TSE:SIS

Savaria Corp (SIS.TO)

29.11
+0.49 (1.71%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
307 watching
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Savaria Corp (SIS-T) is experiencing a positive momentum due to its focus on the accessibility industry amidst a demographic trend of an aging population that prefers to age at home. Following challenges from tariffs that impacted its operations, the company has strategically shifted its production to the U.S. and is now compliant with CUSMA regulations, which helps in stabilizing its market position. Analysts note that a significant portion of its products is FDA-regulated, shielding them from tariff impacts. The company has shown resilience and growth potential, combined with cost-cutting measures and the introduction of new products. Its current yield of 2.69% and analysts' target price suggest prospects of further appreciation in stock value, making it an attractive long-term investment.

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Consensus
Positive
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Valuation
Fair Value
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BUY ON WEAKNESS
It is a core investment for him. They made a lot of acquisitions and ran into challenges, as is common. They have to beef up the executive team over time. The balance sheet is in very solid shape.
WAIT
Maker of in-home elevators and lifts. Acquisitions make up a large part of what they do. Recent earnings were pretty good and analysts generally favour it. Sales were up 50%, but earnings were down. For that reason he is not holding it. He thinks they will eventually get back on track.
DON'T BUY
Revenue growth has been astounding. Fundamentals are supporting it. But not doing anything technically, so no enticement to get in. Moving averages are trending lower. Not much momentum behind positive moves. Technicals do not support an entry.
HOLD
52% payout ratio, so the dividend is sustainable. Earnings estimates have been shaved 25%. Not a cheap stock. Free cash flow is slightly positive. He wouldn't enter it now, because their recent reports have disappointed, but you should be okay for at least three years if you already own it. It's a growth-by-acquisition story.
COMMENT
It pulled back in late-2018 then has been sideways. As long as it doesn't break below $12, he's okay with it.
WAIT
Trimmed at $20. Likes the company and the business. Management is terrific. Hold on to shares at $13. Wait for earnings to buy more. Consolidating the industry. Stock's come down on revised guidance. It's a wait and see before reloading to a full position.
TOP PICK
A small cap and a huge success, but it has sold off 23% in the past year. Revenues came in okay, but the EBITDA was only $40 million, instead of $44 million. They made two big acquisitons last year: a medical bedmaker and a Swiss rival. It's a reasonable 18.5x earnings and pays a 3% dividend. It's a play on aging demographics. (Analysts’ price target is $17.63)
HOLD
They retrofit vans and houses with lifts and elevators. They provided guidance that was not great and the stock has fallen today. They are a good company and have made good acquisitions. He doesn't think management has miss-stepped here and gives them applause for getting in front of the slowing news.
BUY
Their products works very well with the aging demographic trend. They've done well organically and by acquisition. He likes this long term and its growth prospects. They've've had a bumpy recent few quarters with rising expenses and growth issue. It's never been the cheapest stock, but you can accumulate this for the long term. He's confident they will emerge from their recent problems.
BUY ON WEAKNESS
He owned it around $7.50, but exited recently during the market downturn. The multiples were getting too high and margins were getting squeezed. He is waiting for a better point to re-enter than this. Yield 2.9%
BUY
Mobility impairment devices -- elevators and lifts. Sales are up 14% and earnings growth is expected to be up 61% in 2019 -- implying a 19 PE. ROE of 18% is good. A good hold or new buy. Payout ratio on the dividend is 52%. Yield 3%.
TOP PICK

They had an earnings release recently that the market didn't like. Still a growth story. Well diversified internationally. Good insider participation. Demographic story on baby boomers needing accessibility aids. Trading at a cheaper valuation than I had been trading for a while. (Analysts’ price target is $18.75)

HOLD
He's shorted this the past few years. The CEO bougth stock last week. It's fairly valued at $13. He wouldn't buy or sell it. The bulk of their earnings come from car lifts, which is cyclical. Does the last quarter miss mean 2019 will be bad? No, and the CEO buying stock is a good sign, but SIS is a cyclical stock. Long-term as a medical lift play, SIS makes sense.
COMMENT
He doesn't love it though doesn't know a lot about it. SIS has been a good performer. They've grown aggressively through acquisition. They had a misstep recently, so were punished hard. They were priced at a premium. He needs to see it its earnings fall into the teens from the current 28x. That said, it's a good company. Maybe this quarter was a short-term mess-up.
HOLD

Been stellar for him. But it's lumpy because of low-volume trading. Not super cheap, but boasts good earnings, and they are raising their dividend. It's a niche player in the seniors demographic. He is holding it for the long term.

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