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Goodfellow Inc (GDL) Fair Value & Analysis

Basic Materials · CA · Market cap C$97.3M

GI Goodfellow Inc GDL · TO
PriceC$11.35
Fair ValueC$12.86
Upside+13.3%
Quality95/100
Evidence: High Range C$10.95 – C$14.10

Fair value as of: Jun 24, 2026

From 15 valuation models · updated 6 days ago

Share price −3.4% over the past month.

Price vs Fair Value (12 months)

C$12.77 C$10.81 Fair Value C$12.86 Jun 2025 Jun 2026

12‑month range C$10.81 – C$12.77 · fair‑value band C$10.95 – C$14.10 · the C$11.35 price screens below the C$12.86 fair value. As of Jun 24, 2026.

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Analysis

Goodfellow Inc (GDL) currently trades at C$11.35, while our model-based Fair Value estimate is C$12.86 — implying the stock looks roughly 13.3% undervalued today. We read business quality at 95/100 (high 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 Jun 24, 2026

Key figures & financial health

Revenue (TTM) C$541M
Revenue growth (YoY) -2.2%
Net margin 1.2%
Return on equity 3.1%
Free cash flow −C$424K FY2025
P/E ratio 15.8
More key figures
Operating margin -3.2%
EPS (TTM) C$0.7400
Dividend yield 4.3%
EPS growth (YoY) +30.9%
Net debt C$49.4M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

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. 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 surfa…

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.

Revenue −3.1%/yr
FY21 C$616M
FY22 C$631M
FY23 C$513M
FY24 C$510M
FY25 C$543M
Net income −34.1%/yr
FY21 C$37.8M
FY22 C$32.7M
FY23 C$14.7M
FY24 C$13.4M
FY25 C$7.1M

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Similar stocks

6 more Lumber & Wood Production stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
Simpson Manufacturing Co SSD $186.22 $95.11 -49%
West Fraser Timber Co WFG $69.05 $7.50 -89%
UFP Industries, Inc UFPI $80.10 $75.53 -6%
Stella-Jones Inc STLJF $58.00 $67.39 +16%
Boise Cascade Company BCC $72.54 $51.80 -29%
Century Plyboards (India) Limited CENTURYPLY ₹754.55 ₹201.01 -73%

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Frequently asked questions

Is Goodfellow Inc (GDL) undervalued?
As of Jun 24, 2026, our model estimates a fair value of C$12.86 versus a price of C$11.35 — about +13% (undervalued). Model-based estimate, not financial advice.
What is the fair value of GDL?
Our 21-model fair value for Goodfellow Inc is C$12.86 (as of Jun 24, 2026), built from audited fundamentals. The current price is C$11.35.
What is the quality score of GDL?
Goodfellow Inc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Goodfellow Inc (GDL)?
Goodfellow Inc reported trailing-twelve-month revenue of about C$541M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of GDL?
The net profit margin of Goodfellow Inc is about 1.2%, meaning it keeps roughly 1.2% of revenue as net income. Based on the latest reported figures.
Does Goodfellow Inc pay a dividend?
Goodfellow Inc currently shows a dividend yield of about 4.27% relative to its recent price (as of Jun 24, 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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.