Modular Housing And Utilities Trends Will Expand Global Infrastructure

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Jun 25

Updated

11 Dec 25

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AnalystConsensusTarget's Fair Value

n/a

1Y

11.2%

7D

0.2%

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1Y

11.2%

7D

0.2%

You can edit this narrative until Dec 12 12:05 AM. Then, changes will post as Updates.

Author's Valuation

CA$58.338.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

ACO.X: Regulated Utilities Will Likely Support Modest Upside Amid Fair Valuation

ATCO's analyst price target has inched higher to approximately C$58, reflecting a series of upward revisions from C$51 to C$64 as analysts factor in steadier regulated utility performance, alongside moderated expectations for its power operations in a more volatile market backdrop. Analyst Commentary Bullish analysts continue to edge price targets higher across the board, signaling improving confidence in ATCO's ability to execute on its regulated utility strategy while managing exposure to more cyclical power markets.

Shared on 26 Nov 25

Fair value Increased 1.45%

ACO.X: Regulated Utilities Will Likely Sustain Performance as Sector Trends Remain Steady

ATCO's analyst price target has modestly increased from $57.50 to $58.33, as analysts cite resilient regulated utility performance and steady sector trends as reasons for their upward revisions. Analyst Commentary Recently, analysts have updated their perspectives and target prices for ATCO, reflecting a blend of optimism for the company’s regulated utility segment and tempered caution for areas like power generation and market volatility.

Shared on 11 Nov 25

Fair value Increased 3.21%

ACO.X: Regulated Utilities Segment Will Likely Support Steady Performance Amid Volatility

The consensus analyst price target for ATCO has increased from approximately C$55.71 to C$57.50. This reflects analysts’ expectations for continued strength in the company’s regulated utilities and a favorable industry outlook, despite recent volatility in markets and credit spreads.

AnalystConsensusTarget Fair Value

CA$58.33

8.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.56%

Other Utilities revenue growth rate

0.14%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.77%

Calculation

CA$575.73m

Earnings '28

x

13.69x

PE Ratio '28

=

CA$7.88b

Market Cap '28

CA$7.88b

Market Cap '28

/

111.71m

No. shares '28

=

CA$70.55

Share Price '28

CA$70.55 Share Price '28

Discounted to 2025 @ 6.77% p.a.

=

CA$57.96

Fair Value '25