TSE:NWC

North West Company (NWC.TO)

51.09
-0.36 (0.70%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
186 watching
0
Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

North West Company (NWC) has gained attention for its defensive profile and stability within the retail space, making it an attractive option for investors looking for relative safety. Despite its relatively small size, the company has demonstrated a strong performance trajectory over the years. Although it experienced a dividend cut a couple of years ago due to lease issues, the situation has been rectified, and the stock is back on track, providing a stable income for shareholders. Recent insights suggest that, after a significant run, NWC is currently consolidating its gains and trading at approximately its five-year average on forward earnings multiples. Experts are optimistic about its earnings growth prospects in the long term, recommending a gradual accumulation of shares at the current valuation.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
PAC,NWC
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