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

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Exchange Income (EIF.TO)

128.83

-0.43 (0.33%)

as of Aug 6, 2026, 8:00:00 pm Market Open.

401 watching

Investor Insights

Aug 5, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Exchange Income Corporation (EIF-T) has garnered positive sentiment from various experts, emphasizing its strong business performance and overlooked potential by institutional investors. The company operates in two primary segments — aviation and industrial/building products — and is well-positioned to benefit from increased defense and infrastructure spending, particularly in Canada's North. Analysts note its impressive history of dividend growth and strong revenue trajectory, despite its currently high price-to-earnings ratio, which some consider a bit steep. The consensus is that, while the stock has performed well recently, timing for entry points could be crucial, with potential corrections anticipated. Overall, experts remain optimistic about its long-term outlook and growth prospects, particularly as it continues to develop its operational capabilities in Arctic regions.

Consensus

Bullish

Valuation

Overvalued

Similar

CAI,CAI

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.

DON'T BUY

The businesses under the same umbrella does not have much synergistic benefits. We do not know the real value of the underlying businesses. The true underlying payout ratio must be reviewed. He is unsure if there is sufficient cashflow to maintain these high dividends.

RISKY

It is 80% aviation and 20% manufacturing. It is small cap and very volatile. You need to see a strong balance sheet -- theirs is 5 times debt-to-EBITDA. If this was a "V" shaped recovery, it would be a fine play. The dividend payout is 122% of cash flow. Don't let this be the core of your portfolio.

PAST TOP PICK

(A Top Pick May 17/19, Down 26%) There are concerns about the airline portion of their business. He no longer owns this as it triggered his stop-loss. The market is concerned about the longevity of their dividend given the yield. Analysts have been cutting the earnings outlook as well. Yield 9%

PAST TOP PICK

(A Top Pick Jun 17/19, Down 33%) They got lumped into the airline business. 75-80% of their business is related to aviation. He thinks it was given a bit of a bad knock. Their dividend is very sustainable. Their flights have to take place, such as cargo into the deep north. He likes management and thinks this business will come back very quickly.

HOLD

Diversified business. Trust structure, so debt is higher than normal. Good at acquiring. Payout ratio is 60-70%. Dividend growth will be more moderate next couple of years. Yield is 5%.

BUY ON WEAKNESS

Entry point? The long-term uptrend remains intact. Wait to enter at $42; he expects a pullback to come soon given the coronavirus. He likes EIF.

BUY

Good chart with a breakout around $42 and it's coming back to test that.

BUY

Strong upward chart in 2019 with a clear base around $36 will provide momentum.

HOLD

He holds this for the yield. It has good price momentum and the valuation is still reasonable. Debt is a little strained. The payout ratio is 96%. A hold here. Yield 5.2%

BUY

It did extremely well last year. It was subject to short sellers and negativity at the beginning of the year. They feature airlines that fly into northern communities. He trimmed his position as the stock went up. He is still holding it and the dividend is about 5.5-6%. It should be quite attractive to the average investor.

BUY

It's a cheap stock, have grown EBITDA by 10-15% and pays a 5.5% dividend. A solid stock that executes well and has cash on the balance sheet. He's watching this.

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Exchange Income (EIF.TO)