Added to YB: 2026-05-20
Pitch date: 2026-05-18
BDI.TO [neutral]
Black Diamond Group Limited
+0.59%
current return
Author Info
Contrarian Cashflows publishes a monthly deep dive on a new value stock. Sign up for the newsletter.
Company Info
Black Diamond Group Limited provides specialty rentals and industrial services in Canada, the United States, and Australia.
Market Cap
CAD 1.2B
Pitch Price
CAD 16.84
Price Target
N/A
Dividend
1.07%
EV/EBITDA
12.23
P/E
34.76
EV/Sales
3.13
Sector
Commercial Services and Supplies
Category
N/A
Monday Delight: 18/05/2026 - Black Diamond Group Limited
BDI.TO (quick overview): Asset-heavy modular space & workforce accommodations provider. BOXX Modular rents workspaces; lodging segment offers remote camps; LodgeLink is digital booking platform. 15-20% cash returns on assets, 5yr+ rental contracts. Mid-70% utilization (vs 85% best-in-class). Fairly valued at 17.5x EV/FCF given utilization near cycle avg.
Read full article (1 min)