Added to YB: 2026-09-07
Pitch date: 2026-09-03
TVK.TO [neutral]
TerraVest Industries Inc.
Author Info
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Company Info
TerraVest Industries Inc., together with its subsidiaries, manufactures and sells goods and services in Canada, the United States, and internationally.
Market Cap
CAD 2.5B
Pitch Price
N/A
Price Target
N/A
Dividend
0.67%
EV/EBITDA
11.88
P/E
28.55
EV/Sales
2.16
Sector
Energy Equipment and Services
Category
growth
Portfolio Update: September 2026 - TerraVest Industries Inc.
TVK.TO (earnings): TerraVest delivered an ahead-of-expectations Q3, with revenue up 13.6%, organic growth of 5%, EBITDA up 28% and CFAD up 31%. Roughly one-third of the position was sold near C$138 into results-day strength; at C$117, confidence in the remainder has increased, with interest in adding below C$110. The shares trade at roughly 13x normalized CFAD, although the chairman’s alleged-insider-trading investigation remains unresolved.
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