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MDA Space
IN
IndusyHoldings
Community Contributor
MDA Space - All-round solutions for space
Key takeaways The main source of income is the market for Low Earth Orbit (LEO) and Medium Earth Orbit Satellites (MEO) with a revenue share of almost 60%. The space industry is currently experiencing strong growth and is expected to grow by an average of 9% per year until 2035.
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CA$44.08
FV
7.8% undervalued
intrinsic discount
26.42%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 2 months ago
author updated this narrative
Bombardier
YB
YB_
Community Contributor
Expect Bombardier's 13.43x PE Ratio to Drive Profits
Bombardier Inc. (BBD-B.TO) has been on a strong upward trajectory, with its stock price climbing from ~$49.69 in early 2024 to ~$85.05 in early 2025.
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CA$47.40
FV
238.6% overvalued
intrinsic discount
2.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 months ago
author updated this narrative
NFI Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Record Backlog And Diverse Bus Models Will Drive Production Efficiency
Key Takeaways Strong order backlog and propulsion-agnostic strategy position the company for revenue growth and market share capture across changing demand types. Favorable North American market conditions and strategies to protect margins may enhance future earnings despite trade uncertainties.
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CA$23.27
FV
16.5% undervalued
intrinsic discount
20.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
1 day ago
author updated this narrative
Aecon Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Scarborough Subway And Darlington Nuclear Projects Will Define Future Success
Key Takeaways Record backlog and major project advances are expected to drive revenue growth and consistent earnings with better margin predictability. Strategic acquisitions and sector expansion into energy and international markets aim to diversify revenue streams and improve profitability.
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CA$22.36
FV
15.0% undervalued
intrinsic discount
8.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
1 day ago
author updated this narrative
Xtract One Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
One Gateway And Global Expansion Will Drive Demand
Key Takeaways Strategic expansion into international and healthcare markets, fueled by new legislation, is expected to diversify revenue and boost sales. The introduction of the One Gateway product and effective use of channel partners are driving sales growth and operational efficiency.
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CA$0.90
FV
61.1% undervalued
intrinsic discount
48.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
1 day ago
author updated this narrative
Ballard Power Systems
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Record Orders And Cost Cuts Will Strengthen Bus And Rail
Key Takeaways Strategic focus on stable markets and restructuring initiatives are poised to enhance margins and improve financial stability over time. Strong presence in bus and rail sectors, along with innovative products, signals promising revenue and earnings growth potential in Europe and North America.
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CA$1.47
FV
94.3% overvalued
intrinsic discount
36.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
1 day ago
author updated this narrative
Bombardier
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Global 8000 Demand And Defense Contracts Will Strengthen Future Stability
Key Takeaways Solid services business and defense sector growth enhance revenue, stability, and margins, supported by strong aircraft demand and a robust backlog. Financial discipline and debt reduction improve balance sheet strength, enabling better margins and overall financial health.
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CA$152.95
FV
4.9% overvalued
intrinsic discount
3.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
Updated
narrative
MDA Space
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
New Globalstar Contract And Facility Expansion Will Boost Satellite Production Capacity By 2026
Key Takeaways MDA Space's contract wins and successful project advancements indicate growing demand and potential for revenue growth and improved margins. Expansion of production capacity and focus on R&D bolster their competitive edge, positioning them well in the growing global space market.
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CA$38.81
FV
4.7% overvalued
intrinsic discount
22.07%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
1 day ago
author updated this narrative
Decisive Dividend
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Hearth Products And Contracts Will Advance Future Prospects
Key Takeaways Enhanced order activity, new contracts, and new product introductions suggest expected revenue growth and strategic market positioning in North American and European markets. Operational improvements are geared towards increased free cash flow, improved payout ratios, and defense against tariff impacts, supporting sustainable earnings growth.
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CA$8.13
FV
2.4% undervalued
intrinsic discount
7.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
1 day ago
author updated this narrative
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