TSE:CCL.B

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

90.09
+0.51 (0.57%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 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.

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Consensus
Positive
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Valuation
Fair Value
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WSO
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.
PAST TOP PICK
(A Top Pick May 22/19, Down 22%) He sold back in February. He had owned it since 2003. He finally felt it was time to sell the stock. They made a number of not so lucrative acquisitions over the last few years and he felt it was time to move on to something else.
PAST TOP PICK
(A Top Pick May 07/19, Down 15%) The made an acquisition that was slow to yield returns for a couple of quarters. When they reported a slow down in Asia earlier this year, it may have been an early victim to effects of the upcoming pandemic. He thinks this may mean they are an earlier beneficiary to a post-pandemic recovery. He continues to like it.
PAST TOP PICK

(A Top Pick Apr 04/19, Down 18%) It got hammered well before the COVID pandemic because they missed on hearings. They are benefiting as people go out and buy lots of stuff from Costco. They say there is not much impact from what is going on. He is still buying because it is quite attractive.

BUY
It is at EBV+3, down plus +5. His model price is $38.64. He would buy it at $36.
BUY ON WEAKNESS
They have been beaten up. The lid is around $65. It had support at $50. It broke this support level, but it might be over-sold. It could be good for a short term trade.
HOLD
They just reported quarterly earnings a week or so ago and it was disappointing. They are a commercial packaging company with a global reach. They have been around for a long time. They are good at acquiring companies that add value. He would not be too concerned about the price pullback.
BUY
It is highly unusual for it to be down 17% in a day like last week. They are very global and diversified. He would not read much into it and at these levels he would see it as a buy. They have a rock solid balance sheet.
HOLD

This is a prime example of how stocks will correct sharply when earnings cause a stumble. The management team has always done well. Packaging is being impacted by the Caronavirus. He would be hesitant to sell it here.

TOP PICK
They're the top label-maker in the world. They are smart serial buyers. Good growth rate and trades under 20x earnings. (Analysts’ price target is $66.50)
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
This has been a reliable name in packaging, well-run, profitable and a growth-by-acquisition machine. CCL boasts strong cash flows, a global presence, and a consistent earnings beats. It has returned 127% to investors over the last five years, with average annual revenue growth of 22.31%. But what happens when it doesn’t acquire, due to a global trade war? Or when it delivers a weak earnings report, like Q2 (though Q3 modestly beat)? Or when an acquisition goes bad? In fact, this is the state of CCL now. The stock got way ahead of itself and sharply pulled back mid-summer from a peak of $68. Even in early-October, James Telfser felt it was oversold, though he grew optimistic about CCL when America and China reached a phase one trade agreement in early December. Since then, CCL has been trading between $53-57. Jeff Parent expects the stock to rise in the next four months. Technical analysis offers more precise entry points: Javed Mirza and Keith Richards advises $52-53. As of January 3, CCL was trading at $55, very close. But Mirza would sell if CCL broke below $48, and Richards calls this a trading stock, not a long-term buy-and-hold. (CCL pays the highest dividend on this list, but only 1.22%, so you’re not buying these for the income.)
BUY
Performance has been disappointing, though it was home run before 2017 But managers are brilliant, making fine acquisitions. 2019 headwinds (i.e. tariffs) may be done this year as the economy improves. But it has grown its earnings and dividends--that rose expectations, which weren't met. Because of the managers, he is buying more.
BUY ON WEAKNESS
Long-term in a non-registered account One of the better return-on-capital companies in Canada, and historically a strong performer. They've done well diversifying internationally. But CCL will get hit over fears of global growth. Also, a recent bad earnings report hurt the stock. Long-term, this is good to buy, now when the price is depressed.
BUY ON WEAKNESS
Support at $53, resistance around $67. Now, it's near that bottom. You can trade within this range. Not a buy-and-hold.
BUY ON WEAKNESS
$52 is the level to step in. Don't buy now. This will re-test $52. Reduce exposure if it falls below $48.
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