Análisis Argos
BGSI
BGSIBarata · ojo al riesgo
Boyd Group Services Inc. · Consumer Cyclical
US$ 97.27
precio al 2026-07-04
Valor justo Argos*
US$ 172–189
vs. su valor justo
49% por debajo
Score Argos
54/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que se encoja 16.5% al año — menos de lo que viene demostrando (2.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
VALOR4/6FUTURO4/6PASADO1/6SALUD2/6DIVIDENDO2/6
El Iris de calidad
VALOR4/6FUTURO4/6PASADO1/6SALUD2/6DIVIDENDO2/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos54de 100Barata · ojo al riesgo
Ingresos2%
US$ 3.1 B
Margen operativo17%
4.2%
Flujo de caja libre22%
US$ 0.3 B
Deuda neta
US$ 0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.2B
P/E118.6x
EV/EBITDA7.1x
FCF yield12.6%
ROIC3.9%
Margen operativo4.2%
Crecim. ingresos+2.4%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 30 jun
New Strong Sell Stocks for June 30th
BBIB, BGSI and CLCGY have been added to the Zacks Rank #5 (Strong Sell) List on June 30, 2026.
prnewswire.com · 17 jun
BOYD GROUP SERVICES INC. ANNOUNCES SECOND QUARTER 2026 CASH DIVIDEND
WINNIPEG, MB, June 17, 2026 /PRNewswire/ - Boyd Group Services Inc. (TSX: BYD) (NYSE: BGSI) today announced a cash dividend for the second quarter of 2026 of C$0.156 per common share. The dividend will be payable on July 29, 2026 to common shareholders of record at the close of business on June 30, 2026.
marketbeat.com · 16 may
Boyd Group Services Q1 Earnings Call Highlights
Boyd Group Services TSE: BYD reported record first-quarter revenue and adjusted EBITDA, helped by the January acquisition of Joe Hudson's Collision Center, ongoing cost-savings initiatives and a return to positive same-store sales growth.
prnewswire.com · 14 may
Boyd Group Services Inc. Election of Directors
WINNIPEG, MB, May 14, 2026 /PRNewswire/ - Boyd Group Services Inc. (TSX: BYD) (NYSE: BGSI) ("BGSI", "Boyd" or "Boyd Group") today announced that the nominees listed in the management proxy circular dated March 24, 2026 were elected as Directors of BGSI. The detailed results of the vote for the election of directors held at the Annual General Meeting on Wednesday, May 13, 2026 are set out below.
seekingalpha.com · 13 may
Boyd Group Services Inc. (BYD:CA) Q1 2026 Earnings Call Transcript
Boyd Group Services Inc. (BYD:CA) Q1 2026 Earnings Call Transcript
zacks.com · 13 may
Boyd Group Services Inc. (BGSI) Q1 Earnings and Revenues Beat Estimates
Boyd Group Services Inc. (BGSI) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.1 per share a year ago.
prnewswire.com · 13 may
Boyd Group Services Inc. Reports Record First Quarter 2026 Sales of $996.7 Million and Adjusted EBITDA of $122.4 Million, Driven by Continued Market Share Gains through Same-Store Sales Growth and Completion of Strategic Acquisition
First Quarter 2026 Highlights All-time record sales, up 28.1% to $996.7 million All-time record Adjusted EBITDA1 increased 51.9% to $122.4 million, with Adjusted EBITDA margins1 expanding 200 basis points to 12.3% Same-store sales1 increased 1.7%; adjusting for the weather impact in the South, same-store sales growth would have been approximately 2.6% Added 269 locations, increasing collision location footprint by 33% year-over-year Achieved over $20 million in incremental Project 360 cost savings and Joe Hudson synergy realization Joe Hudson's conversion to Boyd's systems fully completed on schedule Achieved targeted level of 80% internalization of scanning and calibration Distributed first quarter 2026 cash dividend of C$0.156 per common share Reduced pro forma debt leverage from 3.1x to 2.9x WINNIPEG, MB, May 13, 2026 /PRNewswire/ - Boyd Group Services Inc. (TSX: BYD) (NYSE: BGSI) ("Boyd Group" or "the Company") today announced record financial results for the quarter ended March 31, 2026. "We delivered all-time record sales and Adjusted EBITDA1 in the first quarter, reflecting strong execution of our growth strategy and operational priorities.
zacks.com · 6 may
Boyd Group Services Inc. (BGSI) Reports Next Week: Wall Street Expects Earnings Growth
Boyd Group Services Inc. (BGSI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.