Added to YB: 2026-01-06
Pitch date: 2025-12-29
ATD.TO [neutral]
Alimentation Couche-Tard Inc.
+0.35%
current return
Author Info
Value and Opportunity focuses on slow investing, special situations & the occasional wild punts Sign up for their newsletter.
Company Info
Alimentation Couche-Tard Inc. operates and licenses convenience stores in North America, Europe, and Asia.
Market Cap
CAD 50.9B
Pitch Price
CAD 74.44
Price Target
N/A
Dividend
1.14%
EV/EBITDA
10.69
P/E
20.03
EV/Sales
0.89
Sector
Consumer Staples Distribution and Retail
Category
value
My 23 Investments for 2026 - Hold/Review: Alimentation Couche-Tard Inc.
ATD.TO (hold/review): High quality compounder w/ decentralized culture & excellent capital allocation. Entered at reasonable 13-14x PE in 2021 post-Carrefour bid failure. Recent failed Seven & I/7-11 bid, new CEO require re-underwriting. Positive: US EV adoption slower than expected.
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