TSE:CCL.B

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

91.65
+0.95 (1.05%)
as of Jul 27, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 27, 2026, 12:00 am

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

CCL Industries (B), known for its extensive label production, is perceived as a stable yet unexciting business with a diverse customer base spanning multiple sectors such as automotive and electronics. Analysts express confidence in the company's strategic growth, particularly its successful track record in acquisitions and share buybacks. Recent financial results portray a positive trajectory, and experts highlight the potential for further organic growth and market expansion. However, some analysts caution that the company is not experiencing the same robust roll-up strategy as before, indicating a more tempered outlook in the near term. Despite mixed sentiments, the overall sentiment leans towards a positive long-term growth focus, supported by a strong balance sheet and operational efficiency.

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Consensus
Positive
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Valuation
Fair Value
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Similar
Avery, AVY
PAST TOP PICK
(A Top Pick May 07/19, Up 3%) They were serial earnings beaters with positive surprises, but they recently stumbled with an acquisition and resin pricing has created volatility. They are getting back on track. Given the macro picture, they aren't buying as much as they usual do. He's hanging onto this, expecting strong earnings beats, and they have a lot of cash to make those buys.
PAST TOP PICK
(A Top Pick May 07/19, Up 0.1%) Fixed resin issue, and had a blowout quarter. Macro uncertainty has had an impact. Checked back organic growth based on economic environment. Would be optimistic on the name if we get a phase 1 trade deal.
DON'T BUY
He used to own them for a long time, but later they ran into various headwinds and disappointed. They steadily grew, then volatility set in a few years ago. That volatility triggered his sell. He hasn't looked at it lately.
TOP PICK
The label manufacturer with a nice run over a multi-year period. Lately, it’s been treading low. If it goes below $55, he would sell. He expects it to go higher in the next 6 months. (Analysts’ price target is $69.75)
BUY
CCL vs. Intertape Polymer $54.97 is his model price; the stock is near this price. He hasn't looked at Intertape in years; $19.17 is his model price. He likes both. Don't sell one to buy the other. Doesn't prefer either.
PAST TOP PICK
(A Top Pick Feb 27/19, Down 4%) Good to hold long term. It's the first time in a long time we've had wobbly earnings. The packaging space has been beaten hard, but now CCL can make some acquisitions given lower valuations. He's confident that CCL will come back.
COMMENT
CCL vs 3M MMM-N has a lot of pollution liability and is facing large lawsuits for ground water polluting. CCL.B-T is a disciplined acquirer, making labels and packaging. He thinks CCL.B-T maybe oversold and would come back. He would favour it over MMM-N.
BUY
He's sold and bought it back. It has gotten way ahead of itself, then pulled back a lot. There are rumours the company will be sold; the board must decide on its direction. Well-managed and a global player.
DON'T BUY
It's performed well the past 10 years, expanding from their core packaging business, but he's concerned about them growing from acquisition. Recent quarters have disappointed and the stock was punished. The stock isn't cheap and it carries debt.
WAIT
They missed earnings recently and have a high valuation, so they're getting punished. Managers are good, so maybe this is a one-time stumble. See if they can turn things around in the next quarter. It's an acquisition machine, so CCL needs to do that to bolster revenue growth.
BUY
This is a cash flow machine. They take on debt, take on an acquisition, pay down the debt and repeat. In the short run, they are sensitive to commodity prices. If you think the global economy is okay and consumer spending is okay, then this is a great company. It is not a heavily traded stock, but he would buy it here.
BUY
An aggressive buyer of companies around the world. He likes it. This had been trading sideways for a long time until the start of this year. Earnings come out this week and should be pretty good. CCL comes down to synergizing acquisitions well.
PAST TOP PICK

(A Top Pick Feb 28/18, Up 1%) Last couple of years there was an increase in input costs, but they didn't pass it on to customers quickly enough. They're coming out the other side of that. Margins will stabilize. Management says nothing to acquire right now at the right price, and the market was disappointed.

BUY ON WEAKNESS
A well run company. He is interested because it is difficult to find quality at a good valuation. He would be a buyer in the low $50s.
TOP PICK
They continue to be highly profitable in the packaging business. They have grown earnings ten fold over the last decade. They had been struggling with their input costs but that is behind now. Estimated P/E is 22. Buy with confidence here. (Analysts’ price target is $67.33)
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