Toromont Industries (TIH.TO) Buy, Sell or Hold

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Toromont Industries (TIH.TO)

225.77

-1.28 (0.56%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

175 watching

Investor Insights

Jul 26, 2026, 12:00 am

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

Toromont Industries (TIH) has received mixed reviews from various experts, highlighting its role as a leading provider of heavy equipment for infrastructure projects in Canada. The company has benefited from increased spending on AI data centers, leading to a significant rally in its stock price. However, there are concerns about its current valuation, as the price-to-earnings ratio has surged to 40x, which some analysts deem excessive compared to its historical range of 12-15x. While there is enthusiasm surrounding the infrastructure theme and the company's strong management, some experts caution that much of the positive outlook is already priced in, suggesting it may be prudent to wait for a pullback before investing further. Additionally, the recent financial results showed improvements, beating estimates but also highlighted ongoing challenges from tariffs impacting customer confidence.

Consensus

Mixed

Valuation

Overvalued

Similar

Caterpillar, CAT

TOP PICK

Loves the management team, has held it for a number of years. There is lots of growth in this market given the infrastructure required in oil and gas. As you build out infrastructure to transport natural gas, you need compression units and that’s where the growth is. Risk is the price of Nat Gas and economic activity – if stimulus’s don’t continue

BUY

Incredibly cheap. Looking at the 22-year dividend history is one of the best dividend growers in Canada. Very predictable stream of growth. 2.6% yield.

PAST TOP PICK

(A Top Pick Sept 3/08. Down 26.1% but got stopped out at $27 for a 14.3% loss.) Now doing well and starting to make a base. Ideal buying opportunity. 200-day moving average is around $22 but has just had a major break above a descending trendline so stock is probably ready to jump.

PAST TOP PICK

(A Top Pick Feb 6/07. Up 4.26%.) This is one you just put in your portfolio and forget about it. They run a fantastic business. Ideal play on infrastructure spending in Canada. Also have a play on unconventional natural gas extraction.

COMMENT

Some exposure to the housing industry but very well diversified. Financially solid. Compression business is solid as well. Its fundamentals are going to be overwhelmed by the credit winds. 3 to 5 year horizon, it's a buy.

TOP PICK

Strong uptrend. Above the 200-day moving average. Industrials should do well. Stop/loss should be $28 or $29.

TOP PICK

Has the ability to sustain itself after the business cycle, because of its presence in Ontario. Expects government will spend a great deal on infrastructure.

BUY

The model price is $32.24, a 34% positive differential. If it qualified for his portfolios, he would buy it.

DON'T BUY

Big infrastructure needs should keep propelling both companies forward. Slightly expensive. Trades at 17 X next year's earnings. Would prefer it under $15.

BUY

Caterpillar equipment dealer. Prefers Finning (FTT-T). Very well-run company and has always traded at a premium multiple but there has been some contraction in that. Quality name.

TOP PICK

Toromont Industries has two key areas that they work in. One is caterpillar dealerships in Ont., Man. and N. Canada. The other is in gas compressors. He likes this company because it has steady growth, it is well managed, always traded at a premium and is well diversified. Sees continued growth. Not a big large cap company. Bought March 10 at $25.45. He will continue to add to it as well.

BUY

Caterpillar dealer. Has done fairly well. A leverage play on the resources boom.

HOLD

A terrific looking chart. Good long uptrend. There is no reason to sell.

HOLD

In a number of industries, but the one it's best known for is its Caterpillar Equipment distributorship, especially in eastern Canada. With the resource/mining boom, Caterpiller has been in demand. Well run company. Has become more cyclical.

PAST TOP PICK

(A Top Pick Aug 23/04. Up 26%.) Still likes. Has moved very nicely and probably not cheap. Has solid management, so likes it for the long term. 2 areas of growth, Caterpillar dealership (spare parts only) and gas compression. Would buy more on any weakness.

Showing 61 to 75 of 84 entries

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Toromont Industries (TIH.TO)