TSE:CTC.A

Canadian Tire Corporation Ltd. (A) (CTC.A.TO)

199.34
-0.96 (0.48%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
342 watching
0
Investor Insights
star iconAug 13, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

The Canadian Tire Corporation Ltd. (CTC.A) is viewed as a solid but unexciting investment by several experts. While the company has shown notable growth, particularly with a recent 38% year-over-year increase in earnings per share, concerns about consumer spending and overall economic health persist, particularly given its discretionary nature. Analysts suggest that although CTC.A is undergoing a transformation showing positive results, it might be at its peak price target range, making it a good time to consider profit-taking. There is a cautious outlook on the stock due to its reliance on consumer sentiment, with comparisons drawn to competitors like DOL, which show more defensive characteristics in their profiles. It remains well-covered in the market, and while the dividend yield is solid, some analysts caution against initiating new positions in discretionary stocks like Canadian Tire amidst economic uncertainties.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
DOL, DOL
TOP PICK
Gone sideways for the last while. Likes it in the retail space because longer-term target is to increase earnings 10% annually. Free cash flow will be growing very nicely because have been refurbishing stores for 15 years and CapX will be half that annual rate. 1.4% yield.
COMMENT
One of his worries in retailing is that everyone is getting into everyone else's business. A couple of reorganizations over the last 6 months also concern him. Why wasn’t one enough.
WAIT
Has been fluctuating between $50-$60 for 1.5 years. Don't be brave. Wait for either the break down or if the break out. If it can break above $60 you want to be there as they could go to $70-$75.
BUY
Bonds: Business is almost recession proof.
COMMENT
Would be a little bit reticent about their space going into what may turn into a housing slowdown. Fantastic operator and have done a wonderful job of hammering out a niche for themselves.
TOP PICK
10% annual earnings growth in the next 5 years is very achievable. Free cash flow will be fairly significant because of upgrading of stores in the last 10 years so he’s looking for dividend increases. Expecting 10%-12% returns.
DON'T BUY
It is undervalued. They had a miss last year. You are pretty well saturated in Canada. It is safe and you get a great dividend.
COMMENT
Good company. One of Canada's premier retailers. Always rumoured that they will do something with their real estate, which would free up a lot of value but not sure he believes this. Prefers Shoppers (SC-T). Doesn't expect a huge amount of growth in 2010.
BUY ON WEAKNESS
One of the better managed Canadian retail stores. Has a very strong and loyal clientele. Questions how much of their sales will be affected by consumers pulling back. Prices have gone up recently and on a valuation basis he wouldn't buy at this time but would consider on a 10%-15% pullback.
BUY
Thinks recovery is going to be focused on Asian output, demand and consumption, not the consumer in North America. This is an excellent company and at these prices you could add some.
HOLD
Consumer discretionary play. Retail sales in the US in April were disappointing. Same-store sales on this were up 2.5%, which doesn't get him excited. He senses that traffic is down. 1.7% yield is rock solid.
WEAK BUY
(Market Call Minute.) Would call this one a soft buy.
COMMENT
Used to be defensive but is now a mix between discretionary and staples. $52 will act as a little bit of resistance so you have to be careful. If it goes through this, you may be able to wait and let it run but use a stoploss of $52. If it doesn't go through, consider selling.
COMMENT
Very well managed. However they do have a fairly big financial growth engine in financial services, which could pose some challenges in the next little while. Beyond 12, 24 months it should do quite well.
DON'T BUY
Long-term Bonds. As a general rule, you don't want to lend to a corporation more than a business cycle, which is generally 3 or 5 years. Also, you don't want to lend to this type of business that long because it is such a cyclical industry.
Showing 256 to 270 of 372 entries