TSE:CJT

Cargojet Inc (CJT.TO)

81.85
+0.29 (0.36%)
as of Jun 8, 2026, 3:33:10 pm Market Open.
341 watching
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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.

consensus icon
Consensus
Mixed
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Valuation
Undervalued
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Similar
FRT, FR
TOP PICK

They struck a deal with Amazon, who will continue to outsource their deliveries within Canada. It has a 23% upside. (Analysts’ price target is $115.40)

DON'T BUY

It had an uptrend this year, especially after the Amazon deal, but has recently pulled back. We could see further weakness. Seasonality begins later in October.

DON'T BUY

Wait. Don't go near this now. Sure, they enjoyed a huge pop after their Amazon deal. CJT has a near monopoly on overnight air freight in Canada. Their CEO took some money off the table. It's slightly cyclical and risks more competition in the future.

BUY

CJT vs. CHR CHR pays a 6% yield. They are diversifying their business. The stock recently dropped. CJT has better growth. 100 million+ packages are delivered a day. Buy each 50/50. One pays a dividend, one offers growth.

BUY ON WEAKNESS

They dominate parcel delivery within Canada. They just got a big contract with AMZN-Q. If we head into a slowdown in the next while then you will find better entry levels in this stock to come.

BUY

Owns the cargo market in Canada. UPS and Fedex are customers for the cargo. They have a monopoly in Canada for cargo. Think of it like a railroad, and it also gives access to e-commerce.

BUY ON WEAKNESS

A great stock to own over the past 3-4 years. Freight movement will only increase. There is some concern that their growth rate will begin to slow, since they already won Amazon's business. He would wait to buy on weakness.

BUY

We owned this till he thought it was fully valued. They have a monopoly with their Air Canada contract. He admits he didn't think CJT could continue to execute. This is good to hold a long time.

BUY ON WEAKNESS
CJT has a great trend, breaking above the lid of $90. A good chart. Markets could pull back a bit in the next week or two and that would be a buying opportunity.
BUY ON WEAKNESS
Okay price valuation trading at 13 times earnings and a fair amount of debt. ROE only 11%. Neutral to him.
BUY
He likes this long-term. It benefits from the secular shift from store retail to e-commerce. They have a good contract with Canada Post. It isn't cheap now, though. E-commerce is a tailwind.
COMMENT
They are the monopoly in the sky for parcel delivery. Things are going great right now. It corrected last fall. The stock is not cheap but they are showing good growth. He does not know whether to buy it or just hold it.
BUY ON WEAKNESS

Canada post really catapulted them into the stratosphere a couple of years ago. They piled on a lot of debt so he wanted to wait a couple of quarters and the stock blasted off. It is a regulated industry so AMZN-Q will not have its own fleet of planes over night. It is very profitable at the moment. Don't chase it.

PAST TOP PICK

(A Top Pick June 11/2018, Up 5%) Still loves it, worth buying at these levels. Fabulous business. Extremely well managed. Have the biggest clients.

COMMENT

They have exclusive contracts, with their biggest customer being Canada Post, so what happens if they go elsewhere? Concentrated partner risk. They have a moat to some degree because foreign shippers can't move product within Canada. This stock has done remarkably well, though it's too small for him.

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