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Cargojet Community
TSX:CJT Community
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Cargojet
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Direct Shipping Routes Will Boost Freighter Capacity Despite Margin Concerns
Key Takeaways Decoupling of North American supply chains from Asia is expected to boost revenue growth and drive expansion opportunities for Cargojet. Fleet expansion and increased online sales penetration likely to enhance revenue and earnings stability, offsetting softer segments.
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CA$141.69
FV
28.2% undervalued
intrinsic discount
4.20%
Revenue growth p.a.
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about 11 hours ago
author updated this narrative
Cargojet
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Digital Transformation And E-Commerce Will Fuel Air Cargo Demand
Key Takeaways Strong e-commerce growth and new shipping models position Cargojet for sustained revenue and margin expansion, potentially surpassing current market expectations. Long-term contracts and digital transformation initiatives enhance earnings stability and operational efficiency, strengthening competitive advantages regardless of economic conditions.
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CA$177.00
FV
42.5% undervalued
intrinsic discount
4.45%
Revenue growth p.a.
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about 13 hours ago
author updated this narrative
Cargojet
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Rising Environmental Regulations And Amazon Risks Will Squeeze Margins
Key Takeaways Modernizing a fuel-intensive fleet amid stricter environmental rules will raise costs and squeeze margins, increasing financial risks and pressuring long-term profitability. Reliance on major partners and temporary international demand growth exposes the company to client concentration and potential revenue volatility.
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CA$95.00
FV
7.1% overvalued
intrinsic discount
3.40%
Revenue growth p.a.
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10 days ago
author updated this narrative
Your Valuation for
CJT
CJT
Cargojet
Your Fair Value
CA$
Current Price
CA$101.72
3.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-16m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue CA$1.2b
Earnings CA$150.7m
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