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Boston Pizza Royalties Income Fund (BPF-UN) Fair Value & Analysis

Consumer Cyclical · CA · Market cap C$496M

BP Boston Pizza Royalties Income Fund BPF-UN · TO
PriceC$22.85
Fair ValueC$27.58
Upside+20.7%
Quality72/100
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Evidence: High Range C$16.73 – C$41.62 📤 Share as image

Fair value as of: Jul 17, 2026

From 24 valuation models · updated 4 days ago

Fair value updated Jul 17, 2026, revised from C$27.61 to C$27.58 (−0.1%) since Jul 15, 2026. Share price −5.4% over the past month.

Price vs Fair Value (12 months)

C$25.30 C$18.11 Fair Value C$27.58 Jul 2025 Jul 2026

12‑month range C$18.11 – C$25.30 · fair‑value band C$16.73 – C$41.62 · the C$22.85 price screens below the C$27.58 fair value. As of Jul 17, 2026.

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Analysis

Boston Pizza Royalties Income Fund (BPF-UN) currently trades at C$22.85, while our model-based Fair Value estimate is C$27.58, implying the stock looks roughly 20.7% undervalued today. We read business quality at 72/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Boston Pizza Royalties Income Fund generated revenue of C$52.3M at a net margin of 91.8%. Revenue grew 3.2% year over year. It earns a return on equity of 14.8%. Net debt stands at C$138M. Fundamentals as of Jul 17, 2026

Our scenario range runs from C$16.73 (bear case) to C$41.62 (bull case); at C$22.85, the current price sits within that range. The share trades about 10% below its 52-week high and 29% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -46% fair-value upside, at 21%, BPF-UN screens cheaper than that median.

Key figures & financial health

Revenue (TTM) C$52.3M
Revenue growth (YoY) +3.2%
Net margin 91.8%
Return on equity 14.8%
Free cash flow C$39.7M FY2025
P/E ratio 10.4
More key figures
Operating margin 97.0%
EPS (TTM) C$2.25
Dividend yield 6.1%
EPS growth (YoY) +171%
Net debt C$138M FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 17, 2026. TTM = trailing twelve months.

About the company

Boston Pizza Royalties Income Fund operates as an open-ended limited purpose trust company in Canada. The company acquires trademarks and trade names owned by Boston Pizza International Inc. It also operates and franchises restaurants under the Boston Pizza brand name. The company was incorporated in 2002 and is headquartered in Richmond, Canada. Boston Pizza Royalties Income Fund operates as a subsidiary of James Treliving Holdings Ltd.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Boston Pizza Royalties Income Fund reported revenue of C$51.9M in FY2025 versus C$35.2M in FY2021, a compound +10.2%/yr. Reported net income was C$42.2M in FY2025, compounding +3.0%/yr from FY2021.

Revenue +10.2%/yr
FY21 C$35.2M
FY22 C$45.5M
FY23 C$49.2M
FY24 C$49.5M
FY25 C$51.9M
Net income +3.0%/yr
FY21 C$37.4M
FY22 C$30.6M
FY23 C$29.6M
FY24 C$31.9M
FY25 C$42.2M

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Cite: Fair Value Calculator (2026). "Boston Pizza Royalties Income Fund Fair Value". https://www.fairvalue-calculator.com/stock/BPF-UN

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Frequently asked questions

Is Boston Pizza Royalties Income Fund (BPF-UN) undervalued?
As of Jul 17, 2026, our model estimates a fair value of C$27.58 versus a price of C$22.85, about +21% (undervalued). Model-based estimate, not financial advice.
What is the fair value of BPF-UN?
Our model-based fair value for Boston Pizza Royalties Income Fund is C$27.58 (as of Jul 17, 2026), built from audited fundamentals. The current price is C$22.85.
What is the quality score of BPF-UN?
Boston Pizza Royalties Income Fund has a Quality Score of 72/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Boston Pizza Royalties Income Fund (BPF-UN)?
Boston Pizza Royalties Income Fund reported trailing-twelve-month revenue of about C$52.3M (latest available figure, as of Jul 17, 2026).
What is the net profit margin of BPF-UN?
The net profit margin of Boston Pizza Royalties Income Fund is about 91.8%, meaning it keeps roughly 91.8% of revenue as net income. Based on the latest reported figures.
Does Boston Pizza Royalties Income Fund pay a dividend?
Boston Pizza Royalties Income Fund currently shows a dividend yield of about 6.08% relative to its recent price (as of Jul 17, 2026).

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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