| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 61 | 256.1x | 17.3x | Around median | |
Growth | 79 | 16.9% | 7.1% | Top tier | |
Quality | 67 | 6.6% | 4.5% | Top tier | |
Safety | 44 | 6.6x | 2.6x | Around median | |
Capital Return | 19 | 0.51% | 0.06% | Bottom tier | |
Momentum | 6 | — | -1.6% | Bottom tier | |
Sentiment | 92 | 9 | 3 | Top tier |
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Boyd Group Services Inc. operates an extensive vehicle collision and body repair network, and its revenue growth depends on increasing the number of locations, raising sales at existing locations, and capturing a larger share of insurance company claims. Sources of operating value include paint and parts, scanning and calibration, and outsourced services, while the company uses its relationships with insurers and metrics for repair cost, customer satisfaction, and vehicle rental duration to attract additional repair volumes. The company also expands its network through acquisitions and the development of new locations, and its location count increased 32% year over year in Q2 of fiscal year 2026, driven primarily by the acquisition of Joe Hudson's Collision Center.
In Q2 of fiscal year 2026, revenue increased 30% year over year to $1.013 billion, including $211 million from 340 new locations that were not operating throughout the comparison period and $175 million from Joe Hudson's, while same-store sales grew 2.9%. Gross profit increased 31% to $480 million, and gross margin improved to 47.4% from 46.8%, while adjusted earnings before interest, taxes, depreciation, and amortization increased 45% to $135.9 million and its margin expanded to 13.4% from 12%. In contrast, reported net income declined to $1.3 million from $5.4 million due to higher depreciation and amortization and financing costs, while adjusted net income was $22.4 million and adjusted earnings per share were $0.80.
In fiscal year 2025, Boyd Group Services recorded revenue of $3.1 billion, gross profit of $1.5 billion, net income of $18.4 million, and earnings per share of $0.82. These figures show that the revenue base is large relative to reported net income, making the realization of Project 360 savings, the extraction of Joe Hudson's benefits, and the control of financing and depreciation costs critical to converting network growth into sustainable earnings growth. In Q2 of fiscal year 2026, the improvement was clearly visible in adjusted operating margins, but it was not fully reflected in reported net income.
The stock carries a consensus "Buy" rating and a median target of $157, with the highest and lowest targets both at $157, providing no diverse range of value estimates. This target is approximately 14% below the top of the 52-week range of $183.1 and above its low of $84.3, while no valid comparable price-to-earnings ratio is available in the provided data. The available valuation therefore depends on the success of margin expansion and Joe Hudson's benefits, weighed against the earnings-per-share miss and the decline in reported net income in Q2 of fiscal year 2026.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
Boyd Group Services generates revenue from its vehicle collision and body repair network, benefiting from insurance company referrals and its ability to increase the number of repairs performed at its locations. Service economics include paint, parts, scanning and calibration, and outsourced services, with a focus on repair cost, customer satisfaction, and vehicle rental duration. In Q2 of fiscal year 2026, revenue reached $1.013 billion, with Joe Hudson's locations alone contributing $175 million.
Revenue increased 30% year over year to $1.013 billion, and gross profit increased 31% to $480 million. Gross margin was 47.4%, and adjusted earnings before interest, taxes, depreciation, and amortization increased 45% to $135.9 million at a 13.4% margin. Nevertheless, reported net income was only $1.3 million, and adjusted earnings per share were $0.80 versus analysts' expectations of $0.94.
Joe Hudson's locations added $175 million to sales in Q2 of fiscal year 2026 and were a key part of the 32% year-over-year increase in the location network. By August 12, 2026, Boyd Group Services had completed the systems conversion and rebranding and migrated a significant portion of the back office and supply chain to its platform. The acceleration allowed the fiscal year 2026 benefits target to be raised to $35 million from $20 million, but it also caused temporary sales disruption during the conversion.
Automated analysis for informational purposes only — not investment advice.
Same-store sales grew 2.9% in Q2 of fiscal year 2026, while management estimated that market repair claim volumes were flat to down 2% year over year. In July 2026, same-store sales growth remained positive at a low-single-digit rate, with management emphasizing that a single month does not represent a quarterly trend. The company attributes this outperformance to improved performance with insurers and the realignment of regional leadership incentives in 2025.
Project 360 and Joe Hudson's benefits together generated approximately $15 million in savings in Q2 of fiscal year 2026. This helped reduce operating expenses to 33.9% of sales from 34.8% in the comparison period and raise the adjusted earnings before interest, taxes, depreciation, and amortization margin to 13.4% from 12%. Margins from paint, parts, and scanning and calibration also contributed to increasing gross margin by 60 basis points to 47.4%.
Risks include weak industry claim volumes, which management estimated ranged from flat to down 2% in Q2 of fiscal year 2026, and limited growth in total repair cost. Reported net income also declined to $1.3 million due to higher depreciation and amortization and financing costs, while adjusted earnings per share of $0.80 fell below the $0.94 expectation. The integration of Joe Hudson's adds execution risks after the systems conversion caused temporary sales disruption and network overlap led to the cancellation of two projects and the deferral of others.