Toromont Industries Ltd (TIH) Fair Value & Analysis
Industrials · CA · Market cap C$18.9B
Fair value as of: Aug 13, 2026
From 26 valuation models · updated today
Share price −3.9% over the past month.
A solid business, but screening 42% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (C$159.88). The favourable scenario is already priced in.
- Solid but not exceptional quality (67/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (C$85.84 to C$159.88) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range C$90.25 – C$240.96 · fair‑value band C$85.84 – C$159.88 · the C$218.85 price screens above the C$127.90 fair value. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Toromont Industries Ltd (TIH) currently trades at C$218.85, while our model-based Fair Value estimate is C$127.90, implying the stock looks roughly 41.6% overvalued today. The Quality Score stands at 67/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Toromont Industries Ltd generated revenue of C$5.3B at a net margin of 9.6%. Revenue grew 12.7% year over year. It earns a return on equity of 16.3%. The balance sheet holds a net cash position of C$474M. Fundamentals as of Aug 13, 2026
Our scenario range runs from C$85.84 (bear case) to C$159.88 (bull case); at C$218.85, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 4% below its 52-week high and 89% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -39% fair-value upside, at -42%, TIH screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models (C$134.90) versus Asset-Based (C$27.04). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 67 · Market factors (momentum, volatility) 71
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Toromont Industries Ltd. provides specialized capital equipment in Canada, the United States, and internationally. It operates in two segments, Equipment Group and CIMCO.
Full company description
Toromont Industries Ltd. provides specialized capital equipment in Canada, the United States, and internationally. It operates in two segments, Equipment Group and CIMCO. The Equipment Group segment engages in the supply and rent business; providing product support services for specialized mobile equipment, industrial engines, material handling lift trucks, and heavy equipment rentals; designing and fabricating power generation and storage enclosures; suppling control systems for specialized mobile equipment; and developing distributed generators and combined heat and power projects using Caterpillar engines. This segment serves road building, mining, aggregates, public infrastructure, residential construction, power generation, forestry, on-highway truck engines, industrial, demolition and waste management markets. The CIMCO segment is involved in the design, engineering, fabrication, installation, and after-sale support of refrigeration systems in industrial and recreational markets, as well as supplies thermal management solutions. This segment primarily serves beverage and food processing, cold storage, food distribution, mining, and recreational ice rink sectors. Toromont Industries Ltd. was founded in 1961 and is headquartered in Concord, Canada.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Toromont Industries Ltd reported revenue of C$5.2B in FY2025 versus C$3.9B in FY2021, a compound +7.6%/yr. Reported net income was C$497M in FY2025, compounding +10.5%/yr from FY2021.
of which total revenue +12.0 pp · buybacks/dilution −0.6 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
TIH screens 42% overvalued. Compare with W.W. Grainger, Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Toromont Industries Ltd (TMTNF) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and ...
- TOROMONT ANNOUNCES RESULTS FOR THE SECOND QUARTER OF 2026 AND QUARTERLY DIVIDEND
- TOROMONT TO ANNOUNCE SECOND QUARTER 2026 RESULTS ON JULY 28, 2026
- CIBC Raises Price Targets on Badger Infrastructure, Bird Construction, Toromont Industries
Peer Group
Industrial Distribution · 107 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Industrial Distribution median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Industrial Distribution stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| W.W. Grainger, Inc GWW | $1,305 | $613.88 | -53% |
| Fastenal Company FAST | $52.22 | $20.64 | -60% |
| Ferguson Enterprises Inc FERG | $245.18 | $148.98 | -39% |
| WESCO International, Inc WCC | $364.60 | $213.01 | -42% |
| Watsco, Inc WSO | $309.41 | $268.10 | -13% |
| Applied Industrial Technologies, Inc AIT | $352.29 | $191.65 | -46% |
| Finning International Inc FTT | C$93.86 | C$76.38 | -19% |
| Addtech AB ADDTB | kr 344.00 | kr 156.35 | -55% |
| Core & Main, Inc CNM | $46.63 | $49.47 | +6% |
| Indutrade AB INDT | kr 240.20 | kr 147.56 | -39% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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