Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-21
NFI.TO [bullish]
NFI Group Inc.
+9.18%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
Company Info
NFI Group Inc., together with its subsidiaries, manufactures and sells buses in North America, the United Kingdom, rest of Europe, and the Asia Pacific.
Market Cap
CAD 1.4B
Pitch Price
CAD 16.89
Price Target
33.30 (+81%)
Dividend
N/A
EV/EBITDA
289.01
P/E
-4.97
EV/Sales
0.77
Sector
Machinery
Category
turnaround
White Falcon Capital Management Portfolio Holding: NFI Group Inc.
NFI.TO (holding update): Bus manufacturer in duopolistic NA market trades 11x earnings despite strong backlog & increasing EV exposure. Supply chain issues behind them. Strong earnings power + debt paydown should drive 15-20x P/E re-rating within 2 years for 50-100% upside.
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