is forecasting an improved economy. These companies have done quite well during the pandemic. Valuation is good, return on equity is positive, and the balance sheet is good. Could still buy it here for the cyclical recovery.

DON'T BUY

He has recommended this in the past and it was a mistake. He has since moved on to other companies. It is well run and there is growth opportunities with good balance sheet. However, there are better opportunities and he prefers a more pure play.

BUY

Billy Kawasaki’s Insights - Picks from 5i Research. Last quarter results were better than expected and nice earnings growth is expected for next year. Cashflow has remained steady and it is priced well. Dividend can still grow. Unlock Premium - Try 5i Free

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CCL Industries (B) (CCL.B.TO)