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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Mondi, MNDI.L
BUY
Good, strong company. Interesting way to play e-commerce. In client TFSAs. One year dividend growth is about 17%, 5 year growth is 25% per year. Investors should think about this one for a long term hold.
BUY
Has done some good work. Problems in the past getting through $60, but today it popped through. It's a bit tricky up here, but now it's a buy. (Analysts’ price target is $63.22)
TOP PICK
A unique Canadian mulit-national producer of pressure sensitive labels -- the world's largest in the space. They have owned it for over 15 years. A family owned company. The latest quarter was exceptional. Yield 1.2% (Analysts’ price target is $66.88)
TOP PICK
CCL did too good a job, so investors were disappointed with a troubled acquisition. CCL are great operators with global reach. They have tailwinds in emerging markets. Cheap valuation now. (Analysts’ price target is $117.86)
DON'T BUY

They grow through acquisition. Some markets are mature now, though. Their PE has decreased, but it was too high in the past vs. its peers. They've been dealing with rising resin costs in the past years. A well-managed company, but packaging isn't a high-growth industry. Not enough here to excite her to buy.

BUY
It's a great operator and acquirer of businesses. Caveat: Their latest purchase, of Innovia, has been pressured by soaring commodity prices ( if the resin that appears on the fancy plastic on Canadian bank notes).
TOP PICK
Watch resin prices. They recently made an acquisition so resin prices are now a bigger component for them and has created more variability than he'd like. Great managers though who are passing these costs onto customers. Expect positive earnings surprises this year. Add to label companies when they falter. (Analysts’ price target is $65.43)
BUY ON WEAKNESS
It has been a fabulous stock over the last decade. They continue to deliver numbers. It is a very well run company. Buy it when it is on sale.
PARTIAL SELL
Performed well over the last few years. Growth in different product segments. Management team has done well executing on strategy. Market's revalued the multiple. He'd want to buy lower than here. If you hold it, nothing wrong with taking profits, and continuing to hold for the long term.
DON'T BUY
He doesn't know its seasonality though the industry's seasonality finishes in May. CCL has suffered a downward trend since 2017. Wait till fall and consider it then.
BUY
They have huge global customers. A well-run business. But their input costs went up and they missed expectations. Maybe the bar was set too high. Their acquisitions have been home runs except a recent one that makes bank notes. It's an incredible buying opportunity. Profitable and a dividend-raiser.
PAST TOP PICK
(A Top Pick Feb 13/18, Down 4%) They make smart acqusitions, but were caught on the wrong side of resin price increases, so he expects better prices going ahead. He still likes this a lot. The stock was pricey in Feb. 2018 when he picked it.
BUY
Likes it and has owned it for 4 years, but it has gone sidways the past 18 months. They acquired Innovia in late-2016 but had trouble digesting it. CCL was also hit by high resin prices in 2018. They seem to have overcome these issues. The stock isn't cheap but is now fairly valued. It's a good entry point now. They just increased their dividend.
WATCH
This name was one of the darlings. Disappointed on numbers in 2018. He is looking at it now.
BUY
It's a top pick tonight. He likes the packaging stocks which is getting past a rough quarter where there were recession fears and rising costs due to rising oil prices. But these stocks will leave this behind and regain strength. More details on CCL in his top picks.
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