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TSE:CTC.A

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

184.54
+4.92 (2.74%)
as of Jun 11, 2026, 8:00:01 pm Market Open.
342 watching
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Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Canadian Tire Corporation Ltd. (CTC.A) has garnered mixed reviews from experts, reflecting a spectrum of opinions on its current performance and future prospects. The general sentiment indicates that while the company is solid and has demonstrated impressive growth in recent earnings, with a 38% YOY EPS increase and improved momentum, there is caution regarding the overall consumer spending landscape in Canada. With approximately 60% of its business being discretionary, experts are wary of economic challenges that may impact consumer confidence and spending patterns. The stock appears to be trading at fair value, and while some analysts recommend holding, others suggest taking profits as it approaches resistance levels. Long-term prospects remain positive, especially with ongoing efficiency improvements, despite short-term volatility concerns.

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Consensus
Hold
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Valuation
Fair Value
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Similar
DOL
DON'T BUY

They've bought brands to help growth, but it's a mature business. Their performance reflects consumer spending. Not excited about it. Little organic growth.

DON'T BUY

Cheap PE. Over the last 30 years, the stock's traded between a peak of 2.5x book value and a discount of 20% to book. Off peak since May 2021. We're heading into a recession, which won't help retailers and will drive the stock down further.

BUY
Allan Tong’s Discover Picks

CTC’A trades at a 9.92x PE, pays a 3.95% dividend yield backed by a safe 33.24% payout ratio. That valuation, by the way, has been the same since last July and is a far cry from July 2020 through June 2021 when it topped 17x. CTC’A is trending above its 50-day moving average of $154.53 and 200-day of $159.03, while the street sees a higher PE of 10.16x. Quarterly revenue growth YOY rose 3.9% and earnings growth 4.6%. Read: Canadian Tire, Savaria & XLI

TOP PICK

Whatever you need to buy, it's always an option. Management's done a good job moving competition away from online retailers. Impressive profitability of ROE around 18%, well above TSX average. Strong balance sheet. Expects nice capital appreciation. Yield is 4.30%.

(Analysts’ price target is $186.73)
BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. A more pure Canadian stock play. CTC is very well run, and good growth is expected after a small slowdown this year. EPS is 17.03 with a yield of 2.33%. Unlock Premium - Try 5i Free

HOLD
Retail sector hasn't done well. Downshift to cheaper products, so DOL and DG are doing well. Ubiquitous part of Canada, and has survived worse than this. Sells what people need anyway, so should do OK in a recession. But it will be tough for retail stocks in 2023 compared to other sectors.
DON'T BUY
Good retail mix but has had problems. Does not own stock. Growth depends on Canadian consumer. Already positioned across Canada which doesn't leave much room for growth.
BUY
They are starting to add to it. It is inexpensive and management has done a great job cross marketing brands along with the Canadian Tire brand. They are shareholder friendly with the buying back of shares and increasing of dividends.
BUY
Competes with WMT, HD, LOW, DOL, Giant Tiger. You're always going to find something there, so provides a good service. Well run. Profitable, around market average or slightly higher. Balance sheet in good shape. Attractive multiple. He'd buy for a long-term hold.
TRADE
Model price of $174.14, 15% upside. He'd buy it for a trade at this price of around $151. If it broke significantly below $150, he'd sell.
DON'T BUY
They have a lot more discretionary goods in their mix due to an acquisition, and discretionary spending will weaken as we enter an economic slowdown. Also, consumers have bought a lot of durable goods during Covid. Their e-commerce was terrible before, but is now good. Watch the consumer next year.
DON'T BUY
He was in a store for the first time in a few years. That's the problem--customers can shop online at other places like Amazon. Or they can visit Costco. In rural areas, people still go to CTC, but not in cities, certainly not as much as in past decades. Online shopping is convenient and fabulous.
BUY
He just added this. It's a cheap large cap. CTC sold a lot of outdoor furniture, which was a pandemic bump. They did a great job with supply chain management. Their loyalty program gets cross-selling among their businesses--very good. They're very shareholder-friendly by raising the dividend. Same-store sales growth may be less strong vs. last year, but this is priced into the stock.
DON'T BUY
Did well in pandemic, but worries this may go into reverse. Likes management, dividend, online efforts, business itself. Likes fundamentals, but not the macro. Discretionary spending on durable goods is a lot of what they sell and may get squeezed.
BUY
The weather is in their favour--a snowy winter. Their valuation is fair, around 10x. Will continue to do well longer-term. It's struggled the last couple years to keep up, but recently has done well. He owns little pure retail, but this is a good bet long term.
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