Obermatt

Mullen

TOR:MTL · CA6252841045
Transportation InfrastructureLarge

360

96
EV / EBIT62
Price / Owner Earnings25
Owner Earnings Yield76
Dividend Yield95
Price/Sales56
EV / Gross Profit72
Price/Book67
Return on Capital82
Cash Return on Capital82
Return on Equity63
EBIT Margin57
Gross Profitability84
Cash Conversion80
Accruals45
Owner Earnings Margin74
Sales growth65
Profit Growth38
Long-Term EPS Growth46
Owner Earnings Growth44
Reinvestment38
Price momentum74
Debt load52
Refinancing83
Debt Payback64
Liquidity53
Analyst ratings41
Opinion Changes50
Price Target Upside23
Market mood77
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Mullen clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryCanada
IndustryTransportation Infrastructure
SizeLarge
TypePublic Company
ExchangeTSX
Founded1983
Employees26
ISINCA6252841045
Last UpdateApr 2, 2026
Themes
Freight ServiceOil and GasTransportationWarehousing

Description

Mullen Group Ltd. operates as a diversified logistics company, primarily engaged in the transportation and related services across Canada. Business Segments The company's diversified portfolio encompasses four distinct operating segments, reflecti…

Analysis

Quality compounder

Mullen Group Ltd. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is fair. The owner-earnings multiple stands at 21.3×; owner earnings: the cash an owner could take out each year.

Growth is solid; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
85
2023202420252026

All-time high

100

May 2025

All-time low

65

Jan 2024

Average rank

82

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
56
77
70
67
Price/Earnings
63
86
88
62
Price/Book
67
83
78
74
Dividend Yield
95
96
96
92
Value (overall)
90
94
99
89

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →