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← CockpitCompetitor Analysis › TCL-A.TO Transcontinental Inc. Class AOpen in the cockpit ↗

Transcontinental Inc. Class ATCL-A.TOCompetitor analysis, valuation and peers

Canada · CAD·Communication Services›Publishing: Newspapers
Momentum strong 65
Mkt cap
$338M
US dollars, full cap
Free float
89%
of shares outstanding
$/day
$1.01M
20-day average traded
Fwd P/E
5.0×
forward earnings
ROIC−WACC
+7.9 pp
WACC 7.1%
Hurdle
-14 pp
Req g minus delivered
Next earnings
33 days
9 Dec 2026
Close · CADC$5.54
1D+0.5%
1W-0.9%
1M+4.7%
3M+4.3%
6M-0.4%
YTD-75.6%
1Y-71.3%
ATR %3.3%
52w lowhigh78.4% off high

What Transcontinental does

Employees: 7,600

Transcontinental at a glance

Size Transcontinental (TCL-A.TO) is a Canada Communication Services company (Publishing: Newspapers) with a market value of $338M, the 407th largest of 420 Canada companies the cockpit tracks. Shares closed at C$5.54 on 6 Nov 2026.

Performance Over six months the shares fell 0.4%, against +3.6% for the median peer and +5.2% for the Canada market (cap-weighted) — 4th lowest of 8 in its peer set.

Growth Revenue fell 43.1% over the last twelve months (peer median -0.2%); the operating margin is 11.0% (peer median 5.6%).

Valuation It trades at 5.0× forward earnings against a peer median of 15.8× (cheapest of 4).

Price implies For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -14 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 7.9 points above its cost of capital (7.1% WACC).

Next results Next results expected around 9 Dec 2026 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026TCL-A.TO 101Peer median 100
Six months, rebased to 100: Transcontinental against the median of its 7 peers (local-currency closes).

Transcontinental financials

Reported figures in CAD; fiscal year ends 2025-10-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueC$1.57BC$2.74BC$2.81BC$2.94BC$2.96B
Revenue growth—-2%-4%-1%—
Gross profitC$172MC$256MC$254MC$212MC$215M
EBITDAC$278MC$465MC$469MC$446MC$446M
Net incomeC$336MC$171MC$121MC$85.8MC$141M
Free cash flowC$112MC$246MC$275MC$278MC$69.0M
Capital expenditureC$67.9MC$99.5MC$122MC$178MC$142M
Total debtC$440MC$787MC$989MC$1.06BC$1.15B

Quarterly statements and history in the cockpit →

Transcontinental 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

0%+20%-5%0%+5%CEDPOLRCS000607DJCOTDAYALMATCL-A.TO6-month return →1-month return →
Up and to the right = strong over both horizons. Transcontinental is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%10×20×30×40×RCSTDAYALMATCL-A.TORevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Transcontinental is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%CEDPOLRCS000607DJCOTDAYALMATCL-A.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. Transcontinental is the large dot.

Transcontinental competitors and peer comparison

How Transcontinental 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.

Transcontinental against its 7 peers (data as of 6 Nov 2026)
MeasureTCL-A.TOPeer medianRank in peer set
1-month return+4.7%-0.2%2nd highest of 8
6-month return-0.4%+3.6%4th lowest of 8
Distance from 52-week high-78.4%-9.9%lowest of 8
Revenue growth (TTM)-43.1%-0.2%lowest of 8
Operating margin11.0%5.6%3rd highest of 8
Forward P/E5.0×15.8×cheapest of 4
Growth the price implies (Req g, 7 yrs)-12.6%1.1%least demanding of 8
Growth delivered (Del g)+1.3%+1.0%3rd highest of 8
Hurdle (Req g minus delivered)-13.9 pp+4.5 ppleast demanding of 8
ROIC minus cost of capital+7.9 pp-1.2 pp2nd highest of 7
EV / EBITDA3.2×8.7×cheapest of 6
Net debt / EBITDA1.5×0.8×2nd most indebted of 6

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
Transcontinental TCL-A.TOCanada$338M0%-43%11%5.0×-12.6%+1.3%
Caltagirone Editore CED.MIItaly$309M+19%-6%-19%n/a-11.8%-3.3%
Polaris Media POL.OLNorway$307M+4%0%2%n/a11.5%+1.2%
RCS MediaGroup RCS.MIItaly$484M-15%-3%8%7.6×-5.9%+1.0%
Zhejiang Huamei 000607.SZChina$598M-5%+3%-23%n/a-1.2%-5.7%
Daily Journal DJCOUnited States$885M+28%+23%13%n/a22.0%+11.9%
USA TODAY TDAYUnited States$965M-14%-7%6%39.2×9.8%-7.5%
Alma Media ALMA.HEFinland$1.27B+7%+5%26%15.8×1.1%+7.3%

Questions

Which companies are Transcontinental's closest peers?
The cockpit's peer set: Caltagirone Editore (CED.MI), Polaris Media (POL.OL), RCS MediaGroup (RCS.MI), Zhejiang Huamei (000607.SZ), Daily Journal (DJCO), USA TODAY (TDAY), Alma Media (ALMA.HE).
Is Transcontinental expensive compared with its peers?
On forward p/e it trades at 5.0× against a peer median of 15.8×, cheapest of 4 in its peer set. For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -14 pp: the price already allows for a slowdown.
How has Transcontinental stock performed?
Over six months to 6 Nov 2026 the shares returned -0.4% against +3.6% for the median peer; over one year -71.3%.

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.