Boyd Group Services Inc. (BGSI) AI Stock Analysis

Boyd Group Services Inc. operates non-franchised collision repair centers in North America. The company conducts business under the Boyd Autobody & Glass and Assured Automotive trade names in Canada, and the Gerber Collision and Glass trade name in the United States. It also operates as a retail auto glass provider in the United States under names such as Gerber Collision and Glass, Glass America, Auto Glass Service, Auto Glass Authority, and Autoglassonly.com. Furthermore, the company runs Gerber National Claims Services, a third-party administrator for glass, emergency roadside, and first notice of loss services, alongside Mobile Auto Solutions for vehicle scanning and calibration services.

Boyd Group delivered a 5-year revenue CAGR of 15.0% from FY2020 through FY2025. Annual revenue expanded from $1.87B in FY2021 to $2.43B in FY2022, $2.95B in FY2023, $3.07B in FY2024, and $3.14B in FY2025. Gross margin expanded slightly from 44.8% in FY2021 to 46.4% in FY2025, while operating margin rose to 4.2% in FY2025 after peaking at 6.0% in FY2023. Annual net income peaked at $86.7M in FY2023 before declining to $24.5M in FY2024 and $18.4M in FY2025. For the trailing twelve months ended June 30, 2026, revenue stood at $3.59B with a profit margin of 0.2%. In the latest quarter ended June 30, 2026, quarterly revenue rose 29.9% year-over-year, while quarterly earnings declined 81.4%.

As of June 30, 2026, Boyd Group held $23.0M in cash and short-term investments against $2.03B in total debt, resulting in net debt of $2.00B. Total assets stood at $4.30B, while shareholders' equity was $1.73B, reflecting a debt-to-equity ratio of 1.17 and a current ratio of 0.58. In FY2025, operating cash flow reached $331.6M. Capital expenditures totaled $55.3M, yielding free cash flow of $276.3M, while dividends paid consumed $9.5M. Additionally, the company's share count increased 32.8% over the past 5 years.

Boyd Group traded at a market capitalization of $2.27B and an enterprise value of $4.23B on October 16, 2026. The stock trades at a trailing price-to-earnings ratio of 181.1x, higher than the 18.0x median of its US-listed Consumer Cyclical peers. Its forward price-to-earnings ratio sits at 16.7x, compared to the peer median of 14.1x. The company's enterprise value-to-EBITDA ratio is 10.3x, below the peer group median of 11.1x, while its price-to-sales ratio is 0.6x versus the peer median of 0.7x. Over the past year, the stock dropped 46.7%, lagging the S&P 500 benchmark gain of 16.8%.

Boyd Group pays an annual forward dividend of $0.44 per share, resulting in a dividend yield of 0.54% as of October 16, 2026. The company has paid consecutive dividends for 20 years, supported by a 5-year annualized dividend growth rate of 1.4% and a payout ratio of 15.3%. Its quarterly dividend was last marked by an ex-dividend date of September 30, 2026.

Wall Street coverage consists of 8 Strong Buy, 6 Buy, and 1 Hold rating, with no Sell or Strong Sell recommendations. The consensus mean price target is $146.71, representing an 80.0% premium over the closing price of $81.50 on October 16, 2026. For the fiscal year ending December 31, 2026, analysts estimate revenue of $4.07B and EPS of $3.27, representing expected earnings growth of 17.7%. For the following fiscal year, 15 analysts project revenue of $4.41B and EPS of $4.73. Boyd beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 11, 2026.

This page is an AI-written research summary of Boyd Group Services Inc. (BGSI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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