Opinions
Colin Stewart
dentalcorp Holdings
DNTL-T
BUY
Jul 11, 2025
$8.100
Stock price when the opinion was issued
Healthcare
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
WEAK BUY
Over time, expects it to be acquired by a big US player. Has been quite diligent not overpaying for acquisitions. Difficult to buy as many practices as they'd like. Pretty well run. Margins can increase step by step over time. Doesn't expect any big transformational news. Leverage is too elevated for his liking. Stable, predictable business.
Healthcare
BUY
Now has ~3-4% market share in Canada. Lots of opportunity to expand, as Canadian market is more fragmented than, say, the US. Entirely domestic, not exposed to tariffs. Essential service, most patients have insurance. Market didn't love its equity issue; stock's down 20%, so he's been adding. Good insider ownership.
Healthcare
Steady business. Purely domestic in Canada. Well run. Growing steadily organically and through acquisition. Biggest in Canada, but only 4-5% market share so lots of room to grow. Scale gives them synergies in tech and in purchasing equipment and supplies. Undemanding multiple at 9x EBITDA, big discount to US names. Could be acquisition target at some point.