Added to YB: 2025-10-16
Pitch date: 2025-10-15
SXP.TO [bullish]
Supremex Inc.
+2.17%
current return
Author Info
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Company Info
Supremex Inc. manufactures and markets envelopes, and paper-based packaging solutions and specialty products in Canada and the United States.
Market Cap
CAD 88.6M
Pitch Price
CAD 3.58
Price Target
N/A
Dividend
5.49%
EV/EBITDA
6.32
P/E
8.18
EV/Sales
0.69
Sector
Paper and Forest Products
Category
value
Out-of-the-Box
SXP.TO: Canadian envelope & packaging co w/ 50% share in duopoly envelope mkt (2/3 rev), declining ~5% annually but offset by pricing power & M&A. 20%+ ROTE, trades 4x EBITDA, 5x FCF, 40% below NAV. Debt-free post sale-leaseback, paving way for capital returns. Risks: terminal envelope decline, packaging competition, M&A execution.
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