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Wajax Corporation (WJX) Fair Value & Analysis

Industrials · CA · Market cap C$740M

WC Wajax Corporation WJX · TO
PriceC$31.56
Fair ValueC$55.41
Upside+75.6%
Quality65/100
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Healthy Growth
Thin margins · 3.0% net margin
Low debt · generates free cash flow
4.18% dividend yield
Ranks above peers (12/15)
Narrow moat 41/100
Evidence: High Range C$41.56 – C$69.26 Share as image

Fair value as of: Jul 17, 2026

From 23 valuation models · updated 25 days ago

Share price −0.9% over the past month.

A solid business, screening 76% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (C$41.56). The market is more pessimistic than our downside scenario.
  • Solid quality (65/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

C$34.86 C$14.28 Fair Value C$55.41 May 2021 Aug 2026

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$14.28 – C$34.86 · fair‑value band C$41.56 – C$69.26 · the C$31.56 price screens below the C$55.41 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Wajax Corporation (WJX) currently trades at C$31.56, while our model-based Fair Value estimate is C$55.41, implying the stock looks roughly 75.6% undervalued today. The Quality Score stands at 65/100 (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, Wajax Corporation generated revenue of C$2.1B at a net margin of 3.0%. Revenue declined 9.5% year over year. It earns a return on equity of 11.7%. Net debt stands at C$414M. Fundamentals as of Jul 17, 2026

Our scenario range runs from C$41.56 (bear case) to C$69.26 (bull case); at C$31.56, the current price sits below 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 9% below its 52-week high and 50% 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 76%, WJX 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF C$66.87 C$91.72 C$121.42 80
Residual Income C$20.76 C$22.82 C$30.24 76
Rev-Margin DCF C$48.89 C$74.72 C$103.13 74
All 23 models by family
DCF Models
FCF DCF C$65.73 C$93.30 C$127.88 38
Owner Earnings C$35.77 C$52.41 C$73.28 31
5Y Revenue Exit C$48.89 C$73.53 C$103.39 39
5Y EBITDA Exit C$63.28 C$99.32 C$139.46 41
5Y P/E Exit C$42.71 C$62.44 C$81.83 38
10Y Revenue Exit C$54.09 C$76.27 C$103.08 36
10Y EBITDA Exit C$63.55 C$92.26 C$127.26 37
10Y P/E Exit C$51.75 C$69.39 C$88.62 35
Earnings-Based
Graham-Dodd C$17.94 C$44.58 C$57.80 54
PEG = 1.0 C$8.11 C$11.58 C$15.06 46
EPV C$26.73 C$31.71 C$35.87 59
Multiples
P/E Multiple C$41.56 C$55.41 C$69.26 63
P/S Multiple C$33.64 C$44.86 C$56.07 58
P/B Multiple C$33.64 C$44.86 C$56.07 55
EV/EBIT C$60.28 C$83.64 C$107.01 53
EV/EBITDA C$71.80 C$99.00 C$126.21 54
EV/Revenue C$40.21 C$61.65 C$83.09 43
Asset-Based
NCAV (Graham) C$12.34 C$16.53 C$24.68 50
Growth DCF
Growth DCF C$66.87 C$91.72 C$121.42 80
Rev-Margin DCF C$48.89 C$74.72 C$103.13 74
Economic Profit
Residual Income C$20.76 C$22.82 C$30.24 76
ROIC Compounder C$27.03 C$33.68 C$40.81 72
Growth Earnings
Growth-Adj P/E C$31.97 C$45.67 C$59.37 68

Widest divergence: Growth DCF (C$74.72) versus Asset-Based (C$16.53). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) C$2.1B
Revenue growth (YoY) -9.5%
Net margin 3.0%
Return on equity 11.7%
Free cash flow C$184M FY2025
P/E ratio 12.2
More key figures
Operating margin 5.8%
EPS (TTM) C$2.79
Dividend yield 4.2%
EPS growth (YoY) +35.6%
Net debt C$414M FY2025

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

Quality Score breakdown

Overall quality 65/100

Of which business quality 64 · Market factors (momentum, volatility) 69

Profitability 52
Margins and returns on capital today
Quality Growth 58
Are margins and returns improving?
Cashflow 71
Earnings quality: real cash, not paper profit
Fin. Strength 51
Balance sheet, leverage, solvency risk
Investment 85
Disciplined investing over empire-building
Low Volatility 69
Calm price path (market factor)
Momentum 64
Price trend over the last 3–12 months (market factor)
52W Momentum 79
Distance to the 52-week high (market factor)
Net Issuance 80
Buybacks instead of dilution

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

Wajax Corporation provides industrial products and services in Canada. The company offers compact excavators, dump trucks, excavators, and wheel loaders; combination sweeper scrubbers, container handlers, electric ride scrubbers, end rider trucks, forklifts, goosenecks and ballast weights, order pickers, outdoor cleaning machines, pallet stackers and …

Full company description

Wajax Corporation provides industrial products and services in Canada. The company offers compact excavators, dump trucks, excavators, and wheel loaders; combination sweeper scrubbers, container handlers, electric ride scrubbers, end rider trucks, forklifts, goosenecks and ballast weights, order pickers, outdoor cleaning machines, pallet stackers and trucks, reach stackers, rider and walk behind sweepers, side loaders, utility vehicles, tow, terminal, and RoRo tractors; cages and partitions, guarding and barriers, lockers, cabinets, workstations, rack accessories and protections, racking, shelving, and storage platforms; storage system design, installation, and inspection services; and power generation solutions. It also provides aerial devices, boom lifts, cranes, digger derricks, drills, lifts, and material and scissor lifts; feller bunchers, felling heads, flail debarkers, forwarders, grinders, harvesting heads, log loaders, mulchers, skidders, track and wheel harvesters, and woodchippers; equipment transport, filtration, fluid handling, mining excavators, rigid frame trucks, rope shovel, and underground battery powered and drill jumbos, haul trucks, loaders, roof bolters, and utility trucks; and marine, off and on highway engines, and transmissions, as well as equipment rentals. In addition, the company offers bearings, bulk material handling, electric motors and variable frequency drives, filtration, fluid handling, hydraulics, instrumentation, pneumatics, power transmissions, and PPE and safety supplies; sealing, belting, lubricants, and hydraulic hoses; equipment parts and support; and engineered repair services. It serves construction, forestry, mining, industrial and commercial, oil sands, transportation, metal processing, government, utilities, and oil and gas sectors. The company was formerly known as Wajax Income Fund and changed its name to Wajax Corporation in January 2011. Wajax Corporation was founded in 1858 and is headquartered in Toronto, Canada.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Wajax Corporation reported revenue of C$2.1B in FY2025 versus C$1.6B in FY2021, a compound +7.0%/yr. Reported net income was C$57.5M in FY2025, compounding +1.9%/yr from FY2021.

Growth Quality 77/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
C$2.1B
Latest YoY
+2.3%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.0%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+8.6%
Avg. growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+2.5%
Revenue +7.0%/yr
FY21 C$1.6B
FY22 C$2.0B
FY23 C$2.2B
FY24 C$2.1B
FY25 C$2.1B
Net income +1.9%/yr
FY21 C$53.2M
FY22 C$72.4M
FY23 C$81.0M
FY24 C$42.8M
FY25 C$57.5M
Character of growth · EPS growth decomposed (2014-2025) +7.6 % p.a.
Revenue per share +3.3 pp

of which total revenue +5.3 pp · buybacks/dilution −2.1 pp

EBIT margin +3.7 pp
Tax rate +0.2 pp
Residual (interest, one-offs) +0.5 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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Cite: Fair Value Calculator (2026). "Wajax Corporation Fair Value". https://www.fairvalue-calculator.com/stock/WJX

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.

Quality Score 65 · Above median
Fair Value upside +76% · Top 25%
Return on equity (TTM) 12% · Above median
Return on assets 5% · Above median
Net margin (TTM) 3% · Below median
Operating margin (TTM) 6% · Above median
Revenue growth -10% · Bottom 25%
Dividend yield (TTM) 4.2% · Top 25%
Debt / equity 0.41× · Higher than 75% of peers

Valuation Multiples vs Industrial Distribution median · lower = cheaper

P/E (TTM) 12.2× · Cheaper than median
P/B 0.99× · Cheaper than median
P/S (TTM) 0.25× · Cheaper than median
P/FCF 2.9× · Cheaper than median
EV/EBITDA 5.7× · Cheaper than median
PEG 1.08× · Cheaper than median

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 100 · sector 20
FUTURE 0 · sector 19
PAST 47 · sector 37
HEALTH 79 · sector 90
DIVIDEND 84 · sector 31

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

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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Frequently asked questions

Is Wajax Corporation (WJX) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of C$55.41 versus a price of C$31.56, about +76% (undervalued).
What is the fair value of WJX?
Our model-based fair value for Wajax Corporation is C$55.41 (as of Jul 17, 2026), built from audited fundamentals. The current price is C$31.56.
What is the quality score of WJX?
Wajax Corporation has a Quality Score of 65/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Wajax Corporation (WJX)?
Wajax Corporation reported trailing-twelve-month revenue of about C$2.1B (latest available figure, as of Jul 17, 2026).
What is the net profit margin of WJX?
The net profit margin of Wajax Corporation is about 3.0%, meaning it keeps roughly 3.0% of revenue as net income. Based on the latest reported figures.
Does Wajax Corporation pay a dividend?
Wajax Corporation currently shows a dividend yield of about 4.61% 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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