TSE:CGX

Cineplex Inc (CGX.TO)

11.89
+0.29 (2.50%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
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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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TOP PICK
8.6% yield. Doesn't have to roll into a corporation because it has a lot of tax losses. Box office receipts are up 17% year-to-date. Concession growth has been fantastic. Media side has done pretty well with their loyalty programs.
TOP PICK
Box office is up over 30% on a year-over-year basis. Concession revenue has also been strong. As the economy starts to recover they have a media business, which bodes really well in terms of growth.
TOP PICK
8-1/2% yield, strong slate of movies this summer.
COMMENT
The movie business has proved to be recession resistant. Very solid company and good management. Reasonable balance sheet. Low payout ratio at about 70%. Expecting good upside once the economy starts to turn. Have significant tax pools so doesn't expect them to be taxable immediately when they convert in 2011.
TOP PICK
Good yield of about 8.5%. If it got hit $12.50 he would exit. Good chance it will go up $1 or $2 from here.
TOP PICK
Main box office business is relatively stable and recession resistant. Low payout ratio. Clean balance sheet. Strong management. Media advertising on screen is the growth engine and in this environment may be somewhat challenged by that today's price you have an option on the growth. Their loyalty program “Scene” allows advertisers to reach the 18 to 25 demographic.
TOP PICK
Recession resistant. Great yield. Have about 60% of the business in Canada.
BUY
Feels that as people are inundated with bad news, “out of home” cheap entertainment will be popular. 3-D movies will be coming out in 2010. Good price.
TOP PICK
Controls 64% of Canada's movie screens. Pays 70% of its earnings out in distributions. Roughly 10% yield, which is sustainable. Have tax pools so that in 2010 they won't be taxed until several years after.
TOP PICK
It has tax pools so that when it converts it wont be taxed for some time, yield at over 9%, 70% of earnings pay distribution. Tremendous income oriented stock.
PAST TOP PICK
(A Top Pick Nov 12/07. Down 13%.) In ad times, people go to more movies. Reliant on a few big blockbusters to fill the theatre. Likes that they are putting cultural things on the screen. Would probably sell at $17-$18.
PAST TOP PICK
(A Top Pick July 30/07. Down 6%.) Sold this about 6 months ago. Would like to Buy it back at under $14.
PAST TOP PICK
(A Top Pick July 23/07. Down 4% total return.) Still likes and have been buying in the recent lows. Feels the movie going experience is a defensive play. The cine media side (commercials) has been growing quite substantially. Top-notch management team.
PAST TOP PICK
(A Top Pick July 23/07. Up 2% including distributions.) Took some profits last fall. The go-forward slate of movies for them is quite strong. Good management. The major growth engine has been their advertising but overall advertising has been in a slump.
TOP PICK
Box office numbers have been good. Demographics will increase the number of viewers.
Showing 481 to 495 of 519 entries