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Jefferies sees valuation upside for Goeasy stock with credit charges set to ease

EditorEmilio Ghigini
Published 05/11/2024, 08:42
GSY
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On Tuesday, Jefferies initiated coverage on Goeasy Ltd. (GSY:CN) (OTC: EHMEF) stock with a Buy rating and set a price target of Cdn$228.00. The firm highlighted the company's adept management of higher credit costs associated with its business model, emphasizing its focus on return on equity (ROE), which has consistently remained above 20%.

The analyst from Jefferies pointed out that with easing credit concerns due to declining interest rates, they anticipate a reduction in credit charges. This is expected to result in a positive shift in sentiment towards the lender. The firm believes that this could significantly enhance the valuation of Goeasy Ltd.

According to Jefferies, Goeasy Ltd. has maintained a position of peer-leading profitability. The firm's assessment suggests a favorable outlook for the company, with expectations of continued strong performance in earnings per share (EPS) and loan growth, both projected to sustain a 20% or higher increase.

The coverage initiation reflects a positive view of the company's financial health and its ability to manage the challenges inherent in its business sector. Jefferies' analysis indicates potential for Goeasy Ltd. to experience valuation growth in the near future.

Investors will likely monitor Goeasy Ltd. closely following this new coverage, as the company's stock could attract attention based on Jefferies' bullish stance and the set price target of Cdn$228.00.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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