Added to YB: 2025-05-19
Pitch date: 2025-03-31
BBD-B.TO [bullish]
Bombardier Inc.
+177.51%
current return
Author Info
No bio for this author
Company Info
Bombardier Inc. engages in the design, manufacture, and sale of business aircraft and aircraft structural components worldwide.
Market Cap
CAD 15.4B
Pitch Price
CAD 80.98
Price Target
135.00 (-40%)
Dividend
N/A
EV/EBITDA
17.50
P/E
37.27
EV/Sales
2.28
Sector
Aerospace and Defense
Category
value
Bombardier Inc. - $BBD-B.TO
BBD-B.TO: Canadian business jet maker at deep discount (16% 2025 FCF yield) due to tariff fears. Transformed to <3x levered aerospace pure-play with >1 book:bill ratio & 2+ year backlog. Research shows worst-case tariff impact minimal (5-10% revenue hit) with multiple mitigation options. 10% FCF yield = 70% upside vs ERJ (3.5%) & TXT (7.5%). Catalyst: Trump's April 2nd 'Liberation Day' clarity.
Read full article (5 min)