Added to YB: 2025-08-20
Pitch date: 2025-08-19
ATD.TO [bullish]
Alimentation Couche-Tard Inc.
+4.44%
current return
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Alimentation Couche-Tard Inc. operates and licenses convenience stores in North America, Europe, and Asia.
Market Cap
CAD 48.1B
Pitch Price
CAD 69.97
Price Target
90.00 (+25%)
Dividend
1.11%
EV/EBITDA
10.24
P/E
18.72
EV/Sales
0.82
Sector
Consumer Staples Distribution and Retail
Category
growth
ATD: A Steady Compounder with 30% Upside
ATD.TO: Global leader w/ 17k stores across 31 countries. Bull: 1) Proven M&A engine (TotalEnergies, GetGo) 2) Resilient fuel margins + food/bev expansion 3) 'Fit to Serve' program targeting $800M savings. $10B capacity at <2x leverage. Founder-led w/ 25% insider ownership. C$90 PT (+30% upside) @ 18.5x FY27E EPS of $3.58 (~9% CAGR).
Read full article (9 min)