SizePollard Banknote (PBL.TO) is a Canada Consumer Discretionary company (Casinos/Gaming) with a market value of $315M, the 415th largest of 420 Canada companies the cockpit tracks. Shares closed at C$16.30 on 6 Nov 2026.
Performance Over six months the shares fell 9.9%, against -7.5% for the median peer and +5.2% for the Canada market (cap-weighted) — 5th highest of 9 in its peer set.
Growth Revenue grew 3.6% over the last twelve months (peer median +7.3%); the operating margin is -1.3% (peer median 11.1%).
Valuation It trades at 8.9× forward earnings against a peer median of 11.5× (2nd cheapest of 6).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 8.0 points below its cost of capital (6.8% WACC).
Relative performance
Six months, rebased to 100: Pollard Banknote against the median of its 8 peers (local-currency closes).
Pollard Banknote financials
Reported figures in CAD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
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
Up and to the right = strong over both horizons. Pollard Banknote is the large dot.
Fundamentals: revenue growth against valuation
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Pollard Banknote is the large dot.
Capital: growth delivered against growth the price implies
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Pollard Banknote is the large dot.
Pollard Banknote competitors and peer comparison
How Pollard Banknote 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.
Pollard Banknote against its 8 peers (data as of 6 Nov 2026)
Measure
PBL.TO
Peer median
Rank in peer set
1-month return
-3.5%
-1.4%
4th lowest of 9
6-month return
-9.9%
-7.5%
5th highest of 9
Distance from 52-week high
-21.9%
-32.3%
4th highest of 9
Revenue growth (TTM)
+3.6%
+7.3%
4th lowest of 9
Operating margin
-1.3%
11.1%
2nd lowest of 9
Forward P/E
8.9×
11.5×
2nd cheapest of 6
Growth the price implies (Req g, 7 yrs)
-7.9%
n/a
—
Growth delivered (Del g)
+7.6%
n/a
—
Hurdle (Req g minus delivered)
-15.4 pp
n/a
—
ROIC minus cost of capital
-8.0 pp
-0.3 pp
2nd lowest of 9
EV / EBITDA
12.9×
6.7×
2nd most expensive of 8
Net debt / EBITDA
2.7×
3.0×
4th least indebted of 8
Peer table
Peer set: Industry: the same industry and sector in any market, nearest in size
Which companies are Pollard Banknote's closest peers?
The cockpit's peer set: Mars (6419.T), Grand Korea Leisure (114090.KS), Paradise (034230.KS), Bally's (BALY), Melco International Development (0200.HK), Star Entertainment (SGR.AX), GENDA (9166.T), Tokyotokeiba (9672.T).
Is Pollard Banknote expensive compared with its peers?
On forward p/e it trades at 8.9× against a peer median of 11.5×, 2nd cheapest of 6 in its peer set. For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -15 pp: the price already allows for a slowdown.
How has Pollard Banknote stock performed?
Over six months to 6 Nov 2026 the shares returned -9.9% against -7.5% for the median peer; over one year -18.3%.