Added to YB: 2026-07-24
Pitch date: 2026-07-21
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 559.1M
Pitch Price
CAD 5.15
Price Target
7.00 (+35%)
Dividend
N/A
EV/EBITDA
72.59
P/E
641.47
EV/Sales
9.08
Sector
Trading Companies and Distributors
Category
growth
New Position: High Growth Industrial Compounder
ZDC.V (new position): Mobile security tower rental leader replacing night guards at 25-60% less cost. 79% rev growth '25, ~65% est '26; 70% GM, ~40% EBITDA margins, 26.7% avg ROIC. FCF-negative on growth capex (towers pay back <3yrs). 12x EBITDA; PT C$7 YE'26. Raymond James top pick, insider buys, TSX uplisting catalyst. Risk: low barriers, LVT competition, declining rev/tower.
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