Goodfellow Inc (GDL) Fair Value & Analysis
Basic Materials · CA · Market cap C$93.4M
Fair value as of: Aug 13, 2026
From 15 valuation models · updated yesterday
Share price +1.3% over the past month.
A solid business, screening 12% undervalued on our models.
What matters now
- Our model range runs from C$10.96 (bear) to C$14.12 (bull), base C$12.88. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 52/100 (solid quality) with high evidence: the data supports the verdict.
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$6.00 – C$13.96 · fair‑value band C$10.96 – C$14.12 · the C$11.51 price screens below the C$12.88 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Goodfellow Inc (GDL) currently trades at C$11.51, while our model-based Fair Value estimate is C$12.88, implying the stock looks roughly 11.9% undervalued today. The Quality Score stands at 52/100 (solid quality), in the Basic Materials 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, Goodfellow Inc generated revenue of C$541M at a net margin of 1.2%. Revenue declined 2.2% year over year. It earns a return on equity of 3.1%. Net debt stands at C$49.4M. Fundamentals as of Aug 13, 2026
Our scenario range runs from C$10.96 (bear case) to C$14.12 (bull case); at C$11.51, the current price sits within 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 10% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -39% fair-value upside, at 12%, GDL screens cheaper 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 15 models by family
Widest divergence: DCF Models (C$17.34) versus Dividend Discount (C$4.68). Highest evidence: Residual Income (76).
Notify me when GDL reaches fair value
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.
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 51 · Market factors (momentum, volatility) 55
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
Goodfellow Inc. engages in the wholesale distribution of building materials and floor coverings in Canada, the United States, and the United Kingdom.
Full company description
Goodfellow Inc. engages in the wholesale distribution of building materials and floor coverings in Canada, the United States, and the United Kingdom. The company offers decking products, such as accessories, composite, framing, and wood products for outdoor spaces; flooring products, including ceramic, engineered, hardwood, laminate, stone product composite, sub-floor and accessories, and vinyl and WPC flooring products; and insulation and soundproofing products. It also provides lumber products, including cedar, douglas fir, engineered wood, goodlam, hardwood, hemlock, lumber, mining, pine, and treated wood and plywood; panel products comprising construction plywood, door core, hardwood plywood, medium density fiberboard and HDF, melamine, and oriented strand board; and roofing shingles and other roofing products. In addition, the company offers siding, consisting of accessories, engineered wood siding, pressure treated wood siding, and real wood; ceiling, hardware, and solid surface products; and wall concept, comprising wood planks and decorative planks. Further, it is involved in the remanufacturing, distribution, and brokerage of lumber and wood products; and provides timber fabrication and transformation such as custom timber manufacturing, custom milling services; wood treatments services; and hardware and steel connection solutions. Additionally, the company offers technical support and value-added services for industrial and manufacturing projects; glulam and heavy timber fabrication services; product sourcing and private label products; loading of trucks and containers, and packaging solutions. It serves commercial and residential sectors, including lumber yard retailers, manufacturers, industrial and infrastructure project partners, and floor covering specialists. The company was formerly known as Goodfellow Lumber Ltd. and changed its name to Goodfellow Inc. in October 1984. Goodfellow Inc. was founded in 1898 and is headquartered in Delson, Canada.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Goodfellow Inc reported revenue of C$543M in FY2025 versus C$616M in FY2021, a compound −3.1%/yr. Reported net income was C$7.1M in FY2025, compounding −34.1%/yr from FY2021.
of which total revenue +0.2 pp · buybacks/dilution +0.0 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).
Watch GDL: get an alert when its fair value changes →
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.
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 Lumber & Wood Production stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Simpson Manufacturing Co SSD | $194.83 | $145.26 | -25% |
| West Fraser Timber Co WFG | C$97.70 | C$33.38 | -66% |
| UFP Industries, Inc UFPI | $92.82 | $107.07 | +15% |
| Stella-Jones Inc SJ | C$75.22 | C$92.56 | +23% |
| Boise Cascade Company BCC | $84.25 | $51.39 | -39% |
| Century Plyboards (India) Limited CENTURYPLY | ₹763.85 | ₹201.01 | -74% |
| DeHua TB New Decoration Material Co 002043 | ¥12.58 | ¥14.78 | +17% |
| Canfor Corporation CFP | C$15.73 | C$4.54 | -71% |
| Interfor Corporation IFP | C$14.38 | C$6.43 | -55% |
| Kangxin New Materials Co 600076 | ¥3.17 | ¥0.6700 | -79% |
Compare Goodfellow Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Basic Materials stocks →
Frequently asked questions
Is Goodfellow Inc (GDL) overvalued or undervalued?
What is the fair value of GDL?
What is the quality score of GDL?
What is the revenue of Goodfellow Inc (GDL)?
What is the net profit margin of GDL?
Does Goodfellow Inc pay a dividend?
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.
Track Goodfellow Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.