TSE:CGX

Cineplex Inc (CGX.TO)

11.89
+0.29 (2.50%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
343 watching
0
Investor Insights
star iconJul 2, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Cineplex Inc (CGX-T) is facing challenges as it navigates a post-COVID landscape, with recent performances in Q3 and Q4 disappointing investors. Although Q1 shows signs of improvement, particularly after a strong December 2025, the impact of external factors like the Blue Jays' playoff run on box office revenues cannot be overlooked. Experts have mixed views on streaming services decimating theater businesses, with some believing in the potential for an acquisition of Cineplex before the current CEO's retirement at the end of 2026. Valuations vary, with one expert placing a target price of $34 against an analyst's estimate of $14.25, reflecting differing opinions on the company's future. The company has a strong management history, but its adaptation to the more competitive landscape fraught with streaming content challenges remains uncertain, suggesting a reevaluation is necessary.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
AMC,AMC
PAST TOP PICK
(A Top Pick May 28/09. Up 42.3% excluding distributions.) There is great growth in the movie business. Recession proof. 6.5% yield.
TOP PICK
Likes the aspect of the 3-D movies, which gives better margins. Didn't have to pay for any of their new 3-D projectors. Payout ratio of about 57% so there should be no problem with them converting to a corporation. Yields about 6%.
TOP PICK
Recession resilient. Will stay as an income trust for the next 2-3 years because of their tax losses and distributions will be in place. 3-D is really adding to their margins and bottom line with ticket prices going up. Great management.
TOP PICK
DVDs bring a better experience for the customer, higher ticket prices and bigger promotional budgets. The studios are paying for the DVD installations. (Will have 1/4 of their screens in DVD format by the end of this year.)
PAST TOP PICK
(A Top Pick March 18/09. Up 43.16%.)
TOP PICK
One of the more attractive income trusts. Doing a great job of growing the media side of their business. Doesn’t think it will have to cut its distribution when it converts. It has a low payout ratio.
TOP PICK
You can sleep at night. This company keeps going up in down markets. They are recession resistant. Will stay as an income trust going forward because they have a lot of tax deductions.
HOLD
(Market Call Minute) 70% of theaters. Great market share. Doing well with Launch of 3D movies. Continues to hold.
TOP PICK
In the media space, the movie industry is doing particularly well. Cineplex are as good as they get in operating. They get about 80% of the revenue in Canada in the cinema business. Only paying out about 60% of what they get. They have tax pools that will protect the dividend when they convert. Not terribly economically sensitive. There is great growth in the business. 3D is really hitting home.
PAST TOP PICK
(Top Pick Apr 27/09, Up 30.32%)
BUY
Very nice yield at just under 8%. Expect they will maintain distributions that current levels after they had converted.
TOP PICK
Have 75% market share. Cash flow is great. 7.5% yield.
BUY ON WEAKNESS
A bit expensive right now. Would try to buy in the $15-$16 range.
COMMENT
Has had the benefit of Hollywood providing it with some very excellent product in the last year or two. 100% dependent on Hollywood.
TOP PICK
Has had a bit of a run up in the last few days so wouldn't chase it. Very low payout ratio. Entertainment seems to do fairly well in recessions.
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