Pollard Banknote Ltd (PBL.TO) Buy, Sell or Hold

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Pollard Banknote Ltd (PBL.TO)

17.12

+1.08 (6.73%)

as of Jun 15, 2026, 3:25:20 pm Market Open.

120 watching

Investor Insights

Jun 14, 2026, 12:00 am

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

Pollard Banknote Ltd (PBL-T) operates in an oligopolistic market with high barriers to entry, which affords it a stable revenue base through long-term contracts. As the company transitions to more digital offerings, there is potential for margin expansion over time. However, a key risk factor is its reliance on a relatively small number of clients and the highly regulated nature of its business. Despite recent declines in stock price, analysts still see potential in Pollard, particularly due to steady government demand and projected growth in the iLottery segment. Overall, while the stock may take time to reach analysts' price targets, it remains a fundamentally strong investment opportunity due to its significant market position and attractive valuation metrics.

Consensus

Positive

Valuation

Undervalued

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Lottomatica, LTO

TOP PICK

Second largest supplier of lottery tickets in North America. They grew their market share through creative content. It is very undervalued with great free cash flow, organic growth and growth by acquisition prospects. (Analysts’ price target is $38.67)

BUY

He quite likes the business. People have caught on to this company more recently. It is a unique play.

BUY

Loves it. He tried to buy it during the pullback. Their business was way down during the lockdown earlier this year, but the lottery ticket business really picked up in following months during reopenings. Sales have come back quite nicely. People are buying more lottery tickets. Their online lottery in Michigan has taken off, like most things online. It's reasonably priced. Enjoy a strong moat--only 3 players in this market and this won't change.

PAST TOP PICK

(A Top Pick Jun 03/19, Down 22%) Are the second-biggest supplier of scratch lottery tickets. Are only 3 players in this space, and PBL is increasing its market share. It is expanding into technology (internet lottery) in the U.S. Scratch ticket sales are up YOY, despite the pandemic. Their bingo halls are reopening now. Generates great free cash flow. Grows organically and by acquisition. He'd still buy.

BUY

Extremely well run in a great business with a huge barrier to entry. They have been very innovative. They are branching out into iLottary and merchandise. It generates great margins and is a growing business.

BUY

A maker of the scratch-and-win. They recently pulled back. Long term trends in the lottery business is very positive and has grown 5-6% annually. Trading at 9.5x right now.

BUY

He really likes this company. They have a huge moat and barrier to entry. They are good managers and have been making good moves expanding into complimentary areas. Hold it long term. It is a growing business.

STRONG BUY

Good to buy now. They've been consolidating in the low-$20s. Enjoys high barriers to entry to print lottery tickets, a good moat around it. PBL leads and innovates in this sector, and are diversifying into related areas. Strong managers and growth potential.

BUY ON WEAKNESS

They're in the instant scratch lottery business, which is an oligopoly with only a few players in the world. A moat protexts PBL. PBL is well-run, and the lottery business is recession-proof. The recent pullback is a buying opportunity. He's buying.

TOP PICK

The second largest supplier of instant win lottery tickets. There are only 3 companies licensed to produce lottery tickets. They plan to increase the float and make more acquisitions. They are executing very well. (Analysts’ price target is $25.50)

BUY

He's owned this for five years. It's a good performer and a leader in printing and distributing instant-scratch lottery tickets around in Canad and America. Protected by high barriers to entry into this business. It's not cheap or expensive. Lately, they've made some acquisitions, and the owners hold a lot of stock. A stable, long-term demand profile. A defensive stock.

BUY

It's still a core position for him. Excellent managers who've made some acquisitions that they'll likely continue. Just enjoyed a great quarter. The outlook looks good.

BUY

Best known for the instant win lottery tickets. In recent quarters, analysts have picked up coverage. There are very high barriers to entry. They have been making acquisitions recently. They would like to grow through acquisitions. It pulled back recently and he has added to his position.

PAST TOP PICK

(A Top Pick Feb. 8/18, Up 7%) It has gone sideways recently but so have many of the gaming stocks. He is sticking with it. He thinks they will go through a number of acquisitions to move the stock price higher.

PAST TOP PICK

(A Top Pick Aug 29/17, Up 49%) They are going to expand the acquisition and are one of the top 3 or 4 scratch ticket printers in the world. He thinks the long term outlook is good and management own a lot of stock.

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