Transcontinental Inc.

Informe acción TSX:TCL.A

Capitalización de mercado: CA$454.3m

Transcontinental Dirección

Dirección controles de criterios 3/4

El CEO de Transcontinental es Sam Bendavid , nombrado en Apr 2026, tiene una permanencia de menos de un año. compensación anual total es CA$1.10M, compuesta por 35.6% salario y 64.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.007% de las acciones de la empresa, por valor de CA$30.99K. La antigüedad media del equipo directivo y de la junta directiva es de 1.5 años y 10.8 años, respectivamente.

Información clave

Sam Bendavid

Chief Executive Officer (CEO)

CA$1.1m

Compensación total

Porcentaje del salario del CEO35.61%
Permanencia del CEOless than a year
Participación del CEO0.007%
Permanencia media de la dirección1.5yrs
Promedio de permanencia en la Junta Directiva10.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
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Nueva narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Sam Bendavid en comparación con los beneficios de Transcontinental?
FechaCompensación totalSalarioIngresos de la empresa
Jan 25 2026n/an/a

CA$166m

Oct 26 2025CA$1mCA$392k

CA$171m

Jul 27 2025n/an/a

CA$125m

Apr 27 2025n/an/a

CA$130m

Jan 26 2025n/an/a

CA$112m

Oct 27 2024CA$1mCA$358k

CA$121m

Jul 28 2024n/an/a

CA$115m

Apr 28 2024n/an/a

CA$92m

Jan 28 2024n/an/a

CA$99m

Oct 29 2023CA$665kCA$296k

CA$86m

Jul 30 2023n/an/a

CA$105m

Apr 30 2023n/an/a

CA$118m

Jan 29 2023n/an/a

CA$124m

Oct 30 2022CA$511kCA$261k

CA$141m

Compensación vs. Mercado: La compensación total ($USD801.17K) de Sam está en línea con el promedio de empresas de tamaño similar en el mercado Canadian ($USD883.73K).

Compensación vs. Ingresos: La compensación de Sam ha sido consistente con los resultados de la empresa en el último año.


CEO

Sam Bendavid (45 yo)

less than a year
Permanencia
CA$1,101,059
Compensación

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...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Isabelle Marcoux
Executive Chair of the Board21.2yrsCA$3.58m0.0060%
CA$ 27.2k
Sam Bendavid
Chief Executive Officerless than a yearCA$1.10m0.0068%
CA$ 31.0k
Donald LeCavalier
Executive VP & CFO7.7yrsCA$2.49m0.023%
CA$ 102.4k
Patrick Brayley
Chief Operating Officerless than a yearCA$1.05m0.0092%
CA$ 41.8k
Yan Lapointe
Senior Director of Investor Relations & Treasuryno datasin datossin datos
Viktorya Aksoy
Vice President of Legal Affairs & Corporate Secretaryless than a yearsin datos0.00047%
CA$ 2.1k
Francois Taschereau
Vice President of Corporate Communications & Public Affairs6.3yrssin datossin datos
Elise Dunberry-Gibeau
Vice President of Human Resourcesless than a yearsin datossin datos
Norrie Meth
Senior Vice President of Retail Group Transcontinental Printing - Marketing Productsno datasin datossin datos
Jacques Grégoire
Chief Development Officer of Printing & Mediano dataCA$729.25ksin datos
Sylvain Levert
Senior Vice President of Recycling Group6.3yrssin datossin datos
Pierre Deslongchamps
Senior Vice President of Québec & Atlantic - Printingno datasin datossin datos
1.5yrs
Permanencia media
45yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TCL.A no se considera experimentado ( 1.5 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Isabelle Marcoux
Executive Chair of the Board21.2yrsCA$3.58m0.0060%
CA$ 27.2k
Mario Plourde
Independent Director11.2yrsCA$328.21k0.012%
CA$ 53.8k
Nelson Gentiletti
Independent Director5yrsCA$236.46k0.0096%
CA$ 43.5k
Serge Boulanger
Independent Director1.7yrsCA$183.12k0.036%
CA$ 163.0k
Pierre Marcoux
Non-Independent Director21.2yrsCA$150.00k0.0072%
CA$ 32.6k
Jacynthe Cote
Independent Lead Director10.2yrsCA$339.86k0.021%
CA$ 94.0k
Anna Martini
Independent Director15.2yrsCA$417.84k0.0045%
CA$ 20.4k
Annie Thabet
Independent Director10.5yrsCA$263.45k0.017%
CA$ 77.6k
Nathalie Marcoux
Non-Independent Director15.2yrsCA$220.03ksin datos
Jean Raymond
Independent Director9.2yrsCA$293.26k0.012%
CA$ 54.3k
10.8yrs
Permanencia media
62.5yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de TCL.A son experimentados ( 10.8 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 05:41
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/01/25
Ingresos anuales2025/10/26

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Transcontinental Inc. está cubierta por 12 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David McFadgenATB Cormark
David McFadgenATB Cormark Historical (Cormark Securities)
Stephen MacLeodBMO Capital Markets Equity Research