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+.

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CAE Inc. (CAE $38.23)
- $38.23 P/E (TTM): 27.42X Cap: $12.29B
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Magellan Aerospace Corporation (MAL $16.51)
- $16.51 P/E (TTM): 21.41X Cap: $942M
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Kraken Robotics Inc. (PNG $5.93)
- $5.93 P/E (TTM): 96.67X Cap: $1.81B
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MDA Space Ltd. (MDA $24.20)
- $24.20 P/E (TTM): 28.45X Cap: $3.05B
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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

CAE Inc. (CAE $38.23)
- $38.23 P/E (TTM): 27.42X Cap: $12.29B
- View CAE Profile
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- View Reports on CAE
Exchange Income Corporation (EIF $79.55)
- $79.55 P/E (TTM): 29.6X Cap: $4.31B
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Q: I hold both of these industrials. EIF has done much better during my hold period plus I get a decent and seemingly secure dividend. CAE is one company that should get tailwinds from increased defence spending, sometime. I'm thinking of selling CAE and increasing EIF. No tax issues. Your thoughts, please?

Many thanks and BTW, I feel like 5i is a reliable source of information and guidance with your subscribers best interests up front
. Keep up the great work.

al

Read Answer Asked by alex on November 09, 2025

CAE Inc. (CAE $38.23)
- $38.23 P/E (TTM): 27.42X Cap: $12.29B
- View CAE Profile
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- View Reports on CAE
Kraken Robotics Inc. (PNG $5.93)
- $5.93 P/E (TTM): 96.67X Cap: $1.81B
- View PNG Profile
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- View Reports on PNG
Volatus Aerospace Inc. (FLT $0.62)
- $0.62 Cap: $357M
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Draganfly Inc. - Common Shares (DPRO $10.17)
- $10.17 Cap: $239M
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Q: With the increased interest in defence spending what are the Canadian companies most likely to benefit from this? Are there any listed companies that are manufacturing drones? Are any of these good buys at the moment?

Read Answer Asked by Anthony on October 23, 2025