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

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Cargojet Inc (CJT.TO)

86.59

-0.28 (0.32%)

as of Jul 6, 2026, 8:00:01 pm Market Open.

342 watching

Investor Insights

Jul 6, 2026, 12:00 am

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

Cargojet Inc (CJT-T) is experiencing a mixed bag of expert opinions as it navigates the challenges posed by a post-COVID environment and current economic conditions. Many experts note the potential value in the stock, given its low trading multiples around 6.5x to 15x forward operating cash flow, indicating it may be undervalued compared to pre-COVID levels. However, concerns about cyclicality, tariffs, and weakened demand in the trucking and transportation sectors have created headwinds, prompting some experts to be cautious. Despite these challenges, there are indications of a potential recovery, with expectations of reacceleration in growth as trade normalizes. Overall, CJT presents a unique opportunity for patient investors looking for long-term potential amidst current market volatility.

Consensus

Mixed

Valuation

Undervalued

Similar

MERC, MERC

PAST TOP PICK

(A Top Pick Jan 29/20, Up 90%) He of course watches Amazon, but the valuation was too high. CJT was an easier way to get into e-commerce and of course this business exploded with the pandemic. Their last two quarters blew-out earnings. Also, they enjoy less competition now so they're in a sweet spot. This has more room to run. Amazon owns 10% of CJT, so there is a chance of takeover, but he doubts they will.

BUY ON WEAKNESS

He has owned in the past and then sold it too early last year. There is a lot of good news priced into the stock but you would not want to bet against it. It would be a good opportunity to add if it pulled back for some reason.

HOLD

A core holding in his value-momentum strategy. Big beneficiary of sending packages. Threat from Air Canada is not as high as feared. He's still enthusiastic.

PARTIAL SELL

In a post-Covid world Benefited huge from the freight movement during the pandemic. But Air Canada could expand more into freight, which could encroach on CJT. Watch the valuation here. Growth is another concern. Take profits and look elsewhere.

HOLD

Right place at right time. We've all become addicted to online shopping and fast delivery. What happens post-Covid? US and Canada are behind the curve. His predicts that the parcel delivery business will continue to be buoyant. Now fully priced.

PAST TOP PICK

(A Top Pick Oct 28/19, Up 126%) It is still a large position even though he trimmed a lot of it through October. He still likes the backdrop for them. If you order anything online there is more than a 90% chance that it gets flown on one of their planes. They care greatly about their employees. There is plenty of upside from here. They have taken on some load that would have gone on passenger planes.

DON'T BUY

Has done extremely well. So many packages are being sent. The stock looks quite expensive. The trailing earnings are not that positive. It is at 17x book value. It has a fairly good potential ROE if they get to profitability. Needs to continue earnings growth at a tremendous rate to justify valuation.

TOP PICK

90% market share in Canada for domestic air cargo. Air Canada wants to move in, but this will be a challenge. Stock's pulled back because of this concern. He's big on logistics companies, and this is one way to play. Amazon's a pretty good business partner, and he'd like to be attached to them. Yield is 0.44%. (Analysts’ price target is $281.27)

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HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has seen some volatility recently with Air Canada announcing a push into cargo. Online shopping has been a tailwind but the vaccine news may have stalled this and changed investor sentiment. No reason to sell. Unlock Premium - Try 5i Free

COMMENT

One of the best performers, due to e-commerce. Demand is crazy. Competition is one of the risks. Terrific business. Multiple is high. He's more comfortable owning transports or railroads. Huge believer in e-commerce, but hasn't done enough research to say if this is a buy.

BUY

He missed this one totally. He shot up fast during the pandemic. They won new contracts and were driven by the e-shopping surge this year. Their debt is falling and earnings are rising which they're reporting better than expected. CJT is a unique company in Canada. It's old off lately as investors rotate and look past the pandemic. CJT has good years ahead of it.

DON'T BUY

Will continue to do well, as e-commerce is an ongoing secular trend. Too expensive. Would have to pull back another 10-20% before she'd seriously consider it.

BUY ON WEAKNESS

Likes the name. Moved down with tech. Has a pretty good moat, and Air Canada's moves won't be much of a risk for a long time. Will be less growth into 2022 than there has been. If you have it, hold it. Furious rally is over for now. Buy it lower over next year when there are more exciting stories.

PARTIAL SELL

Meaningfully advantaged by increase in e-commerce. Wise to take profits here. He wouldn't buy it here. Valuation is astronomically expensive. Continues to be a good business, but the price has gotten ahead of itself.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock still has more room to run. There is momentum and growth as the company is running at peak capacity. Online sales and delivery has seen a boom. New larger investors are beginning to take notice and leverage has gone from 4x cash flow to 2x. Unlock Premium - Try 5i Free

Showing 91 to 105 of 189 entries

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Cargojet Inc (CJT.TO)