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.

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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

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MERC, MERC

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

PAST TOP PICK

(A Top Pick Sep 30/19, Up 88%) The increased volume from e-commerce has been significant. Air Canada flying less also offers further opportunities for Cargojet. To deliver vaccines to other countries also will increase demand. There is further upside for the company.

BUY

He's long owned this, his biggest position. CJT exposes him to the e-commerce trend and has enjoyed super numbers in recent quarters with phenomenal growth. People are more comfortable buying online. There's a 95% chance that they deliver your package by plane across Canada. He would buy this for long-term investors. He'd buy during this pullback.

COMMENT

It has won the battle with e-commerce and management has done a terrific job. They are at capacity and they are doing great. Things will probably cool down at one point, but it should continue to do well.

WEAK BUY

Its relationship with Amazon is really quite good. He is concerned with the valuation, however. There is always the question of whether AMZN-Q goes out and does it themselves. There is the risk of re-negotiation. They are benefiting from these troubled times, however.

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TOP PICK

Then, there's Cargojet, which delivers for Canada Post. Another plus is that Amazon bought a small stake in the company. It's a play on e-commerce, and it's no secret that consumers are buying more online during this lockdown. Since March 23, the stock has zoomed 50%. Both airline stocks were oversold and now they're coming back. Is there more upside? I think so, though Cargojet is only 10% shy of its 52-week high.

HOLD

He likes the company. However, if you stumble at these valuations the market will punish you. When they reported earnings this week it was impacted negatively. As there is a move towards one-day shipping, they are well positioned. There is no threat of Amazon coming to Canada to take them on directly -- they actually bought into the company.

TOP PICK

A play on e-commerce. It is not cheap, but he likes that Amazon is a minority shareholder and they hold a contract with Canada Post offering same day delivery. They have hired more pilots, which hurt their financial position last year, but they are seeing revenues exploding now. Yield 0.81% (Analysts’ price target is $117.50)

TOP PICK

They deliver time-sensitive packages by plane. Likes it, and has been adding to it. But it can be a little volatile, so it is a shorter-term trade. It's had a great run-up in the past year. Wait for a pullback to $100. (Analysts’ price target is $117.50)

TOP PICK

Amazon had a record holiday season, which bodes well for CJT when they make a lot of their money in this quarter. Their relationship with Amazon will grow over time. CJT is the perfect proxy for e-commerce in Canada. It's a fine long-term buy even at $100. (Analysts’ price target is $115.91)

SHORT

They did that big announcement of the partnership with AMZN-Q. The stock popped and the insiders sold. He is short the stock. It is expensive here. It is a very expensive stock for what they do.

BUY

He meets the managers every six months. He likes them and would buy them. A breakthrough is how they increase their utilization rates on existing fleets by getting new customers, contracts and routes. That's smart. They've done an excellent job using their existing planes; new planes are very expensive and cuts into free cash flow. They will benefit from their Amazon deal over time, delivering Amazon product.

BUY ON WEAKNESS

Derivative play on e-commerce. Managing themselves extremely well. Continue to add flights and routes. Good entry point. Things are moving in the economy and about to get really good, and this is a great buy.

BUY ON WEAKNESS

It's had a decent year and it well-positioned. It's too rich to enter now, so wait for a pullback. There's still debate over how Amazon's shipping plans will effect the transport sector; shipping is very expensive for Amazon.

Showing 106 to 120 of 189 entries

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Cargojet Inc (CJT.TO)