Professional
Added to YB: 2026-02-10
Pitch date: 2026-02-06
QBR-B.TO [neutral]
Quebecor Inc.
+4.46%
current return
Author Info
No bio for this author
Company Info
Quebecor Inc., together with its subsidiaries, operates in the telecommunications, media, and sports and entertainment businesses in Canada.
Market Cap
CAD 11.6B
Pitch Price
CAD 50.65
Price Target
N/A
Dividend
2.75%
EV/EBITDA
8.93
P/E
14.37
EV/Sales
3.37
Sector
Diversified Telecommunication Services
Category
growth
Third Point Portfolio Holding: Quebecor Inc.
QBR-B.TO (holding update): Canadian wireless upstart w/ 25% Quebec share, acquired Freedom Mobile post-Rogers/Shaw merger. Favorable roaming deal enables 328K net adds (31% industry growth) at C$35 ARPU vs C$56-58 incumbent pricing. 50% EBITDA margins despite disruptive pricing. Telco EBITDA growth accelerated to 2.8%.
Read full article (2 min)