TSE:MDF

5.80
0.00 (0.00%) 1d
0

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Investor Insights

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

MDF Commerce Inc is a leading player in digitizing procurement systems and has recently secured significant contract wins, leading to a profitable business with positive free cash flow and high margin revenue. Despite some management changes, experts see good growth potential for the company and believe it may be a potential acquisition target due to its strong commerce platform in the US. Some analysts are not satisfied with the current offer for the stock and believe it is worth more, hoping for a higher bidder to come forward.

Consensus
Mixed
Valuation
Undervalued
HOLD
MDF Commerce Inc.

His biggest position. Not happy with KKR's offer of $5.80. Worth more. Still time for a higher bidder to come forward. Early days for digitizing procurement systems. De facto leader in that space. He's not selling, counting on biggest shareholder to negotiate a higher price.

computer software / processing
COMMENT
MDF Commerce Inc.

It's gone through a couple of management team changes. There are better and more profitable places to be in technology.

computer software / processing
TOP PICK
MDF Commerce Inc.

It develops business to government and e-commerce platforms. It is the number one player in the U.S. and has some recent, very significant contract wins. It is a great turn-around story and is now profitable with positive free cash flow along with 80% of revenue being high margin. He sees good growth.             Buy 2  Hold 2  Sell 0

(Analysts’ price target is $4.56)
computer software / processing
PAST TOP PICK
MDF Commerce Inc.
(A Top Pick Jul 14/22, Up 117%)

Still likes it, tremendously undervalued. Leaders in Canada and US. 6% market share in US, a nascent market. Recently announced 2 significant US contracts. Robust pipeline of states looking to digitize. Trades at barely over 1x revenues. EBITDA positive, improving every quarter. Lots of room still.

computer software / processing
BUY
MDF Commerce Inc.

Good results last night. Turnaround in profitability, nice organic growth. Wouldn't be surprised if it was acquired. Great commerce platform in the US.

computer software / processing
HOLD
MDF Commerce Inc.

eCommerce aggregation business.
Does not own stock.
Growth and profitability not strong enough.
Paying down debt which is good for the company.
High valuation would suggest better names to buy.

computer software / processing
BUY
MDF Commerce Inc.

Still owns it. Came down with all tech stocks, and they made a costly acquisition. Also have an e-commerce business with clients like Sobeys; he thinks MDF may sell this and become a pure e-procurement company. He sees upside, because they have valuable businesses they can sell. Shares remain cheap. Growth will resume in the US with a recently acquisition.

computer software / processing
BUY
MDF Commerce Inc.
Its main business is e-procurement and it had a big meltdown along with the tech rout. It is not only an e-commerce platform for large corporations but has several smaller businesses as well. It is trading well below the sum of its parts. It had a good offer for a very small division which would give it $67 million, basically its present market cap so it could pay off debt, have a net cash position and still keep its two main businesses. It is focused on improving profitability, EBITA and margins. There is lots of upside, maybe $6 or $7 in 12 to 18 months and $14 in the next five years.
computer software / processing
TOP PICK
MDF Commerce Inc.
Overly beaten up. E-commerce for large corporations, such as Click & Collect. E-platform lets people bid on government contracts. IT labour shortages, high capex for acquisition. Dirt cheap. Activist shareholder should unlock value. Stock could see $6. No dividend.
computer software / processing
BUY
MDF Commerce Inc.
Likes business and will continue to hold shares. Expecting recent acquisitions to pay off well. Share price presenting good opportunity to buy. Expecting valuation of shares to rise.
computer software / processing
BUY
MDF Commerce Inc.
Company is core position for fund. Really like company and has excellent long term prospects. Recent acquisition has been drain on cash, but will pay off. Fast growing business segment. Company revenues include high margins, and are recurring. Organic growth in every segment of business. Stock price is very cheap in relation to peers. Good time to buy.
computer software / processing
HOLD
MDF Commerce Inc.
Issued a huge number of shares to fund big acquisition. Stock fell. Acquisition was good. Procurement for governments in the US, a fast-growing business. E-commerce for traditional retailers. Good recurring revenue model. He's hoping for good results, and stock at $10 in next 12 months. Definitely hold on. Good technology, good clients.
computer software / processing
DON'T BUY
MDF Commerce Inc.
Small cap, in a very competitive marketplace with players like GIB.A and OTEX. Large, transformational acquisition last year has an interesting business model, but not very profitable. A show-me story. Not interested.
computer software / processing
PAST TOP PICK
MDF Commerce Inc.
(A Top Pick Sep 22/20, Down 25%) A leader with big clients. Recent huge, transformative acquisition in the US. Should accelerate with the infrastructure bill. Trades cheaply. Great time to buy.
computer software / processing
PAST TOP PICK
MDF Commerce Inc.
(A Top Pick Sep 22/20, Up 16%) It is growing nicely but what hit it was that they announced a very large acquisition. There is enormous synergies going forward. They have 80% recurring revenue. This is a really good time to get into this company.
computer software / processing
Showing 1 to 15 of 38 entries

MDF Commerce Inc.(MDF-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for MDF Commerce 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.

MDF Commerce Inc.(MDF-T) Frequently Asked Questions

What is MDF Commerce Inc. stock symbol?

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

Is MDF Commerce Inc. a buy or a sell?

In the last year, 3 stock analysts published opinions about MDF-T. 2 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 MDF Commerce Inc..

Is MDF Commerce Inc. a good investment or a top pick?

MDF Commerce Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for MDF Commerce Inc..

Why is MDF Commerce 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 MDF Commerce Inc. worth watching?

3 stock analysts on Stockchase covered MDF Commerce Inc. In the last year. It is a trending stock that is worth watching.

What is MDF Commerce Inc. stock price?

On 2024-05-22, MDF Commerce Inc. (MDF-T) stock closed at a price of $5.8.