Transcontinental Management
Management Kriterienprüfungen 3/4
Transcontinental CEO ist Sam Bendavid , ernannt in Apr 2026, hat eine Amtszeit von weniger als einem Jahr. Die jährliche Gesamtvergütung beträgt CA$1.10M , bestehend aus 35.6% Gehalt und 64.4% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.007% der Aktien des Unternehmens, im Wert von CA$31.15K . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.5 Jahre bzw. 10.8 Jahre.
Wichtige Informationen
Sam Bendavid
Geschäftsführender
CA$1.1m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 35.61% |
| Amtszeit als Geschäftsführer | less than a year |
| Eigentum des Geschäftsführers | 0.007% |
| Durchschnittliche Amtszeit des Managements | 1.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 10.8yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 11
TCL.A: Special Dividend And New CEO Will Shape Future Returns
Analysts have cut their average 12 month price target for Transcontinental by about CA$20, citing revised expectations for the business that are reflected in updated discount rate, revenue and margin assumptions. Analyst Commentary Recent research reports broadly align around lower 12 month price targets for Transcontinental, with cuts clustered around CA$20 to CA$20.75.Narrativ-Update • Apr 21
TCL.A: Special Dividend And New CEO Will Support Future Returns
Analysts have trimmed their average 12 month price target on Transcontinental by CA$0.14 to CA$7.71, citing updated fair value estimates, a slightly higher discount rate, and a modestly lower future P/E assumption. Analyst Commentary Recent Street research has focused on resetting price targets for Transcontinental, with several firms cutting their 12 month views while keeping the discussion anchored on valuation assumptions and execution risks.Narrativ-Update • Apr 06
TCL.A: Special Dividend Will Support Higher Future Returns Despite Lower P E Expectations
Analysts have cut their 12 month price target for Transcontinental from about CA$27.50 to roughly CA$7.85. They point to higher required returns, a lower assumed future P/E multiple and only modest improvements in profitability as key drivers of the reset.Narrativ-Update • Mar 23
TCL.A: Special Dividend And Leadership Transition Will Support Future Capital Returns
Analysts now set their price target for Transcontinental at about CA$27.50, a small adjustment from roughly CA$27.67. This reflects updated views on revenue pressure, margin expectations and future P/E assumptions.Narrativ-Update • Mar 08
TCL.A: Printing Contract Renewal And Sector Sale Will Support Future Capital Returns
Analysts have trimmed their CA$ price target on Transcontinental, pointing to slightly softer revenue growth and profit margin assumptions, along with a marginally higher forward P/E outlook to justify the updated valuation. What's in the News Transcontinental has called a special shareholders meeting on February 2, 2026, to vote on a special resolution approving the sale of all issued and outstanding equity securities of entities that operate the Packaging Sector to ProAmpac Holdings Inc., under a stock purchase agreement dated December 7, 2025 (management proxy circular Schedule A).Narrativ-Update • Feb 22
TCL.A: Long-Term Printing Contracts Will Support Future Capital Returns
Analysts have nudged their average price target for Transcontinental slightly higher to CA$27.67. This reflects updated assumptions around discount rates, revenue trends, profit margins and forward P/E that remain broadly in line with prior estimates.Narrativ-Update • Feb 06
TCL.A: Long-Term Printing Contracts Will Support Future Capital Return Changes
Analysts have nudged their price target for Transcontinental slightly higher to about CA$27.67 from roughly CA$27.14, citing updated fair value estimates and modest adjustments to the discount rate and future P/E assumptions. What's in the News Transcontinental has called a special meeting of shareholders for February 2, 2026, to vote on a special resolution approving the sale of all issued and outstanding equity securities of the entities that operate the Packaging Sector under a stock purchase agreement with ProAmpac Holdings Inc.Narrativ-Update • Jan 22
TCL.A: Long-Term Printing Contracts Will Support Future Acquisition Opportunities
Analysts have slightly lowered their price target on Transcontinental to account for minor revisions to the discount rate, revenue growth expectations and profit margin assumptions, while keeping fair value steady at about $27.14 and the implied future P/E close to 41x. What's in the News Transcontinental extended its agreement with METRO for three years to provide multiple marketing services, including continued participation in the raddar print and digital flyer in Quebec and other potential Canadian markets, along with printing, in store marketing and content solutions (company client announcement).Narrativ-Update • Jan 08
TCL.A: Long-Term Printing Deals Will Support Future M&A Upside
Analysts have slightly adjusted their price expectations for Transcontinental. The updated target is now aligned to a fair value of about $27.14 per share, reflecting modest tweaks to discount rate, revenue growth and profit margin assumptions, without a change to the core valuation view.Narrativ-Update • Dec 24
TCL.A: Future Printing Agreements Will Drive M&A And Shareholder Upside
Analysts have modestly raised their price target on Transcontinental to approximately $27.14 from about $26.86 per share, citing a higher long term valuation multiple despite weaker near term revenue growth expectations and a slightly softer profit margin outlook. What's in the News TC Transcontinental and The Globe and Mail renewed their long standing partnership with a new 10 year printing agreement, extending a 40 year relationship that is the longest in Canadian newspaper printing history (company announcement).Analyseartikel • Dec 16
Transcontinental (TSE:TCL.A) Will Pay A Dividend Of CA$0.225
Transcontinental Inc. ( TSE:TCL.A ) will pay a dividend of CA$0.225 on the 20th of January. The dividend yield will be...Narrativ-Update • Dec 10
TCL.A: Future M&A Expansion Will Drive Shareholder Value Upside
Analysts have raised their price target for Transcontinental from approximately $24.46 to $26.86 per share. This reflects slightly higher discount rate and future P/E assumptions, despite tempered expectations for revenue growth and profit margins.Analyseartikel • Nov 28
The Returns At Transcontinental (TSE:TCL.A) Aren't Growing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Analyseartikel • Jul 31
Do Transcontinental's (TSE:TCL.A) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analyseartikel • May 01
Transcontinental (TSE:TCL.A) Seems To Use Debt Quite Sensibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Apr 04
Here's Why We Think Transcontinental (TSE:TCL.A) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analyseartikel • Mar 14
Transcontinental Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Shareholders of Transcontinental Inc. ( TSE:TCL.A ) will be pleased this week, given that the stock price is up 11% to...Analyseartikel • Feb 12
Many Still Looking Away From Transcontinental Inc. (TSE:TCL.A)
With a price-to-earnings (or "P/E") ratio of 12.1x Transcontinental Inc. ( TSE:TCL.A ) may be sending bullish signals...
Neues Narrativ • Jan 27
Cost Optimization And Sustainable Packaging Will Drive Future Success
Focus on cost structure improvement and strategic divestments enhances profitability and streamlines operations toward higher-margin growth opportunities.Analyseartikel • Jan 11
Is Now An Opportune Moment To Examine Transcontinental Inc. (TSE:TCL.A)?
While Transcontinental Inc. ( TSE:TCL.A ) might not have the largest market cap around , it received a lot of attention...Analyseartikel • Dec 15
Transcontinental (TSE:TCL.A) Is Due To Pay A Dividend Of CA$0.225
The board of Transcontinental Inc. ( TSE:TCL.A ) has announced that it will pay a dividend on the 20th of January, with...Analyseartikel • Oct 01
Here's Why Transcontinental (TSE:TCL.A) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Jun 13
There May Be Reason For Hope In Transcontinental's (TSE:TCL.A) Disappointing Earnings
Transcontinental Inc.'s ( TSE:TCL.A ) recent soft profit numbers didn't appear to worry shareholders, as the stock...Analyseartikel • Jun 07
Some Shareholders Feeling Restless Over Transcontinental Inc.'s (TSE:TCL.A) P/E Ratio
With a median price-to-earnings (or "P/E") ratio of close to 14x in Canada, you could be forgiven for feeling...Analyseartikel • Nov 18
At CA$11.10, Is Transcontinental Inc. (TSE:TCL.A) Worth Looking At Closely?
Transcontinental Inc. ( TSE:TCL.A ), might not be a large cap stock, but it received a lot of attention from a...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jan 25 2026 | n/a | n/a | CA$166m |
| Oct 26 2025 | CA$1m | CA$392k | CA$171m |
| Jul 27 2025 | n/a | n/a | CA$125m |
| Apr 27 2025 | n/a | n/a | CA$130m |
| Jan 26 2025 | n/a | n/a | CA$112m |
| Oct 27 2024 | CA$1m | CA$358k | CA$121m |
| Jul 28 2024 | n/a | n/a | CA$115m |
| Apr 28 2024 | n/a | n/a | CA$92m |
| Jan 28 2024 | n/a | n/a | CA$99m |
| Oct 29 2023 | CA$665k | CA$296k | CA$86m |
| Jul 30 2023 | n/a | n/a | CA$105m |
| Apr 30 2023 | n/a | n/a | CA$118m |
| Jan 29 2023 | n/a | n/a | CA$124m |
| Oct 30 2022 | CA$511k | CA$261k | CA$141m |
Vergütung im Vergleich zum Markt: SamDie Gesamtvergütung ($USD797.27K) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt Canadian ($USD880.78K).
Entschädigung vs. Einkommen: SamDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Sam Bendavid (45 yo)
less than a year
Amtszeit
CA$1,101,059
Vergütung
Mr. Sam Bendavid served as Chief Corporate Development and Procurement Officer at Transcontinental Inc. since July 2023 until April 06, 2026 and is its Chief Executive Officer from April 06, 2026. In this...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Executive Chair of the Board | 21.2yrs | CA$3.58m | 0.0060% CA$ 27.3k | |
| Chief Executive Officer | less than a year | CA$1.10m | 0.0068% CA$ 31.1k | |
| Executive VP & CFO | 7.7yrs | CA$2.49m | 0.023% CA$ 102.9k | |
| Chief Operating Officer | less than a year | CA$1.05m | 0.0092% CA$ 42.1k | |
| Senior Director of Investor Relations & Treasury | no data | keine Daten | keine Daten | |
| Vice President of Legal Affairs & Corporate Secretary | less than a year | keine Daten | 0.00047% CA$ 2.1k | |
| Vice President of Corporate Communications & Public Affairs | 6.3yrs | keine Daten | keine Daten | |
| Vice President of Human Resources | less than a year | keine Daten | keine Daten | |
| Senior Vice President of Retail Group Transcontinental Printing - Marketing Products | no data | keine Daten | keine Daten | |
| Chief Development Officer of Printing & Media | no data | CA$729.25k | keine Daten | |
| Senior Vice President of Recycling Group | 6.3yrs | keine Daten | keine Daten | |
| Senior Vice President of Québec & Atlantic - Printing | no data | keine Daten | keine Daten |
1.5yrs
Durchschnittliche Betriebszugehörigkeit
45yo
Durchschnittliches Alter
Erfahrenes Management: TCL.ADas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.5 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Executive Chair of the Board | 21.2yrs | CA$3.58m | 0.0060% CA$ 27.3k | |
| Independent Director | 11.2yrs | CA$328.21k | 0.012% CA$ 54.1k | |
| Independent Director | 5yrs | CA$236.46k | 0.0096% CA$ 43.7k | |
| Independent Director | 1.7yrs | CA$183.12k | 0.036% CA$ 163.9k | |
| Non-Independent Director | 21.2yrs | CA$150.00k | 0.0072% CA$ 32.8k | |
| Independent Lead Director | 10.2yrs | CA$339.86k | 0.021% CA$ 94.5k | |
| Independent Director | 15.2yrs | CA$417.84k | 0.0045% CA$ 20.5k | |
| Independent Director | 10.5yrs | CA$263.45k | 0.017% CA$ 78.0k | |
| Non-Independent Director | 15.2yrs | CA$220.03k | keine Daten | |
| Independent Director | 9.2yrs | CA$293.26k | 0.012% CA$ 54.6k |
10.8yrs
Durchschnittliche Betriebszugehörigkeit
62.5yo
Durchschnittliches Alter
Erfahrener Vorstand: TCL.ADie Vorstandsmitglieder sind sehr erfahren ( 10.8 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/26 11:42 |
| Aktienkurs zum Tagesende | 2026/05/26 00:00 |
| Gewinne | 2026/01/25 |
| Jährliche Einnahmen | 2025/10/26 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Analysten-Quellen
Transcontinental Inc. wird von 12 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David McFadgen | ATB Cormark |
| David McFadgen | ATB Cormark Historical (Cormark Securities) |
| Stephen MacLeod | BMO Capital Markets Equity Research |