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Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

CCL Industries (B) has faced challenges due to the pandemic, resulting in overstocking and slower sales. However, experts are optimistic about its future prospects, noting improvements in business and the potential for growth. The company has shown resilience in the past and has a strong balance sheet, with consistent growth in revenue and dividends. Overall, CCL Industries (B) is seen as a defensive and potentially lucrative long-term investment.

Consensus
Optimistic
Valuation
Undervalued
STRONG BUY

Happy that stock price has picked up. An investor needs to ask about the valuation and fundamentals. Order book is back to normal levels. Buying back stock. Anticipates $4.50-4.60 EPS this year, which will continue to grow.

Waiting for it rev up its M&A. Serial acquirer, great integrator. Perfect balance sheet, terrific management. One of the highest quality companies in Canada, should trade ~$100 and 20x earnings. He owns a big stake, loves it long term.

packaging / containers
BUY ON WEAKNESS

Strong company that has admired from afar for a long time. Expensive valuation, but continues to grow. If buying now, would expect to hold for the long term. 

packaging / containers
BUY

Small company, still in growth mode. Growing dividend ~10% a year. Operates in similar segments to MMM.

packaging / containers
WATCH
Is capital allocation healthy?

Good company, CEO has been there a long time. Family controlled. Capital allocation was really good for about 15 years, then started getting more hit and miss. Low organic growth industries, not much more than 3-4%. Acquisitions have let it grow faster than that.

Earnings growth has not lived up to historic record, starting to change. Back-to-back quarters of beating earnings expectations. He's starting to do some research on it.

packaging / containers
BUY

Picking up small industrial companies has been a great strategy, while the last few quarters have beaten expectations. Well-managed, though economically sensitive. Likes this growth-oriented industrial.

packaging / containers
TOP PICK

Balance sheet is back in perfect shape for acquisitions. Buying back stock, and at this $72 range must mean there's confidence. Loves its capital allocation. Up 23% YTD. Used to be one of the top serial compounders in Canada, thinks it will return to that. Yield is 1.57%.

Guiding long-term for better-than-GDP organic growth. Acquisitions, cost control, buybacks, and dividends could provide double-digit returns for a very long time.

(Analysts’ price target is $83.45)
packaging / containers
BUY

Global. Big partnership with LLY, making adhesives and labels for weight-loss drugs. Inexpensive. Balance sheet now perfect. People are waiting for acquisitions. Strong management. Long runway for growth.

packaging / containers
PAST TOP PICK
(A Top Pick Oct 27/22, Down 8%)

Pandemic messed up everything. Overstocking led to fewer sales. Will be rectified going forward. A day away from going up 10-15%. Acquisitive. Stock's gone nowhere, but business has improved, and this excites him. Juicy targets. One of the cheapest stocks he owns.

packaging / containers
PARTIAL BUY

Has been a great story by acquisition. His only worry short term is that it's hugely tied to consumer demand, which will slow down, highly cyclical. You can own a partial position here, but that's it.

packaging / containers
PAST TOP PICK
(A Top Pick Jun 02/23, Up 1%)

Impressive Q1 results. Sales grew only a bit in Q2, but beat expectations and earnings. Higher rates impacted consumer spending. Really strong balance sheet. Light yield of 1.7%, but has increased dividend over 5 years by 110%. Fundamentally 9/10 for her.

packaging / containers
TOP PICK

Labels & packaging business a good defensive name for investors.
Past 10 years has seen consistent growth in revenue.
110% increase of divined the last 5 years.
Excellent company for the long term.
13 of 15 past years - shares have appreciated (consistent gains).


packaging / containers
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

EPS of 83c matched estimates; revenue of $1.587B was 2% short of estimates. 
EBITDA of $289M was also 2% short. 
The outlook was better, though, with a 'solid order picture', the end of China lockdowns and supply chain normalization. 
The dividend was raised 10%. 
Things are looking a bit better here.  
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packaging / containers
PAST TOP PICK
(A Top Pick Apr 20/21, Down 5%) Contracts with PG, AAPL, cars, all sorts of stuff. Still a highly fragmented business. He's waiting for a larger acquisition to move the needle. Balance sheet under-levered. Likes management. Some economic slowdown risk, but it always manages well through it.
packaging / containers
TOP PICK
One that can come out of this type of economy even stronger. One of the world's largest makers of labels and stickers, beer labels. Perfect balance sheet. Defensive. Amazing acquisitions. Yield is 1.48%. (Analysts’ price target is $78.40)
packaging / containers
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Diversification supported 2021 sales. Consistent margins and improving sales. Poised well to benefit from global re-opening. Globally diversified operations.
packaging / containers
Showing 1 to 15 of 334 entries

CCL Industries (B)(CCL.B-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 7

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 7

Stockchase rating for CCL Industries (B) 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.

CCL Industries (B)(CCL.B-T) Frequently Asked Questions

What is CCL Industries (B) stock symbol?

CCL Industries (B) is a Canadian stock, trading under the symbol CCL.B-T on the Toronto Stock Exchange (CCL.B-CT). It is usually referred to as TSX:CCL.B or CCL.B-T

Is CCL Industries (B) a buy or a sell?

In the last year, 7 stock analysts published opinions about CCL.B-T. 7 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 CCL Industries (B).

Is CCL Industries (B) a good investment or a top pick?

CCL Industries (B) was recommended as a Top Pick by on . Read the latest stock experts ratings for CCL Industries (B).

Why is CCL Industries (B) 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 CCL Industries (B) worth watching?

7 stock analysts on Stockchase covered CCL Industries (B) In the last year. It is a trending stock that is worth watching.

What is CCL Industries (B) stock price?

On 2024-11-01, CCL Industries (B) (CCL.B-T) stock closed at a price of $81.85.