Added to YB: 2026-03-13
Pitch date: 2026-01-14
DCM.TO [bullish]
DATA Communications Management Corp.
-25.91%
current return
Author Info
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Company Info
DATA Communications Management Corp. provides print and digital solution to simplify complex marketing communication and operations workflows in the United States and Canada.
Market Cap
CAD 77.5M
Pitch Price
CAD 1.93
Price Target
5.50
Dividend
N/A
EV/EBITDA
5.45
P/E
8.81
EV/Sales
0.73
Sector
Commercial Services and Supplies
Category
value
DATA Communications Management Corp. - $DCM.TO
DCM.TO: Canada's leading tech-enabled print/workflow provider (70 of top 100 corps, 3 of 5 fed agencies) at 2.8x EBITDA, 3.5x FCF vs $5.50 PT (5.9x EBITDA, 10.3x FCF, ~3x upside). MCC acquisition +65-70% rev/EBITDA, $30M+ synergies, margins 10.8%→13.8%. Revenue declines misleading: $60M attrition from integration (zero/neg margin biz), tariffs, Canada Post strike. LTT: 5%+ organic growth, 30%+ gross margin, 14%+ EBITDA (15-17% possible). Strong M&A potential ($1B rev target, $250M from deals). Mgmt owns 760k shares+2.5M options, aggressive buybacks+divs. Risks: macro, client loss, pipeline conversion.
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