Exchange Income (EIF.TO) Buy, Sell or Hold

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Exchange Income (EIF.TO)

120.94

-3.10 (2.50%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

403 watching

Investor Insights

Jun 5, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Exchange Income Corporation (EIF) is highly regarded among experts for its strong performance and potential for growth. The company, which specializes in transportation and industrial services, particularly in the Canadian Arctic, benefits from increasing defense spending and a growing backlog of projects. Many analysts highlight its healthy dividend, consistent revenue streams, and strategic acquisitions as key factors driving its long-term value. While the stock has shown substantial momentum and is trading near all-time highs, there are concerns about potential volatility and a market correction looming in mid-year. Overall, experts maintain a bullish outlook on EIF, with several recommending accumulation at lower prices.

Consensus

Bullish

Valuation

Overvalued

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COMMENT

EIF is a grab-bag of companies and it grows by buying companies. he just met with them. They have a great, long track record of buying companies, cash-flowing them, paying rising dividends, and he likes this. Problem is risk lies with a few top managers to buy good companies--how long can this last? Great managers. Good for you if you bought it, but too risky for him, at least for now.

TOP PICK

Aerospace parts and manufacturing. Assets mainly out West. Generates hundreds of millions of dollars in free cashflow every year. At a nice inflection point, where valuation doesn't fully reflect demonstrated free cashflow conversion from franchises. Really nice yield of 5.21%. (Analysts’ price target is $61.18)

HOLD

Keeps getting better. Recent acquisition solidifies earnings profile. Trades reasonably at 10x 2023, modeling growth rate of 29%. Very attractive on price to growth, nice dividend with growth which is impressive. Not that liquid, so it can be whippy. Could have been a Top Pick today, but he didn't want to chase the run.

TOP PICK

Cheap, with a catalyst. He expects a rebound in the areas they're in: aviation and manufacturing. Trades at 11x 2023 earnings, 23% EPS growth rate. Balance sheet OK, because of government assistance. Management is confident on 2022. Very nice dividend in this noisy market, comfortable payout ratio. Risk/reward looks good. Yield is 5.49%. (Analysts’ price target is $51.82)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Highly cyclical and have significant debts. Their air business has little to no competition. Fundamentals are looking good here. Valuation is a bit pricey at 16.3x forward earnings and 1.1x forward sales. The industry is recovering and growth is expected to resume. Dividend record is solid. Unlock Premium - Try 5i Free

BUY

Investors buy it for income. It is a very diversified company. This is not a bad add-on company if your portfolio is indexed too closely to the TSX in general.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no recent news to account for the recent weakness. The stock is still up 42% over the last 52-weeks. It will report November 11, and is expected to beat estimates like last quarter. Unlock Premium - Try 5i Free

BUY

Does not think there is a risk of a dividend cut. Assets being held include aviation in remote northern communities, industrial businesses and they keep adding to it. It is a junior, private equity arm. An acquisitive player. Yield is competitive and it should grow. Good company, good management team with good operating strategy.

HOLD

The dividend is safe. He doesn't say much about exchange companies. The best he can say is that this is a hold.

BUY

It is a good cyclical play. Trading at a premium but the earnings will likely come up. A whippy stock. Much better outlook for manufacturing and aviation. Should not be a core position but it is a recovery play.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company beat estimates with EPS at 30 cents against 15 cents estimates. Revenues beat by 7% at $300.7M. Revenu fell 2% yoy but cash flow improved sharply. Payout ratio is down to 62%. Results look good. Unlock Premium - Try 5i Free

COMMENT

A US company like EIF-T, and is it like Cargojet? No, not like Cargojet, and he can't compare EIF to an US company. But a Canadian comparable is Onex, a holding company that owns industrials and several small airlines that served remote regions (i.e. northern Quebec). All airlines are struggling now, but these remote areas still depend on airlines flying there. Onex also owns light industrials, like one they bought in the US recently. Well-managed and a roll-up story. Are astute acquirers. Also pays a juicy dividend.

HOLD

Overall, pretty good company, not well known. Mid-cap, so it will get beat up when there's volatility. Resilient business. Dividend is safe. No need to sell.

DON'T BUY

Take the money and run. Heavily levered company. 80% of their business is in airlines. You can but this cheaper for the coming 3-6 months. Trades at a high PE. A risky stock, but will be fine if/when we get a vaccine and people return to flying. Look at this in 6 months.

BUY

They own air carriers and industrial businesses. The former is challenged, but the latter will weather this recession much better. They just announced a big acquisition of a company that installs glass in high-rises. They acquire well. The dividend is safe.

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Exchange Income (EIF.TO)