Is MDA Space Ltd. (MDA) A Good Stock To Buy Now?

Is MDA a bully banal to buy? We came crossed a bullish thesis on MDA Space Ltd. connected r/ValueInvesting by Disastrous-Rent7438. In this article, we volition summarize the bulls' thesis connected MDA. MDA Space Ltd.'s stock was trading astatine $39.40 arsenic of June 18th. MDA's trailing and guardant P/E were 68.94 and 38.31 respectively according to Yahoo Finance.

MDA Space is simply a Canadian abstraction exertion institution that remains undervalued contempt beardown execution, a profitable profile, and vulnerability to aggregate secular maturation drivers successful the planetary abstraction economy. It operates crossed Satellite Systems, Robotics, and Geointelligence, with Satellite Systems arsenic halfway maturation motor driving astir gross and backlog done large-scale outer manufacturing programs.

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It benefits from a differentiated presumption arsenic the largest third-party software-defined outer manufacturer, supported by its AURORA accumulation enactment successful Montreal and vertically integrated SatixFy capabilities enabling high-throughput production. Demand visibility is anchored by large multi-billion-dollar contracts specified arsenic Telesat Lightspeed and Globalstar, alongside defence and sovereign constellation opportunities. Financials person accelerated meaningfully, with gross rising from 807.6 cardinal successful 2023 to 1.63 cardinal successful 2025, adjusted EBITDA reaching 324 million, and leverage falling to 0.4 times nett indebtedness to EBITDA.

Margins person compressed to astir 20 percent adjusted EBITDA arsenic lower-margin manufacturing scales highlighting trade-off betwixt accelerated maturation and profitability. The astir important upside comes from management's ambition to physique 8,000 to 15,000 satellites implicit the adjacent decennary astatine 10 cardinal per unit, implying a imaginable 80 to 150 cardinal gross opportunity. Even nether blimpish assumptions semipermanent trajectory suggests worldly undervaluation comparative to existent marketplace expectations and highlights asymmetry successful concern case.

Risks see lawsuit concentration, reliance connected ample anchor programs, and near-term escaped currency travel volatility offset by beardown backlog visibility and improving equilibrium sheet. Overall MDA Space represents a high-conviction long-duration compounder wrong caller abstraction system with meaningful rerating imaginable arsenic execution continues.

Previously, we covered a bullish thesis connected Lockheed Martin Corporation (LMT) by Steve Wagner successful April 2025, which highlighted beardown backlog visibility, dependable net growth, borderline enlargement crossed segments, and strategical ISR enlargement done acquisitions. LMT's banal terms has appreciated by astir 9.45% since our coverage. Disastrous-Rent7438 shares a akin presumption but emphasizes a higher-growth abstraction manufacturing accidental wherever satellite-driven standard and 80–150 cardinal gross imaginable make a much asymmetric upside.