Added to YB: 2026-02-10
Pitch date: 2026-02-09
JWEL.TO [bullish]
Jamieson Wellness Inc.
Author Info
Aurelion Research is a research analyst with a passion for markets, specializing in high‑conviction ideas across shipping, offshore drilling, and thematic equity research. Sign up for the newsletter.
Company Info
Jamieson Wellness Inc., together with its subsidiaries, develops, manufactures, distributes, markets, and sells the natural health products for human in Canada, the United States, China, and internationally.
Market Cap
CAD 1.4B
Pitch Price
N/A
Price Target
53.30
Dividend
2.70%
EV/EBITDA
13.15
P/E
19.82
EV/Sales
2.24
Sector
Personal Care Products
Category
value
A Defensive Small-Cap Growth Stock Flying Under the Radar
JWEL.TO (new position): Canada's #1 VMS brand (30% market share, 2.5x nearest competitor) trading 10.5x EV/EBITDA vs justified 12x. Jamieson Brands 87% of rev, driving $628.7M→$716.8M. FCF inflection: $51M (2024)→$105M (2027E), 13% EBITDA CAGR. 18% EPS CAGR vs 9% peers (0.9 PEG). China/US expansion, flu season tailwind. PT $53 (47% upside 12mo), $78 (115% 3yr). Risks: consumer weakness, execution, int'l volatility.
Read full article (11 min)