The company operates collision repair centers under the Boyd Autobody & Glass and Assured Automotive trade names in Canada, and Gerber Collision and Glass in the United States, plus retail auto glass operations under multiple brands. Strategic expansion and process optimization position Boyd to capture greater market share, while enhanced alignment of incentives and rising vehicle repair complexity strengthen competitive advantage.
Cyborg Score Rationale
13 analysts recommend buying the stock with an overall Strong Buy rating. The company had CAD 4.40 billion in revenue over the last 12 months. However, profit margins are thin at 0.44%, indicating operational leverage challenges.
Top Insights
Boyd's stock surged 18.38% after Q2 2025 earnings, with sales up 0.2% to CAD 780.4M and gross margin improving to 46.8%, targeting 1,400+ locations and CAD 5B revenue
The company operates Gerber National Claims Services offering glass, emergency roadside, and first notice of loss services, plus Mobile Auto Solutions for scanning and calibration
Operating cash flow was CAD 432.24 million with free cash flow of CAD 329.45 million in the last 12 months
Average 12-month price target is CAD 268.23 with 13 analyst buy recommendations and +23.98% upside potential