TSE:CJT

Cargojet Inc (CJT.TO)

81.59
+0.03 (0.04%)
as of Jun 8, 2026, 4:01:00 pm Market Open.
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Investor Insights
star iconJun 7, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Cargojet Inc. (CJT) has garnered mixed opinions among experts, presenting a complex outlook. While some analysts highlight its strong market position, particularly in air cargo and its dominance in Canada, concerns around tariffs and weakened demand dampen overall sentiment. The company has faced challenges post-COVID, leading to a drop in share prices, but some believe its current valuation presents a buying opportunity as fundamentals remain solid. Additionally, the lack of competition in Canada bolsters the company's long-term potential, despite short-term headwinds. Overall, as trade normalizes, many analysts expect a reacceleration in growth potential, marking CJT as an intriguing option for investors.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
FRT, FR
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)

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

BUY
A beneficiary of the pandemic. There is increased freight, online shopping and shipping. They have a beneficial position by aggregating a number of different shippers. Their contracts are fairly long term, offering stability.
BUY

Billy Kawasaki’s Insights - Picks from 5i Research. The company has profited from the pandemic and increased e-commerce. It is currently quite expensive and has debt, but it could be a good play for investors with high risk tolerance. EPS is expected to double next year, which should mitigate some risk from the debt which is currently 2x cash flow. Unlock Premium - Try 5i Free

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