Added to YB: 2025-10-16
Pitch date: 2025-10-14
ISC.TO [neutral]
Information Services Corporation
+10.17%
current return
Author Info
The Value Road is a deep value investor that's interested in post bankruptcy, NAV, and undervalued micro and nano-cap stocks. I only invest in companies that have layers of value behind them, usually with little or no debt. Sign up for their newsletter.
Company Info
Information Services Corporation provides registry and information management services for public data and records in Canada.
Market Cap
CAD 669.5M
Pitch Price
CAD 34.11
Price Target
47.00 (+25%)
Dividend
2.57%
EV/EBITDA
10.90
P/E
28.83
EV/Sales
3.26
Sector
Real Estate Management and Development
Category
special_situation
The 41% Signal: How Strategic Reviews Hint at Hidden Takeovers - Information Services Corporation
ISC.TO (strategic review): Strategic review underway for C$670M registry services co trading 8.5x EV/EBITDA, 4% dividend yield. Board exploring sale (PE infrastructure buyers), asset divestitures, or partnerships. Sale at 10x EBITDA could deliver 25-30% upside though political limits may favor partial deals.
Read full article (1 min)