TSE:CJT

Cargojet Inc (CJT.TO)

79.24
-1.20 (1.49%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
343 watching
0
Investor Insights
star iconSep 4, 2026, 12:00 am

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

Cargojet Inc (CJT-T) is in a challenging environment, with mixed sentiments among analysts regarding its performance and prospects. While some note its solid fundamentals, solid management, and substantial market share in Canada, others highlight concerns around decreasing trucking volumes and the impact of tariffs on the business. Current valuation metrics suggest that the stock is trading cheap compared to pre-Covid levels, and experts see potential for a rebound as trade normalizes. However, volatility and deteriorating demand in the transportation sector present risks. Overall, analysts recognize the company's operational efficiency and long-term contracts but are wary of short-term performance due to current headwinds, making it a candidate for long-term investors aiming for value.

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Consensus
Cautious
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Valuation
Undervalued
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XPO
TOP PICK

Good operating momentum that will double within two years. Significant contract with Purolator that kicks in at the end of 2015 and is not factored in to the stock price. They are expanding their fleet. 3% dividend yield and will likely be bumped up next year.

TOP PICK

At least 50% of all air cargo in Canada has to go on Canadian owned airlines. This one has done pretty well over the last year. FedEx, UPS and Transforce are their big clients and they are expanding into Eastern Canada. They might get the Canada Post contract, which is worth $35 million. 5% dividend yield. Fairly solid balance sheet. $12-$13 over the next year is a reasonable figure.

PAST TOP PICK
(A Top Pick Sept 17/09. Up 34.77%.) Took a lot of costs out of the system. Still likes. Starting to see volume come back.
PAST TOP PICK
(A Top Pick Sept 17/09. Up 13%.) Have taken a lot of costs out of their system in 2008-2009. Starting to see an uptick in volume. 50% market share in Canada.
TOP PICK
Provides overnight time sensitive air cargo in Canada. Trades at a cheap valuation. Management owns about 25%. Payout ratio of about 28% and expects a special dividend in Q4. 50% market share and gradually getting more business.
PAST TOP PICK
(A Top Pick Feb 12/08. Down 79.5%.) Has been oversold. Management owns 35% of the stock. One of the rare companies that will be up year-over-year in 2009. Thinks the 33% distribution is safe. Will continue to Hold.
PAST TOP PICK
(A Top Pick Apr 27/07. Down 6%.) Customers are committed to long-term contracts. Any fuel increases go to the customer. Very stable business. Costs rise when they increase capacity, but after that earnings go up. Looking for a distribution increase in the next 12 months.
TOP PICK
Pays about 8%. Extremely profitable company. Trades at a very cheap multiple. They sell capacity on their airplanes on long-term contracts. Expects the free cash flow in 08 to be up 30% to 40% versus 07. Expect the distribution will also be increased.
COMMENT
A niche trust that will be taxable in 3.5 years, so you have to look at what the business will be like at that time. Because he was bullish on energy prices, he expected their cost prices to go up, which didn't happen. He would still prefer to be defensive.
TOP PICK
Very small company, so have the ability to grow. Have nice plans to grow at a reasonable rate. 9% yield.
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