Canadian traders searching for progress and resilience in 2026 have quite a lot of glorious choices to select from. In truth, there are too many to incorporate in a single piece.
That stated, I’ve acquired three prime TSX heavyweights on this record boasting rock-solid fundamentals that place these firms for outsized returns amid financial uncertainty.
For individuals who need in, let’s dive in!
Supply: Getty Pictures
Shopify
Shopify’s (TSX:SHOP) e-commerce empire is firing on all cylinders.
With analysts projecting 30% income progress for Q1 2026 and gross revenue anticipated to surge 27% year-over-year, there’s quite a bit to love about this progress inventory’s long-term outlook.
Maybe extra importantly, Shopify’s steadiness sheet shines with a debt-to-equity ratio of simply 0.09, a present ratio of three.9, internet margin of 16.7%, and gross margin at 48.8%. These metrics mixed have fueled very spectacular low-to-mid-teens free money circulate margins. Analysts love Shopify for these causes and others, with the e-commerce platform supplier remaining a robust purchase with value targets that counsel loads of value appreciation is forward.
I agree.
Restaurant Manufacturers
The powerhouse behind Burger King, Tim Horton’s, Popeye’s and different quick meals franchises, Restaurant Manufacturers (TSX: QSR) is considered one of my prime defensive picks for traders in 2026.
Certainly, I count on we’ll see a flood of investor capital searching for capital-oriented companies with stable manufacturers and constant buyer bases. Restaurant Manufacturers checks all bins on this entrance.
The corporate crushed This fall 2025 estimates, bringing in $0.96 in earnings per share versus $0.94 anticipated. Impressively, that quantity is up from $0.81 final yr, and reaffirmed 3.5% annual income progress to $10.1 billion by 2028. Moreover, the corporate is committing over $1.6 billion in 2026 capital returns by way of a $2.60 annual dividend (3.78% yield) and buybacks. These payouts are backed by constant beats like Q3’s 3% EPS shock.
Positive, Restaurant Manufacturers’ debt-to-equity ratio sits at 3 instances with curiosity protection of 4.3 instances. Nonetheless, shrinking leverage and 11 years of dividend hikes make it a defensive dividend dynamo.
Agnico Eagle Mines
With a stable run in valuable metals persevering with, Agnico Eagle Mines (TSX:AEM) stays considered one of my prime choices for traders trying to trip this bull market to new highs.
Operationally, Agnico is likely one of the greatest in its sector. This previous quarter, the corporate reported $2.69 adjusted EPS (beating $2.56) and $3.6 billion in income (10% over estimates). Importantly, 2026 gold manufacturing steering got here in at 3.3–3.5 million ounces. That implies loads of income and earnings progress may very well be forward, and this firm’s valuation is just too low.
Any time I see a scenario like this the place fundamentals scream energy, I’ve to take a deeper look. And regardless of the inventory value surge traders see above, the corporate’s fortress steadiness sheet with $2.7 billion internet money ought to present insulation to future downturns, if we do see gold costs finally take a breather.
It is a long-term holding value contemplating, for my part.