Keyera Corp.

Informe acción TSX:KEY

Capitalización de mercado: CA$13.4b

Keyera Dirección

Dirección controles de criterios 4/4

El CEO de Keyera es C. Setoguchi , nombrado en Feb 2020, tiene una permanencia de 6.25 años. compensación anual total es CA$5.64M, compuesta por 13.8% salario y 86.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.11% de las acciones de la empresa, por valor de CA$14.76M. La antigüedad media del equipo directivo y de la junta directiva es de 6 años y 5.3 años, respectivamente.

Información clave

C. Setoguchi

Chief Executive Officer (CEO)

CA$5.6m

Compensación total

Porcentaje del salario del CEO13.75%
Permanencia del CEO6.3yrs
Participación del CEO0.1%
Permanencia media de la dirección6yrs
Promedio de permanencia en la Junta Directiva5.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Apr 23

KEY: Balance Sheet Capacity Will Support Execution And Future Upside Potential

Keyera's updated fair value estimate has risen from CA$54.69 to CA$56.00, reflecting analysts' recent price target increases that highlight factors such as balance sheet capacity and modestly adjusted assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Keyera has focused on a series of higher price targets in the CA$54 to CA$58 range, with several firms reaffirming positive ratings on the shares.
Actualización de narrativa Apr 08

KEY: Balance Sheet Capacity And Execution Risk Will Guide Future Fairly Valued Returns

Narrative Update on Keyera The updated analyst price target for Keyera edges higher to CA$54.69 from CA$54.46, reflecting recent target increases across several firms, as analysts point to what they see as underappreciated balance sheet capacity and adjust their P/E and growth assumptions. Analyst Commentary Recent Street research on Keyera clusters around higher price targets, with several firms adjusting their models and only a few trimming expectations.
Actualización de narrativa Mar 25

KEY: Balance Sheet Capacity And Execution Risk Will Shape Future Fairly Valued Returns

Keyera's analyst price target is nudged higher as the model fair value edges up to CA$54.46. Analysts generally point to stronger perceived balance sheet capacity and a series of recent price target hikes across major firms.
Actualización de narrativa Mar 11

KEY: Balance Sheet Capacity And Execution Risk Will Guide Balanced Future Returns

Keyera's fair value estimate edges up to about CA$54.31 from CA$54, as analysts lift price targets into the CA$54 to CA$58 range. They cite underappreciated balance sheet capacity and reaffirmed positive ratings across multiple firms.
Actualización de narrativa Feb 24

KEY: Balance Sheet Capacity And Execution Risk Will Shape Future Share Performance

Analysts have nudged their average fair value estimate for Keyera higher to CA$54.00 from CA$51.69, citing a series of recent CA$1 to CA$7 price target increases across major firms that highlight what they see as underappreciated balance sheet capacity. Analyst Commentary Recent research updates show a cluster of price target changes around the low to high CA$50s, with several firms focusing on what they see as Keyera's financial flexibility and execution risk.
Actualización de narrativa Feb 09

KEY: Mixed Margin Outlook And Steady Assumptions Will Shape Future Share Performance

Narrative Update on Keyera The analyst price target for Keyera has shifted as recent Street research, including a C$2 reduction at TD Securities, a C$1 increase at Scotiabank, and a move to C$51 from C$54 at BMO Capital, reflects updated views on its profit margin outlook and future P/E assumptions. Analyst Commentary Recent research around Keyera centers on how its profit margins and P/E assumptions line up with current valuation, with some analysts trimming targets and others nudging them higher.
Actualización de narrativa Jan 26

KEY: Execution On Projects And Cost Control Will Support Future Share Price Upside

Narrative Update on Keyera Our updated analyst price target for Keyera shifts slightly lower to about C$51.70 from roughly C$51.90. This reflects a mix of recent target cuts and raises from analysts who now factor in modestly adjusted growth, margin, discount rate, and P/E assumptions.
Actualización de narrativa Jan 11

KEY: Revised Cash Flow Outlook Will Support Future Share Price Upside

Analysts have reduced their price target on Keyera to C$51 from C$54, reflecting updated views on fair value, discount rates, revenue growth assumptions and expected P/E levels. Analyst Commentary Recent research updates show that analysts are adjusting their fair value views on Keyera, but still see a supportive backdrop for the stock relative to their rating stance.
Actualización de narrativa Dec 25

KEY: Higher Uptime Will Drive Stronger Q3 Earnings And Share Price Upside

Analysts have modestly raised their price target on Keyera by C$3 to C$45, citing expectations for sequentially stronger Q3 earnings and steady growth across the company’s core business. Analyst Commentary Bullish analysts view the higher price target as supported by improving operational performance, particularly the anticipated sequential uplift in Q3 earnings driven by stronger uptime across base assets.
Actualización de narrativa Dec 11

KEY: Improved Asset Uptime Will Support Stronger Earnings And Share Price Upside

Analysts have modestly raised their price target on Keyera, with fair value estimates increasing from about C$50.71 to C$51.43. They cite expectations for sequential Q3 earnings improvement driven by higher base asset uptime and steady growth across the core business.
Artículo de análisis Sep 15

Keyera Corp.'s (TSE:KEY) Shareholders Might Be Looking For Exit

With a price-to-earnings (or "P/E") ratio of 19.4x Keyera Corp. ( TSE:KEY ) may be sending bearish signals at the...
Artículo de análisis Aug 31

Do Keyera's (TSE:KEY) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Aug 10

Keyera (TSE:KEY) Is Paying Out A Larger Dividend Than Last Year

The board of Keyera Corp. ( TSE:KEY ) has announced that it will be increasing its dividend by 3.8% on the 30th of...
Artículo de análisis Jun 13

Here's Why Keyera (TSE:KEY) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis May 29

Some Shareholders Feeling Restless Over Keyera Corp.'s (TSE:KEY) P/E Ratio

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
User avatar
Nueva narrativa Nov 27

Unlocking Growth Potential With Innovative Expansion And Strategic Resilience

Advancements in growth projects and infrastructure could boost net capacity, revenue, and margins through increased demand and service expansion.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de C. Setoguchi en comparación con los beneficios de Keyera?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

CA$180m

Dec 31 2025CA$6mCA$775k

CA$432m

Sep 30 2025n/an/a

CA$431m

Jun 30 2025n/an/a

CA$530m

Mar 31 2025n/an/a

CA$546m

Dec 31 2024CA$5mCA$735k

CA$487m

Sep 30 2024n/an/a

CA$447m

Jun 30 2024n/an/a

CA$340m

Mar 31 2024n/an/a

CA$357m

Dec 31 2023CA$5mCA$700k

CA$424m

Sep 30 2023n/an/a

CA$293m

Jun 30 2023n/an/a

CA$338m

Mar 31 2023n/an/a

CA$352m

Dec 31 2022CA$5mCA$670k

CA$328m

Sep 30 2022n/an/a

CA$500m

Jun 30 2022n/an/a

CA$447m

Mar 31 2022n/an/a

CA$352m

Dec 31 2021CA$5mCA$650k

CA$324m

Sep 30 2021n/an/a

CA$159m

Jun 30 2021n/an/a

CA$123m

Mar 31 2021n/an/a

CA$62m

Dec 31 2020CA$2mCA$387k

CA$62m

Sep 30 2020n/an/a

CA$167m

Jun 30 2020n/an/a

CA$288m

Mar 31 2020n/an/a

CA$494m

Dec 31 2019CA$2mCA$390k

CA$444m

Compensación vs. Mercado: La compensación total de C.($USD4.09M) está por debajo de la media de empresas de tamaño similar en el mercado Canadian ($USD7.51M).

Compensación vs. Ingresos: La compensación de C. ha sido consistente con los resultados de la empresa en el último año.


CEO

C. Setoguchi (58 yo)

6.3yrs
Permanencia
CA$5,635,262
Compensación

Mr. C. Dean Setoguchi has been Chief Executive Officer and Director at Keyera Corp. since January 1, 2021. Mr. Setoguchi serves as President of Keyera Corporation since February 2020 and served as its Chie...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
C. Setoguchi
President6.3yrsCA$5.64m0.11%
CA$ 14.8m
Eileen Marikar
Senior VP & CFO6yrsCA$2.49m0.018%
CA$ 2.5m
Christy Elliott
Senior VP of Sustainability & External Affairs3.3yrsCA$1.63m0.0067%
CA$ 895.1k
K. Urquhart
Senior Vice President of Liquids Business Unit9.3yrsCA$2.14m0%
CA$ 0
Dan Cuthbertson
General Manager of Investor Relationsno datasin datossin datos
Amanda Condie
Manager of Corporate Communicationsno datasin datossin datos
Bradley Slessor
Senior Vice President of G&P and NGL Pipelines Business Unitless than a yearsin datos0.0057%
CA$ 762.6k
Calvin Locke
Manager of Investor Relationsno datasin datossin datos
6.0yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de KEY es experimentado (6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
C. Setoguchi
President5.3yrsCA$5.64m0.11%
CA$ 14.8m
John Goertzen
Lead Independent Director6.8yrsCA$366.17k0.010%
CA$ 1.3m
T. Kitchen
Independent Director1yrCA$174.60k0.0022%
CA$ 291.7k
Thomas O'Connor
Independent Director12.3yrsCA$369.10k0.0037%
CA$ 496.4k
Charlene Ripley
Independent Director8.9yrsCA$370.46ksin datos
James Bertram
Independent Chairman of the Board23.2yrsCA$343.16k0.24%
CA$ 32.4m
Janet Woodruff
Independent Director10.9yrsCA$336.67k0.00093%
CA$ 124.4k
Renee Zemljak
Independent Directorless than a yearsin datossin datos
Isabelle Brassard
Independent Director3.9yrsCA$271.84ksin datos
Michael Crothers
Independent Director4.9yrsCA$271.76k0.0017%
CA$ 232.8k
Bob Pritchard
Independent Director1yrCA$174.60k0.0087%
CA$ 1.2m
5.3yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de KEY se considera experimentada (5.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 17:07
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Keyera Corp. está cubierta por 28 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Nathan HeywoodATB Cormark
Brent WatsonATB Cormark Historical (Cormark Securities)
Christopher TillettBarclays