TSX Value Picks Knight Therapeutics And 2 Other Stocks Estimated Below Intrinsic Value

As the Canadian market navigates a period of uncertainty with inflation expectations and interest rates in focus, investors are keenly watching for signals from the Federal Reserve on future monetary policy adjustments. In this environment, identifying stocks that are estimated to be below their intrinsic value can offer potential opportunities for investors seeking stability and growth amidst fluctuating economic conditions.

Top 10 Undervalued Stocks Based On Cash Flows In Canada

Name Current Price Fair Value (Est) Discount (Est) Vermilion Energy (TSX:VET) CA$18.36 CA$34.42 46.7% Topicus.com (TSXV:TOI) CA$96.52 CA$166.34 42% Timbercreek Financial (TSX:TF) CA$6.74 CA$11.78 42.8% Pollard Banknote (TSX:PBL) CA$17.91 CA$31.54 43.2% OceanaGold (TSX:OGC) CA$42.26 CA$80.00 47.2% Metalla Royalty & Streaming (TSXV:MTA) CA$9.34 CA$17.72 47.3% EQB (TSX:EQB) CA$110.39 CA$217.13 49.2% Endeavour Mining (TSX:EDV) CA$75.36 CA$146.65 48.6% Canfor (TSX:CFP) CA$12.90 CA$23.41 44.9% Altus Group (TSX:AIF) CA$46.87 CA$90.89 48.4%

Click here to see the full list of 27 stocks from our Undervalued TSX Stocks Based On Cash Flows screener.

Underneath we present a selection of stocks filtered out by our screen.

Knight Therapeutics

Overview: Knight Therapeutics Inc. is engaged in acquiring, in-licensing, out-licensing, marketing, and commercializing prescription pharmaceutical products in Canada and Latin America with a market cap of CA$668.60 million.

Operations: Knight Therapeutics generates revenue through the acquisition, licensing, marketing, and commercialization of prescription pharmaceutical products across Canada and Latin America.

Estimated Discount To Fair Value: 38.9%

Knight Therapeutics is trading at CA$6.81, significantly below its estimated future cash flow value of CA$11.14, suggesting undervaluation based on discounted cash flows. Although it reported a net loss for 2025, revenue grew to CA$450.09 million from the previous year’s CA$371.3 million and is expected to reach between $490 million and $510 million in 2026. The company anticipates becoming profitable within three years, indicating potential for improved financial performance.

Upon reviewing our latest growth report, Knight Therapeutics' projected financial performance appears quite optimistic. Delve into the full analysis health report here for a deeper understanding of Knight Therapeutics.TSX:GUD Discounted Cash Flow as at Mar 2026

Vermilion Energy

Overview: Vermilion Energy Inc. is involved in the acquisition, exploration, development, and optimization of petroleum and natural gas properties across North America, Europe, and Australia with a market cap of CA$2.73 billion.

Story Continues

Operations: The company's revenue is primarily derived from its Oil & Gas - Exploration & Production segment, which generated CA$1.70 billion.

Estimated Discount To Fair Value: 46.7%

Vermilion Energy is trading at CA$18.36, significantly below its estimated future cash flow value of CA$34.42, indicating potential undervaluation. Despite a net loss of CA$653.6 million in 2025, production increased notably with total output reaching 119,919 boe/d compared to 84,543 boe/d the previous year. While revenue growth is modest at 5.2% annually and insider selling has been significant recently, profitability is expected within three years amidst high debt levels.

Our growth report here indicates Vermilion Energy may be poised for an improving outlook. Unlock comprehensive insights into our analysis of Vermilion Energy stock in this financial health report.TSX:VET Discounted Cash Flow as at Mar 2026

5N Plus

Overview: 5N Plus Inc. is a company that produces and sells specialty semiconductors and performance materials across the Americas, Europe, Asia, and other international markets with a market cap of CA$2.79 billion.

Operations: The company generates revenue from two main segments: Performance Materials, contributing $105.66 million, and Specialty Semiconductors, accounting for $285.40 million.

Estimated Discount To Fair Value: 14.3%

5N Plus is trading at CA$33.28, below the estimated future cash flow value of CA$38.85, showing potential undervaluation. Its earnings and revenue are forecast to grow faster than the Canadian market, with expected annual profit growth of 17.4%. Recent financials reveal a substantial increase in net income to US$50.57 million from US$14.67 million year-on-year, although insider selling has been significant recently and board changes are underway with Mr. Jean-Marie Bourassa's departure.

In light of our recent growth report, it seems possible that 5N Plus' financial performance will exceed current levels. Take a closer look at 5N Plus' balance sheet health here in our report.TSX:VNP Discounted Cash Flow as at Mar 2026

Make It Happen

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Curious About Other Options?

Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include TSX:GUD TSX:VET and TSX:VNP.

This article was originally published by Simply Wall St.

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