Boyd Group (BGSI) Fair Value & Analysis

Consumer Cyclical · US · Market cap $2.9B

Below-average quality, and screening another 83% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($23.00). The favourable scenario is already priced in.
• Solid but not exceptional quality (45/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range ($10.42 to $23.00) 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 Jul 17, 2026.

How to read this chart

60‑month range $75.25 – $237.85 · fair‑value band $10.42 – $23.00 · the $102.34 price screens above the $16.99 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

Full chart & analysis →

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Analysis

Boyd Group (BGSI) currently trades at $102.34, while our model-based Fair Value estimate is $16.99, implying the stock looks roughly 83.4% overvalued today. The Quality Score stands at 45/100 (below-average quality), in the Consumer Cyclical 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, Boyd Group generated revenue of $3.4B at a net margin of 0.4%. Revenue grew 28.1% year over year. It earns a return on equity of 1.0%. Net debt stands at $487M. Fundamentals as of Jul 17, 2026

Our scenario range runs from $10.42 (bear case) to $23.00 (bull case); at $102.34, 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 44% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -14% fair-value upside, at -83%, BGSI 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.

Widest divergence: DCF Models ($125.64) versus Dividend Discount ($5.18). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Boyd Group Services Inc., together with its subsidiaries, operates non-franchised collision repair centers in North America. The company operates its locations under the Boyd Autobody & Glass and Assured Automotive trade names in Canada, and Gerber Collision and Glass trade name in the United States.

Full company description

Boyd Group Services Inc., together with its subsidiaries, operates non-franchised collision repair centers in North America. The company operates its locations under the Boyd Autobody & Glass and Assured Automotive trade names in Canada, and Gerber Collision and Glass trade name in the United States. It operates as a retail auto glass operator under the Gerber Collision and Glass, Glass America, Auto Glass Service, Auto Glass Authority, and Autoglassonly.com trade names in the United States. In addition, the company operates a third-party administrator, Gerber National Claims Services that offers glass, emergency roadside, and first notice of loss services; and a Mobile Auto Solutions service that offers scanning and calibration services. It serves insurance companies and individual vehicle owners. The company was founded in 1990 and is headquartered in Winnipeg, Canada.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Boyd Group reported revenue of $3.1B in FY2025 versus $1.9B in FY2021, a compound +13.8%/yr. Reported net income was $18.4M in FY2025, compounding −5.9%/yr from FY2021.

BGSI screens 83% overvalued. Compare with Carvana Co →

Peer Group

Auto & Truck Dealerships · 102 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 Auto & Truck Dealerships 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.

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.

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Frequently asked questions

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.