Added to YB: 2025-03-07
Pitch date: 2025-03-05
TBL.TO [bullish]
Taiga Building Products Ltd.
+36.87%
current return
Author Info
Canadian Value Investors is a value investing blog looking for ten baggers and focused primarily on small caps. Sign up for the newsletter.
Company Info
Taiga Building Products Ltd. operates as a wholesale distributor of building products in Canada and the United States.
Market Cap
CAD 387.5M
Pitch Price
CAD 2.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.86
P/E
8.46
EV/Sales
0.32
Sector
Trading Companies and Distributors
Category
special_situation
Taiga Building Products (TSX: TBL) still cheap: A case study in the challenges of capital allocation
TBL.TO: Canada's largest independent building products distributor with 80% gross margins, strong cash flow, and no debt. Cash pile now ~50% of market cap, impacting ROE. Trading at high single-digit P/E/FCF. Avarga (~72% owner) failed go-private attempt. Potential buyout or privatization scenarios discussed.
Read full article (4 min)