Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SXP.TO
STRONG BUYREMOVESupremex Inc. · Consumer Cyclical · Canada · $65M · Avg Vol: $33K/d
Supremex is a Canadian manufacturer of envelopes and packaging. It operates in a structurally declining industry with low margins and no technological moat, completely failing our quality and growth-at-a-reasonable-price criteria.
COMPANY DESCRIPTION
Supremex Inc. is a leading North American manufacturer and marketer of envelopes, paper-based packaging, and specialty packaging solutions. The company's competitive moat is defined by its position as Canada's largest envelope manufacturer, providing significant economies of scale and a highly consolidated market share. It operates as a dominant player in a mature industry, successfully reinvesting its stable envelope cash flows into high-growth packaging segments.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 192.3M | 213.3M | 198.3M | 193.9M | 0.3% |
| EPS | 0.77 | 0.47 | -0.33 | 0.35 | -23.4% |
| Shares | 26.0M | 25.7M | 24.6M | 24.4M | -6.1% |
| Debt | 62.2M | 63.0M | 62.2M | 74.4M | 6.2% |
| Equity | 87.7M | 95.1M | 81.1M | 76.4M | -4.5% |
| Op CF | 19.0M | 31.0M | 22.6M | 14.6M | -8.3% |
| Inv CF | -22.4M | -25.1M | -2.1M | 29.9M | — |
| Fin CF | -34,473 | -6.8M | -19.3M | -44.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of SXP.TO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SXP.TO | Supremex Inc.(you) | $65M | 96 | STRONG BUY |
| TCL-A.TO | Transcontinental Inc. | $310M | 100 | STRONG BUY |
| CAS.TO | Cascades Inc. | $791M | 97 | STRONG BUY |
| WPK.TO | Winpak Ltd. | $1.7B | 83 | STRONG BUY |
| CCL-B.TO | CCL Industries Inc. | $10.9B | 85 | STRONG BUY |
| ROOT.TO | Roots Corporation | $110M | 90 | STRONG BUY |
| GH.TO | Gamehost Inc. | $199M | 94 | STRONG BUY |
| XTC.TO | Exco Technologies Limited | $206M | 98 | STRONG BUY |
| WOLF.V | Grey Wolf Animal Health Corp. | $44M | 77 | BUY |
| RET-A.V | Reitmans (Canada) Limited | $76M | 69 | BUY |
Peer medians: ROE 10.2% · P/E 15.4x · Gross margin 38.4%