-- 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。12ヶ月目標株価を74カナダドルから69カナダドルに引き下げます。これは、2027年の1株当たり利益（EPS）2.88カナダドル（従来2.95カナダドルから引き下げ）、2026年のEPS2.61カナダドル（従来2.66カナダドルから引き下げ）の約24倍に相当します。この倍率は、同社の過去5年間の平均予想PER18倍を上回っていますが、2000年代初頭には20倍以上で取引されていたことを指摘しておきます。売上高と利益の力強い成長を考慮すると、このプレミアムは妥当であると考えます。さらに、L社は近年、食品および医薬品小売の両方で新規店舗の開設を加速させており、これらの店舗が成熟するにつれて、収益への貢献度はますます高まるでしょう。イースト・グウィリンベリー配送センターの稼働開始に伴う現在の収益への逆風は、今年後半には緩和される見込みですが、2027年に稼働開始予定のキャレドン配送センターでも同様の逆風が吹く可能性があります。とはいえ、L社は今後数年間、目覚ましい1桁台後半のEPS成長率を達成できる態勢が整っています。また、第3四半期にPC Financial社の売却が完了した後には、大規模な自社株買いが実施されると予想されます。
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