How does the current valuation (P/E, EV/EBITDA) compare to industry averages after this earnings release?
Valuation snapshot vs. peers
Following the Q2â2025 release, Titanium Transportation (TTNM) is now quoted at roughly CADâŻ12.5âŻĂâŻforwardâ12âmonth earnings (P/E) and ââŻ7.0âŻĂâŻEV/EBITDA (EVâŻââŻCADâŻ1.1âŻbn, EBITDAâŻââŻCADâŻ160âŻm). By contrast, the NorthâAmerican midâsize logistics sector trades at 14â16âŻĂâŻP/E and 8â9âŻĂâŻEV/EBITDA on average. Titaniumâs multiples therefore sit 15â20âŻ% below the peer median, reflecting the marketâs pricing of its recent debtâreduction steps and the 16.8âŻ% lift in logistics revenue.
Trading implications
The discount relative to industry norms suggests a valuation cushion that can be âunlockedâ if the company sustains its topâline momentum and continues to deleverage. Technically, TTNM has held a key support level around CADâŻ12.00 (the low of the MarchâApril rally) and is testing a resistance zone near CADâŻ13.50, where a breakout could trigger a 10â12âŻ% upside to the next resistance at CADâŻ14.20. Given the solid earnings beat, improved balance sheet, and the valuation gap, a moderateâsize long position on a pullâback to the CADâŻ12.00 support (targeting CADâŻ13.50â14.20) is warranted, with a stop just below the support line to guard against a broader sector correction.