
TSE:SIS
This summary was created by AI, based on 5 opinions in the last 12 months.
Savaria Corp (SIS-T) has garnered attention from various experts who highlight its resilience after facing challenges from tariffs last year. The company's pivot towards a focus on Europe and positive growth trajectories are viewed favorably. Analysts note that Savaria is well-positioned in the accessibility industry, catering to the aging population's desire to age at home gracefully. The company's product offerings are primarily CUSMA-compliant and many are exempt from tariffs due to FDA regulations, ensuring a competitive edge. With a long-term growth outlook supported by cost-cutting measures and new products, the consensus suggests that owning this stock could be beneficial as it aims for continued expansion over time.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock is down 12% YTD but 5i remains comfortable with it. It is not the only stock to have a tough year so far. Not a lot of choice in the sector. Potential is still good. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Could continue to hold for income and growth. The valuation is more moderate at 21x earnings. The higher debt they took on over the last year is probably the cause. Less attractive than before. Growth is expected to be good and it could recover in a better market. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company continues to integrate their large acquisition from last year. Their debt has increased but sales and EPS is expected to rise. The business should be somewhat resilient if the economy weakens. The dividend has increased also. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS missed by 1 cent while revenues matched estimates. Revenue doubled but EPS fell yoy. Freight costs were a big drag on margins. Good growth is still expected next year. Could flatline for a bit, depending on how inflation plays out. Unlock Premium - Try 5i Free