Cargojet Inc (CJT.TO) Buy, Sell or Hold

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Cargojet Inc (CJT.TO)

79.24

-1.20 (1.49%)

as of Sep 4, 2026, 8:00:00 pm Market Open.

343 watching

Investor Insights

Sep 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.

Consensus

Cautious

Valuation

Undervalued

Similar

XPO

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their results were positive on the macro level. Revenues beat estimates at $172.1M. EPS missed substantially with a net loss of $11.1M, which is less than last year’s loss. Still not profitable but in the long-term the company is increasing in value and will do well over time. Unlock Premium - Try 5i Free

TOP PICK

Let's be clear. This is not an airline pick. It's air cargo. Dominant in Canada. Extended contract with AMZN. Stock's sold off, as investors have moved to the reopening trade. But the boom in e-commerce that resulted from Covid is here to stay. Selloff unwarranted, now at a more attractive valuation. A long-term hold. Yield is 0.57%. (Analysts’ price target is $257.83)

DON'T BUY

They did extremely well during the pandemic and expanded a lot, but they have yet to make any earnings. So, their PE is very high. On price/book, they trade around 5x. As a value investor, to him CJT's valuation looks extreme.

HOLD

Don't look at the PE for a company like this. Great business, the pipeline in the sky. More competition is coming. Really good company. Not a cheap valuation. Hold, but keep an eye on the competitive landscape as the industry grows.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Strong growth is expected in the future and the balance sheet is improving rapidly. The stock may be oversold. Although it may still be cyclical, the company has transitioned. Good for a medium term hold. Quite cheap compared to potential earnings growth. Unlock Premium - Try 5i Free

BUY

A great business. Outperformed the last 5 years. Great balance sheet, so they can explore global growth opportunities. E-commerce is still just scratching the surface on the retail side. Dominant market share in Canada at 90%. Excellent time to buy.

COMMENT

MX-T vs. CJT-T vs. Canadian Banks. MX-T is very tied to commodity prices. CJT-T enjoyed a surge in business due to the pandemic so probably due for a bit of a breather. He would prefer the Canadian banks, such as RY-T, TD-T and NA-T.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The CFO is retiring in a month and markets reacted negatively. A big overreaction but the markets also saw some volatility in general. Would be okay buying into the weakness. Unlock Premium - Try 5i Free

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TOP PICK

Very well-postioned in Canada given their dominant market share to benefit from continued e-commerce boom. E-commerce is here to stay no matter what happens with the reopening. CJT also is positioned internationally after signing a deal with Amazon. Today, UPS reported super numbers that is lifting CJT shares too. Air cargo rates and volumes continue to rise. The pullback now is a buying opportunity. Yes, Air Canada is getting into cargo, but there's enough of the transport pie to slice. (Analysts’ price target is $259.00)

PAST TOP PICK

(A Top Pick Jan 12/21, Down 20%) Still really likes it. Almost a monopoly on the cargo space. Relationship with Amazon. Huge benefit from e-commerce. High margins. Geographic expansion spooked the market. Tremendous upside.

WATCH

It has done very well because of the pandemic. He is looking at their history of return on capital. Until the last two years their return as been 4-10%, which is not exceptional. They are on his watch list.

HOLD

Yesterday's sell-off He owns Amazon instead, CJT's customer. Air delivery is growing as retail grows online. This business is solid, though there may be more competition as the airlines resume flying. The Canadian economy will grow as will e-commerce, so this is good to hold long-term.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues beat street estimates by 4.5% at $187M but the reported loss was much worse than expected. Debt reduced by $63M and cash flow was good. However, the miss led to quick profit taking since the stock is up 84%. The thesis remains the same and 5i remains comfortable with the name. Unlock Premium - Try 5i Free

PARTIAL SELL

He's lucky to have owned this for a long time. A super e-commerce play for him. They have a monopoly in the skies as they move parcels across Canada. Business is booming. E-commerce won't change, but he expects more competition to come here. If this has become outgrown in your portfolio, take some profits. An entry point is to buy on dips.

BUY

They had a big benefit from COVID. They should continue to benefit following COVID. A lot of clients that relied on passenger planes had to move to CJT-T and will stay with them.

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Cargojet Inc (CJT.TO)