Taiga Building Products Ltd (TBL) Fair Value & Analysis
Industrials · CA · Market cap C$403M
Fair value as of: Jul 17, 2026
From 24 valuation models · updated 24 days ago
Fair value updated Jul 17, 2026, revised from C$6.37 to C$4.50 (−29.4%) since Jun 24, 2026.
A solid business, screening 23% undervalued on our models.
What matters now
- Solid quality (68/100) at a price below fair value, the discount is the argument here, not the business quality.
- Our model range runs from C$3.37 (bear) to C$5.62 (bull), base C$4.50. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 68/100 (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 Jul 17, 2026.
How to read this chart
60‑month range C$0.8781 – C$3.83 · fair‑value band C$3.37 – C$5.62 · the C$3.65 price screens below the C$4.50 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.
Analysis
Taiga Building Products Ltd (TBL) currently trades at C$3.65, while our model-based Fair Value estimate is C$4.50, implying the stock looks roughly 23.3% undervalued today. The Quality Score stands at 68/100 (solid quality), in the Industrials 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, Taiga Building Products Ltd generated revenue of C$1.4B at a net margin of -0.3%. Revenue grew 18.9% year over year. It earns a return on equity of 11.9%. Net debt stands at C$69.2M. Fundamentals as of Jul 17, 2026
Our scenario range runs from C$3.37 (bear case) to C$5.62 (bull case); at C$3.65, 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 11% below its 52-week high and 23% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -35% fair-value upside, at 23%, TBL 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 24 models by family
Widest divergence: Dividend Discount (C$16.18) versus Asset-Based (C$1.90). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 68 · Market factors (momentum, volatility) 58
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
Taiga Building Products Ltd. operates as a wholesale distributor of building products in Canada and the United States. The company offers dimension lumber; panel products, including plywood, particle board, and oriented strand board products; and allied and treated products, such as roofing materials, moldings, composite decking, and polyethylene sheeting …
Full company description
Taiga Building Products Ltd. operates as a wholesale distributor of building products in Canada and the United States. The company offers dimension lumber; panel products, including plywood, particle board, and oriented strand board products; and allied and treated products, such as roofing materials, moldings, composite decking, and polyethylene sheeting products, batt and foam insulation, flooring, and engineered and treated wood products. It also provides residential insulation products under the Johns Manville brand; siding products under the LP SmartSide brand; composite decking under the Trex brand; roofing products under GAF brand; and allied products comprising flooring, mouldings, and siding under the Taiga brand. In addition, the company offers treated wood products used in fencing, decking, foundation, landscaping, and other external applications; and owns and operates wood preservation plants that produce pressure-treated wood products. It serves its products to building products retailers and supply yards, and industrial manufacturers. The company was founded in 1973 and is headquartered in Burnaby, Canada. Taiga Building Products Ltd. is a subsidiary of Avarga Limited.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Taiga Building Products Ltd reported revenue of C$1.6B in FY2025 versus C$2.2B in FY2021, a compound −7.4%/yr. Reported net income was C$28.6M in FY2025, compounding −25.5%/yr from FY2021.
of which total revenue +2.6 pp · buybacks/dilution −12.8 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).
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Peer Group
Industrial Distribution · 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 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.
Insider activity: 40/100
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 Jul 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| W.W. Grainger, Inc GWW | $1,376 | $625.61 | -55% |
| Fastenal Company FAST | $45.49 | $20.64 | -55% |
| Ferguson Enterprises Inc FERG | $232.02 | $151.92 | -35% |
| WESCO International, Inc WCC | $326.71 | $213.01 | -35% |
| Watsco, Inc WSO | $385.16 | $268.10 | -30% |
| Toromont Industries Ltd TIH | C$232.22 | C$127.90 | -45% |
| Applied Industrial Technologies, Inc AIT | $329.35 | $191.65 | -42% |
| Finning International Inc FTT | C$102.50 | C$76.38 | -25% |
| Addtech AB ADDTB | kr 329.20 | kr 156.35 | -53% |
| Core & Main, Inc CNM | $44.66 | $49.47 | +11% |
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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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