Amazon And DHL Contracts Will Spark Progress While Facing Headwinds

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

07 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-31.3%

7D

-4.0%

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1Y

-31.3%

7D

-4.0%

You can edit this narrative until Dec 8 2:05 AM. Then, changes will post as Updates.

Author's Valuation

CA$109.2129.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

CJT: European Expansion And Buybacks Will Support Future Margin Resilience

Cargojet's updated analyst price target has been revised to C$109.21 from C$109.21, as analysts modestly reduce long-term growth and profitability assumptions while still expecting solid revenue expansion and maintaining generally positive ratings on the shares. Analyst Commentary Recent research updates reflect a more cautious stance on Cargojet, with multiple firms trimming their price targets to account for tempered expectations on long term volume growth and margin expansion.

Shared on 23 Nov 25

Fair value Decreased 9.37%

CJT: Expanding European Air Network Will Support Future Margin Resilience

Cargojet's analyst price target was lowered from approximately $120.50 to $109.21. This change reflects analysts’ updated expectations for slower revenue growth, but improved profit margins and a lower projected price-to-earnings ratio.

Shared on 07 Nov 25

Fair value Decreased 17%

CJT: Ongoing Network Expansion Will Drive Recovery Despite Market Headwinds

Cargojet's analyst price target was reduced significantly, dropping from C$144.83 to C$120.50. Analysts cite softer revenue growth, compressed profit margins, and a higher discount rate in their latest assessments.

Shared on 01 May 25

Fair value Increased 1.66%

Shared on 23 Apr 25

Fair value Decreased 15%

Shared on 17 Apr 25

Fair value Decreased 3.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 20%

AnalystConsensusTarget has increased future PE multiple from 24.5x to 28.2x.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 9.14%

AnalystConsensusTarget has decreased revenue growth from 6.5% to 5.9%, decreased profit margin from 16.7% to 8.5% and increased future PE multiple from 13.5x to 24.8x.

AnalystConsensusTarget Fair Value

CA$109.21

29.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

2.65%

Logistics revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.07%

Calculation

CA$63.39m

Earnings '28

x

28.22x

PE Ratio '28

=

CA$1.79b

Market Cap '28

CA$1.79b

Market Cap '28

/

13.16m

No. shares '28

=

CA$135.95

Share Price '28

CA$135.95 Share Price '28

Discounted to 2025 @ 8.01% p.a.

=

CA$107.90

Fair Value '25