Six Canadian companies positioned to win from rate cuts

number cruncher

What are we looking for?

Growing Canadian companies with manageable debt and strong cash flows.

The screen

After years of elevated interest rates, the market is expecting continued Bank of Canada rate cuts as inflation approaches target levels and economic growth moderates. For Canadian businesses with sizable but manageable debt loads, lower rates can serve as a powerful catalyst, unlocking their ability to refinance at lower costs and reduce interest payments on variable-rate debt. These advantages can provide a runway for expanded profitability and growth.

To identify growing Canadian companies with manageable debt, I used the screening tool from FactSet, a financial data and analytics provider, and applied the following parameters:

Traded on the S&P/TSX Composit