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Lightspeed Commerce Stock And 2 Canadian Insider Growth Stocks

Simply Wall St · 3d ago

With the 10 year US Treasury yield recently touching 5.11% for the first time since 2007, investors are being forced to rethink where growth really justifies the risk. Higher bond income makes it harder for weaker stories to compete, which throws more attention on Canadian businesses where insiders have meaningful skin in the game. This article highlights three fast growing, heavily owner led stocks from that group.

The three stocks that follow are just a sample from this fast growing, insider owned group. The full screen surfaces 45 more companies with equally compelling narratives that are not covered here.

To go beyond the shortlist and systematically identify and analyze your own high conviction ideas, head straight into the Fast Growing Stocks With High Insider Ownership screener.

Lightspeed Commerce (TSX:LSPD)

Lightspeed Commerce builds cloud-based tools that let retailers, restaurants and golf venues run their front of house, back office and payments through a single platform. Its growth is tied closely to subscription software and integrated payments, which management and analysts view as key recurring revenue engines.

Lightspeed generates about US$1.2b from Software & Programming, largely through its SaaS and payments platform, and the stock carries a roughly CA$1.7b market value.

As a growth candidate in this screener, Lightspeed Commerce matters because its software plus payments engine links every new merchant, every extra location and every transaction to recurring, potentially higher margin revenue. This is a structure that can support long term compounding.

"While Lightspeed Commerce is benefiting from the expansion of global e-commerce and the rising adoption of cashless payments, which are driving higher transaction-based revenue and payments penetration, the company faces ongoing competition from larger, consolidated ecosystem players such as Shopify, Clover, and Amazon."

How margins evolve from this point will depend heavily on one unresolved pressure that could tighten or widen the gap between promise and delivery.

That pressure point is exactly what the full narrative for Lightspeed Commerce breaks down, showing where competition, payments economics, and operating discipline could be masking the next leg of the story.

TSX:LSPD Revenue & Expenses Breakdown as at Sep 2026
TSX:LSPD Revenue & Expenses Breakdown as at Sep 2026

Colliers International Group (TSX:CIGI)

Colliers International Group runs a broad commercial real estate and engineering platform, yet its capital markets and investment management arms are the clearest tie to the fast growing, insider led theme. These sit alongside sizeable commercial real estate services of about $3.5b, engineering at $1.9b, investment management at $562 million, and a market value near CA$6.7b.

Colliers relies on a growing mix of transaction services and long term fund management that can scale as commercial property values and deal volumes move higher.

"The growing interest from institutional and private wealth channels in alternative asset classes such as data centers, student housing, infrastructure, and credit solutions is driving segment diversification and AUM growth in the investment management business, supporting future recurring fee revenue and higher net margins."

Future returns for shareholders could differ significantly depending on how one quiet shift in the mix of earnings affects margins.

That earnings mix shift is where the real story starts, and the full narrative for Colliers International Group shows how Colliers International Group could turn that quiet change into accelerating fee power.

TSX:CIGI Revenue & Expenses Breakdown as at Sep 2026
TSX:CIGI Revenue & Expenses Breakdown as at Sep 2026

Allied Gold (TSX:AAUC)

Allied Gold is a Toronto based precious metals producer with its growth story tightly linked to the Sadiola project in Mali, supported by revenue from the Sadiola Mine at about $733 million, Bonikro at $418 million and Agbaou at $343 million, and a roughly CA$4.5b market value.

For investors focused on fast growing businesses where leadership backs an optimistic plan, Allied Gold brings together a flagship African gold portfolio and insider alignment that give real weight to its growth story.

"Allied Gold's substantial, performance-based exploration budget, now nearly doubled, combined with strong initial drilling results and management's public confidence in multiple new satellite discoveries across West Africa, points to an imminent and sustained upgrade in mineral inventory and mine lives, supporting a structurally higher long-term production base and setting the stage for growth in both revenue and long-run valuation multiples."

What really decides how much of that potential reaches shareholders is how one quietly rising cost and funding pressure shapes future margins and cash generation.

That rising cost pressure is exactly what the full narrative for Allied Gold unpacks in detail, showing where accelerating inventory potential could be masking much bigger upside for Allied Gold.

TSX:AAUC Revenue & Expenses Breakdown as at Sep 2026
TSX:AAUC Revenue & Expenses Breakdown as at Sep 2026

Seeking Alternatives Before The Crowd?

Fresh ideas move first, and the best entries often appear just before momentum turns into a full breakout. Scan these under the radar lists now, then review them while the opportunity may still be early.

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.