Review of CAE Inc.

JAN 14, 2025 - CAE continues to offer investors unique industrials exposure. The company’s market leadership, providing a very specialized offering makes it an attractive opportunity. In its most recent quarter, CAE’s reputation and ability to win contracts was on display with significant order intake across both its segments. While there are some near-term headwinds that may affect growth in Civil Aviation,
the long-term story there is still positive, while the Defense segment has numerous tailwinds. As things stand, we think it is trading at a fair multiple and will need to see further growth and margin improvements to warrant any further multiple expansion. We are maintaining our rating of a B+.

Download Report

{tplLang.businessdescription | toLang tLang}

{ profileData.description }

{tplLang.details | toLang tLang}

{tplLang.ceo | toLang tLang}

{profileData.profile.details.ceo}

{tplLang.employees | toLang tLang}

{profileData.profile.details.employees | numeraljs '0,0'}

{tplLang.issuetype | toLang tLang}

{profileData.profile.details.issuetype | asIssueType}

{tplLang.industryclassifications | toLang tLang}

{tplLang.sector | toLang tLang}

{profileData.profile.classification.sector}

{tplLang.industry | toLang tLang}

{profileData.profile.classification.industry}

{tplLang.toolname| toLang tLang}

There is no {tplLang.toolname| toLang tLang} currently available for {data.symbolstring}.

CAE Inc. (CAE $37.80)
- $37.80 P/E (TTM): 27.86X Cap: $12.27B
- View CAE Profile
- View Questions on CAE
- View Reports on CAE
Axon Enterprise Inc. (AXON $550.22)
- $550.22 P/E (TTM): 172.34X Cap: $43.44B
- View AXON Profile
- View Questions on AXON
Vertiv Holdings LLC Class A (VRT $189.40)
- $189.40 P/E (TTM): 67.5X Cap: $69.79B
- View VRT Profile
- View Questions on VRT

Q: I have the following in the industrial sector of my total portfolio.:
AXON = 1.1%, CAE = 0.9%, HPS.A = 1.9%, ZDC = 0.4%, VRT = 3.4%, WSP = 5.2%, CWW (etf) = 3.1%
Am ok with the VRT, WSP, CWW levels. I have new money to add to some or all of the smaller % holdings. Can you weigh in on what your approach would be, including selling any or buying something else . Thanks as always for your knowledgeable, experienced and measured assessment.

Read Answer Asked by Alexandra on December 01, 2025

CAE Inc. (CAE $37.80)
- $37.80 P/E (TTM): 27.86X Cap: $12.27B
- View CAE Profile
- View Questions on CAE
- View Reports on CAE

Q: Rumours of a takeover bid by a US private equity firm. If bought what do you think would be a takeover price for CAE based on their market
capitalization and moat.

Read Answer Asked by Helen on December 01, 2025

CAE Inc. (CAE $37.80)
- $37.80 P/E (TTM): 27.86X Cap: $12.27B
- View CAE Profile
- View Questions on CAE
- View Reports on CAE
Magellan Aerospace Corporation (MAL $16.84)
- $16.84 P/E (TTM): 20.95X Cap: $957M
- View MAL Profile
- View Questions on MAL
- View Reports on MAL
Kraken Robotics Inc. (PNG $5.98)
- $5.98 P/E (TTM): 99.33X Cap: $1.87B
- View PNG Profile
- View Questions on PNG
- View Reports on PNG
MDA Space Ltd. (MDA $24.81)
- $24.81 P/E (TTM): 27.15X Cap: $3.20B
- View MDA Profile
- View Questions on MDA

Q: It is my understanding that the budget move to more fully fund the Canadian military will require a massive spending push. What companies will benefit most? I expect for US based companies this would barely move the needle since their baseline US business will eclipse our spending? Are there Canadian companies that could sharply benefit? Also non-US companies if there is more appetite to avoid American during the tariff / trade tensions?

Thanks!

Read Answer Asked by Marilou on November 10, 2025