TSE:CCL.B

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

83.45
+1.81 (2.22%)
as of Jun 9, 2026, 8:00:00 pm Market Open.
284 watching
0
Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

CCL Industries (CCL.B-T) is receiving mixed reviews from experts in the investment community. While some note a lack of a strong multi-year thesis for growth, others highlight the company's robust Q3 results and its proactive approach to acquisitions and share buybacks. This trend of expansion, coupled with a clean balance sheet, positions CCL favorably for future performance. The company's ability to generate organic growth and enhance shareholder value through dividends and strategic acquisitions is acknowledged positively. Analysts maintain a price target of $92.55, reflecting optimism about the firm's continued success in diverse markets, particularly within the label manufacturing sector.

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Consensus
Positive
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Valuation
Fair Value
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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

PAST TOP PICK
(A Top Pick Jun 13/19, Down 28%) He sold in November. It was enormously successful for him. But circumstances change. It stalled for 3 to 5 quarters.
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