Side by sideLoblaw (L.TO) and Canadian Tire (CTC.A.TO)Memos of October 14, 2026 and October 19, 2026
Loblaw vs Canadian Tire stock: the numbers side by side (October 2026)
How do Loblaw and Canadian Tire compare?
| Loblaw L.TO | Canadian Tire CTC.A.TO | |
|---|---|---|
| Revenue growth | 6.3%Jan 2026 | 5.2%Jan 2026 |
| Operating margin | 6.9%Jan 2026 | 7.2%Jan 2026 |
| Free cash flow | 1,900C$ millions, without PC Financial · Jan 2026 | Used with a warning — seasonal Retail working capital differs from Bank lending cash flows.Measure · Verdict and reason |
| Free cash flow yield | 2.6%Today (Oct 14, 2026) | Used with a warning — the numerator retains those cash-flow complications.Measure · Verdict and reason |
| Dividend yield | 1.0%Today (Oct 14, 2026) | 3.5%Today (Oct 19, 2026) |
| P/E, last 12 months | 28.5xToday (Oct 14, 2026) | 16.0xToday (Oct 19, 2026) |
| P/E, next 12 months | 25.1xToday (Oct 14, 2026) | 14.4xToday (Oct 19, 2026) |
| Weighted price forecast, about 1 year | 71.10 (+12%)October 2027 | 215.41 (+9 %)October 2027 |
| Weighted price forecast, about 3 years | 80.59 (+29%)October 2029 | 236.06 (+26 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Loblaw | The higher figure |
| Operating margin | Canadian Tire | The higher figure |
| Free cash flow | — | The higher figure |
| Free cash flow yield | — | The higher figure |
| Dividend yield | Canadian Tire | The higher figure |
| P/E, last 12 months | Canadian Tire | The lower figure |
| P/E, next 12 months | Canadian Tire | The lower figure |
| Weighted price forecast, about 1 year | Loblaw | The higher weighted return |
| Weighted price forecast, about 3 years | Loblaw | The higher weighted return |
What does each company do?
Loblaw sells groceries, household goods, prescriptions, pharmacy services, beauty products and apparel to Canadian shoppers and patients.
Loblaw (L.TO), from our memo of October 14, 2026 · Loblaw stock forecast
Canadian Tire combines general merchandise, apparel and sporting goods, automotive products and service, fuel, consumer lending and retail property.
Canadian Tire (CTC.A.TO), from our memo of October 19, 2026 · Canadian Tire stock forecast