If US President Donald Trump’s tariff barrage on global trade partners has been of any benefit, it’s been by serving as a retreating tide that sinks most boats, with a wide array of stocks falling amidst the turmoil, despite their underlying businesses remaining attractive prospects for a long-term investment.
This content has been prepared as part of a partnership with tariff-sensitive stocks Data Communications Management, Titanium Transportation Group and Atlas Engineered Products, and is intended for informational purposes only.
An intuitive way to find companies under this thesis is to screen for positive earnings per share over the past year, coupled with falling stock prices, then comb through income statements for profitable long-term track records that appear to be trading at a discount.
Here are three of the most compelling stocks this recipe produced for me on September 3, 2025, each offering ample evidence for having fallen well below their businesses’ value-creation potential, despite tariff pressures.
Data Communications Management
Our first tariff-troubled stock, Data Communications Management, market capitalization C$81.32 million, is Canada’s second-largest print and communications company, streamlining workflows for more than 2,500 clients, including 70 of the 100 largest Canadian corporations and top government agencies. Services on offer include customized printing, campaign management, digital signage, as well as digital asset management.
Over the past five years, the company grew revenue from C$235.33 million in 2021 to C$479.96 million in 2024, plus more than C$236 million through Q1 and Q2 2025, all while decreasing debt, driven by a diversified client base and revenue distribution (see slide 9 of the company’s August 2025 investor presentation).
Gross profitability grew in tandem, from C$69.54 million in 2021 to C$130.07 million in 2024, with operations becoming increasingly profitable on an adjusted EBITDA basis every year over the period, while remaining profitable on a net income basis every year – except 2023 because of a strategic acquisition – plus C$8.82 million earned in the first half of 2025.
With C$36 million in available capital to advance technological development and capitalize on attractive M&A opportunities in what it sees as a fragmented more than C$10 billion Canadian market, and a highly aligned leadership team with 26.67 per cent insider ownership steering the ship, the company’s long-term future is undoubtedly an optimistic one.
Investors disagree, tanking Data Communications Management stock (TSX:DCM) by 49.83 per cent year-over-year (YoY), as business sentiment sours and marketing budgets shrink in the face of US tariffs, masking how a growing profitable business has earned investors a more than 500 per cent return since 2020.
Titanium Transportation Group
Our second stock throwing an overblown tariff tantrum is Titanium Transportation Group, market capitalization C$68.38 million, a top North American transportation company with approximately 1,300 employees and independent owner operators serving more than 1,000 customers.
The company has completed 13 acquisitions since 2011, and has been recognized by both Canadian Business and The Globe and Mail as one of Canada’s fastest-growing companies. On the income statement, this translates into revenue growth from C$200.74 million in 2020 to C$460.25 million in 2024, followed by more than C$240 million through Q1 and Q2 2025.
Titanium’s leadership team justified the business’ growing market share with a 19.3 per cent EBITDA compound annual growth rate (CAGR) from 2017-2024, including net income in four out of the past five years, except in 2024 because a large tariff-related C$23.1 million non-cash impairment charge.
It’s this impairment charge that has pushed Titanium Transportation stock (TSX:TTNM) into a more than 30 per cent loss YoY, and a slight 5.73 per cent loss since 2020, despite the company’s profitable history, as well as numerous value-accretive milestones in 2025 in the face of tepid demand as a definitive US-Canada trade deal remains in flux, including operating cash flow growth, revenue growth, debt reduction and a return to positive net income, revealing the stock be a compelling contrarian play.
As Ted Daniel, Titanium’s founder and chief executive officer, said in the Q2 2025 news release, “As industry fundamentals stabilize, we are confident that Titanium is positioned to emerge as a stronger, more efficient operator, delivering sustainable growth and long-term value for shareholders.”
With C$16.4 million in cash as of Q2 2025, a cash-flowing business and a highly fragmented US market to be patient with until value presents itself (see slide 7 of the company’s Q1 2025 investor deck), look for Titanium to encourage a stock re-rating with more acquisitions, adding to its history of efficient growth, as tariffs work their way into the economy, prices adjust and business demand settles into the new normal.
Atlas Engineered Products
Last in our trio of stocks in too much of a tariff tumble is Atlas Engineered Products, market capitalization C$50.58 million, one of Canada’s top providers of manufactured and engineered structural wood products for residential and commercial construction.
The company has made nine acquisitions since 2017 at an average EBITDA of 3x, resulting in a 12.5 per cent revenue CAGR and a 17.5 per cent EBITDA CAGR over the past five years. This span includes positive net income every year, except 2024, when, much like Titanium Transportation, Atlas ended the year with a net loss, weighed down by falling housing starts as inflation and interest rates brace for the next tariff bombshell.
Net losses continued in Q1 (C$850,000) and Q2 2025 (C$710,000), though revenue grew YoY and adjusted EBITDA grew sequentially, the company added a pair of acquisitions at less than 1x revenue, and quotations increased at a record YoY pace of nearly C$34 million from January to July 2025, demonstrating Atlas’ ability to deliver organic, value-conscious growth in the face of economic adversity.
Over the coming years, the company expects to increase output by 100 per cent, while cutting labour inputs in half, thanks to an automated robotic manufacturing facility in Ontario, construction for which is fully funded and now underway, as it continues to develop a robust acquisition pipeline with C$5.26 million in cash and equivalents to deploy as of Q2 2025.
On track for growth and margin improvement, with demand expected to rise as the Canadian housing shortage reaches 3.5 million units by 2030, Atlas’s well-aligned management team at 14 per cent insider ownership, including a founding CEO and long-tenured CFO, is in a position to continue fostering shareholder value by increasing operational efficiency and pricing power.
The broader market sees things differently, causing Atlas Engineered stock (TSXV:AEP) to plummet by 44.62 per cent YoY, which should not keep you from noticing the 176.92 per cent return since 2020, in line with the business’ profitable growth and the rosy expectations for it carrying on into the future.
Join the discussion: Find out what investors are saying about these tariff-sensitive stocks on the Data Communications Management Corp., Titanium Transportation Group Inc. and Atlas Engineered Products Ltd. Bullboards and make sure to explore the rest of Stockhouse’s stock forums and message boards.
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