Jewett-Cameron Trading Company Ltd. (JCTC) AI Stock Analysis
JCTC AI stock analysis summary
AI ResearchJewett-Cameron Trading Company Ltd. manufactures and distributes pet, fencing, and industrial wood products. In FY2025, revenue fell 12.4% to $41.3M, resulting in a net income loss of -$4.1M and free cash flow of -$6.7M. The balance sheet maintains low leverage, with total debt of $1.3M and a current ratio of 4.22.
- Market cap
- $10.2M
- Revenue (TTM)
- $39.4M
- P/E
- — fwd 8.3x
- 1Y return
- -14.7% S&P 500 16.8%
- Avg. target
- —
Bull case
- The company maintains solid liquidity with a current ratio of 4.22 and low debt-to-equity of 0.09.
- Valuation multiples appear modest, featuring a price-to-sales ratio of 0.3x and a price-to-book ratio of 0.7x.
- Insiders hold a significant alignment with public shareholders, retaining an insiders percent ownership of 28.8%.
Bear case
- Revenue declined for three consecutive years to $41.3M in FY2025, followed by a quarterly revenue contraction of 21.8% year-over-year.
- Profitability has deteriorated significantly, resulting in a net income loss of -$4.1M and free cash flow of -$6.7M in FY2025.
- Long-term shareholder returns have lagged broader markets, with a 5-year return of -73.0% against 83.0% for the S&P 500.
What Jewett-Cameron Trading does
Jewett-Cameron Trading Company Ltd., through its subsidiaries, manufactures and distributes pet, fencing, and other products. It operates through Pet, Fencing and Other, and Industrial Wood Products segments. Fencing brands include Adjust-A-Gate, Fit-Right, Lifetime Steel Post, Euro Fence, Perimeter Patrol, and Cedar Fencing, alongside pet products under Lucky Dog. The company also offers sustainable and post-consumer recycled bags under MyEcoWorld, including food waste, yard waste, and pet poop bags. In addition, it provides specialty wood products, acoustical panels under dB-Ply, industrial structural panels, and jumbo concrete forms to wholesale and retail channels.
Growth and profitability
Revenue contracted from $62.9M in FY2022 to $54.3M in FY2023, $47.1M in FY2024, and $41.3M in FY2025, with revenue growth falling 12.4% in FY2025. Over the five years from FY2020 to FY2025, the revenue CAGR was -1.7%. Gross margin dropped from 24.6% in FY2021 to 15.1% in FY2025, while operating margin fell from 6.5% to -9.1%. Net income shifted from $3.5M in FY2021 to -$4.1M in FY2025, with net margin at -10.0%. For the trailing twelve months ended May 31, 2026, revenue stood at $39.4M, with quarterly revenue growth falling 21.8% year-over-year and profit margin at -20.9%.
Balance sheet and cash flow
As of May 31, 2026, the company held cash and short-term investments of $1.1M against total debt of $1.3M, leaving net debt at $264,469. Shareholders' equity was $14.8M on total assets of $18.4M. The balance sheet maintains a current ratio of 4.22 and a debt-to-equity ratio of 0.09. Operating cash flow in FY2025 was -$6.6M, leading to free cash flow of -$6.7M. For FY2025, capital expenditures were $115,012, while the share count change over 5 years was 0.8%.
Valuation and performance
Jewett-Cameron trades at a market cap of $10.2M and an enterprise value of $10.6M. Its price-to-sales ratio is 0.3x, compared to 1.8x for the median of its US-listed Basic Materials peers. Forward P/E is 8.3x, lower than the peer median of 13.4x, while EV to EBITDA stands at 31.1x versus the peer median of 10.5x. Over the past year, the stock returned -14.7%, underperforming the SPY return of 16.8%. Over five years, the stock returned -73.0% compared to 83.0% for the S&P 500 benchmark.
What analysts expect
Jewett-Cameron Trading Company Ltd. currently lacks published Wall Street analyst ratings, price targets, or consensus earnings forecasts. The company's shares last closed at $2.90 on October 16, 2026. Without formal analyst coverage, traditional metric targets and earnings surprise track records are not recorded for the firm. Investors tracking reporting milestones can note that the company's next earnings date is scheduled for December 7, 2026.
Key risks and what to watch
- Sustained cash burn is a key risk after FY2025 operating cash flow fell to -$6.6M against cash and short-term investments of $1.1M.
- Shrinking demand across end markets is evident from the FY2020 to FY2025 revenue CAGR of -1.7% and trailing twelve months revenue of $39.4M.
- Operating margins turning deeply negative to -9.1% in FY2025 poses a threat to ongoing financial recovery.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this JCTC AI stock analysis
This page is an AI-written research summary of Jewett-Cameron Trading Company Ltd. (JCTC). 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.
Related: JCTC income statement, JCTC balance sheet, JCTC key metrics, JCTC chart. See the JCTC stock overview for the latest quote and news.
JCTC AI stock analysis FAQ
What are the main segments of Jewett-Cameron Trading Company Ltd.?
The company operates through two primary segments: Pet, Fencing and Other, and Industrial Wood Products. Its offerings span fence systems, Lucky Dog pet products, MyEcoWorld bags, and industrial panels.
What was Jewett-Cameron's financial performance in FY2025?
In FY2025, revenue fell 12.4% to $41.3M from $47.1M in FY2024. Operating margin dropped to -9.1%, resulting in a net income loss of -$4.1M and free cash flow of -$6.7M.
How strong is Jewett-Cameron's balance sheet?
As of May 31, 2026, the company held $1.1M in cash and short-term investments against total debt of $1.3M, representing net debt of $264,469. It maintains a healthy current ratio of 4.22 and a debt-to-equity ratio of 0.09.
When is Jewett-Cameron's next earnings report?
The company's next earnings date is scheduled for December 7, 2026.