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Canadian (TSX) Electronic Equipment and Components Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies17
  • 7D5.4%
  • 3M2.6%
  • 1Y309.3%
  • YTD0.3%

Over the last 7 days, the Electronic Equipment and Components industry has risen 5.4%, driven by gains from Celestica of 5.5%. During this same period, the Metavista3D underperformed, falling 14%. In the last 12 months, the industry was up 309%. Earnings are forecast to grow by 32% annually.

Industry Valuation and Performance

Has the Canadian Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026CA$51.4bCA$17.8bCA$1.1b40.3x45x2.9x
Tue, 03 Mar 2026CA$47.8bCA$17.5bCA$1.1b39.9x42.8x2.7x
Thu, 29 Jan 2026CA$56.3bCA$15.8bCA$957.0m42.2x58.8x3.6x
Sat, 27 Dec 2025CA$52.2bCA$16.0bCA$925.8m35.6x56.3x3.3x
Mon, 24 Nov 2025CA$48.7bCA$16.4bCA$957.0m20.4x50.9x3x
Wed, 22 Oct 2025CA$47.7bCA$15.4bCA$700.3m20.5x68.1x3.1x
Fri, 19 Sep 2025CA$42.1bCA$15.1bCA$692.8m21.9x60.8x2.8x
Sun, 17 Aug 2025CA$33.8bCA$15.2bCA$707.3m21.9x47.8x2.2x
Tue, 15 Jul 2025CA$28.0bCA$14.3bCA$542.9m21.9x51.5x2x
Thu, 12 Jun 2025CA$21.4bCA$14.3bCA$565.0m25.3x37.8x1.5x
Sat, 10 May 2025CA$17.4bCA$14.6bCA$578.4m22.5x30x1.2x
Mon, 07 Apr 2025CA$12.9bCA$14.3bCA$584.2m17.8x22.1x0.9x
Wed, 05 Mar 2025CA$17.6bCA$14.5bCA$580.8m21.3x30.2x1.2x
Fri, 31 Jan 2025CA$19.0bCA$14.5bCA$582.2m21.1x32.6x1.3x
Sun, 29 Dec 2024CA$17.9bCA$13.8bCA$502.9m28.3x35.7x1.3x
Tue, 26 Nov 2024CA$16.2bCA$13.4bCA$493.8m32.6x32.8x1.2x
Thu, 24 Oct 2024CA$10.3bCA$12.6bCA$473.5m18.3x21.8x0.8x
Sat, 21 Sep 2024CA$9.3bCA$12.4bCA$460.4m15.8x20.2x0.8x
Mon, 19 Aug 2024CA$10.0bCA$12.5bCA$459.1m17.7x21.9x0.8x
Wed, 17 Jul 2024CA$11.0bCA$11.8bCA$399.7m23.3x27.5x0.9x
Fri, 14 Jun 2024CA$9.9bCA$11.7bCA$422.7m18x23.3x0.8x
Sun, 12 May 2024CA$8.5bCA$11.7bCA$419.9m16.4x20.1x0.7x
Tue, 09 Apr 2024CA$9.7bCA$12.2bCA$372.1m16.6x26x0.8x
Thu, 07 Mar 2024CA$9.2bCA$12.1bCA$372.5m20.2x24.7x0.8x
Sat, 03 Feb 2024CA$7.3bCA$12.1bCA$361.2m17.4x20.1x0.6x
Mon, 01 Jan 2024CA$5.9bCA$11.8bCA$298.5m17.4x19.9x0.5x
Wed, 29 Nov 2023CA$5.8bCA$12.0bCA$302.4m16.4x19.3x0.5x
Fri, 27 Oct 2023CA$5.1bCA$12.4bCA$278.2m13.3x18.3x0.4x
Sun, 24 Sep 2023CA$5.2bCA$11.9bCA$225.1m14.3x22.9x0.4x
Tue, 22 Aug 2023CA$4.7bCA$11.9bCA$203.5m14.7x23.3x0.4x
Thu, 20 Jul 2023CA$4.2bCA$11.4bCA$159.1m11.8x26.3x0.4x
Sat, 17 Jun 2023CA$3.8bCA$11.4bCA$167.8m12.5x22.8x0.3x
Mon, 15 May 2023CA$3.4bCA$11.7bCA$173.2m11.8x19.6x0.3x
Wed, 12 Apr 2023CA$3.7bCA$11.3bCA$150.1m25.7x25x0.3x
Price to Earnings Ratio

25x


Total Market Cap: CA$3.7bTotal Earnings: CA$150.1mTotal Revenue: CA$11.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Electronic Equipment and Components Industry Price to Earnings3Y Average 133.9x202420252026
Current Industry PE
  • Investors are pessimistic on the Canadian Electronic industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 45.0x which is lower than its 3-year average PE of 134x.
  • The industry is trading close to its 3-year average PS ratio of 2.8x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have grown 97% per year over the last three years.
  • Revenues for these companies have grown 17% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Canadian Tech industry?

CA Market3.31%
Tech4.58%
Electronic Equipment and Components5.41%
Electronic Components18.18%
Technology Distributors10.00%
Electronic Manufacturing Services5.68%
Electronic Equipment and Instruments2.00%
Industry PE
  • Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio of 26.8x.
    • Analysts are expecting annual earnings growth of 29.1%, which is lower than the prior year's growth of 57.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 66% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Electronic Manufacturing Services industry is expected to see its earnings grow by 29% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CLS CelesticaCA$410.215.5%
+CA$2.5b		336.0%PE40.6x
FTG Firan Technology GroupCA$20.8019.6%
+CA$85.8m		189.7%PE40x
PNG Kraken RoboticsCA$8.372.1%
+CA$52.5m		277.0%PE155.9x
GSI Gatekeeper SystemsCA$1.2415.3%
+CA$18.2m		175.6%PS4.5x
BLN Blackline SafetyCA$7.050.7%
+CA$4.4m		10.8%PS4x

Latest News

YNV
CA$0.13
Ynvisible Interactive
7D
18.2%
1Y
-7.1%
LPS
CA$0.085
Legend Power Systems
7D
21.4%
1Y
-39.3%
FTG
CA$20.80
Firan Technology Group
7D
19.6%
1Y
189.7%
PNG
CA$8.37
Kraken Robotics
7D
2.1%
1Y
277.0%
BLO
CA$0.73
Cannabix Technologies
7D
-3.9%
1Y
23.7%
GRID
CA$4.50
Tantalus Systems Holding
7D
1.4%
1Y
144.6%

GRID: Future Upside Will Be Driven By New Coverage And Grid Modernization

Analysts recently nudged their average price target on Tantalus Systems higher to around CA$7, citing fresh coverage and target increases that reflect updated assumptions for fair value, discount rate, growth, margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts see the CA$7 price target as aligned with their updated view of fair value, suggesting they are comfortable with the company’s current execution and assumptions for future margins and P/E.
CLS
CA$410.21
Celestica
7D
5.5%
1Y
336.0%

CLS: AI Platform Collaboration And 2026 Outlook Will Support Further Upside

Analysts have made a modest adjustment to their CA$ price target on Celestica, reflecting an updated view of inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions that remain broadly consistent with prior estimates. What's in the News Celestica and AMD agreed to collaborate on the Helios rack-scale AI platform, pairing AMD compute with Celestica’s networking switch design and manufacturing for Open Compute Project, Open-Rack-Wide systems targeting large AI clusters, with initial availability planned for late 2026 (Key Developments).
HYLQ
CA$0.56
HYLQ Strategy
7D
-26.3%
1Y
-44.6%
GSI
CA$1.24
Gatekeeper Systems
7D
15.3%
1Y
175.6%
BLN
CA$7.05
Blackline Safety
7D
0.7%
1Y
10.8%
TLA
CA$0.51
Titan Logix
7D
-1.9%
1Y
-21.5%
DDD
CA$0.54
Metavista3D
7D
-14.3%
1Y
-80.8%