Boyd Group Services Inc. (BGSI) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Boyd Group Services Inc. (BGSI) Consumer Business Overview

Boyd Group Services Inc. is a leading operator of non-franchised collision repair centers in North America, offering repair and auto glass services under brands like Gerber Collision & Glass. The company caters to insurance companies and individual vehicle owners, positioning itself within the fragmented auto repair services market.

What Is the Investment Thesis for BGSI?

With a market capitalization of $2.27B and a P/E ratio of 175.62, the company's valuation reflects its growth potential. A key driver is the company's ability to consolidate the fragmented collision repair industry through strategic acquisitions and organic expansion. The company's focus on non-franchised operations allows for greater control over service quality and brand consistency. The company's 0.6% profit margin and 46.4% gross margin indicate areas for improvement in operational efficiency. The beta of 0.74 suggests lower volatility compared to the overall market.

Based on FMP financials and quantitative analysis

BGSI Key Highlights

Market Cap of $2.27B indicates a significant presence in the collision repair market.

• P/E Ratio of 175.62 suggests a premium valuation, reflecting investor expectations for future growth.
• Gross Margin of 46.4% demonstrates the company's ability to maintain profitability in its core operations.
• Dividend Yield of 0.38% offers a modest income stream for investors.
• Beta of 0.74 indicates lower volatility compared to the overall market, potentially appealing to risk-averse investors.

Who Are BGSI's Competitors?

BGSI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are BGSI's Key Strengths?

Extensive network of collision repair centers.

• Strong brand recognition in key markets.
• Established relationships with insurance companies.
• Comprehensive service offerings, including collision repair and auto glass.

What Are BGSI's Weaknesses?

Profit margin of 0.6% indicates potential inefficiencies.

• High P/E ratio suggests a premium valuation.
• Dependence on insurance company referrals.
• Exposure to economic cycles affecting vehicle repair demand.

What Could Drive BGSI Stock Higher?

Continued consolidation of the fragmented collision repair market through acquisitions.

• Expansion of service offerings to include advanced driver-assistance systems (ADAS) calibration and electric vehicle repairs.
• Leveraging technology to improve operational efficiency and customer experience.
• Strengthening relationships with insurance companies to drive business to Boyd Group's repair centers.

What Are the Key Risks for BGSI?

Financial-distress signal — its Altman Z-Score of 1.46 sits in the distress zone (elevated bankruptcy risk).

• Inconsistent delivery — missed Wall Street EPS estimates in 5 of the last 8 reported quarters.
• Rich valuation — a P/E of 175.62 runs well above the Consumer Cyclical sector’s ~32.70x, leaving little room for a miss.
• Increased competition from other collision repair chains and independent shops.
• Rising costs of labor and materials impacting profitability.
• Changes in insurance industry practices affecting referral volumes.
• Economic downturns reducing consumer spending on vehicle repairs.
• Dependence on weather patterns and driving conditions impacting accident rates.

What Are the Growth Opportunities for BGSI?

• Growth opportunity 1: Expansion through Acquisitions: Boyd Group can continue to grow by acquiring smaller, independent collision repair shops. The fragmented nature of the collision repair market allows for ongoing consolidation. This strategy enables Boyd to expand its geographic footprint and increase its market share. The North American collision repair market is estimated to be worth billions of dollars annually, providing ample opportunity for growth through strategic acquisitions. Timeline: Ongoing.
• Growth opportunity 2: Organic Growth in Existing Markets: Boyd Group can drive organic growth by increasing same-store sales and expanding its service offerings. This includes offering specialized services such as ADAS calibration and electric vehicle repair. Investing in training and equipment to meet the evolving needs of the automotive industry will be crucial. The increasing complexity of vehicles is driving demand for specialized repair services. Timeline: Ongoing.
• Growth opportunity 3: Leveraging Technology: Investing in technology to improve operational efficiency and customer experience can drive growth. This includes implementing advanced repair management systems, online appointment scheduling, and digital marketing strategies. Technology can also be used to improve communication with insurance companies and streamline the claims process. The adoption of digital technologies is transforming the collision repair industry. Timeline: Ongoing.
• Growth opportunity 4: Expansion of Mobile Services: Expanding the Mobile Auto Solutions service, which offers scanning and calibration services, presents a growth opportunity. This service can be offered to both collision repair centers and directly to consumers. The increasing complexity of vehicle technology is driving demand for mobile calibration services. Timeline: Ongoing.
• Growth opportunity 5: Strengthening Relationships with Insurance Companies: Building and maintaining strong relationships with insurance companies is crucial for driving business to Boyd Group's repair centers. This includes participating in direct repair programs (DRPs) and providing high-quality service to policyholders. Insurance companies are a major source of business for collision repair shops. Timeline: Ongoing.

What Are BGSI's Competitive Advantages?

• Scale: Large network of collision repair centers across North America.
• Brand Recognition: Established brand names like Gerber Collision & Glass.
• Relationships with Insurance Companies: Participation in direct repair programs.
• Expertise: Specialized services such as ADAS calibration.

What Does BGSI Do?

Founded in 1990 and headquartered in Winnipeg, Canada, Boyd Group Services Inc. has grown to become a significant player in the North American collision repair industry. The company operates through its subsidiaries, focusing on non-franchised collision repair centers. Boyd Group operates under various trade names, including Boyd Autobody & Glass and Assured Automotive in Canada, and Gerber Collision & Glass in the United States. These centers provide comprehensive collision repair services, catering to both insurance companies and individual vehicle owners. In addition to collision repair, Boyd Group also operates retail auto glass services under brands like Gerber Collision & Glass, Glass America, Auto Glass Service, Auto Glass Authority, and Autoglassonly.com in the U.S. The company further extends its services through Gerber National Claims Services, a third-party administrator offering glass, emergency roadside, and first notice of loss services. Mobile Auto Solutions, another service, provides scanning and calibration. Boyd Group's strategy focuses on expanding its footprint through acquisitions and organic growth, aiming to consolidate the fragmented collision repair market.

What Products and Services Does BGSI Offer?

• Operates non-franchised collision repair centers in North America.
• Provides collision repair services for passenger vehicles.
• Offers auto glass repair and replacement services.
• Manages a third-party administrator for glass and roadside assistance claims.
• Provides scanning and calibration services through Mobile Auto Solutions.
• Serves both insurance companies and individual vehicle owners.
• Operates under trade names like Gerber Collision & Glass and Boyd Autobody & Glass.

How Does BGSI Make Money?

• Generates revenue through collision repair services.
• Revenue from auto glass repair and replacement.
• Service agreements with insurance companies for direct repair programs.
• Fees from third-party administration services.
• Revenue from scanning and calibration services.

What Industry Does BGSI Operate In?

The auto collision repair industry in North America is characterized by fragmentation, creating opportunities for consolidation. Market trends include increasing vehicle complexity, driving up repair costs and requiring specialized expertise. The industry is also influenced by advancements in vehicle technology, such as advanced driver-assistance systems (ADAS), which necessitate advanced repair and calibration services. Boyd Group Services Inc. is positioned to benefit from these trends through its established network of repair centers and focus on providing comprehensive services. Competitors include other large collision repair chains and independent shops.

Who Are BGSI's Key Customers?

• Insurance companies seeking reliable collision repair services for their policyholders.
• Individual vehicle owners requiring collision repair or auto glass services.
• Fleets requiring collision repair and maintenance services.

The most recent 2 insider filings for Boyd Group Services Inc. break down as 2 sales and 0 purchases. On net that is roughly 150K shares disposed (about $25K), a signal worth weighing alongside the fundamentals.

Quarterly Financial Performance: Boyd Group Services Inc.

Revenue for Boyd Group Services Inc. came in at $1.01B during Jun 2026, a 3.1% improvement versus the preceding quarter. The company recorded net income of $1.3M, with diluted EPS of $0.05. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this mid-cap Consumer Cyclical company. Across the four most recent quarters, BGSI averaged $0.11 in diluted EPS.

BGSI Valuation & Market Position

With a $2.27B market cap, Boyd Group Services Inc. sits in the mid-cap segment of the market. Analyst price targets span from $157.00 to $157.00, with a consensus of $157.00. At the current price of $81.55, that implies approximately 93% upside potential. Relative to its peer group, BGSI's quantitative score of 51/100 is below the peer average of 67/100.

Return on equity for Boyd Group Services Inc. stands at 1.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.3%, showing how much profit it generates from its asset base. BGSI trades at a trailing price-to-earnings ratio of 175.62, above the Consumer Cyclical sector average of ~32.70x. Its free cash flow yield is 15.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.60 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.5%, the inverse of the P/E and a quick read on earnings relative to price.

Boyd Group Services Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.46 places it in the distress zone, a signal of elevated financial risk.

Boyd Group Services Inc. has missed Wall Street's EPS estimate in 5 of its last 8 reported quarters — a mixed record worth weighing. Reported results have landed about 6.5% below estimates on average.

Wall Street analysts project Boyd Group Services Inc. revenue of about $4.08B for fiscal 2026, with EPS near $3.35. The estimate reflects 9 contributing analysts.

Company Profile

Boyd Group Services Inc. operates in the Auto - Dealerships industry within the Consumer Cyclical sector. It is headquartered in Winnipeg, CA. The company is led by CEO Brian Kaner. BGSI has traded publicly since 2025.

BGSI Financials

BGSI Latest News

BGSI Analyst Consensus

BGSI MoonshotScore

Boyd Group Services Inc. Consumer Cyclical Stock: Key Questions Answered

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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