Added to YB: 2026-06-12
Pitch date: 2026-06-10
GIL [neutral]
Gildan Activewear Inc.
+3.94%
current return
Author Info
No bio for this author
Company Info
Gildan Activewear Inc. manufactures and sells various apparel products. The company provides various activewear products, including T-shirts, fleece tops and bottoms, sports shirts, polos, and tank tops under Gildan, Hanes, Gildan Performance, Gildan Hammer, Gildan Softstyle, Gildan Heavy Cotton, Gildan Ultra Cotton, Gildan DryBlend, Gildan HeavyBlend, Comfort Colors, American Apparel, ALLPRO, ComfortWash, BEEFY, Bonds and Champion brands.
Market Cap
N/A
Pitch Price
CAD 80.15
Price Target
110.00 (+32%)
Dividend
N/A
EV/EBITDA
16.20
P/E
37.77
EV/Sales
N/A
Sector
Textiles, Apparel and Luxury Goods
Category
value
Gildan Activewear (GIL): A Leader in Apparel Manufacturing
GIL (update): QVI downgrades to Hold. Apparel mfr w/ narrow moat via vertically integrated low-cost supply chain. 5yr owners' earnings exceptional 46% (35% on FCF), but ROE 10.6% & ROIC 4.3% below 11.2% WACC. 23.9% rev growth, 6.2% net margin. 32.7x P/E, 37.5x P/FCF=fair-to-rich. Buybacks paused on leverage. HanesBrands integration, $250M synergies, $6.0-6.2B 2026 rev guide, 10% div hike. Up 25% in 15mo, lagging S&P. PT range $74-110.
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