CAE (CAE) Stock Overview
Provides training, simulation, and critical operation solutions in Canada, the United States, the United Kingdom, Europe, Asia, the Oceania, Africa, and rest of the Americas. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 2/6 |
| Past Performance | 1/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
CAE Community Fair Values
Create NarrativeSee what 43 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
CAE Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CA$33.21 |
| 52 Week High | CA$47.65 |
| 52 Week Low | CA$31.42 |
| Beta | 1.02 |
| 1 Month Change | -8.39% |
| 3 Month Change | -6.13% |
| 1 Year Change | -9.31% |
| 3 Year Change | 0.88% |
| 5 Year Change | -9.48% |
| Change since IPO | 23,516.00% |
Recent News & Updates
Narrative Update • Sep 03
CAE: Order Momentum And Cash Generation Will Test Execution Concerns
Analysts have lifted their fair value estimate for CAE to CA$31.09 from CA$29.89, citing recent price target increases and upgrades that reference accelerating order momentum, improving free cash flow and reaffirmed long term company targets. Analyst Commentary on CAE Recent research on CAE reflects a mix of optimism on orders and cash generation alongside some caution on valuation, execution risk and long term growth delivery.
Narrative Update • Aug 17
CAE: Transformation Plan And Buybacks May Support Long-Term Rebound Potential
Analysts have nudged their blended fair value estimate for CAE higher to about CA$44.25 from roughly CA$42.93. They attribute this change to recent price target revisions that cite reaffirmed long term outlooks, progress against transformation plans, and a preference for more selective exposure within aerospace and defense stocks.Recent updates
Narrative Update • Sep 03
CAE: Order Momentum And Cash Generation Will Test Execution Concerns
Analysts have lifted their fair value estimate for CAE to CA$31.09 from CA$29.89, citing recent price target increases and upgrades that reference accelerating order momentum, improving free cash flow and reaffirmed long term company targets. Analyst Commentary on CAE Recent research on CAE reflects a mix of optimism on orders and cash generation alongside some caution on valuation, execution risk and long term growth delivery.Narrative Update • Aug 17
CAE: Transformation Plan And Buybacks May Support Long-Term Rebound Potential
Analysts have nudged their blended fair value estimate for CAE higher to about CA$44.25 from roughly CA$42.93. They attribute this change to recent price target revisions that cite reaffirmed long term outlooks, progress against transformation plans, and a preference for more selective exposure within aerospace and defense stocks.Narrative Update • Jul 10
CAE: Transformation Plan And Buybacks Set Stage For Future Rebound
Analysts have modestly reduced their fair value estimate for CAE to about CA$42.93 from roughly CA$46.86, reflecting updated assumptions for slightly lower profit margins and a higher future P/E multiple following recent price target revisions across the Street. Analyst Commentary Recent Street research on CAE shows investors weighing the company’s transformation plan, short term earnings pressure and where the stock sits relative to peers.Narrative Update • Jun 26
CAE: Transformation Costs And Margin Pressure Will Keep Shares In Penalty Box
Analysts have adjusted the fair value estimate for CAE to CA$29.89 from CA$32.65, reflecting lower modeled revenue growth and slightly softer profit margins, even as some recent price target revisions cite ongoing transformation costs and a mixed read-through from management meetings. Analyst Commentary Recent research on CAE shows a split view, but the more cautious voices are focused on execution risk in the transformation plan, near term earnings pressure, and where the stock trades relative to peers.Narrative Update • May 17
CAE: Defense Industrial Strategy Will Support Future Simulation And Training Demand
Analysts have made a small downward adjustment to the CAE fair value estimate to about CA$46.86, reflecting a mix of recent price target cuts and raises as they weigh the company’s position in global simulation and training markets and the potential impact of Canada’s new Defense Industrial Strategy. Analyst Commentary Recent Street research on CAE reflects a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess the company’s execution in civil and defense markets and the potential implications of Canada’s new Defense Industrial Strategy.Narrative Update • Apr 26
CAE: Defense Industrial Strategy And Submarine Pact Will Drive Future Upside
Analysts have modestly reduced the fair value estimate for CAE to CA$47.00 from about CA$47.71, as a mix of recent price target increases and decreases incorporates slightly lower revenue growth assumptions, a higher discount rate, stronger profit margin expectations, and a lower future P/E multiple. Analyst Commentary Street research on CAE over the recent period has been mixed, with some analysts lifting targets and ratings while others trim expectations and highlight execution risks.Narrative Update • Apr 12
CAE: Defense Industrial Strategy And Submarine Pact Will Support Multi Year Upside
Analysts made a modest adjustment to the price target on CAE, reflecting mixed recent research. Some firms lifted targets into the CA$49 to CA$56 range, citing its global simulation and training footprint and expected benefits from Canada's Defense Industrial Strategy.Narrative Update • Mar 28
CAE: Defense Industrial Strategy Will Support Multi Year Simulation And Training Upside
CAE’s updated analyst price target series now reflects a modest fair value increase to CA$47.71, as analysts balance mixed target revisions with views that its global simulation and training footprint, large installed base, and expected multi-year defense and civil aviation opportunities support a slightly higher assumed future P/E multiple. Analyst Commentary Recent research on CAE reflects a mix of optimism about the company’s role in global simulation and training, alongside caution around execution risks and capital allocation.Narrative Update • Mar 11
CAE: Defense Industrial Strategy Could Reshape Simulation And Training Upside
The analyst price target for CAE has been nudged higher, from CA$46.54 to CA$47.00, as analysts factor in recent research pointing to its role as a pure-play simulation and training provider and a multi year opportunity tied to Canada's new Defense Industrial Strategy, alongside mixed but generally supportive target revisions across the Street. Analyst Commentary Recent Street research on CAE shows a mix of optimism around its pure-play positioning in simulation and training, balanced against questions about execution and portfolio changes.Narrative Update • Feb 25
CAE: Training Contracts And Portfolio Shift Will Shape Future Upside Potential
The analyst price target for CAE has been adjusted modestly lower to reflect a slightly reduced fair value estimate of CA$46.54. Analysts attribute this to softer revenue growth and margin assumptions, a higher discount rate, and mixed recent target moves across firms, including cuts at Jefferies, Canaccord, and Scotiabank, alongside a smaller increase from TD Securities.Narrative Update • Feb 10
CAE: Mixed Execution And Training Contracts Will Shape Measured Long-Term Returns
We are nudging our CAE fair value estimate slightly higher to $47.15 from $46.85, reflecting analysts' updated price targets and rationales that balance more conservative revenue growth assumptions with higher profit margin expectations and a modestly lower future P/E. Analyst Commentary Recent Street research on CAE reflects a mix of optimism on the company’s long term positioning and some caution around execution and valuation, which together inform our updated fair value estimate.Narrative Update • Jan 27
CAE: Future Training Contracts And Mixed Execution Will Shape Balanced Long-Term Returns
The updated analyst price target for CAE rises by about $2.40, reflecting more supportive Street research that includes higher targets from several firms and slightly stronger modeled profitability and P/E assumptions. Analyst Commentary Recent Street research on CAE has focused on where the share price could settle relative to updated profit assumptions and P/E inputs, with several firms revisiting their targets over the past few months.Narrative Update • Jan 12
CAE: Future Training Contracts And Mixed Execution Will Support Balanced Long-Term Returns
Analysts have slightly raised their blended price target on CAE to about C$44.50, reflecting mixed Street revisions between C$40 and C$46. These changes align with small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Narrative Update • Dec 27
CAE: Future Training Contracts And Execution Will Support Balanced Long-Term Returns
Our updated analyst price target for CAE reflects a modest upward revision, balancing RBC's slight cut to C$40 with TD Securities' increase to C$46, as analysts weigh steady growth expectations against valuation and execution risks. Analyst Commentary Recent revisions to price targets for CAE highlight a nuanced but generally constructive outlook, with analysts balancing solid long term growth prospects against near term execution and valuation concerns.Analysis Article • Dec 25
CAE's (TSE:CAE) Returns Have Hit A Wall
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Narrative Update • Dec 13
CAE: Future Training Contracts And Margin Execution Will Drive Balanced Long-Term Returns
The analyst price target for CAE has inched higher to approximately C$44 from about C$43.50, as analysts factor in slightly stronger long term profitability and a modestly higher earnings multiple, despite mixed recent target revisions. Analyst Commentary Recent Street commentary on CAE reflects a divided view on the company’s near term risk reward, even as the consensus price target edges higher.Narrative Update • Nov 28
CAE: Sector Momentum And Margin Improvement Will Drive Long-Term Share Gains
Analysts have slightly increased their average price target for CAE, raising it from approximately $43.31 to $43.54. They cite improved revenue growth projections and stronger expected profit margins as the reasons for this adjustment.Narrative Update • Nov 14
CAE: Revenue Acceleration Will Drive Shares Higher Amid Margin Pressures
Analysts have modestly increased their price target for CAE from approximately $42.67 to $43.31, citing improved revenue growth outlook despite some ongoing margin pressures. Analyst Commentary Bullish Takeaways Bullish analysts have increased their price targets, reflecting growing confidence in CAE's revenue growth outlook and operational execution.Analysis Article • Oct 12
Is There An Opportunity With CAE Inc.'s (TSE:CAE) 23% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, CAE fair value estimate is CA$49.61 CAE is estimated to be 23...Narrative Update • Sep 04
Global Digital Simulation Advances Will Expand Air And Defense Training
Analysts maintain a positive outlook on CAE, citing its dominant market position, exposure to industry growth and defense spending tailwinds, lower tariff risks, and relative undervaluation, resulting in the consensus price target holding steady at CA$42.67. Analyst Commentary Bullish analysts cite CAE's strong position as a dominant player in a fragmented market and as a critical "toll booth" in aviation, implying a sustainable competitive advantage.
New Narrative • Nov 29
Calculated Investments And Restructuring Propel Aerospace Growth Amid Industry Challenges
Strong order backlog and strategic investments signal robust future revenue growth and improved earnings, benefiting from high demand for training services.Shareholder Returns
| CAE | CA Aerospace & Defense | CA Market | |
|---|---|---|---|
| 7D | -1.5% | -0.9% | -1.8% |
| 1Y | -9.3% | 8.7% | 22.6% |
Return vs Industry: CAE underperformed the Canadian Aerospace & Defense industry which returned 8.8% over the past year.
Return vs Market: CAE underperformed the Canadian Market which returned 22.6% over the past year.
Price Volatility
| CAE volatility | |
|---|---|
| CAE Average Weekly Movement | 4.2% |
| Aerospace & Defense Industry Average Movement | 8.7% |
| Market Average Movement | 9.3% |
| 10% most volatile stocks in CA Market | 16.4% |
| 10% least volatile stocks in CA Market | 3.7% |
Stable Share Price: CAE has not had significant price volatility in the past 3 months compared to the Canadian market.
Volatility Over Time: CAE's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1947 | 13,000 | Matt Bromberg | www.cae.com |
CAE Inc., together with its subsidiaries, provides training, simulation, and critical operation solutions in Canada, the United States, the United Kingdom, Europe, Asia, the Oceania, Africa, and rest of the Americas. The company operates through two segments, Civil Aviation; and Defense and Security. The Civil Aviation segment offers training solutions for flight, cabin, maintenance, ground personnel, and air traffic controllers in commercial, business, and helicopter aviation; a range of flight simulation training devices; and ab initio pilot training and crew sourcing services, as well as airline operations digital solutions for commercial airlines, regional airlines, business aircraft operators, civil helicopter operators, aircraft manufacturers, third-party training centres, flight training organizations, air navigation service providers, maintenance, repair and overhaul organizations and aircraft finance leasing companies.
CAE Inc. Fundamentals Summary
| CAE fundamental statistics | |
|---|---|
| Market cap | CA$10.64b |
| Earnings (TTM) | CA$286.90m |
| Revenue (TTM) | CA$4.99b |
37.1x
P/E Ratio2.1x
P/S RatioIs CAE overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CAE income statement (TTM) | |
|---|---|
| Revenue | CA$4.99b |
| Cost of Revenue | CA$3.56b |
| Gross Profit | CA$1.43b |
| Other Expenses | CA$1.14b |
| Earnings | CA$286.90m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.90 |
| Gross Margin | 28.57% |
| Net Profit Margin | 5.75% |
| Debt/Equity Ratio | 45.0% |
How did CAE perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/13 06:27 |
| End of Day Share Price | 2026/09/11 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
CAE Inc. is covered by 23 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Will Chien | Accountability Research Corporation |
| Christopher Murray | ATB Cormark |
| David Newman | ATB Cormark Historical (Cormark Securities) |