-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。2027年のPERを9.2倍と想定し、12ヶ月目標株価を14カナダドル引き下げて88カナダドルとします。これは、過去10年間の平均予想PERである10.7倍に対して妥当なディスカウント水準です。2026年の調整後EPS予想は6.70米ドル、2027年は7.10米ドルで据え置きます。MGの第1四半期調整後EPSは1.38米ドルで、2025年第1四半期の0.78米ドル（前年同期比77%増）を大きく上回り、市場予想の1.01米ドルを大きく上回りました。予想をはるかに上回る売上高と利益率が、今回の好業績の原動力となった。売上高は3.1%増の103億8000万米ドル（市場予想を1億1000万米ドル上回る）、調整後EBITマージンは190ベーシスポイント拡大して5.4%（市場予想を120ベーシスポイント上回る）となった。同社は通期EPSガイダンスを引き上げなかったが、今回の好業績の大きさを考えると、今後は引き上げられる可能性が高いと我々は考えている。MGは自動車部品・機器分野において幅広い製品展開を行っており、北米最大の自動車部品サプライヤーとしての地位を確立していることから、マクロ経済の懸念から業績面で苦戦している自動車部品業界全体にとって、今回の第1四半期の好業績はプラスの影響を与えるものと考える。
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