TSE:DND
Dye & Durham (DND.TO)
Financials 
Technical Analysis 
Jun 30, 2026, 12:00 amThis summary was created by AI, based on 10 opinions in the last 12 months.
Dye & Durham (DND-T) is facing significant challenges as reflected in expert reviews. Many analysts are concerned about the company's declining revenue, high levels of debt, and management turmoil, suggesting that the forecast for recovery seems bleak. Some experts caution against further investment due to the lack of earnings recovery and constant restructuring with revolving management. While one review points to potential latent value, most analysts advise caution, emphasizing that the company's position is quite risky and not conducive to consistent income. Nonetheless, a few reviews suggest that the stock might be undervalued and could improve post tax-loss selling season, indicating mixed sentiments about its future prospects.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Management-led buyout proposal. Proposal at 7x IPO price last year. Revenue grew an impressive 300% YoY. High ROI leading to strong shareholder value. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Market sentiment continues to be weak. There has been a trend of many high growth names guiding for lower growth resulting in a massive drop in shares. At 6.8x earnings, it is very cheap. The risks are more than priced in at this point. Would be very comfortable at these levels with a 5 year+ time horizon. Unlock Premium - Try 5i Free
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Premium contentA Toronto law firm has just slapped D&D with a $200-million class-action lawsuit. Lawyers hate this “disgusting” company for pumping up the cost of legal software. Now, I don't expect investors to shed a tear for lawyers. Regardless, D&D controls so much of this industry that they exercise uber pricing power. Perhaps too much, and that has thrown them in legal hot water that could hit their bottom line.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Management is confident they can meet targets, including higher prices. There is little concern for negative media attention. Shares are down after a large sell-off in tech in general. The risks are most likely priced in already. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have recently processed a large acquisition and increased prices to customers. Management is motivated to deliver shareholder value. Debt is rising, which is a main concern. Management has done a good job. Unlock Premium - Try 5i Free
Stockchase Insights
Bruce Campbell (2)
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The acquisition was significant at $500M. It should strengthen their strong position in the legal software space in Canada. A strong bold move that is positive for a long-term play.There are integration risks and there is a lot of new debt for the acquisition however. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Management decided against a buyout proposal to keep the company public. Some shareholders were disappointed and the shares have declined. Outlook remains good and earnings growth is positive. It should continue acquisitions as expected. Unlock Premium - Try 5i Free
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DND is a highly volatile name, trading either up or down a lot on occasion without any significant news (none of note yesterday). Fundamentally, the company is trading at 7.1x Forward P/E. Management is aggressive in repurchasing shares, they cancelled 20% of the share outstanding within the last year. Management is implementing cost-cutting initiatives and DND expects revenue to recover when the real estate market comes back. Having said that, the leverage level is quite high, with the net debt/ EBITDA currently around 8.9x, and growth was mainly through acquisitions, which investors need to monitor as potential risks. Overall, the company is trading at the lower end of historical averages since going public. We would be comfortable adding at this valuation, but being cognizant of leverage and small cap risk.
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