Regulation Crushed Sentiment, Not The Fundamentals - A Value Case For goeasy

  • goeasy is a leading Canadian non-prime lender trading at a discount due to short-term regulatory-driven earnings compression, but fundamentals remain strong. The company is adapting by shifting toward secured lending, improving loan growth, and enhancing credit quality, positioning itself for a future re-rating. Valuation is attractive, with goeasy trading below historical averages and peers despite resilient loan growth and consistently high returns on equity.