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Transcontinental Inc.TSX:TCL.A 株式レポート

時価総額 CA$459.5m
株価
CA$5.31
CA$7.71
31.1% 割安 内在価値ディスカウント
1Y-74.3%
7D-2.2%
ポートフォリオ価値
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Transcontinental Inc.

TSX:TCL.A 株式レポート

時価総額:CA$459.5m

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Transcontinental Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Transcontinental
過去の株価
現在の株価CA$5.31
52週高値CA$25.65
52週安値CA$4.16
ベータ1.27
1ヶ月の変化-0.38%
3ヶ月変化-77.47%
1年変化-74.31%
3年間の変化-64.83%
5年間の変化-76.36%
IPOからの変化54.47%

最新ニュース

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
User avatar
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

株主還元

TCL.ACA PackagingCA 市場
7D-2.2%1.4%-0.5%
1Y-74.3%0.1%31.6%

業界別リターン: TCL.A過去 1 年間で0.1 % の収益を上げたCanadian Packaging業界を下回りました。

リターン対市場: TCL.Aは、過去 1 年間で31.6 % のリターンを上げたCanadian市場を下回りました。

価格変動

Is TCL.A's price volatile compared to industry and market?
TCL.A volatility
TCL.A Average Weekly Movement23.2%
Packaging Industry Average Movement4.5%
Market Average Movement10.3%
10% most volatile stocks in CA Market18.2%
10% least volatile stocks in CA Market3.9%

安定した株価: TCL.Aの株価は、 Canadian市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: TCL.Aの 週次ボラティリティ は、過去 1 年間で12%から23%に増加しました。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19764,000Sam Bendavidtctranscontinental.com

トランスコンチネンタル社は、カナダ、米国、中南米、英国、および国際的な軟包装事業に従事している。パッケージング、リテールサービス、印刷、メディア部門を通じて事業を展開している。パッケージング部門は、押出、ラミネート、印刷、コンバーティング・パッケージング・ソリューション、およびロールストック、ラベル、ダイカットリッド、シュリンクフィルム、バッグ、パウチ、アドバンスト・コーティングなどのフレキシブル・プラスチックの製造とリサイクルに従事している。このセクターは、乳製品、コーヒー、食肉・鶏肉、ペットフード、農業、飲料、家庭用・パーソナルケア製品、工業、消費者、医療市場にサービスを提供している。小売サービス・印刷部門は、チラシ小売印刷、デジタルチラシ、小売分析、店舗内マーケティングソリューションなどのコンテンツ、マーケティング、メディアソリューションを提供している。また、新聞、雑誌、4色刷り書籍の印刷ソリューションも提供している。メディア部門は、フランス語と英語による教育補助出版物、専門家向け出版物の印刷とデジタル出版を行っている。同社の前身はGTC Transcontinental Group Ltd CL A. Transcontinental Inc.で、1976年に設立され、カナダのモントリオールに本社を置く。

Transcontinental Inc. 基礎のまとめ

Transcontinental の収益と売上を時価総額と比較するとどうか。
TCL.A 基礎統計学
時価総額CA$459.51m
収益(TTM)CA$165.90m
売上高(TTM)CA$2.75b
2.7x
PER(株価収益率
0.2x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
TCL.A 損益計算書(TTM)
収益CA$2.75b
売上原価CA$2.28b
売上総利益CA$469.10m
その他の費用CA$303.20m
収益CA$165.90m

直近の収益報告

Jan 25, 2026

次回決算日

Jun 03, 2026

一株当たり利益(EPS)1.98
グロス・マージン17.06%
純利益率6.03%
有利子負債/自己資本比率37.5%

TCL.A の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

16.9%
現在の配当利回り
45%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/18 15:17
終値2026/05/15 00:00
収益2026/01/25
年間収益2025/10/26

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Transcontinental Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
David McFadgenATB Cormark
David McFadgenATB Cormark Historical (Cormark Securities)
Stephen MacLeodBMO Capital Markets Equity Research