Professional
Added to YB: 2024-04-18
Pitch date: 2024-04-11
BYD.TO [bullish]
Boyd Group Services Inc.
-22.05%
current return
Author Info
No bio for this author
Company Info
Boyd Group Services Inc., together with its subsidiaries, operates non-franchised collision repair centers in Canada and the United States.
Market Cap
CAD 3.1B
Pitch Price
CAD 283.82
Price Target
554.64 (+151%)
Dividend
0.30%
EV/EBITDA
12.88
P/E
124.74
EV/Sales
1.40
Sector
Commercial Services and Supplies
Category
growth
Right Tail Capital Portfolio Holding: Boyd Group Services Inc.
BYD.TO: Collision repair co w/ 950 locations. High-teens to 20%+ expected return from 2-3% cash yield, 3-5% growth w/o reinvestment, 10-15% growth from investing nearly all FCF at 25%+ ROIC. Upside: pre-COVID margins, high-margin sensor calibration. Risks: lower accidents, total losses. Recession-resistant biz providing value.
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