-
Aritzia Inc. Subordinate Voting Shares (ATZ $75.27)
- $75.27 P/E (TTM): 37.2X Cap: $8.48B
- View ATZ Profile
- View Questions on ATZ
- View Reports on ATZ
Review of Aritzia Inc.
MAY 22, 2025 - In our last report update, we felt if ATZ could resume its growth trajectory, the company could experience a positive valuation multiple re-rate, and that scenario has played out. ATZ reported solid operating results in the most recent quarter, with encouraging comparable sales and topline growth, disciplined cost and inventory control. ATZ’s business momentum is solid. ATZ’s growth story and financial targets of an annualized growth in sales of 15%-17% on average until FY2027 are certainly achievable given the execution. That being said, the tariff uncertainty, which could cause consumers to pull back on discretionary items, is a potential headwind for ATZ. Management gave conservative guidance with a wide range of outcomes for the full year because of this. With the recent results, we are comfortable with an upgrade; however, due to uncertainty caused by the trade war, we are maintaining our rating at “A-”.
Download Report
{tplLang.details | toLang tLang}
{tplLang.industryclassifications | toLang tLang}
{tplLang.toolname| toLang tLang}
-
Enbridge Inc. (ENB $61.98)
- $61.98 P/E (TTM): 22.74X Cap: $134.07B
- View ENB Profile
- View Questions on ENB
- View Reports on ENB
-
Fortis Inc. (FTS $66.40)
- $66.40 P/E (TTM): 20.16X Cap: $33.47B
- View FTS Profile
- View Questions on FTS
-
Tourmaline Oil Corp. (TOU $61.38)
- $61.38 P/E (TTM): 17.9X Cap: $22.57B
- View TOU Profile
- View Questions on TOU
-
Aritzia Inc. Subordinate Voting Shares (ATZ $75.27)
- $75.27 P/E (TTM): 37.2X Cap: $8.48B
- View ATZ Profile
- View Questions on ATZ
- View Reports on ATZ
-
Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $27.56)
- $27.56 Cap: $18B
- View BEP Profile
- View Questions on BEP
-
Fairfax India Holdings Corp (FFXDF $19.93)
- $19.93 P/E (TTM): 68.28X Cap: $2.68B
- View FFXDF Profile
- View Questions on FFXDF
-
Boyd Group Services Inc. (BYD $211.83)
- $211.83 P/E (TTM): 249.18X Cap: $4.54B
- View BYD Profile
- View Questions on BYD
- View Reports on BYD
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $84.49)
- $84.49 P/E (TTM): 43.41X Cap: $133.27B
- View BAM Profile
- View Questions on BAM
ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders
-
Aritzia Inc. Subordinate Voting Shares (ATZ $75.27)
- $75.27 P/E (TTM): 37.2X Cap: $8.48B
- View ATZ Profile
- View Questions on ATZ
- View Reports on ATZ
Does it still remain as one of your top picks in Consumer Discretionary?
cheers,
Steve
-
Aritzia Inc. Subordinate Voting Shares (ATZ $75.27)
- $75.27 P/E (TTM): 37.2X Cap: $8.48B
- View ATZ Profile
- View Questions on ATZ
- View Reports on ATZ
-
Groupe Dynamite Inc. Subordinate voting shares (GRGD $29.50)
- $29.50 P/E (TTM): 47.9X Cap: $3.17B
- View GRGD Profile
- View Questions on GRGD