Boyd Group Services Inc. Common Shares (BGSI)

FairStock Score: 38/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach this as a Graham-style value investor: I want a durable business, conservative balance sheet, and a price that leaves a margin of safety. Boyd operates non-franchised collision repair and auto glass centers across North America. The latest reported quarter, fiscal Q2 2026, shows revenue of $1.0B but net income of only $1.3M, a 0.13% net margin. That tells me the business is large but currently earns almost nothing on each sales dollar. FairStock calculations show ROE of 0.70%, ROCE of 3.00%, and debt-to-equity of 1.17; those are not the returns or balance-sheet profile of a wide-moat compounder. The Altman Z-Score of 1.03 also hints at financial risk. Still, trailing free cash flow is $347.7M, a 10.5% FCF yield, and Piotroski F-Score is 7/9, so cash generation and basic signals are not terrible. Valuation is the rub. At the 2026-10-13 close of $80.17, the FairStock-calculated P/E is 178.16, P/B is 1.29, and EV/EBITDA is 12.96. The calculated Graham Number is $25.09, leaving a margin of safety of -219.53%. The FairStock Score is 38/100 and the Lynch category is none because only 0 years of filed results are available against the 3-year requirement. Revenue reached $1.0B in the quarter, but profits have collapsed. I would need evidence of durable margin recovery and debt reduction before calling this a bargain.

In plain English: Boyd Group runs collision repair and auto glass shops in North America. In its latest reported quarter, fiscal Q2 2026, it earned only $1.3 million on $1.0 billion of revenue, so profits are very thin. The shares look expensive compared with those profits, and the company's financial picture looks weak.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer