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
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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.

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Consensus
Positive
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Valuation
Undervalued
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Similar
Magna,MGA
WEAK BUY
All parts manufacturers have suffered due to supply chain issues. There will be a recovery. Well positioned for a move to EV. Attractive valuation. He'd pick MG, MRE, and LNR in that order.
DON'T BUY
He doesn't follow this, because it's cyclical. LNR's fortunes are tied to car sales. If there's an economic slowdown, car sales will also decline, which is true for LNR historically. Look elsewhere, beyond cars, for predictable cash flows.
PAST TOP PICK
(A Top Pick Jun 21/21, Down 30%) It showed signs of upside with insider buying but the Russia/Ukraine war caused supply shortages. In a normal year it should trade at $100.
TOP PICK
Valuation is so cheap now and carries no debt. They're buying back stock. Trades at only 8-9x PE so there's lots of room to grow. They suffer chip and parts shortages, but these are starting to abate and shortages impact all companies anyway. Good managers. (Analysts’ price target is $76.00)
WEAK BUY
LNR vs. F vs. GM Doesn't like the car companies. Very cyclical. Difficult environment to be both a combustion and an electric car company. Combustion division has to pay for the part that isn't making any money yet. For example, TSLA has a much easier environment, as electric is all they do. Parts makers are in better shape, as they supply all the car manufacturers. LNR is not as diversified as MG.
TOP PICK
Has had temporary issues, one after another. The last time things ran smoothly was 2018. It has grown assets for 5 years and a normal year should double the stock (to $100). One-third of the new order book is coming from EV manufacturers. Linamar has grown its assets. It is a smaller company so it has more potential to capture opportunities including the EV market. Buy 4, Hold1, Sell 0 (Analysts’ price target is $76.00)
TOP PICK
It manages inventory very well; it re-supplied quickly when the Russian war started. LNR is resilient. The stock has come off a lot, but around $50 it is a value play in a sector that will see continued growth. (Analysts’ price target is $81.40)
WAIT
Facing headwinds. Lower production in Europe, rising oil prices, higher commodity costs, inflation, supply chain disruption that's not ending. Bull case is it's cheap and growth will pick up. Don't buy right now, but likes it longer term. Same comments for all auto stocks.
BUY
Auto sector hit very hard by supply chain issues. Believes company is well managed. Considers company to be a long term hold. Current stock price is opportunity to buy.
TOP PICK
Doesn't see why this stock has fallen so far. It's mis-priced. They're gaining market share in a business that faces a huge recovery (cars). The chip shortage will eventually go away. They sell lots of combines to farmers, who will be loaded with cash this year (given the commodities boom). Cars and car parts will catch up. Great company. You can double your money in a year, easily. They report tomorrow evening. (Analysts’ price target is $89.50)
BUY
Great managers and will succeed even if the industry goes electric. He's long owned this and will hold on. It's reasonably priced to buy.
DON'T BUY
Well-managed and successful. She prefers a peer company that is investing more in EVs. She will announce this stock later.
HOLD
Trades mostly as an auto parts company. Covid-19 has had negative affect on auto sales. As economy re-opens and chip shortages reduce, company will do better. Thinks Magna International is a better company.
BUY
Top Pick last time. Not a normal year but if it was, there would be an average return of 15% and they would generate $10.50 of earnings. There is $70.00 of book value and he continues to like.
WEAK BUY
LNR vs. MRE vs. MG A bit of a dilemma. All being hit by supply shortages. Earnings ticking down, so PE's are at the higher range. In terms of ROE, MG would be the most profitable. MRE's is quite a bit less, though the multiple is also less. MRE is 0.8 price to book, PE of 9.8. His choice is LNR: it's in the middle of the pack, price to book is just over 1, PE is 10, and ROE tends to be more over time.
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