Added to YB: 2026-07-13
Pitch date: 2026-07-10
TVA-B.TO [bullish]
TVA Group Inc.
Author Info
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Company Info
TVA Group Inc. operates as a communications company in Canada. It operates through Broadcasting, Film Production & Audiovisual Services, Magazines, and Production & Distribution segments.
Market Cap
CAD 97.6M
Pitch Price
N/A
Price Target
2.50 (+11%)
Dividend
N/A
EV/EBITDA
1.14
P/E
3.18
EV/Sales
0.14
Sector
Media
Category
special_situation
TVA Group (TSX: TVA.B)
TVA-B.TO: French-language broadcaster 65-68% owned by Quebecor. At C$1.98 (~C$86mn cap), trades 0.25x book, below C$109-165mn non-op assets (cash, pension surplus, real estate). SOTP C$3.90-6.50. Catalysts: CRTC relief (+C$20mn EBITDA), Bell arbitration win, buyout logic. Risks: NHL rights binary, no votes/dividend, single acquirer. EV ~C$2.50 (28% upside); buyout C$3.50 = 77%, bear C$0.85 = -55%.
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