TSE:NWC

North West Company (NWC.TO)

49.83
-3.53 (6.62%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

North West Company (NWC-T) has garnered a favorable reputation in the retail sector, particularly due to its defensive characteristics. Although it is relatively small, the company has demonstrated stability and resilience, overcoming challenges such as a previous dividend cut due to lease issues, which once led to significant investor backlash. Currently, NWC is experiencing a consolidation period after a strong rally in early 2024, with its forward earnings multiples returning to levels consistent with its historical averages. Expert insights indicate a solid long-term outlook, especially considering potential government investments in Northern infrastructure and defense that could positively impact NWC. Despite recent earnings and sales that fell short of estimates, the company remains a steady performer with a reliable dividend, making it an appealing option for income-focused investors in a stable market environment.

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Consensus
Positive
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Valuation
Fair Value
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BUY
This is the right way to run and income fund. They pay out less than net income. There is no return of capital. They invest actively in improving their stores and inventory turns.
HOLD
Excellent management team. Very strong free cash flow over time. Would prefer buying around $18-$18.50.. Hold for the long-term.
PAST TOP PICK
(A Top Pick Mar 31/06. Up 23.6%.) Rural stores in northern Canada and Alaska. Very good sales numbers. Same-store sales growth of about 5%. Conservative payout ratio.
BUY
An excellent buy. One of the major grocers and general merchandise retailers up in northern Canada and Alaska. Fantastic organic growth. Limited competition.
BUY
Operate stores in remote areas and tend to do quite well. Has some good growth ahead of it.
PAST TOP PICK
(A Top Pick March 31/06. Up 14.4%.) Retail stores in northern Canada. Have some growth opportunities. Expanding their Internet pharmacy. Very well run.
BUY
A great company with one of the most sustainable payouts amongst trusts. Distributions are less than net income. Very good balance sheet. Good trust structure.
BUY
Extremely well managed. Stores are located where there is limited competition. Just announced good earnings and a 3 for 1 stock split.
TOP PICK
Recently increased distributions 22%. Retail stores located in northern Canada as well as Alaska. Relatively low payout ratio.
BUY
Have a lot of outlets in the northern part of Canada. With stronger oil/gas exploration, there will be more activity for them. A good-quality name.
TOP PICK
The original Hudson's Bay company. Successful because it has a tax rate of about 25%. About 193 stores all over Canada. A lot of them in northern Canada and quite often the only store in town. Recently released good earnings and strong same store growth. Some growth opportunities in providing northern pharmacy services. Strong ROE.
BUY
One of his favourites. Pays out less than its net income in distributions, reducing debt, remerchandising and reformatting stores to improve its operating margins. Located in a market were it's dominant. Well managed.
BUY
Prefers this over other retailers as it has characteristics that he keeps pushing for. It pays out its net income, not its depreciation. Good balance sheet and high return on capital.
BUY ON WEAKNESS
Getting a little rich. Good performance. Great company.
BUY ON WEAKNESS
A little pricey now. Buy on weakness.
Showing 76 to 90 of 101 entries