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Savaria Corp (SIS-T) is positioned within a stable business environment, benefiting from the aging demographic and the accessibility healthcare segment. Several analysts noted its solid performance amid tariff concerns, suggesting that the market reaction may be overblown, especially with the potential for medical products to be exempt from tariffs. The company's revenue growth is steady, albeit in low single digits, while margins have improved significantly, indicating effective management. Even with recent fluctuations due to share sales by insiders, confidence remains high in its fundamental strength and long-term growth prospects. The stock offers a decent dividend yield and is considered a good hold for growth-oriented portfolios, with analysts projecting a modest upside in price targets.
He remains a big fan of the company. They've increased margins and revenues. The tariffs have impacted shares. He isn't panicking but rather buying on weakness, including yesterday. Volatility will continue. The US makes up 33% of sales, and because SIS has a lot of manufacturing in the US so those sales should conform with the tariffs. If FDA-approved products, like elevators are exempt, that would raise the US percentage. Ultimately, SIS will navigate tariffs which won't last forever.
This is how she's playing the aging demographic theme. Long-term secular trend.
Accessibility segment, plus products in the patient care segment help with the healthcare worker shortage. Margins this year have improved from 16% to 19.5%. Stock dropped due to tariff issues, and this is overdone; FDA-approved items are not subject to tariffs. US manufacturing facility can take on more production if required. Yield is 3%.
Leader in home accessibility and patient handling products. Benefits from aging demographics. Phenomenal results, increased margins. Over 18% EBITDA margins YTD.
Stock's down on tariff threat, big overreaction. Buying opportunity. Patient handling products are all made in USA, and most home accessibility is FDA-approved (tariff exempt). Home elevator business may not be exempt, but could easily shift manufacturing to another of its 12 plants worldwide. Yield is 3%.
Benefits from the aging population that has financial flexibility. Very strong market position. Professionalizing a mom & pop industry. Really good job acquiring and integrating products. Not expensive. Well run. Has a place in a growth portfolio.
He's not avoiding companies with tariff risk, as he doesn't think tariffs will be as bad as feared.
Owns a lot. Is happy with this small-cap. The recent choppiness is due to the founder selling shares, but SIS is in a good spot. They guided margins from 15% to 20% and are already almost there. They're in a demographic sweet spot. Are expanding revenues. Will raise the dividend, which is already good.
Has owned this for a long time, since it was $5. Are the global leader in this space. Results this year are phenomenal with strong organic growth and increasing profit margins. Are becoming synergistic in their various businesses across US and Europe through cross-selling. Are reaching 19% EBITDA margins from supply chain optimization. Now, it's hitting all-time highs, but is a good long-term investment due to an aging population as people buy stairlifts and elevators. A lot of growth, top and bottom, ahead. Today, the chairman is selling shares, which doesn't scare him, because it doesn't change the fundamentals.
It is the only consumer discretionary stock they own. She considers it a staple since it provides accessibility equipment to keep people in their homes longer, which they want. Also vertical housing is on the rise in a city like Toronto and there are townhouses now being built with elevator shafts which is part of their business.
It is a global leader in home accessibility equipment and patient handling. A concern in the second quarter report gave the stock a hit but he considers it a one-time event. Also it did a recent equity issue which is being used to pay down debt. It has good management, strong organic sales growth. a good backlog and improving margins. It should be able to make good acquisitions. Trades at 9X EBITDA, near historical lows.
Buy 8 Hold 0 Sell 0
Savaria Corp is a Canadian stock, trading under the symbol SIS-T on the Toronto Stock Exchange (SIS-CT). It is usually referred to as TSX:SIS or SIS-T
In the last year, 9 stock analysts published opinions about SIS-T. 2 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Savaria Corp.
Savaria Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Savaria Corp.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
9 stock analysts on Stockchase covered Savaria Corp In the last year. It is a trending stock that is worth watching.
On 2025-04-03, Savaria Corp (SIS-T) stock closed at a price of $16.22.
It fell below $20 on tariff fears. Some products may be exempt from tariffs if covered by Medicare. They've grown by acquisition, so have some exposure to the US. This is not bad at this price now to hide in. Their business is generally stable and shares are relatively cheap. Management owns lots of shares and have grown the business well. SIS is a better play than a software or oil company this size, because their business is stable. It helps they have business outside US, though input costs this year will be a worry.