View Financial HealthGoodfellow 배당 및 자사주 매입배당 기준 점검 3/6Goodfellow 수익으로 충분히 충당되는 현재 수익률 4.34% 보유한 배당금 지급 회사입니다.핵심 정보4.3%배당 수익률1.1%자사주 매입 수익률총 주주 수익률5.4%미래 배당 수익률n/a배당 성장률8.6%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향21%최근 배당 및 자사주 매입 업데이트공고 • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2026The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.15 per share payable on March 19, 2026, to shareholders of record at the close of business on March 5, 2026. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.분석 기사 • Feb 15Goodfellow's (TSE:GDL) Shareholders Will Receive A Smaller Dividend Than Last YearGoodfellow Inc.'s ( TSE:GDL ) dividend is being reduced by 52% to CA$0.12 per share on 24th of March, in comparison to...Declared Dividend • Feb 15Dividend reduced to CA$0.12Dividend of CA$0.12 is 52% lower than last year. Ex-date: 17th March 2026 Payment date: 24th March 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.7% EPS decline seen over the last 5 years.공고 • Feb 13Goodfellow Inc. announces Semi-Annual dividend, payable on March 24, 2026Goodfellow Inc. announced Semi-Annual dividend of CAD 0.1200 per share payable on March 24, 2026, ex-date on March 17, 2026 and record date on March 17, 2026.공고 • Oct 15Goodfellow Inc. Declares an Eligible Dividend Payable on November 11, 2025The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.35 per share payable on November 11, 2025 to shareholders of record at the close of business on October 28, 2025. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.Declared Dividend • Feb 23Final dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 5th March 2025 Payment date: 19th March 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jul 30Now 21% overvaluedOver the last 90 days, the stock has fallen 2.2% to CA$11.35. The fair value is estimated to be CA$9.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 39%.Buy Or Sell Opportunity • Jul 15Now 21% overvaluedOver the last 90 days, the stock has fallen 2.6% to CA$11.36. The fair value is estimated to be CA$9.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 39%.Reported Earnings • Jul 12Second quarter 2026 earnings released: EPS: CA$0.25 (vs CA$0.29 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.25 (down from CA$0.29 in 2Q 2025). Revenue: CA$142.7m (down 6.7% from 2Q 2025). Net income: CA$2.05m (down 17% from 2Q 2025). Profit margin: 1.4% (down from 1.6% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 09First quarter 2026 earnings released: CA$0.38 loss per share (vs CA$0.27 loss in 1Q 2025)First quarter 2026 results: CA$0.38 loss per share (further deteriorated from CA$0.27 loss in 1Q 2025). Revenue: CA$108.7m (down 2.2% from 1Q 2025). Net loss: CA$3.13m (loss widened 39% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Mar 31Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at CA$11.90. The fair value is estimated to be CA$9.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.6% over the last 3 years. Earnings per share has declined by 47%.공고 • Mar 03Goodfellow Inc., Annual General Meeting, May 12, 2026Goodfellow Inc., Annual General Meeting, May 12, 2026. Location: quebec, delson CanadaReported Earnings • Feb 22Full year 2025 earnings released: EPS: CA$0.86 (vs CA$1.57 in FY 2024)Full year 2025 results: EPS: CA$0.86 (down from CA$1.57 in FY 2024). Revenue: CA$543.0m (up 6.6% from FY 2024). Net income: CA$7.14m (down 47% from FY 2024). Profit margin: 1.3% (down from 2.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공고 • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2026The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.15 per share payable on March 19, 2026, to shareholders of record at the close of business on March 5, 2026. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.분석 기사 • Feb 15Goodfellow's (TSE:GDL) Shareholders Will Receive A Smaller Dividend Than Last YearGoodfellow Inc.'s ( TSE:GDL ) dividend is being reduced by 52% to CA$0.12 per share on 24th of March, in comparison to...Declared Dividend • Feb 15Dividend reduced to CA$0.12Dividend of CA$0.12 is 52% lower than last year. Ex-date: 17th March 2026 Payment date: 24th March 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.7% EPS decline seen over the last 5 years.공고 • Feb 13Goodfellow Inc. announces Semi-Annual dividend, payable on March 24, 2026Goodfellow Inc. announced Semi-Annual dividend of CAD 0.1200 per share payable on March 24, 2026, ex-date on March 17, 2026 and record date on March 17, 2026.Reported Earnings • Oct 15Third quarter 2025 earnings released: EPS: CA$0.45 (vs CA$0.68 in 3Q 2024)Third quarter 2025 results: EPS: CA$0.45 (down from CA$0.68 in 3Q 2024). Revenue: CA$141.9m (up 1.6% from 3Q 2024). Net income: CA$3.74m (down 35% from 3Q 2024). Profit margin: 2.6% (down from 4.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공고 • Oct 15Goodfellow Inc. Declares an Eligible Dividend Payable on November 11, 2025The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.35 per share payable on November 11, 2025 to shareholders of record at the close of business on October 28, 2025. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.Buy Or Sell Opportunity • Aug 08Now 20% overvaluedOver the last 90 days, the stock has fallen 6.7% to CA$11.21. The fair value is estimated to be CA$9.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 48%.Board Change • Jul 15Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Sarah Prichard was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 11Second quarter 2025 earnings released: EPS: CA$0.29 (vs CA$0.62 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.29 (down from CA$0.62 in 2Q 2024). Revenue: CA$152.9m (up 9.0% from 2Q 2024). Net income: CA$2.46m (down 54% from 2Q 2024). Profit margin: 1.6% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공고 • Jul 11Goodfellow Inc. Appoints Suzanne Blanchet to Its Board of Directors, Effective July 10, 2025Goodfellow Inc. announced the appointment of Suzanne Blanchet to its Board of Directors, effective July 10, 2025. Suzanne Blanchet (D.h.c., ICD.D) is a seasoned executive and accomplished board director, recognized for her strategic leadership and expertise in industrial sectors. She currently serves on the boards of several public and private companies, including GDI Integrated Facility Services Inc., Velan Inc. (Chair of the Audit Committee), Solmax (Chair of the Audit Committee), EBI Environnement Inc. (Chair of the Audit Committee), and BCI Foods Inc. (Chair of the Board of Directors). Until 2023, she was a director of Resolute Forest Products, where she chaired the Environment, Health and Safety Committee. She also served as Chair of the Réseau des Femmes d’affaires du Québec (RFAQ), a non-profit organization dedicated to the development of women-owned businesses, and remained a board member until 2024. From 1978 to 2017, Suzanne built a distinguished career at Cascades Inc., where she held several leadership roles, most notably as President of Cascades Tissue Group from 1997 to 2014. Under her leadership, the Tissue Group experienced significant growth in Canada and the United States, becoming the fourth-largest tissue paper manufacturer in North America. From 2014 until her retirement in 2017, she served as Senior Vice-President, Corporate Development, where she led the company’s innovation strategy and oversaw the development and implementation of Cascades’ ESG plan. Suzanne holds a degree in accounting from the Université du Québec à Trois-Rivières and is a certified corporate director (ICD.D). She has received several honors, including the Golden Stevie Award for Executive of the Year in Canada in 2013. In 2015, the Université du Québec en Outaouais awarded her an honorary doctorate in recognition of her outstanding contribution as a pioneer in sustainable development and her innovative approaches within the pulp and paper industry.Reported Earnings • Apr 11First quarter 2025 earnings released: CA$0.27 loss per share (vs CA$0.013 loss in 1Q 2024)First quarter 2025 results: CA$0.27 loss per share (further deteriorated from CA$0.013 loss in 1Q 2024). Revenue: CA$111.2m (up 5.5% from 1Q 2024). Net loss: CA$2.26m (loss widened CA$2.15m from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공고 • Mar 04Goodfellow Inc., Annual General Meeting, May 14, 2025Goodfellow Inc., Annual General Meeting, May 14, 2025. Location: quebec, delson CanadaDeclared Dividend • Feb 23Final dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 5th March 2025 Payment date: 19th March 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공고 • Feb 21Goodfellow Inc. announces Semi-Annual dividend, payable on March 19, 2025Goodfellow Inc. announced Semi-Annual dividend of CAD 0.2500 per share payable on March 19, 2025, ex-date on March 05, 2025 and record date on March 05, 2025.Reported Earnings • Feb 20Full year 2024 earnings released: EPS: CA$1.57 (vs CA$1.72 in FY 2023)Full year 2024 results: EPS: CA$1.57 (down from CA$1.72 in FY 2023). Revenue: CA$509.5m (flat on FY 2023). Net income: CA$13.4m (down 9.0% from FY 2023). Profit margin: 2.6% (down from 2.9% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공고 • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2025The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.25 per share payable on March 19, 2025, to shareholders of record at the close of business on March 5, 2025.Declared Dividend • Oct 13Dividend reduced to CA$0.25Dividend of CA$0.25 is 50% lower than last year. Ex-date: 23rd October 2024 Payment date: 6th November 2024 Dividend yield will be 5.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 10Third quarter 2024 earnings released: EPS: CA$0.68 (vs CA$0.73 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.68 (down from CA$0.73 in 3Q 2023). Revenue: CA$139.7m (flat on 3Q 2023). Net income: CA$5.75m (down 7.1% from 3Q 2023). Profit margin: 4.1% (down from 4.4% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Oct 10Now 27% undervaluedThe stock has been flat over the last 90 days, currently trading at CA$13.73. The fair value is estimated to be CA$18.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has declined by 39%.공고 • Oct 10Goodfellow Inc. Declares a Dividend, Payable on November 6, 2024The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.25 per share payable on November 6, 2024 to shareholders of record at the close of business on October 23, 2024.Reported Earnings • Jul 11Second quarter 2024 earnings released: EPS: CA$0.62 (vs CA$0.77 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.62 (down from CA$0.77 in 2Q 2023). Revenue: CA$140.3m (down 1.4% from 2Q 2023). Net income: CA$5.31m (down 19% from 2Q 2023). Profit margin: 3.8% (down from 4.6% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.공고 • Jul 11Goodfellow Inc. Appoints Marie-Hélène Nolet to Its Board of DirectorsGoodfellow Inc. announced the appointment of Marie-Hélène Nolet to its Board of Directors, effective immediately. Marie-Hélène Nolet is an accomplished C-Suite executive and a professional Board member, committed to pursuing transformation and long-term sustainability. She is recognized for her expertise in management, corporate governance, investments, partnerships and strategic planning. Marie-Hélène was Chief Operating Officer at Desjardins Capital and also held important leaderships roles within the Venture Capital, Marketing & Public Affairs, and Advisory Services divisions at the Business Development Bank of Canada. Marie-Hélène started her career in mergers and acquisitions at PwC and in investments at GTI Capital and Hydro-Quebec CapiTech. She also worked for Cesky Mobile, a mobile operator in the Czech Republic. Marie-Hélène currently serves as Chair of the Board of Directors of Aéroports de Montréal and is an ambassador of the Laurent Duvernay-Tardif Foundation. She previously chaired the Board of Directors of the Canadian Club of Montreal. Over the past 25 years, she served on the boards of the Jeune Chambre de commerce de Montréal; Fédération des chambres de commerce du Québec; Fondation de la Jeune Chambre de commerce de Montréal; O Vertigo; and the Montreal Clinical Research Institute’s Foundation. Marie-Hélène holds a Bachelor’s degree in Finance and Entrepreneurship from McGill University. She is a CFA charterholder and a graduate of the Institute of Corporate Directors’ Education Program as well as an Institute-certified Director.Reported Earnings • Apr 12First quarter 2024 earnings released: CA$0.01 loss per share (vs CA$0.025 loss in 1Q 2023)First quarter 2024 results: CA$0.01 loss per share (improved from CA$0.025 loss in 1Q 2023). Revenue: CA$105.3m (flat on 1Q 2023). Net loss: CA$108.0k (loss narrowed 49% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.분석 기사 • Mar 03Goodfellow (TSE:GDL) Will Pay A Dividend Of CA$0.50The board of Goodfellow Inc. ( TSE:GDL ) has announced that it will pay a dividend on the 19th of March, with investors...공고 • Mar 02Goodfellow Inc., Annual General Meeting, May 16, 2024Goodfellow Inc., Annual General Meeting, May 16, 2024. Location: Delson, QC Quebec CanadaUpcoming Dividend • Feb 26Upcoming dividend of CA$0.50 per shareEligible shareholders must have bought the stock before 04 March 2024. Payment date: 19 March 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Canadian dividend payers (6.3%). Higher than average of industry peers (2.3%).Declared Dividend • Feb 22Final dividend of CA$0.50 announcedDividend of CA$0.50 is the same as last year. Ex-date: 4th March 2024 Payment date: 19th March 2024 Dividend yield will be 6.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 22Full year 2023 earnings released: EPS: CA$1.72 (vs CA$3.82 in FY 2022)Full year 2023 results: EPS: CA$1.72 (down from CA$3.82 in FY 2022). Revenue: CA$512.8m (down 19% from FY 2022). Net income: CA$14.7m (down 55% from FY 2022). Profit margin: 2.9% (down from 5.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.공고 • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2024The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on March 19, 2024, to shareholders of record at the close of business on March 5, 2024. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the direction of the Board of Directors.Upcoming Dividend • Oct 11Upcoming dividend of CA$0.50 per share at 7.3% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 02 November 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 7.3%. Within top quartile of Canadian dividend payers (6.7%). Higher than average of industry peers (2.4%).공고 • Oct 06Goodfellow Inc. Declares Dividend, Payable on November 2, 2023The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on November 2, 2023 to shareholders of record at the close of business on October 19, 2023. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.Reported Earnings • Oct 06Third quarter 2023 earnings released: EPS: CA$0.73 (vs CA$1.24 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.73 (down from CA$1.24 in 3Q 2022). Revenue: CA$139.2m (down 17% from 3Q 2022). Net income: CA$6.19m (down 42% from 3Q 2022). Profit margin: 4.4% (down from 6.3% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin). Market cap is less than US$100m (CA$115.2m market cap, or US$86.8m).Reported Earnings • Jul 10Second quarter 2023 earnings released: EPS: CA$0.77 (vs CA$1.47 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.77 (down from CA$1.47 in 2Q 2022). Revenue: CA$142.3m (down 23% from 2Q 2022). Net income: CA$6.58m (down 48% from 2Q 2022). Profit margin: 4.6% (down from 6.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CA$12.28, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 7x in the Trade Distributors industry in Canada. Total returns to shareholders of 255% over the past three years.분석 기사 • Apr 16Is Goodfellow (TSE:GDL) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Apr 14First quarter 2023 earnings released: CA$0.025 loss per share (vs CA$0.60 profit in 1Q 2022)First quarter 2023 results: CA$0.025 loss per share (down from CA$0.60 profit in 1Q 2022). Revenue: CA$105.9m (down 18% from 1Q 2022). Net loss: CA$211.0k (down 104% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 22Upcoming dividend of CA$0.50 per share at 6.8% yieldEligible shareholders must have bought the stock before 01 March 2023. Payment date: 16 March 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Canadian dividend payers (5.8%). Higher than average of industry peers (2.3%).Reported Earnings • Feb 18Full year 2022 earnings released: EPS: CA$3.82 (vs CA$4.42 in FY 2021)Full year 2022 results: EPS: CA$3.82 (down from CA$4.42 in FY 2021). Revenue: CA$631.2m (up 2.5% from FY 2021). Net income: CA$32.7m (down 14% from FY 2021). Profit margin: 5.2% (down from 6.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.공고 • Feb 17Goodfellow Inc. Declares Dividend, Payable on March 16, 2023The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on March 16, 2023, to shareholders of record at the close of business on March 2, 2023. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the direction of the Board of Directors.공고 • Jan 17Goodfellow Inc. Announces Resignation of Paule Têtu as DirectorGoodfellow Inc. announced that Ms. Paule Têtu has informed the Board of Directors that she is resigning effective immediately.분석 기사 • Jan 12Do Goodfellow's (TSE:GDL) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Buying Opportunity • Oct 21Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be CA$14.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 89%.Reported Earnings • Oct 14Third quarter 2022 earnings released: EPS: CA$1.24 (vs CA$1.17 in 3Q 2021)Third quarter 2022 results: EPS: CA$1.24 (up from CA$1.17 in 3Q 2021). Revenue: CA$167.6m (flat on 3Q 2021). Net income: CA$10.6m (up 5.4% from 3Q 2021). Profit margin: 6.3% (up from 6.0% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.공고 • Oct 14Goodfellow Inc. Declares Dividend, Payable on November 10, 2022The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on November 10, 2022 to shareholders of record at the close of business on October 27, 2022.Recent Insider Transactions • Aug 25President & CEO recently bought CA$158k worth of stockOn the 19th of August, Patrick Goodfellow bought around 15k shares on-market at roughly CA$10.52 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick's only on-market trade for the last 12 months.Buying Opportunity • Jul 29Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be CA$12.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 83%.Reported Earnings • Jul 08Second quarter 2022 earnings released: EPS: CA$1.46 (vs CA$1.63 in 2Q 2021)Second quarter 2022 results: EPS: CA$1.46 (down from CA$1.63 in 2Q 2021). Revenue: CA$184.9m (flat on 2Q 2021). Net income: CA$12.5m (down 10% from 2Q 2021). Profit margin: 6.8% (down from 7.5% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jun 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CA$12.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 92%.공고 • Jun 08Goodfellow Inc. Announces Board ChangesGoodfellow Inc. announced that its Board of Directors appointed Dr. Sarah Prichard and Mr. Robert Hall as Directors. In addition, Robert Hall has been appointed as Chair of the Board. Until her recent retirement on May 1, 2022, Dr. Prichard served as Vice President Research and Acting Provost and Vice President (Academic) at Western University. She was a professor in the Faculty of Medicine at McGill University from 1979-2005, and from 2005 until 2015 she served as Vice President, Medical Affairs and R&D in the Renal and Specialty Therapeutics business units at Baxter Healthcare. Currently, she serves as Vice Chair of McGill University Health Center, a consultant to several medical device companies and as a board member of Kane Biotech. Mr. Hall is a graduate of Bishop's University with a BA in History (1979) as well as the Université de Sherbrooke with a Bachelor of Law (1983). He began his law career with Monty Coulombe (Sherbrooke, QC) and De Grandpré Deslauriers (Montréal, QC) then became a Partner with the law firm of Byers Casgrain, now Dentons Canada (Montréal, QC). Mr. Hall joined Cascades in 1994 as a member of senior management in the role of Vice-President, Legal Affairs and Corporate Secretary and continues to play a key role in strategic development for the Company. He is a member of the Barreau du Québec and the Canadian Bar Association. Mr. Hall is currently the Chair of the Board of Governors of Bishop’s University and a member of the Board of Directors of Blue Massawippi, a non-profit organization dedicated to protecting the environment of Lake Massawippi and its watershed.Reported Earnings • Apr 14First quarter 2022 earnings released: EPS: CA$0.60 (vs CA$0.44 in 1Q 2021)First quarter 2022 results: EPS: CA$0.60 (up from CA$0.44 in 1Q 2021). Revenue: CA$129.4m (up 8.3% from 1Q 2021). Net income: CA$5.12m (up 36% from 1Q 2021). Profit margin: 4.0% (up from 3.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.공고 • Apr 09Goodfellow Inc., Annual General Meeting, Jun 07, 2022Goodfellow Inc., Annual General Meeting, Jun 07, 2022.Board Change • Mar 29High number of new directorsDirector Jim Hewitt was the last director to join the board, commencing their role in 2022.분석 기사 • Mar 01Goodfellow (TSE:GDL) Has Announced That It Will Be Increasing Its Dividend To CA$0.40The board of Goodfellow Inc. ( TSE:GDL ) has announced that it will be increasing its dividend by 32% on the 18th of...Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to CA$13.88, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 9x in the Trade Distributors industry in Canada. Total returns to shareholders of 143% over the past three years.Reported Earnings • Feb 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CA$4.42 (up from CA$1.61 in FY 2020). Revenue: CA$615.9m (up 36% from FY 2020). Net income: CA$37.8m (up 174% from FY 2020). Profit margin: 6.1% (up from 3.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.공고 • Feb 18+ 1 more updateGoodfellow Inc. Declares Dividend, Payable on March 18, 2022The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.40 per share payable on March 18,2022, to shareholders of record at the close of business on March 4, 2022.Buying Opportunity • Jan 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be CA$12.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% per annum over the last 3 years. Earnings per share has grown by 93% per annum over the last 3 years.Board Change • Dec 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. Lead Independent Director Alain Cote was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 28Upcoming dividend of CA$0.30 per shareEligible shareholders must have bought the stock before 04 November 2021. Payment date: 19 November 2021. Trailing yield: 5.6%. Within top quartile of Canadian dividend payers (4.5%). Higher than average of industry peers (2.1%).Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to CA$10.50, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 10x in the Trade Distributors industry in Canada. Total returns to shareholders of 69% over the past three years.분석 기사 • Oct 09A Look At The Fair Value Of Goodfellow Inc. (TSE:GDL)Does the October share price for Goodfellow Inc. ( TSE:GDL ) reflect what it's really worth? Today, we will estimate...Reported Earnings • Oct 08Third quarter 2021 earnings released: EPS CA$1.17 (vs CA$0.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$168.0m (up 21% from 3Q 2020). Net income: CA$10.0m (up 50% from 3Q 2020). Profit margin: 6.0% (up from 4.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Executive Departure • Oct 03Independent Director Normand Morin has left the companyOn the 24th of September, Normand Morin's tenure as Independent Director ended after 9.8 years in the role. As of June 2021, Normand still personally held only 5.00k shares (CA$51k worth at the time). A total of 2 executives have left over the last 12 months.Executive Departure • Sep 29Independent Director Normand Morin has left the companyOn the 24th of September, Normand Morin's tenure as Independent Director ended after 9.8 years in the role. As of June 2021, Normand still personally held only 5.00k shares (CA$51k worth at the time). A total of 2 executives have left over the last 12 months.Reported Earnings • Jul 10Second quarter 2021 earnings released: EPS CA$1.63 (vs CA$0.40 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$185.5m (up 79% from 2Q 2020). Net income: CA$14.0m (up 311% from 2Q 2020). Profit margin: 7.5% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.분석 기사 • Jun 15We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Goodfellow Inc.'s (TSE:GDL) CEO For NowPerformance at Goodfellow Inc. ( TSE:GDL ) has been reasonably good and CEO Patrick Goodfellow has done a decent job of...분석 기사 • Jun 04Is Goodfellow (TSE:GDL) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Executive Departure • Apr 16Director has left the companyOn the 14th of April, Claude Garcia's tenure in the role of Director ended. As of December 2020, Claude personally held 64.50k shares (CA$525k worth at the time). Claude is the only executive to leave the company over the last 12 months.Reported Earnings • Apr 14First quarter 2021 earnings released: EPS CA$0.44 (vs CA$0.24 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CA$119.4m (up 34% from 1Q 2020). Net income: CA$3.77m (up CA$5.83m from 1Q 2020). Profit margin: 3.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.분석 기사 • Mar 26Goodfellow (TSE:GDL) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...분석 기사 • Feb 27Goodfellow Inc. (TSE:GDL) Looks Like A Good Stock, And It's Going Ex-Dividend SoonIt looks like Goodfellow Inc. ( TSE:GDL ) is about to go ex-dividend in the next four days. You can purchase shares...Reported Earnings • Feb 21Full year 2020 earnings released: EPS CA$1.61 (vs CA$0.36 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CA$454.1m (up 1.0% from FY 2019). Net income: CA$13.8m (up 352% from FY 2019). Profit margin: 3.0% (up from 0.7% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CA$9.43, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 8.3x. This compares to an average P/E of 16x in the Trade Distributors industry in Canada. Total returns to shareholders over the past three years are 22%.분석 기사 • Feb 17Key Things To Consider Before Buying Goodfellow Inc. (TSE:GDL) For Its DividendIs Goodfellow Inc. ( TSE:GDL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...Is New 90 Day High Low • Feb 13New 90-day high: CA$8.61The company is up 23% from its price of CA$7.00 on 13 November 2020. The Canadian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 17% over the same period.분석 기사 • Jan 30Goodfellow (TSE:GDL) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jan 12The Goodfellow (TSE:GDL) Share Price Is Up 60% And Shareholders Are Holding OnIf you want to compound wealth in the stock market, you can do so by buying an index fund. But one can do better than...Is New 90 Day High Low • Jan 07New 90-day high: CA$8.45The company is up 39% from its price of CA$6.10 on 08 October 2020. The Canadian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 12% over the same period.분석 기사 • Dec 25Our Take On The Returns On Capital At Goodfellow (TSE:GDL)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...분석 기사 • Dec 08We Think Goodfellow's (TSE:GDL) Statutory Profit Might Understate Its Earnings PotentialAs a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...Valuation Update With 7 Day Price Move • Dec 01Market pulls back on stock over the past weekAfter last week's 16% share price decline to CA$6.71, the stock is trading at a trailing P/E ratio of 6.9x, down from the previous P/E ratio of 8.2x. This compares to an average P/E of 15x in the Trade Distributors industry in Canada. Total return to shareholders over the past three years is a loss of 10.0%.Valuation Update With 7 Day Price Move • Nov 25Market bids up stock over the past weekAfter last week's 15% share price gain to CA$8.31, the stock is trading at a trailing P/E ratio of 8.5x, up from the previous P/E ratio of 7.4x. This compares to an average P/E of 15x in the Trade Distributors industry in Canada. Total returns to shareholders over the past three years are 14%.분석 기사 • Nov 17Here's What You Should Know About Goodfellow Inc.'s (TSE:GDL) 2.8% Dividend YieldCould Goodfellow Inc. (TSE:GDL) be an attractive dividend share to own for the long haul? Investors are often drawn to...Is New 90 Day High Low • Nov 05New 90-day high: CA$6.35The company is up 9.0% from its price of CA$5.80 on 06 August 2020. The Canadian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 11% over the same period.Is New 90 Day High Low • Oct 19New 90-day high: CA$6.30The company is up 26% from its price of CA$5.00 on 21 July 2020. The Canadian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 18% over the same period.Reported Earnings • Oct 16Third quarter earnings releasedOver the last 12 months the company has reported total profits of CA$8.31m, up 179% from the prior year. Total revenue was CA$438.6m over the last 12 months, down 3.6% from the prior year.공고 • Oct 16Goodfellow Inc. Announces Board ChangesGoodfellow Inc. announced the appointment of Mr. Douglas Goodfellow as Chairman of the Board, succeeding Mr. Claude Garcia who has been Chairman since 2012. Mr. Garcia will continue to serve as Director and Chairman of the Compensation Committee. Also Mr. Alain Côté will take on the new role of Lead Director. Given his new responsibilities, Mr. Douglas Goodfellow will be succeeded in the role of Secretary of the Company by Mr. Charles Brisebois, CFO. These changes to the Board and Management take effect immediately.Is New 90 Day High Low • Sep 19New 90-day high: CA$6.25The company is up 34% from its price of CA$4.65 on 19 June 2020. The Canadian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 14% over the same period.분석 기사 • Aug 19Key Things To Consider Before Buying Goodfellow Inc. (TSE:GDL) For Its DividendToday we'll take a closer look at Goodfellow Inc. (TSE:GDL) from a dividend investor's perspective. Owning a strong...분석 기사 • Jul 26Goodfellow (TSE:GDL) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: GDL 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: GDL 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Goodfellow 배당 수익률 vs 시장GDL의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (GDL)4.3%시장 하위 25% (CA)1.6%시장 상위 25% (CA)5.6%업계 평균 (Trade Distributors)1.5%분석가 예측 (GDL) (최대 3년)n/a주목할만한 배당금: GDL 의 배당금( 4.34% )은 Canadian 시장에서 배당금 지급자의 하위 25%( 1.56% )보다 높습니다.고배당: GDL 의 배당금( 4.34% )은 Canadian 시장에서 배당금 지급자의 상위 25%( 5.58% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 21.4% )이 낮기 때문에 GDL 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: GDL 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YCA 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/16 15:38종가2026/08/14 00:00수익2026/05/31연간 수익2025/11/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Goodfellow Inc.는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
공고 • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2026The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.15 per share payable on March 19, 2026, to shareholders of record at the close of business on March 5, 2026. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.
분석 기사 • Feb 15Goodfellow's (TSE:GDL) Shareholders Will Receive A Smaller Dividend Than Last YearGoodfellow Inc.'s ( TSE:GDL ) dividend is being reduced by 52% to CA$0.12 per share on 24th of March, in comparison to...
Declared Dividend • Feb 15Dividend reduced to CA$0.12Dividend of CA$0.12 is 52% lower than last year. Ex-date: 17th March 2026 Payment date: 24th March 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.7% EPS decline seen over the last 5 years.
공고 • Feb 13Goodfellow Inc. announces Semi-Annual dividend, payable on March 24, 2026Goodfellow Inc. announced Semi-Annual dividend of CAD 0.1200 per share payable on March 24, 2026, ex-date on March 17, 2026 and record date on March 17, 2026.
공고 • Oct 15Goodfellow Inc. Declares an Eligible Dividend Payable on November 11, 2025The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.35 per share payable on November 11, 2025 to shareholders of record at the close of business on October 28, 2025. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.
Declared Dividend • Feb 23Final dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 5th March 2025 Payment date: 19th March 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jul 30Now 21% overvaluedOver the last 90 days, the stock has fallen 2.2% to CA$11.35. The fair value is estimated to be CA$9.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 39%.
Buy Or Sell Opportunity • Jul 15Now 21% overvaluedOver the last 90 days, the stock has fallen 2.6% to CA$11.36. The fair value is estimated to be CA$9.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 39%.
Reported Earnings • Jul 12Second quarter 2026 earnings released: EPS: CA$0.25 (vs CA$0.29 in 2Q 2025)Second quarter 2026 results: EPS: CA$0.25 (down from CA$0.29 in 2Q 2025). Revenue: CA$142.7m (down 6.7% from 2Q 2025). Net income: CA$2.05m (down 17% from 2Q 2025). Profit margin: 1.4% (down from 1.6% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 09First quarter 2026 earnings released: CA$0.38 loss per share (vs CA$0.27 loss in 1Q 2025)First quarter 2026 results: CA$0.38 loss per share (further deteriorated from CA$0.27 loss in 1Q 2025). Revenue: CA$108.7m (down 2.2% from 1Q 2025). Net loss: CA$3.13m (loss widened 39% from 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Mar 31Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at CA$11.90. The fair value is estimated to be CA$9.79, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.6% over the last 3 years. Earnings per share has declined by 47%.
공고 • Mar 03Goodfellow Inc., Annual General Meeting, May 12, 2026Goodfellow Inc., Annual General Meeting, May 12, 2026. Location: quebec, delson Canada
Reported Earnings • Feb 22Full year 2025 earnings released: EPS: CA$0.86 (vs CA$1.57 in FY 2024)Full year 2025 results: EPS: CA$0.86 (down from CA$1.57 in FY 2024). Revenue: CA$543.0m (up 6.6% from FY 2024). Net income: CA$7.14m (down 47% from FY 2024). Profit margin: 1.3% (down from 2.6% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공고 • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2026The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.15 per share payable on March 19, 2026, to shareholders of record at the close of business on March 5, 2026. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.
분석 기사 • Feb 15Goodfellow's (TSE:GDL) Shareholders Will Receive A Smaller Dividend Than Last YearGoodfellow Inc.'s ( TSE:GDL ) dividend is being reduced by 52% to CA$0.12 per share on 24th of March, in comparison to...
Declared Dividend • Feb 15Dividend reduced to CA$0.12Dividend of CA$0.12 is 52% lower than last year. Ex-date: 17th March 2026 Payment date: 24th March 2026 Dividend yield will be 3.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 63% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.7% EPS decline seen over the last 5 years.
공고 • Feb 13Goodfellow Inc. announces Semi-Annual dividend, payable on March 24, 2026Goodfellow Inc. announced Semi-Annual dividend of CAD 0.1200 per share payable on March 24, 2026, ex-date on March 17, 2026 and record date on March 17, 2026.
Reported Earnings • Oct 15Third quarter 2025 earnings released: EPS: CA$0.45 (vs CA$0.68 in 3Q 2024)Third quarter 2025 results: EPS: CA$0.45 (down from CA$0.68 in 3Q 2024). Revenue: CA$141.9m (up 1.6% from 3Q 2024). Net income: CA$3.74m (down 35% from 3Q 2024). Profit margin: 2.6% (down from 4.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공고 • Oct 15Goodfellow Inc. Declares an Eligible Dividend Payable on November 11, 2025The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.35 per share payable on November 11, 2025 to shareholders of record at the close of business on October 28, 2025. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.
Buy Or Sell Opportunity • Aug 08Now 20% overvaluedOver the last 90 days, the stock has fallen 6.7% to CA$11.21. The fair value is estimated to be CA$9.32, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 48%.
Board Change • Jul 15Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Sarah Prichard was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 11Second quarter 2025 earnings released: EPS: CA$0.29 (vs CA$0.62 in 2Q 2024)Second quarter 2025 results: EPS: CA$0.29 (down from CA$0.62 in 2Q 2024). Revenue: CA$152.9m (up 9.0% from 2Q 2024). Net income: CA$2.46m (down 54% from 2Q 2024). Profit margin: 1.6% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공고 • Jul 11Goodfellow Inc. Appoints Suzanne Blanchet to Its Board of Directors, Effective July 10, 2025Goodfellow Inc. announced the appointment of Suzanne Blanchet to its Board of Directors, effective July 10, 2025. Suzanne Blanchet (D.h.c., ICD.D) is a seasoned executive and accomplished board director, recognized for her strategic leadership and expertise in industrial sectors. She currently serves on the boards of several public and private companies, including GDI Integrated Facility Services Inc., Velan Inc. (Chair of the Audit Committee), Solmax (Chair of the Audit Committee), EBI Environnement Inc. (Chair of the Audit Committee), and BCI Foods Inc. (Chair of the Board of Directors). Until 2023, she was a director of Resolute Forest Products, where she chaired the Environment, Health and Safety Committee. She also served as Chair of the Réseau des Femmes d’affaires du Québec (RFAQ), a non-profit organization dedicated to the development of women-owned businesses, and remained a board member until 2024. From 1978 to 2017, Suzanne built a distinguished career at Cascades Inc., where she held several leadership roles, most notably as President of Cascades Tissue Group from 1997 to 2014. Under her leadership, the Tissue Group experienced significant growth in Canada and the United States, becoming the fourth-largest tissue paper manufacturer in North America. From 2014 until her retirement in 2017, she served as Senior Vice-President, Corporate Development, where she led the company’s innovation strategy and oversaw the development and implementation of Cascades’ ESG plan. Suzanne holds a degree in accounting from the Université du Québec à Trois-Rivières and is a certified corporate director (ICD.D). She has received several honors, including the Golden Stevie Award for Executive of the Year in Canada in 2013. In 2015, the Université du Québec en Outaouais awarded her an honorary doctorate in recognition of her outstanding contribution as a pioneer in sustainable development and her innovative approaches within the pulp and paper industry.
Reported Earnings • Apr 11First quarter 2025 earnings released: CA$0.27 loss per share (vs CA$0.013 loss in 1Q 2024)First quarter 2025 results: CA$0.27 loss per share (further deteriorated from CA$0.013 loss in 1Q 2024). Revenue: CA$111.2m (up 5.5% from 1Q 2024). Net loss: CA$2.26m (loss widened CA$2.15m from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공고 • Mar 04Goodfellow Inc., Annual General Meeting, May 14, 2025Goodfellow Inc., Annual General Meeting, May 14, 2025. Location: quebec, delson Canada
Declared Dividend • Feb 23Final dividend of CA$0.25 announcedShareholders will receive a dividend of CA$0.25. Ex-date: 5th March 2025 Payment date: 19th March 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (49% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 2.3% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공고 • Feb 21Goodfellow Inc. announces Semi-Annual dividend, payable on March 19, 2025Goodfellow Inc. announced Semi-Annual dividend of CAD 0.2500 per share payable on March 19, 2025, ex-date on March 05, 2025 and record date on March 05, 2025.
Reported Earnings • Feb 20Full year 2024 earnings released: EPS: CA$1.57 (vs CA$1.72 in FY 2023)Full year 2024 results: EPS: CA$1.57 (down from CA$1.72 in FY 2023). Revenue: CA$509.5m (flat on FY 2023). Net income: CA$13.4m (down 9.0% from FY 2023). Profit margin: 2.6% (down from 2.9% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공고 • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2025The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.25 per share payable on March 19, 2025, to shareholders of record at the close of business on March 5, 2025.
Declared Dividend • Oct 13Dividend reduced to CA$0.25Dividend of CA$0.25 is 50% lower than last year. Ex-date: 23rd October 2024 Payment date: 6th November 2024 Dividend yield will be 5.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (65% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 10Third quarter 2024 earnings released: EPS: CA$0.68 (vs CA$0.73 in 3Q 2023)Third quarter 2024 results: EPS: CA$0.68 (down from CA$0.73 in 3Q 2023). Revenue: CA$139.7m (flat on 3Q 2023). Net income: CA$5.75m (down 7.1% from 3Q 2023). Profit margin: 4.1% (down from 4.4% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Oct 10Now 27% undervaluedThe stock has been flat over the last 90 days, currently trading at CA$13.73. The fair value is estimated to be CA$18.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.9% over the last 3 years. Earnings per share has declined by 39%.
공고 • Oct 10Goodfellow Inc. Declares a Dividend, Payable on November 6, 2024The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.25 per share payable on November 6, 2024 to shareholders of record at the close of business on October 23, 2024.
Reported Earnings • Jul 11Second quarter 2024 earnings released: EPS: CA$0.62 (vs CA$0.77 in 2Q 2023)Second quarter 2024 results: EPS: CA$0.62 (down from CA$0.77 in 2Q 2023). Revenue: CA$140.3m (down 1.4% from 2Q 2023). Net income: CA$5.31m (down 19% from 2Q 2023). Profit margin: 3.8% (down from 4.6% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
공고 • Jul 11Goodfellow Inc. Appoints Marie-Hélène Nolet to Its Board of DirectorsGoodfellow Inc. announced the appointment of Marie-Hélène Nolet to its Board of Directors, effective immediately. Marie-Hélène Nolet is an accomplished C-Suite executive and a professional Board member, committed to pursuing transformation and long-term sustainability. She is recognized for her expertise in management, corporate governance, investments, partnerships and strategic planning. Marie-Hélène was Chief Operating Officer at Desjardins Capital and also held important leaderships roles within the Venture Capital, Marketing & Public Affairs, and Advisory Services divisions at the Business Development Bank of Canada. Marie-Hélène started her career in mergers and acquisitions at PwC and in investments at GTI Capital and Hydro-Quebec CapiTech. She also worked for Cesky Mobile, a mobile operator in the Czech Republic. Marie-Hélène currently serves as Chair of the Board of Directors of Aéroports de Montréal and is an ambassador of the Laurent Duvernay-Tardif Foundation. She previously chaired the Board of Directors of the Canadian Club of Montreal. Over the past 25 years, she served on the boards of the Jeune Chambre de commerce de Montréal; Fédération des chambres de commerce du Québec; Fondation de la Jeune Chambre de commerce de Montréal; O Vertigo; and the Montreal Clinical Research Institute’s Foundation. Marie-Hélène holds a Bachelor’s degree in Finance and Entrepreneurship from McGill University. She is a CFA charterholder and a graduate of the Institute of Corporate Directors’ Education Program as well as an Institute-certified Director.
Reported Earnings • Apr 12First quarter 2024 earnings released: CA$0.01 loss per share (vs CA$0.025 loss in 1Q 2023)First quarter 2024 results: CA$0.01 loss per share (improved from CA$0.025 loss in 1Q 2023). Revenue: CA$105.3m (flat on 1Q 2023). Net loss: CA$108.0k (loss narrowed 49% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
분석 기사 • Mar 03Goodfellow (TSE:GDL) Will Pay A Dividend Of CA$0.50The board of Goodfellow Inc. ( TSE:GDL ) has announced that it will pay a dividend on the 19th of March, with investors...
공고 • Mar 02Goodfellow Inc., Annual General Meeting, May 16, 2024Goodfellow Inc., Annual General Meeting, May 16, 2024. Location: Delson, QC Quebec Canada
Upcoming Dividend • Feb 26Upcoming dividend of CA$0.50 per shareEligible shareholders must have bought the stock before 04 March 2024. Payment date: 19 March 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Canadian dividend payers (6.3%). Higher than average of industry peers (2.3%).
Declared Dividend • Feb 22Final dividend of CA$0.50 announcedDividend of CA$0.50 is the same as last year. Ex-date: 4th March 2024 Payment date: 19th March 2024 Dividend yield will be 6.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 22Full year 2023 earnings released: EPS: CA$1.72 (vs CA$3.82 in FY 2022)Full year 2023 results: EPS: CA$1.72 (down from CA$3.82 in FY 2022). Revenue: CA$512.8m (down 19% from FY 2022). Net income: CA$14.7m (down 55% from FY 2022). Profit margin: 2.9% (down from 5.2% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
공고 • Feb 20Goodfellow Inc. Declares Dividend, Payable on March 19, 2024The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on March 19, 2024, to shareholders of record at the close of business on March 5, 2024. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the direction of the Board of Directors.
Upcoming Dividend • Oct 11Upcoming dividend of CA$0.50 per share at 7.3% yieldEligible shareholders must have bought the stock before 18 October 2023. Payment date: 02 November 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 7.3%. Within top quartile of Canadian dividend payers (6.7%). Higher than average of industry peers (2.4%).
공고 • Oct 06Goodfellow Inc. Declares Dividend, Payable on November 2, 2023The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on November 2, 2023 to shareholders of record at the close of business on October 19, 2023. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the discretion of the Board of Directors.
Reported Earnings • Oct 06Third quarter 2023 earnings released: EPS: CA$0.73 (vs CA$1.24 in 3Q 2022)Third quarter 2023 results: EPS: CA$0.73 (down from CA$1.24 in 3Q 2022). Revenue: CA$139.2m (down 17% from 3Q 2022). Net income: CA$6.19m (down 42% from 3Q 2022). Profit margin: 4.4% (down from 6.3% in 3Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 6.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (3.8% net profit margin). Market cap is less than US$100m (CA$115.2m market cap, or US$86.8m).
Reported Earnings • Jul 10Second quarter 2023 earnings released: EPS: CA$0.77 (vs CA$1.47 in 2Q 2022)Second quarter 2023 results: EPS: CA$0.77 (down from CA$1.47 in 2Q 2022). Revenue: CA$142.3m (down 23% from 2Q 2022). Net income: CA$6.58m (down 48% from 2Q 2022). Profit margin: 4.6% (down from 6.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CA$12.28, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 7x in the Trade Distributors industry in Canada. Total returns to shareholders of 255% over the past three years.
분석 기사 • Apr 16Is Goodfellow (TSE:GDL) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Apr 14First quarter 2023 earnings released: CA$0.025 loss per share (vs CA$0.60 profit in 1Q 2022)First quarter 2023 results: CA$0.025 loss per share (down from CA$0.60 profit in 1Q 2022). Revenue: CA$105.9m (down 18% from 1Q 2022). Net loss: CA$211.0k (down 104% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 22Upcoming dividend of CA$0.50 per share at 6.8% yieldEligible shareholders must have bought the stock before 01 March 2023. Payment date: 16 March 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 6.8%. Within top quartile of Canadian dividend payers (5.8%). Higher than average of industry peers (2.3%).
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: CA$3.82 (vs CA$4.42 in FY 2021)Full year 2022 results: EPS: CA$3.82 (down from CA$4.42 in FY 2021). Revenue: CA$631.2m (up 2.5% from FY 2021). Net income: CA$32.7m (down 14% from FY 2021). Profit margin: 5.2% (down from 6.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
공고 • Feb 17Goodfellow Inc. Declares Dividend, Payable on March 16, 2023The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on March 16, 2023, to shareholders of record at the close of business on March 2, 2023. This dividend is designated as an eligible dividend under the Income Tax Act (Canada). The declaration, timing, amount and payment of future dividends remain at the direction of the Board of Directors.
공고 • Jan 17Goodfellow Inc. Announces Resignation of Paule Têtu as DirectorGoodfellow Inc. announced that Ms. Paule Têtu has informed the Board of Directors that she is resigning effective immediately.
분석 기사 • Jan 12Do Goodfellow's (TSE:GDL) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Buying Opportunity • Oct 21Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be CA$14.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 89%.
Reported Earnings • Oct 14Third quarter 2022 earnings released: EPS: CA$1.24 (vs CA$1.17 in 3Q 2021)Third quarter 2022 results: EPS: CA$1.24 (up from CA$1.17 in 3Q 2021). Revenue: CA$167.6m (flat on 3Q 2021). Net income: CA$10.6m (up 5.4% from 3Q 2021). Profit margin: 6.3% (up from 6.0% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
공고 • Oct 14Goodfellow Inc. Declares Dividend, Payable on November 10, 2022The Board of Directors of Goodfellow Inc. declared an eligible dividend of $0.50 per share payable on November 10, 2022 to shareholders of record at the close of business on October 27, 2022.
Recent Insider Transactions • Aug 25President & CEO recently bought CA$158k worth of stockOn the 19th of August, Patrick Goodfellow bought around 15k shares on-market at roughly CA$10.52 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick's only on-market trade for the last 12 months.
Buying Opportunity • Jul 29Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be CA$12.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 83%.
Reported Earnings • Jul 08Second quarter 2022 earnings released: EPS: CA$1.46 (vs CA$1.63 in 2Q 2021)Second quarter 2022 results: EPS: CA$1.46 (down from CA$1.63 in 2Q 2021). Revenue: CA$184.9m (flat on 2Q 2021). Net income: CA$12.5m (down 10% from 2Q 2021). Profit margin: 6.8% (down from 7.5% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jun 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be CA$12.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 92%.
공고 • Jun 08Goodfellow Inc. Announces Board ChangesGoodfellow Inc. announced that its Board of Directors appointed Dr. Sarah Prichard and Mr. Robert Hall as Directors. In addition, Robert Hall has been appointed as Chair of the Board. Until her recent retirement on May 1, 2022, Dr. Prichard served as Vice President Research and Acting Provost and Vice President (Academic) at Western University. She was a professor in the Faculty of Medicine at McGill University from 1979-2005, and from 2005 until 2015 she served as Vice President, Medical Affairs and R&D in the Renal and Specialty Therapeutics business units at Baxter Healthcare. Currently, she serves as Vice Chair of McGill University Health Center, a consultant to several medical device companies and as a board member of Kane Biotech. Mr. Hall is a graduate of Bishop's University with a BA in History (1979) as well as the Université de Sherbrooke with a Bachelor of Law (1983). He began his law career with Monty Coulombe (Sherbrooke, QC) and De Grandpré Deslauriers (Montréal, QC) then became a Partner with the law firm of Byers Casgrain, now Dentons Canada (Montréal, QC). Mr. Hall joined Cascades in 1994 as a member of senior management in the role of Vice-President, Legal Affairs and Corporate Secretary and continues to play a key role in strategic development for the Company. He is a member of the Barreau du Québec and the Canadian Bar Association. Mr. Hall is currently the Chair of the Board of Governors of Bishop’s University and a member of the Board of Directors of Blue Massawippi, a non-profit organization dedicated to protecting the environment of Lake Massawippi and its watershed.
Reported Earnings • Apr 14First quarter 2022 earnings released: EPS: CA$0.60 (vs CA$0.44 in 1Q 2021)First quarter 2022 results: EPS: CA$0.60 (up from CA$0.44 in 1Q 2021). Revenue: CA$129.4m (up 8.3% from 1Q 2021). Net income: CA$5.12m (up 36% from 1Q 2021). Profit margin: 4.0% (up from 3.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
공고 • Apr 09Goodfellow Inc., Annual General Meeting, Jun 07, 2022Goodfellow Inc., Annual General Meeting, Jun 07, 2022.
Board Change • Mar 29High number of new directorsDirector Jim Hewitt was the last director to join the board, commencing their role in 2022.
분석 기사 • Mar 01Goodfellow (TSE:GDL) Has Announced That It Will Be Increasing Its Dividend To CA$0.40The board of Goodfellow Inc. ( TSE:GDL ) has announced that it will be increasing its dividend by 32% on the 18th of...
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improved over the past weekAfter last week's 19% share price gain to CA$13.88, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 9x in the Trade Distributors industry in Canada. Total returns to shareholders of 143% over the past three years.
Reported Earnings • Feb 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: CA$4.42 (up from CA$1.61 in FY 2020). Revenue: CA$615.9m (up 36% from FY 2020). Net income: CA$37.8m (up 174% from FY 2020). Profit margin: 6.1% (up from 3.0% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
공고 • Feb 18+ 1 more updateGoodfellow Inc. Declares Dividend, Payable on March 18, 2022The Board of directors of Goodfellow Inc. declared an eligible dividend of $0.40 per share payable on March 18,2022, to shareholders of record at the close of business on March 4, 2022.
Buying Opportunity • Jan 25Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be CA$12.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.1% per annum over the last 3 years. Earnings per share has grown by 93% per annum over the last 3 years.
Board Change • Dec 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 3 highly experienced directors. Lead Independent Director Alain Cote was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 28Upcoming dividend of CA$0.30 per shareEligible shareholders must have bought the stock before 04 November 2021. Payment date: 19 November 2021. Trailing yield: 5.6%. Within top quartile of Canadian dividend payers (4.5%). Higher than average of industry peers (2.1%).
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improved over the past weekAfter last week's 16% share price gain to CA$10.50, the stock trades at a trailing P/E ratio of 2.7x. Average trailing P/E is 10x in the Trade Distributors industry in Canada. Total returns to shareholders of 69% over the past three years.
분석 기사 • Oct 09A Look At The Fair Value Of Goodfellow Inc. (TSE:GDL)Does the October share price for Goodfellow Inc. ( TSE:GDL ) reflect what it's really worth? Today, we will estimate...
Reported Earnings • Oct 08Third quarter 2021 earnings released: EPS CA$1.17 (vs CA$0.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CA$168.0m (up 21% from 3Q 2020). Net income: CA$10.0m (up 50% from 3Q 2020). Profit margin: 6.0% (up from 4.8% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Executive Departure • Oct 03Independent Director Normand Morin has left the companyOn the 24th of September, Normand Morin's tenure as Independent Director ended after 9.8 years in the role. As of June 2021, Normand still personally held only 5.00k shares (CA$51k worth at the time). A total of 2 executives have left over the last 12 months.
Executive Departure • Sep 29Independent Director Normand Morin has left the companyOn the 24th of September, Normand Morin's tenure as Independent Director ended after 9.8 years in the role. As of June 2021, Normand still personally held only 5.00k shares (CA$51k worth at the time). A total of 2 executives have left over the last 12 months.
Reported Earnings • Jul 10Second quarter 2021 earnings released: EPS CA$1.63 (vs CA$0.40 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CA$185.5m (up 79% from 2Q 2020). Net income: CA$14.0m (up 311% from 2Q 2020). Profit margin: 7.5% (up from 3.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jun 15We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Goodfellow Inc.'s (TSE:GDL) CEO For NowPerformance at Goodfellow Inc. ( TSE:GDL ) has been reasonably good and CEO Patrick Goodfellow has done a decent job of...
분석 기사 • Jun 04Is Goodfellow (TSE:GDL) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Executive Departure • Apr 16Director has left the companyOn the 14th of April, Claude Garcia's tenure in the role of Director ended. As of December 2020, Claude personally held 64.50k shares (CA$525k worth at the time). Claude is the only executive to leave the company over the last 12 months.
Reported Earnings • Apr 14First quarter 2021 earnings released: EPS CA$0.44 (vs CA$0.24 loss in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: CA$119.4m (up 34% from 1Q 2020). Net income: CA$3.77m (up CA$5.83m from 1Q 2020). Profit margin: 3.2% (up from net loss in 1Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
분석 기사 • Mar 26Goodfellow (TSE:GDL) Is Experiencing Growth In Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
분석 기사 • Feb 27Goodfellow Inc. (TSE:GDL) Looks Like A Good Stock, And It's Going Ex-Dividend SoonIt looks like Goodfellow Inc. ( TSE:GDL ) is about to go ex-dividend in the next four days. You can purchase shares...
Reported Earnings • Feb 21Full year 2020 earnings released: EPS CA$1.61 (vs CA$0.36 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CA$454.1m (up 1.0% from FY 2019). Net income: CA$13.8m (up 352% from FY 2019). Profit margin: 3.0% (up from 0.7% in FY 2019). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 18Investor sentiment improved over the past weekAfter last week's 17% share price gain to CA$9.43, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 8.3x. This compares to an average P/E of 16x in the Trade Distributors industry in Canada. Total returns to shareholders over the past three years are 22%.
분석 기사 • Feb 17Key Things To Consider Before Buying Goodfellow Inc. (TSE:GDL) For Its DividendIs Goodfellow Inc. ( TSE:GDL ) a good dividend stock? How can we tell? Dividend paying companies with growing earnings...
Is New 90 Day High Low • Feb 13New 90-day high: CA$8.61The company is up 23% from its price of CA$7.00 on 13 November 2020. The Canadian market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 17% over the same period.
분석 기사 • Jan 30Goodfellow (TSE:GDL) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jan 12The Goodfellow (TSE:GDL) Share Price Is Up 60% And Shareholders Are Holding OnIf you want to compound wealth in the stock market, you can do so by buying an index fund. But one can do better than...
Is New 90 Day High Low • Jan 07New 90-day high: CA$8.45The company is up 39% from its price of CA$6.10 on 08 October 2020. The Canadian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 12% over the same period.
분석 기사 • Dec 25Our Take On The Returns On Capital At Goodfellow (TSE:GDL)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
분석 기사 • Dec 08We Think Goodfellow's (TSE:GDL) Statutory Profit Might Understate Its Earnings PotentialAs a general rule, we think profitable companies are less risky than companies that lose money. However, sometimes...
Valuation Update With 7 Day Price Move • Dec 01Market pulls back on stock over the past weekAfter last week's 16% share price decline to CA$6.71, the stock is trading at a trailing P/E ratio of 6.9x, down from the previous P/E ratio of 8.2x. This compares to an average P/E of 15x in the Trade Distributors industry in Canada. Total return to shareholders over the past three years is a loss of 10.0%.
Valuation Update With 7 Day Price Move • Nov 25Market bids up stock over the past weekAfter last week's 15% share price gain to CA$8.31, the stock is trading at a trailing P/E ratio of 8.5x, up from the previous P/E ratio of 7.4x. This compares to an average P/E of 15x in the Trade Distributors industry in Canada. Total returns to shareholders over the past three years are 14%.
분석 기사 • Nov 17Here's What You Should Know About Goodfellow Inc.'s (TSE:GDL) 2.8% Dividend YieldCould Goodfellow Inc. (TSE:GDL) be an attractive dividend share to own for the long haul? Investors are often drawn to...
Is New 90 Day High Low • Nov 05New 90-day high: CA$6.35The company is up 9.0% from its price of CA$5.80 on 06 August 2020. The Canadian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Trade Distributors industry, which is up 11% over the same period.
Is New 90 Day High Low • Oct 19New 90-day high: CA$6.30The company is up 26% from its price of CA$5.00 on 21 July 2020. The Canadian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 18% over the same period.
Reported Earnings • Oct 16Third quarter earnings releasedOver the last 12 months the company has reported total profits of CA$8.31m, up 179% from the prior year. Total revenue was CA$438.6m over the last 12 months, down 3.6% from the prior year.
공고 • Oct 16Goodfellow Inc. Announces Board ChangesGoodfellow Inc. announced the appointment of Mr. Douglas Goodfellow as Chairman of the Board, succeeding Mr. Claude Garcia who has been Chairman since 2012. Mr. Garcia will continue to serve as Director and Chairman of the Compensation Committee. Also Mr. Alain Côté will take on the new role of Lead Director. Given his new responsibilities, Mr. Douglas Goodfellow will be succeeded in the role of Secretary of the Company by Mr. Charles Brisebois, CFO. These changes to the Board and Management take effect immediately.
Is New 90 Day High Low • Sep 19New 90-day high: CA$6.25The company is up 34% from its price of CA$4.65 on 19 June 2020. The Canadian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 14% over the same period.
분석 기사 • Aug 19Key Things To Consider Before Buying Goodfellow Inc. (TSE:GDL) For Its DividendToday we'll take a closer look at Goodfellow Inc. (TSE:GDL) from a dividend investor's perspective. Owning a strong...
분석 기사 • Jul 26Goodfellow (TSE:GDL) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...