TSE:LNR

Linamar Corp (LNR.TO)

101.42
-1.95 (1.89%)
as of Jun 10, 2026, 7:10:11 pm Market Open.
360 watching
0
Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Linamar Corp, symbol LNR-T, is receiving mixed reviews from experts in the market. While some view it as a solid core holding due to its operational efficiencies and innovative technology, others express concerns regarding its valuation and exposure to geopolitical risks, particularly with CUSMA renegotiations. The stock has shown significant price rallies since April and trades at various earnings metrics, ranging from EV/EBITDA comparisons to PE ratios. Despite some analysts advising caution and waiting for a pullback due to valuation concerns, many believe the company has long-term potential in the auto parts and mobility sectors. Overall, opinions vary on the impact of tariffs and market respect for the company, reflecting a complex sentiment around its future performance.

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Consensus
Mixed
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Valuation
Fair Value
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Similar
Magna,MG.TO
DON'T BUY

Would prefer Magna International.
Slowing consumer spending will impact business.
Cyclical business model.
Hard to predict future of business.
Not investing in the company at this time. 

HOLD
Hold or take profits?

Stock looks great, and wanting to take out the highs of 2021. Bottomed before the market did last October, which is really positive. Higher highs, higher lows. Let the stock run. If it can take out $80, the next level is $100. Hold, even though the toughest thing to do is nothing.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

With recently reported quarterly sales up 28% (to all time highs) and EPS up 83%, we reiterate LNR as a TOP PICK.  Global market share is growing as are cash reserves.  It trades at 10x earnings and under book value.  We recommend trailing up the stop (from $54) to $60, looking to achieve $87 -- upside potential over 20%.  Yield 1.2%

(Analysts’ price target is $87.80)
COMMENT
Medium/long-term view

Took profits last November. Likes their resilience and supply constraints after the Russian invasion. The company remains sound.

BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

LNR has a good balance sheet, but it does have about $500M net debt, which is about 1X cash flow. We like the company and the low valuation of 7X earnings, and like management. 2023 growth is expected to be above 30%, and 2024 in the 15% range, based on current estimates. We think there is upside here over five years, but in a cyclical industry a double may be pushing expectations a bit. 
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TOP PICK

No debt. Massive growth potential. Double-digit revenue and earnings growth. Growing 15-20% over the next few years. Lots of orders for electric and hybrid vehicles. Dirt cheap. Auto parts are early-cycle winners. So once a recession is "declared", look for these stocks to take off. Yield is 1.38%.

(Analysts’ price target is $87.80)
PAST TOP PICK
(A Top Pick May 16/22, Up 34%)

It has had 28% revenue growth and more than 80% earnings per share growth. It raised guidance with the industrial component. The auto parts side is forecasting below average margins so there is an opportunity if it can improve these margins.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

Recently reported EPS was up 83% as quarterly sales made a new record.  Cash reserves grew, while the company bought back shares.  The company announced a major investment into EV parts manufacturing that will begin in 2025.  It trades at 10x earnings and below book value.  Its dividend is backed by a payout ratio under 15% of cash flow.  We recommend placing a stop-loss at $54, looking to achieve $86 --upside potential of 23%.  Yield 1.3%   

(Analysts’ price target is $86.00)
BUY

Better to be in auto suppliers than auto makers themselves. Auto makers are split between combustion and EV. In good shape, great Canadian business. CEO has done a great job. Good growth coming, especially on EV side.

PAST TOP PICK
(A Top Pick Jun 07/22, Up 14%)

Coming out of a period of bottlenecks. Really good exposure to high-margin products. Car market is still pretty strong. Growing backlog of new EV wins. Very cheap at 8 PE, which doesn't reflect upcoming growth. Big capex spend, but this provides years of tailwinds.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 15/22, Up 4.2%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with LNR has triggered its stop at $67.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 12%, when combined with our previous recommendation to cover half the position.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 15/22, Up 19.8%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with LNR has achieved its target at $77.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $62) to $67.  

PAST TOP PICK
(A Top Pick Apr 05/22, Up 47%)

He took profits. At the time he was looking at the effect of the Russian invasion on supply lines. LNR had a good inventory control system. Very well-managed. He will buy this again when we pass these macro economic headwinds.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 15/22, Up 14.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LNR is progressing well.  To remain disciplined, we now recommend trailing up the stop (from $54.50) to $62.00.

HOLD

Wait to see upcoming investors results before investing.
Auto sector being sold off.
Hard to predict future of the business.
Cautious on investing. 

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