TSE:LNR

Linamar Corp (LNR.TO)

100.57
+1.52 (1.53%)
as of Jun 30, 2026, 8:00:01 pm Market Open.
359 watching
0
Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Experts are generally optimistic about Linamar Corp (LNR-T), highlighting its solid operational capabilities and the potential for resilience against tariffs, particularly if CUSMA remains unchanged. Notably, some analysts mention that the company's valuation, while improved, remains phenomenally cheap at around 3x EV/EBITDA. There is a consensus that, despite concerns regarding the Canadian manufacturing sector amidst geopolitical changes, Linamar showcases strong fundamentals, including robust earnings and innovative technology in auto parts and mobility. While some experts express caution due to the stock’s rising price and valuation metrics, they acknowledge its status as a core holding for investors looking for growth amidst market uncertainties. Overall, the sentiment reflects a mixture of confidence in the company’s business model and a watchful stance regarding valuation corrections.

consensus icon
Consensus
Positive
valuation icon
Valuation
Undervalued
review icon
Similar
Magna,MGA
BUY ON WEAKNESS
Tend to do more precision type auto parts and end up being a sole supplier at times. Have been hurt by their acquisition of Skyjack several years ago. Would like to see it at around $16.50-$17.
HOLD
Stimulus program for cash for clunkers really took hold. It’s fully valued. Issues with skyjack assets. Questions growth opportunities going forward in the short term.
TOP PICK
Loves the North American auto parts industry. About $1 billion in additional revenues coming on. Expecting an increase in auto sales.
DON'T BUY
(Market Call Minute) Survival story. They came back.
BUY ON WEAKNESS
A lot of the auto parts company have had significant runs because they have kept their balance sheets low in debt. Also the stimulus in the auto sector has been of benefit to them. At this point they have run a little bit too far. Will consider this at $10.
HOLD
High quality Canadian mid-cap stock. This would be amongst the first to rebound when the economy shows signs of rebound. Don’t buy until further stabilization in auto industry.
SELL
There is still a lot of uncertainty about the whole auto sector. Has a pretty high yield and can't imagine they can keep that up. Consider selling and taking a loss.
WAIT
Still remains profitable and will be one of the survivors in auto parts industry like Magna (MG.A-T). Impressive CEO. Has funding from Ontario government. Volumes are down but getting a larger share of each car made. On his radar screen and will probably be a Buy in 6 to 9 months.
COMMENT
The auto industry is having a rough time. A lot of their contracts are in highly machined parts and there is some stability in this company. Well-managed and good balance sheet. Hoping to buy in the next 12 to 18 months.
DON'T BUY
Related to the automobile business which has been very difficult. The automobile companies constantly go back to their suppliers for a better pricing. Also struggling with a very strong currency making it tough competitively.
DON'T BUY
There is nothing wrong with the company but the sector is not great. "Everybody hates this sector so it is hard for the company to progress".
BUY
He has a model price of $23.75. That is an 81% differential. They announced a stock buyback so their balance sheet will change to the positive.
BUY
Looks cheap. His model price is $21.68
DON'T BUY
The whole sector is really in the dog house. With the porblems of the major auto manufacturers, he doesn't see this stoick being very popular.
HOLD
Good management. Company is sensitive to the ecocnomy. The automobile sector is pretty tough. Good Assets.
Showing 331 to 345 of 400 entries