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Updated 21m ago
TCL.A logo

Transcontinental Inc.TSX:TCL.A Stock Report

Market Cap CA$442.7m
Updated 21m ago
Share Price
n/a
1Y-74.3%
7D-4.7%
1D5.3%
Portfolio Value
​
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Transcontinental Inc.

TSX:TCL.A Stock Report

Market Cap: CA$442.7m

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Transcontinental (TCL.A) Stock Overview

Engages in the flexible packaging business in Canada, the United States, Latin America, the United Kingdom, and internationally. More details

TCL.A fundamental analysis
Snowflake Score
Valuation4/6
Future Growth0/6
Past Performance6/6
Financial Health3/6
Dividends3/6

Rewards

Price-To-Earnings ratio (2.4x) is below the Canadian market (16.8x)

Earnings grew by 120.8% over the past year

Trading at good value compared to peers and industry

Analysts in good agreement that stock price will rise by 36.7%

Risk Analysis

Earnings are forecast to decline by an average of 47.1% per year for the next 3 years

Has a high level of debt

Unstable dividend track record


TCL.A Community Fair Values

Create Narrative

See what 51 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
28.6% undervalued intrinsic discount
AnalystConsensusTarget
•2mo ago

Cost Reductions And Increased Packaging Demand Will Strengthen Future Prospects

550
0
34
AN
AnalystHighTarget
36.0% undervalued intrinsic discount
AnalystHighTarget
•2mo ago

Retail Marketing And Book Outsourcing Tailwinds Will Support A Stronger Future Earnings Profile

27
0
0
AN
AnalystLowTarget
14.7% undervalued intrinsic discount
AnalystLowTarget
•2mo ago

Flyer Declines And Flat Marketing Will Pressure Results Yet Long Term Prospects Look Resilient

14
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
28.6% undervalued intrinsic discount
AnalystConsensusTarget
•2mo ago

Cost Reductions And Increased Packaging Demand Will Strengthen Future Prospects

550
0
34
AN
AnalystHighTarget
36.0% undervalued intrinsic discount
AnalystHighTarget
•2mo ago

Retail Marketing And Book Outsourcing Tailwinds Will Support A Stronger Future Earnings Profile

27
0
0
AN
AnalystLowTarget
14.7% undervalued intrinsic discount
AnalystLowTarget
•2mo ago

Flyer Declines And Flat Marketing Will Pressure Results Yet Long Term Prospects Look Resilient

14
0
0
View all narratives

Transcontinental Inc. Competitors

Richards Group

Symbol: TSX:RIC
Market cap: CA$328.4m

Winpak

Symbol: TSX:WPK
Market cap: CA$2.5b

CCL Industries

Symbol: TSX:CCL.B
Market cap: CA$16.0b

ADF Group

Symbol: TSX:DRX
Market cap: CA$375.5m

Price History & Performance

Summary of share price highs, lows and changes for Transcontinental
Historical stock prices
Current Share PriceCA$5.12
52 Week HighCA$25.65
52 Week LowCA$4.16
Beta1.27
1 Month Change-5.19%
3 Month Change3.02%
1 Year Change-74.30%
3 Year Change-58.61%
5 Year Change-75.17%
Change since IPO48.95%

Recent News & Updates

User avatar
Narrative Update • Jul 01

TCL.A: Index Removals And Printing Deals Will Shape Future Upside Potential

Analysts have trimmed their average price target for Transcontinental to CA$8 from CA$9, citing updated assumptions around weaker revenue growth, a slightly lower fair value estimate, and modestly adjusted margin and P/E expectations. Analyst Commentary Recent research on Transcontinental reflects mixed views on upside potential, with several firms revising their price targets while maintaining generally constructive opinions on the stock's long term prospects.
User avatar
New Narrative • Jun 21

Flyer Declines And Flat Marketing Will Pressure Results Yet Long Term Prospects Look Resilient

Catalysts About Transcontinental Transcontinental provides retail services and printing, along with book printing and educational publishing across Canada and the U.S. What are the underlying business or industry changes driving this perspective? Although the nationwide rollout of raddar extends Transcontinental's reach across roughly 11.6 million weekly copies, any prolonged decline in traditional flyer volumes could limit how much this new platform stabilizes or grows retail services revenue.

Recent updates

User avatar
Narrative Update • Jul 01

TCL.A: Index Removals And Printing Deals Will Shape Future Upside Potential

Analysts have trimmed their average price target for Transcontinental to CA$8 from CA$9, citing updated assumptions around weaker revenue growth, a slightly lower fair value estimate, and modestly adjusted margin and P/E expectations. Analyst Commentary Recent research on Transcontinental reflects mixed views on upside potential, with several firms revising their price targets while maintaining generally constructive opinions on the stock's long term prospects.
User avatar
New Narrative • Jun 21

Flyer Declines And Flat Marketing Will Pressure Results Yet Long Term Prospects Look Resilient

Catalysts About Transcontinental Transcontinental provides retail services and printing, along with book printing and educational publishing across Canada and the U.S. What are the underlying business or industry changes driving this perspective? Although the nationwide rollout of raddar extends Transcontinental's reach across roughly 11.6 million weekly copies, any prolonged decline in traditional flyer volumes could limit how much this new platform stabilizes or grows retail services revenue.
User avatar
Narrative Update • Jun 17

TCL.A: Print Deals And Platform Expansion Will Drive Future Returns

Analysts have trimmed their average price target for Transcontinental to about CA$7.17 from roughly CA$7.71, citing updated assumptions for fair value, discount rate, revenue trends, profit margins and future P/E multiples that align with the recent series of target cuts to CA$8, CA$7 and CA$6 from several firms. Analyst Commentary Recent research on Transcontinental highlights a mix of caution and ongoing support, with several firms revising price targets while maintaining constructive or neutral ratings on the stock.
User avatar
New Narrative • Jun 06

Retail Marketing And Book Outsourcing Tailwinds Will Support A Stronger Future Earnings Profile

Catalysts About Transcontinental Transcontinental provides retail marketing services, printing, and book and education solutions across North America. What are the underlying business or industry changes driving this perspective?
User avatar
Narrative Update • Jun 02

TCL.A: Special Dividend And CEO Transition Will Drive Future Returns

Analysts have lowered their average 12 month price target for Transcontinental by about CA$20, reflecting updated views on discount rates, revenue trends, profit margins and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts appear to see value in Transcontinental even with lower price targets, suggesting they still view the stock as having upside relative to current trading levels after recalibrating their models.
User avatar
Narrative Update • May 11

TCL.A: Special Dividend And New CEO Will Shape Future Returns

Analysts have cut their average 12 month price target for Transcontinental by about CA$20, citing revised expectations for the business that are reflected in updated discount rate, revenue and margin assumptions. Analyst Commentary Recent research reports broadly align around lower 12 month price targets for Transcontinental, with cuts clustered around CA$20 to CA$20.75.
User avatar
Narrative Update • Apr 21

TCL.A: Special Dividend And New CEO Will Support Future Returns

Analysts have trimmed their average 12 month price target on Transcontinental by CA$0.14 to CA$7.71, citing updated fair value estimates, a slightly higher discount rate, and a modestly lower future P/E assumption. Analyst Commentary Recent Street research has focused on resetting price targets for Transcontinental, with several firms cutting their 12 month views while keeping the discussion anchored on valuation assumptions and execution risks.
User avatar
Narrative Update • Apr 06

TCL.A: Special Dividend Will Support Higher Future Returns Despite Lower P E Expectations

Analysts have cut their 12 month price target for Transcontinental from about CA$27.50 to roughly CA$7.85. They point to higher required returns, a lower assumed future P/E multiple and only modest improvements in profitability as key drivers of the reset.
User avatar
Narrative Update • Mar 23

TCL.A: Special Dividend And Leadership Transition Will Support Future Capital Returns

Analysts now set their price target for Transcontinental at about CA$27.50, a small adjustment from roughly CA$27.67. This reflects updated views on revenue pressure, margin expectations and future P/E assumptions.
User avatar
Narrative Update • Mar 08

TCL.A: Printing Contract Renewal And Sector Sale Will Support Future Capital Returns

Analysts have trimmed their CA$ price target on Transcontinental, pointing to slightly softer revenue growth and profit margin assumptions, along with a marginally higher forward P/E outlook to justify the updated valuation. What's in the News Transcontinental has called a special shareholders meeting on February 2, 2026, to vote on a special resolution approving the sale of all issued and outstanding equity securities of entities that operate the Packaging Sector to ProAmpac Holdings Inc., under a stock purchase agreement dated December 7, 2025 (management proxy circular Schedule A).
User avatar
Narrative Update • Feb 22

TCL.A: Long-Term Printing Contracts Will Support Future Capital Returns

Analysts have nudged their average price target for Transcontinental slightly higher to CA$27.67. This reflects updated assumptions around discount rates, revenue trends, profit margins and forward P/E that remain broadly in line with prior estimates.
User avatar
Narrative Update • Feb 06

TCL.A: Long-Term Printing Contracts Will Support Future Capital Return Changes

Analysts have nudged their price target for Transcontinental slightly higher to about CA$27.67 from roughly CA$27.14, citing updated fair value estimates and modest adjustments to the discount rate and future P/E assumptions. What's in the News Transcontinental has called a special meeting of shareholders for February 2, 2026, to vote on a special resolution approving the sale of all issued and outstanding equity securities of the entities that operate the Packaging Sector under a stock purchase agreement with ProAmpac Holdings Inc.
User avatar
Narrative Update • Jan 22

TCL.A: Long-Term Printing Contracts Will Support Future Acquisition Opportunities

Analysts have slightly lowered their price target on Transcontinental to account for minor revisions to the discount rate, revenue growth expectations and profit margin assumptions, while keeping fair value steady at about $27.14 and the implied future P/E close to 41x. What's in the News Transcontinental extended its agreement with METRO for three years to provide multiple marketing services, including continued participation in the raddar print and digital flyer in Quebec and other potential Canadian markets, along with printing, in store marketing and content solutions (company client announcement).
User avatar
Narrative Update • Jan 08

TCL.A: Long-Term Printing Deals Will Support Future M&A Upside

Analysts have slightly adjusted their price expectations for Transcontinental. The updated target is now aligned to a fair value of about $27.14 per share, reflecting modest tweaks to discount rate, revenue growth and profit margin assumptions, without a change to the core valuation view.
User avatar
Narrative Update • Dec 24

TCL.A: Future Printing Agreements Will Drive M&A And Shareholder Upside

Analysts have modestly raised their price target on Transcontinental to approximately $27.14 from about $26.86 per share, citing a higher long term valuation multiple despite weaker near term revenue growth expectations and a slightly softer profit margin outlook. What's in the News TC Transcontinental and The Globe and Mail renewed their long standing partnership with a new 10 year printing agreement, extending a 40 year relationship that is the longest in Canadian newspaper printing history (company announcement).
Analysis Article • Dec 16

Transcontinental (TSE:TCL.A) Will Pay A Dividend Of CA$0.225

Transcontinental Inc. ( TSE:TCL.A ) will pay a dividend of CA$0.225 on the 20th of January. The dividend yield will be...
User avatar
Narrative Update • Dec 10

TCL.A: Future M&A Expansion Will Drive Shareholder Value Upside

Analysts have raised their price target for Transcontinental from approximately $24.46 to $26.86 per share. This reflects slightly higher discount rate and future P/E assumptions, despite tempered expectations for revenue growth and profit margins.
Analysis Article • Nov 28

The Returns At Transcontinental (TSE:TCL.A) Aren't Growing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Analysis Article • Jul 31

Do Transcontinental's (TSE:TCL.A) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article • May 01

Transcontinental (TSE:TCL.A) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article • Apr 04

Here's Why We Think Transcontinental (TSE:TCL.A) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article • Mar 14

Transcontinental Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Shareholders of Transcontinental Inc. ( TSE:TCL.A ) will be pleased this week, given that the stock price is up 11% to...
Analysis Article • Feb 12

Many Still Looking Away From Transcontinental Inc. (TSE:TCL.A)

With a price-to-earnings (or "P/E") ratio of 12.1x Transcontinental Inc. ( TSE:TCL.A ) may be sending bullish signals...
User avatar
New Narrative • Jan 27

Cost Optimization And Sustainable Packaging Will Drive Future Success

Focus on cost structure improvement and strategic divestments enhances profitability and streamlines operations toward higher-margin growth opportunities.
Analysis Article • Jan 11

Is Now An Opportune Moment To Examine Transcontinental Inc. (TSE:TCL.A)?

While Transcontinental Inc. ( TSE:TCL.A ) might not have the largest market cap around , it received a lot of attention...
Analysis Article • Dec 15

Transcontinental (TSE:TCL.A) Is Due To Pay A Dividend Of CA$0.225

The board of Transcontinental Inc. ( TSE:TCL.A ) has announced that it will pay a dividend on the 20th of January, with...
Analysis Article • Oct 01

Here's Why Transcontinental (TSE:TCL.A) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article • Jun 13

There May Be Reason For Hope In Transcontinental's (TSE:TCL.A) Disappointing Earnings

Transcontinental Inc.'s ( TSE:TCL.A ) recent soft profit numbers didn't appear to worry shareholders, as the stock...

Shareholder Returns

TCL.ACA PackagingCA Market
7D-4.7%-1.5%-1.8%
1Y-74.3%9.7%22.2%

Return vs Industry: TCL.A underperformed the Canadian Packaging industry which returned 9.6% over the past year.

Return vs Market: TCL.A underperformed the Canadian Market which returned 22.6% over the past year.

Price Volatility

Is TCL.A's price volatile compared to industry and market?
TCL.A volatility
TCL.A Average Weekly Movement5.2%
Packaging Industry Average Movement4.6%
Market Average Movement9.3%
10% most volatile stocks in CA Market16.4%
10% least volatile stocks in CA Market3.7%

Stable Share Price: TCL.A has not had significant price volatility in the past 3 months compared to the Canadian market.

Volatility Over Time: TCL.A's weekly volatility has decreased from 12% to 5% over the past year.

About the Company

FoundedEmployeesCEOWebsite
19764,200Sam Bendavidtctranscontinental.com

Transcontinental Inc. engages in the flexible packaging business in Canada, the United States, Latin America, the United Kingdom, and internationally. It operates through Packaging, Retail Services and Printing, and Media segments. The Packaging sector engages in the extrusion, lamination, printing, and converting packaging solutions; and manufacturing and recycling flexible plastic, including rollstock, labels, die cut lids, shrink films, bags and pouches, and advanced coatings.

Transcontinental Inc. Fundamentals Summary

How do Transcontinental's earnings and revenue compare to its market cap?
TCL.A fundamental statistics
Market capCA$442.67m
Earnings (TTM)CA$178.90m
Revenue (TTM)CA$2.75b
2.4x
P/E Ratio
0.2x
P/S Ratio

Is TCL.A overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
TCL.A income statement (TTM)
RevenueCA$2.75b
Cost of RevenueCA$2.28b
Gross ProfitCA$470.70m
Other ExpensesCA$291.80m
EarningsCA$178.90m

Last Reported Earnings

Jul 26, 2026

Next Earnings Date

Dec 09, 2026

Earnings per share (EPS)2.14
Gross Margin17.14%
Net Profit Margin6.51%
Debt/Equity Ratio87.5%

How did TCL.A perform over the long term?

See historical performance and comparison

Dividends

3.9%
Current Dividend Yield
23%
Payout Ratio

Does TCL.A pay a reliable dividends?

See TCL.A dividend history and benchmarks
When do you need to buy TCL.A by to receive an upcoming dividend?
Transcontinental dividend dates
Ex Dividend DateOct 05 2026
Dividend Pay DateOct 21 2026
Days until Ex dividend21 days
Days until Dividend pay date37 days

Does TCL.A pay a reliable dividends?

See TCL.A dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/14 04:05
End of Day Share Price 2026/09/11 00:00
Earnings2026/07/26
Annual Earnings2025/10/26

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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

Transcontinental Inc. is covered by 12 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David McFadgenATB Cormark
David McFadgenATB Cormark Historical (Cormark Securities)
Stephen MacLeodBMO Capital Markets Equity Research

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