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Investor Insights

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

The experts have mixed opinions on Boyd Group Services Inc. One expert is optimistic about the long-term growth potential of the company, highlighting its success in a fragmented industry and through acquisitions. Another expert acknowledges the challenges faced during COVID, such as labor costs and supply chain disruptions, but expects these trends to unwind. However, there are concerns about the company's retail orientation and capital investments. Overall, the reviews reflect a cautious optimism about the company's future prospects.

Consensus
Cautious
Valuation
Fair Value
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

EPS of 93c missed estimates of $1.05; revenue of $740M matched estimates. EBITDA of $94M was 1% light. Same store sales were good at 8.7%, but below estimates (9.5%). The company blamed mild winter weather. The long term forecast (doubling the size of the business in 2025 from 2019 levels) remains intact. It added 78 (net) locations last year. Heading into 2024, same store sales growth is still positive but running below the 10-year average. The stock has been quite strong but will likely sell off on the 'miss'. 
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other services
HOLD

Dominant in a fragmented industry. Grows through acquisition, very successful, still lots of runway for this. Good long-term hold.

other services
BUY

Lots against them during Covid with no one driving, labour costs going up, and blocked supply chains. Those trends are unwinding. More driving = more accidents. With automation, repair costs are that much higher. M&A mojo should return.

other services
WATCH

Interesting business model, gets referrals from insurers. Labour shortages and other issues slowly being addressed. Well managed. He tries to avoid labour-intensive businesses, but he is looking at it.

other services
BUY

Tough during Covid. Insurance rates and labour costs have come up. Good numbers last quarter. Now insurance is paying more, labour costs are going down, and consolidation is continuing. Fragmented industry, so lots of runway. Positive on the name.

other services
BUY ON WEAKNESS

Has sold shares in company.
Company has too much retail orientation (very hard business).
Auto-body shops require large capital investments.
Strong franchise - but would wait for shares to fall before investing.

other services
BUY ON WEAKNESS
Very well run company. Growth through M&A and organically. As pandemic eases, costs will go up (costs going up with more vehicle collisions). Large business with brand name. Current share price presenting good buying opportunity.
other services
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Preliminary 1Q 2020 results are positive Higher debt, but good financial flexibility. Solid acquisition track record. Autonomous vehicle risks in future.
other services
BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. One of the largest operators of non-franchised collision repair centers in North America. 860 locations of which 724 are Gerber glass. Sales at $613 million, up 37.8% for the quarter ended June 30th, 2022. Management noted that demand is exceeding capacity in all US markets and indicating a recovery in Canadian markets. Unlock Premium - Try 5i Free

other services
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Relationships with major insurance companies. Industry leader and major consolidator. Expanding EBITDA margins. Five-year growth plan to double its size.
other services
BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Relationships with major insurance companies. Industry leader and major consolidator. Expanding EBITDA margins. Five-year growth plan to double its size. Unlock Premium - Try 5i Free

other services
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Underlying fundamentals remain good. Labour shortages and supply issues could persist for some time, however. In general they beat estimates in their latest quarter, with sales at $516M, rising 28%. esP beat estimates of 12c at 28c. Unlock Premium - Try 5i Free

other services
WATCH
Management is awesome. Excellent accretive acquisitions. Valuation got high this year, and so it pulled back. He's been looking at it quite closely.
other services
BUY
It has come off. They are having challenges with labour and supply shortages. The company expects a couple or more quarters to get back to their previous margins. It is a fantastic company unless over the long term, auto-pilot functions like in Tesla take off in the car market, vastly reducing collisions.
other services
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Same store sales increased by 10.7%. They beat sales estimates slightly but missed on EPS. EBITDA came in at $51.1M, missing estimates. Demand is still below pre-covid levels and margins are seeing pressure from labour and material shortages. Confident in management’s ability to manage short-term headwinds. Unlock Premium - Try 5i Free

other services
Showing 1 to 15 of 133 entries

Boyd Group Services Inc.(BYD-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 5

Stockchase rating for Boyd Group Services Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Boyd Group Services Inc.(BYD-T) Frequently Asked Questions

What is Boyd Group Services Inc. stock symbol?

Boyd Group Services Inc. is a Canadian stock, trading under the symbol BYD-T on the Toronto Stock Exchange (BYD-CT). It is usually referred to as TSX:BYD or BYD-T

Is Boyd Group Services Inc. a buy or a sell?

In the last year, 5 stock analysts published opinions about BYD-T. 4 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Boyd Group Services Inc..

Is Boyd Group Services Inc. a good investment or a top pick?

Boyd Group Services Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Boyd Group Services Inc..

Why is Boyd Group Services Inc. stock dropping?

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.

Is Boyd Group Services Inc. worth watching?

5 stock analysts on Stockchase covered Boyd Group Services Inc. In the last year. It is a trending stock that is worth watching.

What is Boyd Group Services Inc. stock price?

On 2024-03-27, Boyd Group Services Inc. (BYD-T) stock closed at a price of $290.04.