Transcontinental Inc.

TSX:TCL.A 주식 리포트

시가총액: CA$454.3m

Transcontinental 경영진

경영진 기준 점검 3/4

Transcontinental CEO는 Sam Bendavid, Apr2026 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 CA$1.10M, 35.6% 급여 및 64.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$30.99K 가치에 해당하는 회사 주식의 0.007% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.5 년과 10.8 년입니다.

핵심 정보

Sam Bendavid

최고경영자

CA$1.1m

총 보수

CEO 급여 비율35.61%
CEO 재임 기간less than a year
CEO 지분 보유율0.007%
경영진 평균 재임 기간1.5yrs
이사회 평균 재임 기간10.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 Feb 12

Many Still Looking Away From Transcontinental Inc. (TSE:TCL.A)

With a price-to-earnings (or "P/E") ratio of 12.1x Transcontinental Inc. ( TSE:TCL.A ) may be sending bullish signals...
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Sam Bendavid의 보수는 Transcontinental의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jan 25 2026n/an/a

CA$166m

Oct 26 2025CA$1mCA$392k

CA$171m

Jul 27 2025n/an/a

CA$125m

Apr 27 2025n/an/a

CA$130m

Jan 26 2025n/an/a

CA$112m

Oct 27 2024CA$1mCA$358k

CA$121m

Jul 28 2024n/an/a

CA$115m

Apr 28 2024n/an/a

CA$92m

Jan 28 2024n/an/a

CA$99m

Oct 29 2023CA$665kCA$296k

CA$86m

Jul 30 2023n/an/a

CA$105m

Apr 30 2023n/an/a

CA$118m

Jan 29 2023n/an/a

CA$124m

Oct 30 2022CA$511kCA$261k

CA$141m

보상 대 시장: Sam의 총 보수(USD801.17K)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD830.62K) 수준입니다.

보상과 수익: Sam의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Sam Bendavid (45 yo)

less than a year
재임 기간
CA$1,101,059
보수

Mr. Sam Bendavid served as Chief Corporate Development and Procurement Officer at Transcontinental Inc. since July 2023 until April 06, 2026 and is its Chief Executive Officer from April 06, 2026. In this...


리더십 팀

이름직위재임 기간보수지분
Isabelle Marcoux
Executive Chair of the Board21.2yrsCA$3.58m0.0060%
CA$ 27.2k
Sam Bendavid
Chief Executive Officerless than a yearCA$1.10m0.0068%
CA$ 31.0k
Donald LeCavalier
Executive VP & CFO7.7yrsCA$2.49m0.023%
CA$ 102.4k
Patrick Brayley
Chief Operating Officerless than a yearCA$1.05m0.0092%
CA$ 41.8k
Yan Lapointe
Senior Director of Investor Relations & Treasuryno data데이터 없음데이터 없음
Viktorya Aksoy
Vice President of Legal Affairs & Corporate Secretaryless than a year데이터 없음0.00047%
CA$ 2.1k
Francois Taschereau
Vice President of Corporate Communications & Public Affairs6.3yrs데이터 없음데이터 없음
Elise Dunberry-Gibeau
Vice President of Human Resourcesless than a year데이터 없음데이터 없음
Norrie Meth
Senior Vice President of Retail Group Transcontinental Printing - Marketing Productsno data데이터 없음데이터 없음
Jacques Grégoire
Chief Development Officer of Printing & Mediano dataCA$729.25k데이터 없음
Sylvain Levert
Senior Vice President of Recycling Group6.3yrs데이터 없음데이터 없음
Pierre Deslongchamps
Senior Vice President of Québec & Atlantic - Printingno data데이터 없음데이터 없음
1.5yrs
평균 재임 기간
45yo
평균 나이

경험이 풍부한 관리: TCL.A의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.5 년) — 신규 팀일 수 있습니다.


이사회 구성원

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

경험이 풍부한 이사회: TCL.A의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 02:38
종가2026/05/20 00:00
수익2026/01/25
연간 수익2025/10/26

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Transcontinental Inc.는 12명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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