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Employees: 2,030
Size Cargojet (CJT.TO) is a Canada Industrials company (Air Freight/Couriers) with a market value of $1.00B, the 248th largest of 420 Canada companies the cockpit tracks. Shares closed at C$95.12 on 6 Nov 2026.
Performance Over six months the shares gained 14.8%, against -10.0% for the median peer and +5.2% for the Canada market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 0.8% over the last twelve months (peer median +4.4%); the operating margin is 9.9% (peer median 5.6%).
Valuation It trades at 23.4× forward earnings against a peer median of 12.8× (4th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.7 points below its cost of capital (7.4% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | C$1.04B | C$993M | C$1.00B | C$878M | C$980M |
| Revenue growth | — | -1% | +14% | -10% | — |
| Gross profit | C$194M | C$197M | C$224M | C$136M | C$245M |
| EBITDA | C$306M | C$300M | C$300M | C$243M | C$315M |
| Net income | C$46.5M | C$80.2M | C$108M | C$37.3M | C$191M |
| Free cash flow | C$85.3M | -C$102M | C$78.6M | -C$73.9M | -C$329M |
| Capital expenditure | C$223M | C$336M | C$250M | C$267M | C$611M |
| Total debt | C$876M | C$995M | C$755M | C$799M | C$707M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CJT.TO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.3% | -1.1% | 3rd highest of 21 |
| 6-month return | +14.8% | -10.0% | 2nd highest of 21 |
| Distance from 52-week high | -5.7% | -24.5% | highest of 21 |
| Revenue growth (TTM) | +0.8% | +4.4% | 5th lowest of 20 |
| Operating margin | 9.9% | 5.6% | 6th highest of 20 |
| Forward P/E | 23.4× | 12.8× | 4th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 12.4% | 3.1% | 4th most demanding of 16 |
| Growth delivered (Del g) | +8.2% | +5.0% | 6th highest of 16 |
| Hurdle (Req g minus delivered) | +4.2 pp | -7.7 pp | 7th most demanding of 16 |
| ROIC minus cost of capital | -2.7 pp | +0.1 pp | 4th lowest of 20 |
| EV / EBITDA | 7.4× | 7.5× | 5th cheapest of 10 |
| Net debt / EBITDA | 2.8× | -0.0× | 2nd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Cargojet CJT.TO | Canada | $1.00B | +15% | +1% | 10% | 23.4× | 12.4% | +8.2% |
| Konoike Transport 9025.T | Japan | $973M | +2% | +1% | 6% | 10.9× | -12.5% | +4.0% |
| Hangzhou SF Intra-city Industrial 9699.HK | Hong Kong | $941M | -24% | +32% | 1% | 13.3× | 5.9% | +35.5% |
| Orient International Enterprise 600278.SS | China | $919M | +1% | -12% | 1% | n/a | n/a | n/a |
| Blue Dart Express BLUEDART.NS | India | $1.14B | -20% | +9% | 7% | 26.5× | 22.4% | +13.3% |
| Swedish Logistic Property SLP-B.ST | Sweden | $876M | -9% | +27% | 86% | 14.2× | 11.6% | +60.3% |
| Hengtong Logistic 603223.SS | China | $870M | -9% | +2% | 30% | 15.5× | -9.5% | -24.6% |
| Shenzhen Easttop Supply Chain Management 002889.SZ | China | $845M | +14% | -35% | 6% | n/a | 12.0% | +6.7% |
| Bonheur BONHR.OL | Norway | $1.20B | +1% | +4% | 7% | 10.0× | 3.1% | +20.6% |
| Hamakyorex 9037.T | Japan | $808M | -2% | +9% | 10% | 11.4× | -9.0% | +5.5% |
| Shipping Corporation of India SCI.NS | India | $1.29B | -18% | +17% | 24% | n/a | n/a | n/a |
| Ferrari FERGR.AS | Netherlands | $780M | -4% | +3% | 17% | 12.8× | -2.7% | +5.0% |
| KLN Logistics 0636.HK | Hong Kong | $1.30B | -15% | -2% | 4% | 7.0× | -10.4% | +2.6% |
| Shenzhen Feima International Supply Chain 002210.SZ | China | $768M | -36% | +116% | 11% | n/a | 34.5% | +1.5% |
| COSCO SHIPPING International (Hong Kong) 0517.HK | Hong Kong | $1.32B | +8% | +1% | 5% | 12.6× | 2.3% | +1.5% |
| Friend 605050.SS | China | $709M | -24% | +4% | 4% | 10.1× | n/a | n/a |
| Eternal Asia Supply Chain Management 002183.SZ | China | $1.48B | -32% | -25% | 0% | 54.3× | 29.9% | 0.0% |
| Hub HUBG | United States | $1.48B | -44% | n/a | n/a | 51.6× | n/a | n/a |
| CMST Development 600787.SS | China | $1.49B | -12% | +23% | 0% | n/a | n/a | n/a |
| Fukuyama Transporting 9075.T | Japan | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% | +2.2% |
| China Master Logistics 603967.SS | China | $644M | -11% | +11% | 4% | 13.9× | -12.1% | +11.4% |