Element Fleet Management (EFN.TO) Buy, Sell…

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Element Fleet Management (EFN.TO)

27.92

+0.30 (1.09%)

as of Aug 18, 2026, 8:00:00 pm Market Open.

163 watching

Investor Insights

Aug 18, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Element Fleet Management (EFN-T) is garnering positive attention from experts, particularly due to its strong revenue growth of 17% last quarter and a notable 25% increase in cash generated per share. The launch of an AI tool aimed at optimizing maintenance decisions showcases the company's innovative approach, while a new partnership with Waymo adds an intriguing angle that analysts view favorably, predicting about 30% upside potential. Despite recent price fluctuations and concerns over profitability, the consensus indicates that the company is on a solid growth trajectory, leveraging its recurring revenue model and expanding service offerings. Experts note a recent pattern of consolidation in the stock price, which could signal a positive base for future growth. Overall, while there are some cautionary notes about valuation and long-term sales cycles, the company is viewed as a reliable compounder in the market.

Consensus

Positive

Valuation

Fair Value

Similar

Ryder, R

TOP PICK

They had changed some key management positions, which has cleaned the company up along with the balance sheet over the past couple of quarters. It trades at about 12 times earnings and earnings are growing by 20% next year. It is also a play on Amazon as there are rumours they will provide more fleet equipment to them and perhaps even receive some financial backing from them. Yield 1.42% (Analysts’ price target is $13.91)

BUY ON WEAKNESS

More upside? He took profit a while ago. It has great price momentum, but the low ROE, high valuation metrics, and high debt levels make it look very expensive. He would like to see it pullback before buying in again.

TOP PICK

New management team has done quite well this year. NA's leading fleet manager. Recently had a debt upgrade, so this will add to its profitability. Nice free cashflow. Small, but growing, dividend. Trades at only 11x next year's earnings. Yield is 1.57%. (Analysts’ price target is $13.86)

WATCH

They just had a pretty solid quarter. They are doing some cost-cutting and achieved greater than targeted results. They are on the higher risk end of the spectrum but with these results it is looking interesting.

PAST TOP PICK

(A Top Pick Sep 05/18, Up 53%) He had to stomach a lot of volatility to hang onto it. He took some losses initially. 18 months ago they went into a leasing venture with an American company that didn't work out. EFN was a favourite short on the market, bottoming around $3. But it's the #1 fleet manager in North America and Australia, a great business which generates a ton of free cash flow. New managers have turned EFN around, fixing the balance sheet.

DON'T BUY

It is a fairly new company on the market. A dividend of 9% is a warning signal and the dividend could be cut or illuminated. If this happens, the stock price will take a hit.

PAST TOP PICK

(A Top Pick Jul 06/18, Up 76%) #1 in corporate vehicle leasing. He bought it when they just came off a failed sale, and had to restructure with a write-down. The CEO was replaced. Now, earnings have recovered. Scores in the top 5% for price momentum. It's now expensive with high valuations. They beat a recent quarter, but carry a lot of debt. Valuation is way up. Pays only 1.7% yield, so you rely on growth.

DON'T BUY

Had beaten earnings strongly recently. It now has price momentum. It still holds a lot of debt. It has a low ROE. Not one he would own. (Analysts’ price target is $11.38)

TOP PICK

Unknown in Canada so it's subject to volatility. It's the North American and Australian leader in fleet management. Generates a lot of free cash flow. Trades at a discount to book value at 8x next year's earnings. (4.3% dividend, Analysts' price target: $7.55)

TOP PICK

This was rumoured to be up for sale but the value-maximization process failed and many US catalyst-investors dumped their shares, creating a compelling valuation. It trades at 0.7x book, which is well below its historical average and below the industry. They do fleet management, their leasing business is fairly stable and mainly in the U.S. They have good customer diversity and increasing origination. The yield is 5% and well covered. He thinks the worst is behind this stock and it is time to pick it up. (Analysts’ price target is $7.06)

PAST TOP PICK

(A Top Pick Sept 27/17, down 27%). Company generates a lot of free cash flow. All through their downturn, still generated free cash flow. Market leader in fleet management, have worked through their earlier problems, insider buyer in stock, and pays a nice dividend. Is cheap at this price. Really likes it.

COMMENT

He used to own it. They had an opportunity to grow their leasing platform in the U.S., but in mid-2016 their strategy stalled. They tried to sell data analytics to their clients without success. That's when he exited. Also, management has turned over recently and the company is now heavily leveraged. Stock is cheap, so now may be an opportunity. The risk has likely passed.

DON'T BUY

The split created liquidity. It is low now. In his experience stock don’t do well after splits. Hitting lows on high volume which is not positive.

RISKY

Lost half its value this year. Doesn't look good, fundamentally. Buy on a short-term basis. Stock has been consolidating. Set a $3.80 stop. Could reach $5 short-term. Volume is okay.

DON'T BUY

Like Bombardier, management and the board are poor. They've destroyed large amounts of value. Yield is over 7% and questionable if it can last while their capital ratios are impaired. Banks and funding partners may not lend them money.

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Element Fleet Management (EFN.TO)