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Update shared on03 Oct 2025

Fair value Increased 3.68%
AnalystConsensusTarget's Fair Value
CA$18.78
4.5% undervalued intrinsic discount
03 Oct
CA$17.94
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1Y
26.9%
7D
-13.1%

Analysts have raised their fair value estimate for SECURE Waste Infrastructure from $18.11 to $18.78, citing recent upward revisions to target prices and ongoing confidence in the company’s outlook.

Analyst Commentary

Bullish Takeaways
  • Bullish analysts have raised price targets multiple times in recent months. This reflects growing confidence in SECURE Waste Infrastructure's valuation and business execution.
  • Upward revisions in target prices suggest an optimistic outlook on the company's ability to deliver sustainable growth.
  • Continued recommendations to Buy or Outperform indicate a solid belief in the company’s potential to outperform its sector peers.
  • Stable or increasing price targets, even following quarterly updates, highlight trust in management’s strategic direction and ability to execute on expansion plans.
Bearish Takeaways
  • Some bearish analysts have expressed caution by downgrading the stock to a Market Perform rating. This is primarily due to valuation concerns following significant price appreciation.
  • The lack of upward movement in certain price targets signals skepticism about upside potential at current valuation levels.
  • Post-earnings reports indicate that the prevailing sentiment among more conservative analysts is that much of the company’s growth prospects are already reflected in the share price.

What's in the News

  • Completed a share repurchase tranche during the period from April 1, 2025, to June 30, 2025, totaling 1,681,100 shares (0.73%) for CAD 25 million (Key Developments).
  • Total repurchased shares under the active buyback program reached 7,401,949 (3.17%) for CAD 111.01 million, as announced on December 18, 2024 (Key Developments).

Valuation Changes

  • The Fair Value Estimate has risen slightly from CA$18.11 to CA$18.78, reflecting improved analyst assessments.
  • The Discount Rate has decreased marginally from 6.30% to 6.16%, suggesting a modestly lower perceived risk profile.
  • The Revenue Growth projection remains negative, but the rate has improved from -70.60% to -67.16%.
  • The Net Profit Margin has fallen significantly from 96.60% to 70.40%, indicating reduced projected profitability.
  • The Future P/E Ratio has increased slightly from 15.0x to 15.3x, pointing to a modest upward adjustment in valuation multiples.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.