Update shared on29 Aug 2025
Fair value Decreased 0.91%Analysts remain overall positive on Alimentation Couche-Tard, citing resilient earnings growth, robust cash flow, and successful M&A execution, though some caution around fuel margin normalization and integration risks led to a slight decrease in the consensus price target from CA$83.30 to CA$82.43.
Analyst Commentary
- Bullish analysts are raising price targets incrementally due to expectations of continued outperformance and strong fundamentals.
- Upward adjustments reflect confidence in resilient earnings growth and efficient operating performance.
- Analysts highlight robust cash flow generation supporting ongoing share buybacks and dividend growth.
- The company’s successful execution of its acquisition strategy and international expansion is cited as a driver of medium-term upside.
- The slight downward adjustment from bearish analysts reflects cautiousness around fuel margin normalization and potential short-term integration risks from recent acquisitions.
What's in the News
- The Board of Directors authorized a new buyback plan.
- Alimentation Couche-Tard will repurchase up to 77,115,921 common shares (8.13% of share capital) under a normal course issuer bid; all repurchased shares will be cancelled, with the plan valid until July 22, 2026.
- As of July 14, 2025, there were 948,064,405 shares issued and outstanding.
- From February 3, 2025 to April 27, 2025, the company repurchased 0 shares under the previous buyback, but has completed a total of 8,695,652 shares repurchased (0.91% for $518.9 million) under the buyback announced April 29, 2024.
Valuation Changes
Summary of Valuation Changes for Alimentation Couche-Tard
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CA$83.30 to CA$82.43.
- The Future P/E for Alimentation Couche-Tard has significantly risen from 22.19x to 31.54x.
- The Net Profit Margin for Alimentation Couche-Tard has fallen slightly from 4.00% to 3.87%.
Disclaimer
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