Canadian General Investments (TSX:CGI) Peter Lynch Fair Value: C$107.18 (As of Jul. 19, 2026) — 28105% Above Median

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TSX:CGI Canadian General Investments Ltd TSX:CGI
55 GF Score
Price C$51.20
GF Value C$55.86
Valuation Fairly Valued
! 7 Warning Signs
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What is Canadian General Investments Peter Lynch Fair Value?

Canadian General Investments TSX:CGI -0.78% 55 Peter Lynch Fair Value is C$107.18 as of Jul. 19, 2026, which is 100% below its 10-year median of 0.38. GuruFocus rates TSX:CGI with a GF Score™ of 55/100 and a GF Value™ of C$55.86 (Fairly Valued). The stock has 7 warning signs investors should review. Among 271 Asset Management companies, Canadian General Investments ranks better than 78.6% on this metric.

Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year. Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years. If 5-Year Growth Rate is greater than 25% a year, we use 25. If 5-Year Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.

Here, as of today, Canadian General Investments's PEG is 1. Canadian General Investments's 5-Year TTM Book Value Growth Rate is 8.63. Canadian General Investments's EPS without NRI for the trailing twelve months (TTM) ended in Dec. 2025 was C$12.42. Therefore, the Peter Lynch Fair Value for today is C$107.18.

As of today (2026-07-19), Canadian General Investments's share price is C$51.20. Canadian General Investments's Peter Lynch fair value is C$107.18. Therefore, Canadian General Investments's Price to Peter Lynch Fair Value Ratio for today is 0.48.


The historical rank and industry rank for Canadian General Investments's Peter Lynch Fair Value or its related term are showing as below:

TSX:CGI' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.19   Med: 0.38   Max: 0.77
Current: 0.48


During the past 13 years, the highest Price to Peter Lynch Fair Value Ratio of Canadian General Investments was 0.77. The lowest was 0.19. And the median was 0.38.


TSX:CGI's Price-to-Peter-Lynch-Fair-Value is ranked better than
78.6% of 271 companies
in the Asset Management industry
Industry Median: 1.11 vs TSX:CGI: 0.48

Note: Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart.


Canadian General Investments  (TSX:CGI) Peter Lynch Fair Value Explanation

Peter Lynch Fair Value applies to growing companies. The ideal range for the growth rate is between 10 - 20% a year.

Peter Lynch thinks that the fair P/E value for a growth company equals its growth rate, that is PEG = 1. The earnings here is trailing twelve month (TTM) earnings. For non-bank companies, the growth rate we use is the average growth rate for EBITDA per share over the past 5 years. For Banks, the growth rate we use is the average growth rate for Book Value per share over the past 5 years.

Please don't confuse Peter Lynch Fair Value with the value reached in Peter Lynch Chart. In Peter Lynch chart, a fixed P/E ratio of 15 is used to draw the Earnings Line. Therefore the value reached has a P/E ratio of 15. But in Peter Lynch Fair Value calculation, P/E equals to the growth rate of Book Value per share over the past 5 years, which is 8.63 instead of 15 in this case.

Canadian General Investments's Price to Peter Lynch Fair Value Ratio for today is calculated as

Price to Peter Lynch Fair Value=Share Price/Peter Lynch Fair Value
=51.20/107.18
=0.48

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Canadian General Investments Peter Lynch Fair Value Related Terms


Canadian General Investments Peter Lynch Fair Value Historical Data

* Premium members only.

The historical data trend for Canadian General Investments's Peter Lynch Fair Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Canadian General Investments Peter Lynch Fair Value Chart

Canadian General Investments Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Peter Lynch Fair Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 204.03 0.00 108.63 141.71 107.18

Canadian General Investments Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Peter Lynch Fair Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 108.63 0.00 141.71 0.00 107.18

TSX:CGI vs BLK, BX, KKR: Peter Lynch Fair Value Comparison

For the Asset Management subindustry, Canadian General Investments's Price-to-Peter-Lynch-Fair-Value, along with its competitors' market caps and Price-to-Peter-Lynch-Fair-Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Canadian General Investments Price-to-Peter-Lynch-Fair-Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Canadian General Investments's Price-to-Peter-Lynch-Fair-Value distribution charts can be found below:

* The bar in red indicates where Canadian General Investments's Price-to-Peter-Lynch-Fair-Value falls into.


TSX:CGI
55GF Score
Canadian General Investments Ltd TSX:CGI
Peter Lynch Fair Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Canadian General Investments Peter Lynch Fair Value Calculation

Canadian General Investments's Peter Lynch Fair Value for today is calculated as

Peter Lynch Fair Value=PEG Ratio*5-Year TTM Book Value Growth Rate***EPS without NRI (TTM)
=1* 8.63 *12.42
=107.18

For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. Canadian General Investments's EPS without NRI for the trailing twelve months (TTM) ended in Dec. 2025 was C$12.42.


* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

** Please be aware that the 5-Year TTM Book Value Growth Rate is calculated based on TTM data over the last 5 years. For quarterly reported companies, the TTM data is the latest quarter data. For companies that report semi-annually, annually, or do not have enough quarterly data, GuruFocus uses the annual data as the TTM data.

If 5-Year Earnings Growth Rate is greater than 25% a year, we use 25.

If 5-Year Earnings Growth Rate is smaller than 5% a year, we do not calculate Peter Lynch Fair Value.

Please note that we use the 5-year average growth rate of EBITDA per share as the growth rate for non-bank companies, as EBITDA growth is subject to less manipulations than net earnings per share. For banks, we use the 5-year average growth rate of Book Value per share as the growth rate. The reason is that EBITDA is not applicable to Banks and Book value is a relative important measurement for Banks. In the calculation, PEG=1 because Peter Lynch thinks that the fair P/E ratio of the growth stock is equal to its earnings growth rate.

Frequently Asked Questions Learn more about Peter Lynch Fair Value →
What does a Peter Lynch Fair Value of C$107.18 mean?
Canadian General Investments (TSX:CGI) has a Peter Lynch Fair Value of C$107.18 as of Jul. 19, 2026. Peter Lynch Fair Value is the stock value based on a company's current earnings and five-year earnings growth, assuming a PEG of one. View historical data on Canadian General Investments and its competitors. This is 28105% above median its historical median of 0.38. Over the past decade, Canadian General Investments' Peter Lynch Fair Value has ranged from 0.19 to 0.77. According to the industry distribution chart, Canadian General Investments ranks #58 out of 271 companies in the Asset Management industry, placing it in the top 21.4%.
Is Canadian General Investments' Peter Lynch Fair Value too high?
Canadian General Investments' current Peter Lynch Fair Value of C$107.18 is 28105% above median its 10-year median of 0.38. Over the past 10 years, this metric has ranged from a low of 0.19 to a high of 0.77. Based on the distribution chart, Canadian General Investments ranks #58 out of 271 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Canadian General Investments has a GF Score™ of 55/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Canadian General Investments' Peter Lynch Fair Value compare to BLK and BX?
According to the Asset Management industry distribution chart, Canadian General Investments ranks #58 out of 271 companies for Peter Lynch Fair Value. This places Canadian General Investments in the top 21% of its industry — outperforming the majority of peers. The industry median Peter Lynch Fair Value is 1.11. Historically, Canadian General Investments' own Peter Lynch Fair Value has ranged from 0.19 to 0.77 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Peter Lynch Fair Value for an Asset Management company?
The median Peter Lynch Fair Value among Asset Management companies is 1.11, based on 271 companies in the industry. Companies in the top quartile (top 25%) have a Peter Lynch Fair Value significantly above this median, while those in the bottom quartile fall well below. However, Peter Lynch Fair Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Peter Lynch Fair Value mean?
A high Peter Lynch Fair Value can signal that a stock is expensive relative to its fundamentals. Peter Lynch Fair Value is the stock value based on a company's current earnings and five-year earnings growth, assuming a PEG of one. View historical data on Canadian General Investments and its competitors. For the Asset Management industry, the median Peter Lynch Fair Value is 1.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Canadian General Investments's current Peter Lynch Fair Value is C$107.18, which is 28105% above median its own 10-year median of 0.38. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Canadian General Investments stock overvalued right now?
Based on GuruFocus' analysis, Canadian General Investments (TSX:CGI) is currently considered Fairly Valued. The stock's GF Value™ is C$55.86, compared to a current price of C$51.20 — trading 8.3% below its estimated fair value. The current Peter Lynch Fair Value is C$107.18, which is 28105% above median its 10-year median of 0.38. Canadian General Investments' overall GF Score™ is 55/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Peter Lynch Fair Value calculated?
Peter Lynch Fair Value is calculated from a company's financial statements. For Canadian General Investments (TSX:CGI), the current Peter Lynch Fair Value is C$107.18 as of Jul. 19, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Canadian General Investments (TSX:CGI) Overvalued in 2026?

Based on GuruFocus' analysis, Canadian General Investments stock appears to be undervalued. The current stock price of C$51.20 is trading 8.3% below its estimated GF Value™ of C$55.86. GuruFocus considers Canadian General Investments to be Fairly Valued.

Key valuation signals for TSX:CGI:

  • Peter Lynch Fair Value: C$107.18 (28105% above median its 10-year median of 0.38)
  • GF Value™: C$55.86 vs. price of C$51.20 (8.3% below fair value)
  • GF Score™: 55/100 with 7 warning signs

No single metric tells the full story. See the TSX:CGI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Canadian General Investments Business Description

Other Exchanges CGI:UK
Address 10 Toronto Street, Toronto, ON, CAN, M5C 2B7
Canadian General Investments Ltd is a Canadian closed-end investment fund. Its investment objective is to provide key returns to investors by investing in medium- to long-term investments. The company's portfolio involves prudent security selection and recognition of capital gains or losses. CGI's investment portfolio entails companies in multiple sectors such as Information Technology, Industrials, materials, financials, consumer discretionary, energy, Real Estate, Communication Services, Health Care, Cash, and Utilities.
55GF Score

Get the complete analysis for TSX:CGI

Peter Lynch Fair Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

C$51.20
Price
C$55.86
GF Value