Cenovus Energy Inc.

NYSE:CVE Lagerbericht

Marktkapitalisierung: US$51.7b

Cenovus Energy Zukünftiges Wachstum

Future Kriterienprüfungen 0/6

Cenovus Energy wird ein jährliches Gewinn- und Umsatzwachstum von 1.3% bzw. 4.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 10.1% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 16.2% betragen.

Wichtige Informationen

1.3%

Wachstumsrate der Gewinne

10.14%

EPS-Wachstumsrate

Oil and Gas Gewinnwachstum10.9%
Wachstumsrate der Einnahmen4.4%
Zukünftige Eigenkapitalrendite16.19%
Analystenabdeckung

Low

Zuletzt aktualisiert21 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • May 21

Cenovus: Strong Operator, Limited Upside

Summary Cenovus Energy has surged 75% YTD, driven by higher oil prices and robust integrated operations across upstream and downstream segments. CVE’s low-cost oil sands operations, strong free cash flow, and disciplined capital allocation support reliable 10%+ annual dividend growth and active share buybacks. Growth catalysts include the West White Rose project and Christina Lake redevelopment, with production set to exceed 1 million BOE/d through 2028. Despite quality assets and financial strength, CVE trades near peer multiples and is rated Hold, lacking a clear catalyst for multiple expansion at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Apr 29

Cenovus: Despite Lower Expected Oil Prices, Excellent Growth Potential With Reasonable Debt

Summary The company expects to increase its production at a 4.40% CAGR between 2024 and 2028. Cenovus has a reasonable debt level. In 2024, it reported a 47.35% liabilities-to-assets ratio. The first DCF model suggests that the company is undervalued by 81.71%, while the pessimistic DCF valuation indicates that CVE is overvalued by 19.63%. Read the full article on Seeking Alpha
Seeking Alpha • Dec 03

Cenovus Energy: Even More Attractive

Summary Cenovus Energy's shares have declined, but the company is ramping up cash returns to shareholders, leading to a fast-growing shareholder yield. A favorable US administration, undemanding valuation, and positive business growth outlook make Cenovus Energy an attractive investment. Cenovus generated strong cash flows despite low oil prices, with a 25% operating cash flow yield and an 8x free cash flow multiple. Cenovus Energy's low valuation, solid growth outlook, and robust buyback pace make it a compelling buy at current prices. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

Cenovus: Record Valuation Discount Could Set Up Strong Returns

Summary Cenovus delivered a solid Q3 with upstream production above expectations as the turnaround at Christina Lake was finished ahead of time. Downstream remains a drag on group performance, yet management is actively adressing challenges, with key work at its Lima refinery done during the turnaround and feedstock cost effects likely easing. With relative valuation at its lowest in several years, we reiterate shares at Overweight and a ~84% upside to our US$30/sh price target. Read the full article on Seeking Alpha
Seeking Alpha • Nov 01

Cash-Flow Gusher: Why Cenovus Remains One Of My Favorite Energy Plays

Summary Canada's rich reserves and export growth make Cenovus Energy a compelling dividend stock, especially with rising U.S. demand and expanded access to Asian markets. Cenovus' integration of upstream and downstream assets strengthens its profitability. Strategic pipelines and refinery access further boost its long-term value. With steady cash flow, a solid balance sheet, and aggressive shareholder returns, CVE is well-positioned for growth, making it a key pick for dividend income. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Cenovus Energy: A Cash Flow Monster

Summary Cenovus Energy has achieved its net debt target, allowing for increased shareholder returns through buybacks and dividends, enhancing investor value. Despite recent oil price volatility, Cenovus remains profitable and could benefit from potential price rebounds and reduced Canadian-US crude price differentials. The company's low valuation compared to peers makes its buybacks highly accretive, promising substantial returns for investors. Risks include potential recession impacts, execution challenges in growth projects, and political risks, but Cenovus' strong balance sheet offers some protection. Read the full article on Seeking Alpha
Seeking Alpha • Aug 02

Cenovus Energy: Net Debt Target Bullseye So Here Comes The Cash

Summary Cenovus Energy hit the net debt target in July. Cenovus Energy to direct 100% of excess free cash flow to shareholder returns beginning with the third quarter. That is a whole lot more money available to shareholder returns. Cenovus needs a history as an integrated company with optimized acquisitions. Management highlighted the cost control progress by revising 2024 guidance. The growth shown by the margin and cash flow measures is likely to continue for the second half of the fiscal year. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

The Negativity Toward Cenovus Energy Is Overdone

Summary Cenovus Energy Inc. has underperformed its peers. We expect near-term catalysts to improve sentiment and push Cenovus Energy shares higher over the coming months. Longer-term gains will come from the company’s powerful economic model and higher oil prices. Read the full article on Seeking Alpha
Seeking Alpha • Jun 05

Cenovus Energy: 29% Dividend Hike Is Just The Beginning

Summary Cenovus Energy has raised its dividend by 29% due to declining debt levels and strong free cash generation. The company's oil sands operations generate attractive cash flows with low break-even costs. Cenovus plans to increase production and expects to grow its dividend at an annual rate of 13-14% in the coming years. Read the full article on Seeking Alpha
Seeking Alpha • May 12

Cash Flow Gusher: How Cenovus Energy Can Shower You With Dividends

Summary Canadian oil sands are looking to boost output by 15% through 2030, providing a valuable source of supply growth in a world without U.S. shale growth. Cenovus Energy, a Canadian oil company, has strong growth prospects and a future-proof business model with diversified operations in upstream production and refining. Cenovus generated $3.2 billion in operating income in Q1 2024 and plans to return excess free cash flow to shareholders through dividends and buybacks. Read the full article on Seeking Alpha
Seeking Alpha • Apr 10

Cenovus Energy: My Top Pick Among Canadian Majors

Summary Startup of the Canadian Trans Mountain Pipeline will ease previous transportation bottlenecks and likely provide a significant tailwind to local benchmark WCS pricing. While all Canadian majors should profit from this, I see Cenovus Energy as having the most leverage towards both WCS differentials and a generally favorable oil price outlook. I estimate CVE can hit its net debt target by Q3, allowing for 100% of FCF to be allocated towards shareholders for a potential ~7.3% total distribution yield (peers ~6.5%). Despite strong fundamentals, Canadian oils still trade at ~20% discount to US majors, with CVE's historical premium vs. peers having eroded recently. I see a favorable set-up for CVE as I estimate the market to gradually price in lower differentials and higher shareholder returns and initiate at Overweight (PT $34). Read the full article on Seeking Alpha
Seeking Alpha • Feb 18

Cenovus Energy: Possibly One Of The Most Undervalued Energy Stocks

Summary Cenovus Energy achieved significant operational milestones in Q4'23, including the successful restart of two refineries and progress on the TMX pipeline. Canadian oil industry is expected to benefit from the TMX pipeline, potentially reducing oil differentials and boosting profitability. Despite headwinds, Cenovus Energy remains committed to debt reduction and returning excess free cash flow to shareholders, offering attractive investment opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Cenovus Energy: The Waiting Is The Hardest Part

Summary Cenovus Energy Inc. stock has seen a 30% increase since June, peaking above $21 recently. The stock has trended down due to concerns over oil demand in 2024, but may present a buying opportunity. Analysts rate Cenovus Energy as a buy, with price targets ranging from $19.13 to $27.02, a potential 30% increase from current levels. We are calling a buy on plans for increased production and new demand coming from the soon-to-open TMX pipeline. Read the full article on Seeking Alpha
Seeking Alpha • Nov 06

Canada's Best - Cenovus Is A Significantly Undervalued Buyback Powerhouse

Summary Cenovus Energy is one of Canada's best energy stocks, with deep reserves, a strong balance sheet, and a plan to distribute 100% of its free cash flow to shareholders. The company's focus on buybacks is driven by its belief that the stock is undervalued, benefiting shareholders with potential for significant appreciation. Despite the volatility of energy stocks, accumulating Cenovus shares during dips could be a wise long-term investment strategy. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:CVE - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (CAD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202859,0425,8047,77813,2461
12/31/202753,3646,2507,50713,0674
12/31/202658,9337,9058,72814,6684
3/31/202648,7534,6314,2469,094N/A
12/31/202549,6963,9163,3218,228N/A
9/30/202551,6263,1212,8247,849N/A
6/30/202552,2502,6482,9758,192N/A
3/31/202554,5132,7923,4178,625N/A
12/31/202454,2773,1064,2209,235N/A
9/30/202454,5983,7035,44510,152N/A
6/30/202455,3564,7476,03010,416N/A
3/31/202453,0054,6135,3669,599N/A
12/31/202352,2044,0733,0907,388N/A
9/30/202353,1334,1143,0107,412N/A
6/30/202356,0273,8594,5208,763N/A
3/31/202362,9615,4265,6899,752N/A
12/31/202266,8976,4157,69511,403N/A
9/30/202266,5605,2247,34810,617N/A
6/30/202261,7904,1665,6168,666N/A
3/31/202253,2621,9584,2947,056N/A
12/31/202146,3575533,3565,919N/A
9/30/202136,3808162,0073,985N/A
6/30/202127,338801,0962,579N/A
3/31/202118,875-371-720376N/A
12/31/202013,543-2,379-586273N/A
9/30/202014,631-2,113-166763N/A
6/30/202015,708-1,732-204865N/A
3/31/202019,1372871,8022,974N/A
12/31/201920,5422,194N/A3,285N/A
9/30/201919,888731N/A3,030N/A
6/30/201921,009302N/A3,455N/A
3/31/201921,238-1,892N/A2,713N/A
12/31/201820,843-2,916N/A2,154N/A
9/30/201821,378-2,342N/A2,569N/A
6/30/201819,907-1,825N/A1,902N/A
3/31/201818,1121,143N/A2,608N/A
12/31/201717,0432,268N/A3,059N/A
9/30/201715,2882,835N/A2,323N/A
6/30/201713,8472,505N/A2,041N/A
3/31/201712,556-284N/A1,007N/A
12/31/201611,006-459N/A861N/A
9/30/201610,606-891N/A1,019N/A
6/30/201610,934965N/A1,251N/A
3/31/201611,9141,322N/A1,381N/A
12/31/201511,529914N/A1,474N/A
9/30/201514,378787N/A2,020N/A
6/30/201516,075-660N/A2,570N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: CVEDas prognostizierte Gewinnwachstum (1.3% pro Jahr) liegt unter der Sparquote (3.5%).

Ertrag vs. Markt: CVEDie Erträge des Unternehmens (1.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (17% pro Jahr).

Hohe Wachstumserträge: CVEDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: CVEDie Einnahmen des Unternehmens (4.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.9% pro Jahr).

Hohe Wachstumseinnahmen: CVEDie Einnahmen des Unternehmens (4.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: CVEDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (16.2%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/01 04:29
Aktienkurs zum Tagesende2026/05/29 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Cenovus Energy Inc. wird von 40 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Harshit GuptaAccountability Research Corporation
Patrick O'RourkeATB Cormark
Brent WatsonATB Cormark Historical (Cormark Securities)