TSE:DOL

Dollarama Inc. (DOL.TO)

181.22
+5.35 (3.04%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
672 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 37 opinions in the last 12 months.

Dollarama Inc. (DOL-T) is facing mixed expert opinions as it navigates pressures such as high valuations and softening same-store sales growth in Canada. While analysts acknowledge DOL's strong performance and potential for international expansion, particularly in Latin America, concerns are raised about market saturation and the challenges of growing in foreign markets. Most experts note its premium valuation, highlighting it trades at high multiples, which makes it less appealing for new investors. The company is still recognized for its solid business model and resilience during economic downturns, benefiting from consumers' increasing preference for value-oriented shopping. Future growth prospects are tied to store expansions and adapting to global economic conditions, particularly the impacts of inflation and consumer spending trends.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
review icon
Similar
WMT
BUY
Earl: In this type of market, you need to be concerned about your return of cash, in addition to return on cash. Rotation into value retailers. Great free cashflow, great growth profile.
SELL
Recent increase in share price is a cause for concern (lots of room for downside). Concerned about margins on products with inflation & supply chain issues. Does not own shares in company. Would sell shares.
PAST TOP PICK
(A Top Pick May 21/21, Up 32%) Thought that as Covid-19 subsided, more customers would be shopping in physical stores. Ability to raise prices. Inflation turning customers to cheaper options. Trading multiples still have room for growth. Will continue to hold.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is doing very well and will probably continue to do well in the current market climate. Has a good free cash flow conversion rate. Also consistent in holding well during recessions and tougher market conditions. Unlock Premium - Try 5i Free

HOLD
All-time highs. Earnings beat, dividend raise. Solid company and management. Strong price trend, not expensive, very high ROE. 33x earnings looks quite rich, but it's actually reasonable in light of other metrics. High quality earnings and cashflow.
BUY
More economically sensitive, so when the economy's doing well people spend a bit more money.
BUY ON WEAKNESS
Doesn't own because prefers others. It has been a good stock. A big percentage of the population shops there. Buy but be price conscious when buying.
COMMENT
She owns Dollar Tree instead, because it has multiple price points of products in its store. DOL dominates Canada and has introduced those price points, but has backed off on $5. Inflationary and shipping pressures may impact them, but are handling them well, like packaging items smaller to keep their prices low. She prefers Dollar Tree.
WAIT
A great company. Owned it in the past. Sold it with the notion that the windfall from last year was not going to return. It was deemed an essential retailer when everything was closed. Same store sales comparisons are struggling due to last year. Has checked back a little. A slow and steady grower in retail. It is a good thing but it incurs opportunity cost for other, cheaper cyclical players. Will revisit later in the cycle.
BUY
Dollar Tree and DOL outlooks These stores did well during the lockdown. Soft share prices lately are due to return-to-work. DT is a little cheaper at 14x PE with a recent earnings beat and recently had an earnings beat. But DT has weak price momentum. DOL has outperformed, offers a good PE and had a good earnings beat. DOL has better price momentum. DOL isn't cheap at 30x PE, but it's okay; low volatility. Both stocks are similar overall.
PAST TOP PICK
(A Top Pick Jun 11/20, Up 13%) He sold. Still likes the company, but he had better ideas in the near-term. Windfall last year, as it was an essential retailer. This year, comparisons will lag and some aisles are off-limits as non-essential.
TOP PICK
Held in very well during the pandemic. Also a very strong re-opening play. Guiding opening for 50-60 stores. Made a big acquisition in South America. Earnings up 23% YoY. Expects earnings to grow by 21% 2021-2023. Trading at 20x 2023. A name that works on price to growth, even in inflation. M&A and SA growth is positive. (Analysts’ price target is $62.00)
BUY ON WEAKNESS
They reported earnings in March, good numbers, and shares moved up, but since then shares have pulled back. Puzzling. Investors are looking for reopening stocks like hotels and cinemas. DOL is a steady eddy in earnings and revenues growth, and continues to do well. It's on his radar and he'd buy on a pullback.
PARTIAL BUY
Allan Tong’s Discover Picks Dollarama sells cheap stuff and has enjoyed a near-monopoly on selling household goods during these lockdowns. No argument that DOL has done very well. It peaked December 9 at $54.58 November 1, just shy of its all-time high. DOL stock has since peeled back 10%. It continues to enjoy a strong brand in Canada and the ubiquity of its locations. Its last quarter in December reported sales up 14% and earnings 23%, blowing past street expectations. DOL stock is expected to grow 15% this year. Given the winter lockdown, it’s safe to say that DOL stock will report another strong quarter or two. In fact, DOL has beaten three of its last four quarters. Read
Consumer Products
PARTIAL SELL
Good name in the TSX. One of the better growth names. 15% growth rate going forward. 24x forward PE. He's not into consumer staples at this point, favours cyclicals.
Showing 106 to 120 of 520 entries