Canadian Consolidators YoY-23/24 EBITDA and EPS Growth (TD)
EBITDA EPS
Boyd Group 19% 35%
Constellation Software 22% 26%
FirstService 10% 11%
GFL Envi. 8% 150%
MTY Food -5% 20%
Neighbourly Pharmacy 44% 100%
Park Lawn 5% 9%
Premium Brands 11% 32%
TFI International 17% 27%
WELL Health 25% 40%
WSP Global 15% 19%
Dentlcorp 13% 17%
Average: 16% 44%
NBLY's EBITDA and EPS growth YoY (2023/2024) outlook is materially faster than average within the consolidators (roll-up) space and this is as of August 8th.