Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
GDL.TO
STRONG BUYREMOVEGoodfellow Inc. · Basic Materials · Canada · $67M · Avg Vol: $23K/d
Goodfellow is a Canadian distributor of lumber and wood products. It is a highly cyclical, low-margin commodity distributor with zero alignment to our high-conviction macro themes, failing both the Terry Smith and Warren Buffett quality tests.
COMPANY DESCRIPTION
Goodfellow Inc. is a Canadian distributor, processor, and importer of lumber, wood products, and specialty building materials. The company's competitive moat is sustained by its extensive national distribution network and specialized wood-treatment facilities, which allow for custom processing and rapid delivery. It operates as a vertically integrated, diversified market leader in the Canadian industrial and retail wood products sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 445.5M | 361.9M | 359.6M | 383.2M | -4.9% |
| EPS | 2.70 | 1.21 | 1.12 | 0.61 | -39.2% |
| Shares | 8.6M | 8.5M | 8.5M | 8.3M | -2.5% |
| Debt | 12.4M | 9.3M | 19.3M | 27.2M | 30.2% |
| Equity | 131.8M | 137.6M | 145.5M | 146.5M | 3.6% |
| Op CF | 18.4M | 30.3M | -0.6M | 2.3M | -50.2% |
| Inv CF | -3.4M | -2.6M | -11.1M | -3.0M | — |
| Fin CF | -10.4M | -10.1M | -8.8M | 3.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of GDL.TO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| GDL.TO | Goodfellow Inc.(you) | $67M | 91 | STRONG BUY |
| ADN.TO | Acadian Timber Corp. | $231M | 80 | STRONG BUY |
| WEF.TO | Western Forest Products Inc. | $120M | 62 | HOLD |
| IFP.TO | Interfor Corporation | $542M | 48 | HOLD |
| SJ.TO | Stella-Jones Inc. | $3.2B | 81 | STRONG BUY |
| CFP.TO | Canfor Corporation | $1.1B | 39 | HOLD |
| EMPR.V | Empress Royalty Corp. | $74M | 80 | STRONG BUY |
| BOS.TO | AirBoss of America Corp. | $133M | 94 | STRONG BUY |
| OGN.V | Orogen Royalties Inc. | $147M | 88 | STRONG BUY |
| PALI.V | Palisades Goldcorp Ltd. | $138M | 95 | STRONG BUY |
Peer medians: ROE -12.0% · P/E 15.4x · Gross margin 0.0%