Added to YB: 2026-06-26
Pitch date: 2026-06-24
ZDC.V [bullish]
Zedcor 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
Zedcor Inc. provides turnkey and customized mobile surveillance and live monitoring solutions in Canada and the United States.
Market Cap
CAD 610.1M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
78.69
P/E
700.01
EV/Sales
9.85
Sector
Trading Companies and Distributors
Category
growth
Zedcor Inc (CVE: ZDC)
ZDC.V: Mobile surveillance tower (MobileyeZ) rental on subscription. Rev +79% in 2025, growing 50%+, US now 36% of rev w/ ~2,800 towers. Solar AI cameras replace security guards; towers cost $30K, rent $2,200/mo, ~1yr payback. EBITDA margins 35-38%→50% target. Heavy capex now but self-funded cash flow by 2028, minimal dilution. Trades 10.6x 2027 EBITDA vs fair 20x. Catalysts: marketing/conferences, possible big retail deal (Kroger-like). Risk: cheaper emerging competitors. Stock -10% on earnings; author's top conference idea.
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