Loading…
← CockpitCompetitor Analysis › KITS.TO Kits Eyecare Ltd.Open in the cockpit ↗

Kits Eyecare Ltd.KITS.TOCompetitor analysis, valuation and peers

Canada · CAD·Consumer Discretionary›Internet Retail
Momentum leader 98
Mkt cap
$462M
US dollars, full cap
Free float
38%
of shares outstanding
$/day
$1.35M
20-day average traded
Fwd P/E
85.5×
forward earnings
ROIC−WACC
+5.8 pp
WACC 6.6%
Hurdle
+6 pp
Req g minus delivered
Next earnings
124 days
10 Mar 2027
Close · CADC$19.03
1D+0.4%
1W+12.1%
1M+8.7%
3M+33.5%
6M+64.5%
YTD+3.8%
1Y+44.4%
ATR %4.6%
52w lowhigh15.7% off high

What Kits Eyecare does

Employees: 176

Kits Eyecare at a glance

Size Kits Eyecare (KITS.TO) is a Canada Consumer Discretionary company (Internet Retail) with a market value of $462M, the 352nd largest of 420 Canada companies the cockpit tracks. Shares closed at C$19.03 on 6 Nov 2026.

Performance Over six months the shares gained 64.5%, against +3.8% for the median peer and +5.2% for the Canada market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth Revenue grew 21.5% over the last twelve months (peer median -4.9%); the operating margin is 3.8% (peer median 1.5%).

Valuation It trades at 85.5× forward earnings against a peer median of 18.6× (2nd most expensive of 15).

Price implies For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is +6 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 5.8 points above its cost of capital (6.6% WACC).

Next results Next results expected around 10 Mar 2027 (exchange calendar; dates can move).

Relative performance

10012515011 May 202611 Aug 20266 Nov 2026KITS.TO 163Peer median 105
Six months, rebased to 100: Kits Eyecare against the median of its 20 peers (local-currency closes).

Kits Eyecare financials

Reported figures in CAD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueC$222MC$202MC$159MC$121MC$91.6M
Revenue growth—+27%+32%+32%—
Gross profitC$81.9MC$71.3MC$52.5MC$38.7MC$26.9M
EBITDAC$10.7MC$10.6MC$5.42MC$1.76M-C$3.17M
Net incomeC$5.63MC$3.11MC$3.12M-C$2.21M-C$4.55M
Free cash flown/aC$11.3MC$9.88MC$1.84MC$4.42M
Capital expenditureC$0C$136,000C$3.15MC$563,000C$258,000
Total debtC$5.15MC$15.8MC$12.6MC$15.4MC$19.4M

Quarterly statements and history in the cockpit →

Kits Eyecare competitor charts

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.

Performance: 6-month against 1-month return

-25%0%+25%+50%0%+20%HFGMSTCLTD30108831829997GRPNARAMIASC6011132678AO0026403964300792WOOFTHG300592002127AHGKITS.TO6-month return →1-month return →
Up and to the right = strong over both horizons. Kits Eyecare is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×100×HFG3010883182GRPNARAMI6011132678AO3964300792WOOF300592002127KITS.TORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Kits Eyecare is the large dot.

Capital: growth delivered against growth the price implies

0%+50%+100%0%50%100%HFGMSTCLTD3010883182GRPNARAMIASCAO300592KITS.TOGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Kits Eyecare is the large dot.

Kits Eyecare competitors and peer comparison

How Kits Eyecare compares with its peers

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.

Kits Eyecare against its 20 peers (data as of 6 Nov 2026)
MeasureKITS.TOPeer medianRank in peer set
1-month return+8.7%-0.8%6th highest of 21
6-month return+64.5%+3.8%2nd highest of 21
Distance from 52-week high-15.7%-26.7%3rd highest of 21
Revenue growth (TTM)+21.5%-4.9%highest of 21
Operating margin3.8%1.5%8th highest of 21
Forward P/E85.5×18.6×2nd most expensive of 15
Growth the price implies (Req g, 7 yrs)28.3%6.6%4th most demanding of 16
Growth delivered (Del g)+21.9%-3.7%3rd highest of 16
Hurdle (Req g minus delivered)+6.4 pp+8.3 pp7th least demanding of 16
ROIC minus cost of capital+5.8 pp-3.2 pp3rd highest of 18
Net debt / EBITDA-2.1×2.0×4th least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Kits Eyecare KITS.TOCanada$462M+64%+21%4%85.5×28.3%+21.9%
HelloFresh HFG.DEGermany$483M-28%-13%0%9.7×24.1%+12.5%
MSTC MSTCLTD.NSIndia$439M+30%+21%58%n/a34.9%-13.9%
Rumere 301088.SZChina$422M-16%-25%1%20.3×30.8%-6.9%
Oisix 3182.TJapan$368M+17%-5%3%12.1×-6.6%+20.2%
Belluna 9997.TJapan$629M+22%+5%8%n/an/an/a
Groupon GRPNUnited States$630M-13%+2%2%33.7×27.5%-18.9%
Aramis ARAMI.PAFrance$327M+22%-2%1%185.8×4.9%+23.4%
ASOS ASC.LUnited Kingdom$670M+88%-15%-1%n/a1.2%-5.5%
Yiwu Huading Nylon 601113.SSChina$670M-28%-5%1%41.2×n/an/a
ASKUL 2678.TJapan$682M+2%-20%-5%29.2×n/an/a
AO World AO..LUnited Kingdom$687M+6%+11%4%13.3×3.0%-5.3%
Global Top E-Commerce 002640.SZChina$757M-12%-6%1%n/a33.4%-19.8%
Aucnet 3964.TJapan$824M+12%+12%15%15.5×0.1%+21.6%
Hangzhou Onechance Tech Crop 300792.SZChina$839M-32%-19%9%46.2×19.9%-3.7%
Petco Health & Wellness WOOFUnited States$848M+5%-1%3%12.5×6.6%+3.9%
THG THG.LUnited Kingdom$877M+30%+10%-1%n/an/an/a
Huakai Yibai Technology 300592.SZChina$966M+27%-11%7%15.7×3.4%+132.3%
IndiaMART InterMESH INDIAMART.NSIndia$985M-26%+12%34%17.0×8.2%+18.6%
NanJi E-Commerce 002127.SZChina$1.05B-1%-28%-12%29.9×6.4%-9.0%
Akso Health Group Sponsored ADR AHGUnited States$1.14B-34%-6%-29%n/an/an/a

Questions

Which companies are Kits Eyecare's closest peers?
The cockpit's peer set: HelloFresh (HFG.DE), MSTC (MSTCLTD.NS), Rumere (301088.SZ), Oisix (3182.T), Belluna (9997.T), Groupon (GRPN), Aramis (ARAMI.PA), ASOS (ASC.L).
Is Kits Eyecare expensive compared with its peers?
On forward p/e it trades at 85.5× against a peer median of 18.6×, 2nd most expensive of 15 in its peer set. For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is +6 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.
How has Kits Eyecare stock performed?
Over six months to 6 Nov 2026 the shares returned +64.5% against +3.8% for the median peer; over one year +44.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.