BUY

16x cash earnings share price a fair price (current share price).
Strong business for the long term investor.
2nd largest convenience store business in world.
Founder owned business.
Strict M&A operators.

food stores
BUY

Great operator and consolidator in a fragmented industry. Just expanded in Europe, a pretty good acquisition. Power washes are high-margin add-ons. Undemanding multiple of 17x earnings. Compounded earnings growth at 19% over the last 5 years. Keeps moving up and to the right, higher highs and higher lows. Still a buyer.

food stores
BUY

Good long-term chart, up and to the right. Use weakness to add exposure. Breaking out to new highs is telling you something, that we're in a bull market.

food stores
BUY

High quality. Global leader. Geographically well diversified. Largest company in Canada by revenue. Very well managed. Very high ROE (well above market average) and fairly strong balance sheet. Fuel represents about 75% of total revenues. Reasonable multiple of 16x earnings. Buy here, and certainly on a pullback.

food stores
TOP PICK

7,500 stores in North America + 2,000 in Europe. Will add more after buying Total Energies, to extend them into Germany, Belgium and Holland. Smart acquirers while maintaining a healthy balance sheet (but could lower debt more). They just bought 112 location in the U.S. and they can continue to keep buying and growing. 

(Analysts’ price target is $71.88)
food stores
BUY

Great company. After 7-11, ATD is the biggest convenience store operator in the world. They paused M&A activity for 3-4 years, but made one earlier this year. Will do very well going forward.

food stores
BUY ON WEAKNESS

Has owned this for years. They just bought a European company and one in the U.S. They grow by buying and execute well. Debt rose but they will manage that. Good that they're growing through Europe. They've built Circle K well. Can use supply chain management to reduce costs. Buy on any pullback.

food stores
BUY

vs. PKI

They're different, because ATD is retail and convenience stores, whereas PKI that's only half their business, as well as selling energy products to companies and their BC refinery (25% of their business). Also, different analysts cover each company. The refineries tend to get a lower PE and are less ESG-friendly, and are in a heavier-asset industry. Is less stable than ATD. ATD also has Circle K's not necessarily attached to their gas stations, whereas they are attached under PKI. PKI's balance sheet is more leveraged, too. She owns neither company.

food stores
BUY ON WEAKNESS

Their big thing is their convenience stores, though they've maxxed out their value. The innovate and reposition well and will continue to do so. Selling gas won't go away overnight. Shares are too high now, though.

food stores
STRONG BUY
ATD vs. BCE

ATD has more growth prospects. Total acquisition is really important, as it gives them more geographical diversification in Europe, and they get more stores. Acquisition was at a good price. Debt to EBITDA has gone up, but this is typical and will come down. Great job of buying businesses and integrating.

BCE has a 6.4% dividend yield. Reported decent numbers, except media division was hurt by advertising. Own it for a nice dividend yield that will slowly grow. 

ATD gets the nod, but he owns both.

food stores
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 08/22, Up 16.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ATD has achieved its target of $68.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $56) to $60.  

food stores
BUY
ATD vs. DOL

Both are timely, great secular growers. If he really had to choose, he'd pick ATD because of the more attractive valuation of 15-16x. DOL is at a mid-high 20s multiple, but it's justifiable because it has a faster organic growth rate. ATD has a more under-levered balance sheet, a capable serial acquirer. ATD announced significant transaction last week, increases presence in Europe. Good deal, high single-digit accretion, manageable financially, more to come.

food stores
BUY ON WEAKNESS

One of his larger holdings. Very astute purchasers. Recent purchase of 2400 stores and car washes will really add to retail capability down the road. In a good position to roll out EV charging in their network. Not sure if he'd add today, but any price rollback would be an opportunity.

food stores
HOLD
EVs are charged mostly at home. Wouldn't this hurt business?

Excellent question. It's a ways in the future. Canada will stop selling internal combustion by 2035, but the vehicles will be around well into the 2040s. EVs are not going to put ATD out of business anytime in the investible future. Lots of runway left, same as for energy companies.

food stores
BUY
Building EV charging stations. Will benefit as people start taking more trips. Added attraction is opportunity to buy food while you wait. Higher margins on private label foods. European outlets are all fully chargeable. 15x earnings, still cheap. Held its own this year. He's buying at these levels.
food stores
Showing 1 to 15 of 32 entries

Alimentation Couche-Tard(ATD-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 22

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 25

Stockchase rating for Alimentation Couche-Tard 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.

Alimentation Couche-Tard(ATD-T) Frequently Asked Questions

What is Alimentation Couche-Tard stock symbol?

Alimentation Couche-Tard is a Canadian stock, trading under the symbol ATD-T on the Toronto Stock Exchange (ATD-CT). It is usually referred to as TSX:ATD or ATD-T

Is Alimentation Couche-Tard a buy or a sell?

In the last year, 25 stock analysts published opinions about ATD-T. 22 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 Alimentation Couche-Tard.

Is Alimentation Couche-Tard a good investment or a top pick?

Alimentation Couche-Tard was recommended as a Top Pick by on . Read the latest stock experts ratings for Alimentation Couche-Tard.

Why is Alimentation Couche-Tard 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 Alimentation Couche-Tard worth watching?

25 stock analysts on Stockchase covered Alimentation Couche-Tard In the last year. It is a trending stock that is worth watching.

What is Alimentation Couche-Tard stock price?

On 2023-05-29, Alimentation Couche-Tard (ATD-T) stock closed at a price of $66.71.