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Canadian retail conglomerate operating Canadian Tire (automotive/hardware), SportChek and Mark's stores, plus a financial services/loyalty arm.
Canadian retail conglomerate operating Canadian Tire (automotive/hardware), SportChek and Mark's stores, plus a financial services/loyalty arm.
Its Canadian Tire stores are run by independent dealers who buy goods from the company, so it earns as their supplier and landlord rather than keeping store sales. Credit-card interest and fees from Canadian Tire Bank, tied to the Triangle Rewards loyalty scheme, add a second stream. Class A shares carry no vote; the founding Billes family controls the voting shares.
In one line: Canada's Target-meets-AutoZone, with its own credit card bank.
Moat: narrow (scale, brand, distribution). Extensive dealer-owned store network and loyalty/financial-services ecosystem built over decades.
Headquarters: Toronto, Canada · Founded: 1922 · Employees: 28,994
Size Canadian Tire (CTC-A.TO) is a Canada Consumer Discretionary company (Department Stores) with a market value of $7.57B, the 90th largest of 420 Canada companies the cockpit tracks. Shares closed at C$204.84 on 6 Nov 2026.
Performance Over six months the shares gained 7.1%, against +11.8% for the median peer and +5.2% for the Canada market (cap-weighted) — 7th lowest of 17 in its peer set.
Growth Revenue grew 1.1% over the last twelve months (peer median +1.3%); the operating margin is 8.7% (peer median 7.2%).
Valuation It trades at 14.1× forward earnings against a peer median of 15.3× (7th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.7 points above its cost of capital (6.4% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | C$16.5B | C$16.3B | C$15.5B | C$16.7B | C$17.8B |
| Revenue growth | — | +5% | -7% | -6% | — |
| Gross profit | C$5.49B | C$5.39B | C$4.98B | C$5.38B | C$5.75B |
| EBITDA | C$2.22B | C$2.17B | C$1.98B | C$2.06B | C$2.62B |
| Net income | C$679M | C$578M | C$888M | C$213M | C$1.04B |
| Free cash flow | C$603M | C$370M | C$1.50B | C$773M | -C$146M |
| Capital expenditure | C$665M | C$664M | C$628M | C$669M | C$835M |
| Total debt | C$8.47B | C$7.67B | C$7.91B | C$8.81B | C$7.72B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Canadian Tire CTC-A.TO | $7.57B | +7% | +1% | 9% | 14.1× | 1.9% |
| Walmart WMT | $996B | -4% | +6% | 4% | 41.8× | 14.7% |
| Loblaw Companies L.TO | $57.0B | +16% | +4% | 7% | 26.1× | -1.0% |
| Home Depot (The) HD | $343B | +9% | +2% | 12% | 22.4× | 9.0% |
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 | CTC-A.TO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +7.8% | +1.4% | 4th highest of 17 |
| 6-month return | +7.1% | +11.8% | 7th lowest of 17 |
| Distance from 52-week high | -2.9% | -19.0% | 2nd highest of 17 |
| Revenue growth (TTM) | +1.1% | +1.3% | 9th highest of 17 |
| Operating margin | 8.7% | 7.2% | 9th highest of 17 |
| Forward P/E | 14.1× | 15.3× | 7th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 1.9% | 1.6% | 7th most demanding of 14 |
| Growth delivered (Del g) | +1.9% | +4.4% | 6th lowest of 14 |
| Hurdle (Req g minus delivered) | -0.0 pp | -3.3 pp | 6th most demanding of 14 |
| ROIC minus cost of capital | +0.7 pp | -0.2 pp | 8th highest of 17 |
| EV / EBITDA | 8.4× | 9.4× | 5th cheapest of 12 |
| Net debt / EBITDA | 3.1× | 1.9× | 5th most indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Canadian Tire CTC-A.TO | Canada | $7.57B | +7% | +1% | 9% | 14.1× | 1.9% | +1.9% |
| Isetan Mitsukoshi 3099.T | Japan | $7.16B | +14% | 0% | 15% | 17.5× | 7.4% | -7.7% |
| Tokyu 9005.T | Japan | $6.14B | -3% | +5% | 9% | 10.0× | n/a | n/a |
| Dillard's DDS | United States | $9.41B | +7% | 0% | 11% | 17.4× | 1.6% | +8.2% |
| Macy's M | United States | $6.03B | +18% | 0% | 4% | 10.8× | -1.1% | +4.6% |
| Ollie's Bargain Outlet OLLI | United States | $5.37B | +10% | +14% | 12% | 19.8× | 1.5% | +7.9% |
| Marks and Spencer MKS.L | United Kingdom | $12.1B | +40% | +21% | 5% | 13.1× | 6.5% | +13.6% |
| J Front Retailing 3086.T | Japan | $4.46B | +24% | -3% | 11% | 22.1× | 5.9% | +6.9% |
| Takashimaya 8233.T | Japan | $3.98B | +14% | +2% | 11% | 15.6× | 2.4% | -6.3% |
| Harvey Norman HVN.AX | Australia | $3.84B | +2% | +5% | 18% | 13.8× | 4.7% | +0.8% |
| CCOOP 000564.SZ | China | $3.55B | -23% | +19% | -46% | n/a | n/a | n/a |
| Kohl's KSS | United States | $2.61B | +59% | -3% | 4% | 15.3× | 0.0% | -0.5% |
| Ceconomy CEC.DE | Germany | $2.47B | +9% | +4% | 1% | 7.8× | 2.9% | +2.1% |
| H2O Retailing 8242.T | Japan | $2.10B | +17% | 0% | 5% | 12.3× | -9.7% | -1.6% |
| Beijing United Information Technology 603613.SS | China | $2.05B | -30% | -4% | 5% | n/a | n/a | n/a |
| Easyhome New Retail 000785.SZ | China | $1.97B | -18% | -23% | 3% | 19.3× | 1.0% | +4.4% |
| Seria 2782.T | Japan | $1.91B | +18% | +13% | 9% | 15.2× | -2.1% | +5.0% |