Patient Investors: Why These Stocks Could Return Multiples Over a Decade

Given their high-growth prospects and solid underlying businesses, I expect these three TSX stocks to deliver multi-fold returns over the next 10 years.

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Key Points

  • Savaria, Celestica, and WELL Health Technologies are positioned to deliver multi-fold returns over the next decade through exposure to long-term growth trends, including aging populations, AI infrastructure expansion, and healthcare digitization.
  • All three companies currently trade at attractive valuations following recent market pullbacks, offering patient investors compelling entry points to capitalize on their strong fundamentals and growth initiatives.

Long-term investing involves buying and holding stocks for more than three years, allowing investors to ride out short-term volatility while reaping the benefits of compounding. It is also less time-consuming, as it eliminates the need for constant market monitoring. With this in mind, here are three top TSX stocks that can generate multi-fold returns over the next decade.

Savaria

Savaria (TSX:SIS) designs, manufactures, and markets accessibility solutions worldwide through its direct sales offices and a global sales network of dealers. The aging population and rising income levels have increased the demand for accessibility solutions, thereby creating a long-term growth potential for the company. Furthermore, its “Savaria One” initiative has led to structural improvements, enhanced operational efficiencies, and generated cost savings through streamlined procurement processes. It is also adopting strategies to optimize its North American manufacturing footprint.

Additionally, Savaria has initiated planning for the second stage of “Savaria One,” an initiative that will outline the company’s strategy for the next three years. Along with the expanding addressable market, these growth initiatives could boost its financials in the coming years. Moreover, the company also pays a monthly dividend, with a forward yield of 2.59%, and currently trades at an attractive NTM (next-12-month) price-to-earnings multiple of 17.2, making it an attractive buy.

Celestica

Another TSX stock that I believe would be an excellent long-term investment is Celestica (TSX:CLS), which is benefiting from the expansion of cloud infrastructure and artificial intelligence (AI). The increased usage of AI across businesses has led hyperscalers to expand their AI-ready data centre infrastructure, thereby driving the demand for Celestica’s networking switches and storage controllers. Meanwhile, the company is also developing and launching innovative products to meet the growing needs of its customers.

Furthermore, the rising geopolitical tensions have increased defence budgets, which could benefit its ATS (Advanced Technology Solutions) segment that serves aerospace and defence businesses. Therefore, the company’s long-term growth prospects look healthy. Meanwhile, amid the recent pullback, Celestica’s stock price has fallen over 11% compared to its 52-week high. Also, its NTM price-to-sales multiple stands at 1.8, which looks reasonable, given its higher growth prospects.

WELL Health Technologies

My final pick is WELL Health Technologies (TSX:WELL), which has been under pressure over the last few months, having lost over 35% of its stock value from its 52-week high. The selloff has dragged its valuation down to attractive levels, with its NTM price-to-sales and NTM price-to-earnings multiples of 0.8 and 11.3, respectively.

Furthermore, the digitization of clinical procedures and the growing adoption of virtual healthcare services have expanded the addressable market for WELL Health. The company continues to launch new products and adopt AI-powered solutions to expand its customer base and drive financial performance. The company is also focusing on inorganic growth and has acquired 14 assets as of August 14. Additionally, it has signed 15 letters of intent, which can contribute $134 million to its annualized revenue.

Amid these growth initiatives, WELL Health’s management projects its 2025 topline to grow between 52% and 58%. Its adjusted earnings before interest, taxes, depreciation, and amortization could come in at $190-$210 million, representing a substantial improvement from $46.7 million in 2024.

Fool contributor Rajiv Nanjapla has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

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