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North American Construction Group Ltd.Informe acción TSX:NOA

Capitalización bursátil CA$526.3m
Precio de las acciones
CA$19.08
CA$28
31.9% infravalorado descuento intrínseco
1Y-19.2%
7D-6.6%
1D
Valor de la cartera
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North American Construction Group Ltd.

Informe acción TSX:NOA

Capitalización de mercado: CA$526.3m

North American Construction Group (NOA) Resumen de Acciones

North American Construction Group Ltd. presta servicios de minería y construcción civil pesada a clientes de los sectores de explotación de recursos y construcción industrial en Australia, Canadá y Estados Unidos. Saber más

Análisis fundamental de NOA
Puntuación del snowflake
Valoración6/6
Crecimiento futuro4/6
Rendimiento pasado0/6
Salud financiera2/6
Dividendos4/6

NOA Community Fair Values

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Competidores de North American Construction Group Ltd.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del North American Construction Group
Precios históricos de las acciones
Precio actual de la acciónCA$19.08
Máximo en las últimas 52 semanasCA$24.90
Mínimo de 52 semanasCA$16.45
Beta1.16
Cambio en 1 mes-3.34%
Variación en 3 meses-16.46%
Cambio de 1 año-19.15%
Variación en 3 años-24.20%
Variación en 5 años12.50%
Variación desde la OPV2.64%

Noticias y actualizaciones recientes

Actualización de narrativa May 11

NOA: Share Repurchases And 2026 Revenue Guidance Will Support Future Upside

Analysts have maintained their CA$28.00 price target on North American Construction Group, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E as the key drivers behind the unchanged valuation view. What's in the News A special and extraordinary shareholders meeting is scheduled for May 20, 2026, at the company’s Acheson, Alberta location at 27287 100 Avenue, which could bring shareholder votes on key corporate matters (Key Developments).

Recent updates

Actualización de narrativa May 11

NOA: Share Repurchases And 2026 Revenue Guidance Will Support Future Upside

Analysts have maintained their CA$28.00 price target on North American Construction Group, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E as the key drivers behind the unchanged valuation view. What's in the News A special and extraordinary shareholders meeting is scheduled for May 20, 2026, at the company’s Acheson, Alberta location at 27287 100 Avenue, which could bring shareholder votes on key corporate matters (Key Developments).
Actualización de narrativa Apr 25

NOA: Share Buybacks And 2026 Revenue Guidance Will Support Future Upside

Analysts have kept their CA$28.00 price target for North American Construction Group steady, citing only minor tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially change their overall view of the stock's valuation. What's in the News North American Construction Group has scheduled a Special and Extraordinary Shareholders Meeting for May 20, 2026, at 27287 100 Avenue, Acheson, Alberta, Canada (company event filing).
Actualización de narrativa Apr 10

NOA: Share Buybacks And 2026 Guidance Will Support Future Upside

Analysts have kept the CA$28.00 price target for North American Construction Group unchanged, citing updated assumptions for the discount rate, revenue growth, profit margin, and forward P/E that still support their overall valuation view. What's in the News Company plans a Special and Extraordinary Shareholders Meeting on May 20, 2026, a key date to watch for any shareholder proposals or approvals (company event filing).
Actualización de narrativa Mar 27

NOA: Buybacks And 2026 Revenue Outlook Will Support Stronger Future Returns

Analysts have kept their CA$28.00 price target on North American Construction Group intact, citing updated assumptions that combine a higher revenue growth outlook with a slightly higher discount rate, a modestly lower profit margin and a reduced future P/E multiple. What's in the News A share buyback tranche was completed, with 407,616 shares repurchased, representing 1.43% of shares, for a total of CA$8.41 million under the program announced on November 18, 2025 (Key Developments).
Actualización de narrativa Mar 12

NOA: Australian Mining Deal And Buybacks Will Support Stronger Future Returns

Analysts have left their CA$28.00 price target for North American Construction Group unchanged, pointing to steady expectations around fair value. Modest adjustments to revenue growth, profit margin and future P/E assumptions refine their outlook.
Actualización de narrativa Feb 26

NOA: Australian Mining Acquisition Will Drive Stronger Returns Over Time

Analysts have reiterated their CA$28.00 price target for North American Construction Group, citing updated assumptions that keep estimated fair value steady while modestly adjusting the discount rate, revenue growth, profit margin and future P/E inputs. What's in the News Chief Executive Officer Joe Lambert resigned to pursue other opportunities, and Chief Operating Officer Barry Palmer has stepped in as CEO on an interim basis while the company reviews internal and external candidates for the permanent role (Key Developments).
Actualización de narrativa Feb 11

NOA: Australian Mining Acquisition And Leadership Transition Will Support Stronger Future Returns

Analysts have maintained their CA$28.00 price target for North American Construction Group, citing only minor model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in their overall view of the shares. What's in the News Joe Lambert has resigned as Chief Executive Officer of North American Construction Group, with Chief Operating Officer Barry Palmer stepping in as CEO effective immediately while the board evaluates internal and external candidates for the permanent role (Key Developments).
Actualización de narrativa Jan 26

NOA: Australian Mining Expansion And Buybacks Will Support Stronger Future Returns

Analysts have maintained their price target for North American Construction Group at $28.00, indicating relatively unchanged assumptions for growth, margins and valuation multiples, with only small adjustments to the discount rate, revenue growth, profit margin and future P/E supporting the reaffirmed view. What's in the News Chief Executive Officer Joe Lambert resigned, and Chief Operating Officer Barry Palmer has taken over as CEO while the company evaluates internal and external candidates for the role on a permanent basis (Key Developments).
Actualización de narrativa Jan 12

NOA: Future Returns Will Benefit From Australian Mining Acquisition And Share Repurchases

Analysts have adjusted their price target for North American Construction Group to $28.00. The change is mainly tied to updated views on discount rates, revenue growth assumptions, profit margins, and a higher future P/E multiple.
Actualización de narrativa Dec 27

NOA: Future Returns Will Benefit From Accretive IMC Acquisition And Share Repurchases

Analysts have raised their price target on North American Construction Group by $2 to $28, citing stronger anticipated revenue growth, modestly higher profit margins, and a slightly lower discount rate. Together, these factors support a marginally richer but still conservative future earnings multiple.
Actualización de narrativa Dec 12

NOA: Future Shareholder Returns Will Benefit From Ongoing Share Repurchase Program

Analysts have trimmed their price target for North American Construction Group by 2.00 dollars to 26.00 dollars, citing slightly lower long term revenue growth expectations, partly offset by improved margin and valuation assumptions. What's in the News Announced completion of a substantial normal course issuer bid, repurchasing 1,781,550 shares, representing 6.16% of outstanding shares, for CAD 20.34 million under the buyback announced on October 30, 2024 (Key Developments) Between July 1, 2025 and November 3, 2025, repurchased 1,102,442 shares, or 3.78% of shares outstanding, for CAD 4.04 million as part of the latest buyback tranche (Key Developments) Issued earnings guidance for the six months ended December 31, 2025, forecasting combined revenue in the range of 700 million dollars to 750 million dollars (Key Developments) Valuation Changes Fair Value Estimate reduced from 28.00 dollars to 26.00 dollars, a decrease of about 7 percent, reflecting slightly lower long term expectations.
Artículo de análisis Nov 19

North American Construction Group's (TSE:NOA) Anemic Earnings Might Be Worse Than You Think

The market wasn't impressed with the soft earnings from North American Construction Group Ltd. ( TSE:NOA ) recently. We...
Artículo de análisis Nov 16

North American Construction Group (TSE:NOA) Is Paying Out A Dividend Of CA$0.12

North American Construction Group Ltd. ( TSE:NOA ) will pay a dividend of CA$0.12 on the 9th of January. Including this...
Artículo de análisis Nov 08

North American Construction Group (TSE:NOA) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Aug 15

Expanding Australian And US Operations Will Broaden Business Horizons

A sharp decline in net profit margin combined with a substantial increase in the future P/E ratio signals deteriorating profitability and a less attractive valuation, leading analysts to lower their fair value estimate for North American Construction Group from CA$33.94 to CA$30.94. What's in the News Maintained earnings guidance for the second half of 2025, with combined revenue expected at $700 million to $750 million.
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Nueva narrativa Mar 16

Integrating MacKellar Assets And Partnering With Finning Will Improve Efficiency

Continued integration of Australian assets and strategic partnerships are expected to boost equipment utilization, revenue, and net margins.
Artículo de análisis Mar 05

Many Still Looking Away From North American Construction Group Ltd. (TSE:NOA)

North American Construction Group Ltd.'s ( TSE:NOA ) price-to-earnings (or "P/E") ratio of 10.9x might make it look...
Artículo de análisis Nov 07

There May Be Some Bright Spots In North American Construction Group's (TSE:NOA) Earnings

North American Construction Group Ltd.'s ( TSE:NOA ) recent soft profit numbers didn't appear to worry shareholders, as...
Artículo de análisis Nov 02

These 4 Measures Indicate That North American Construction Group (TSE:NOA) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 09

Most Shareholders Will Probably Agree With North American Construction Group Ltd.'s (TSE:NOA) CEO Compensation

Key Insights North American Construction Group to hold its Annual General Meeting on 15th of May Total pay for CEO Joe...
Artículo de análisis May 05

North American Construction Group (TSE:NOA) Has Announced A Dividend Of CA$0.10

North American Construction Group Ltd.'s ( TSE:NOA ) investors are due to receive a payment of CA$0.10 per share on 5th...
Artículo de análisis May 03

North American Construction Group Ltd.'s (TSE:NOA) Shares Not Telling The Full Story

There wouldn't be many who think North American Construction Group Ltd.'s ( TSE:NOA ) price-to-earnings (or "P/E...

Rentabilidad de los accionistas

NOACA Energy ServicesMercado CA
7D-6.6%-4.9%0.08%
1Y-19.2%66.8%32.3%

Rentabilidad vs. Industria: Los resultados de NOA fueron inferiores a los de la industria Canadian Energy Services, que obtuvo un rendimiento del 66.8% el año pasado.

Rentabilidad vs. Mercado: NOA obtuvo unos resultados inferiores a los del mercado Canadian, que fueron del 32.3% el año pasado.

Volatilidad de los precios

Is NOA's price volatile compared to industry and market?
NOA volatility
NOA Average Weekly Movement9.6%
Energy Services Industry Average Movement7.0%
Market Average Movement10.2%
10% most volatile stocks in CA Market17.7%
10% least volatile stocks in CA Market3.8%

Precio estable de las acciones: NOA no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Canadian.

Volatilidad a lo largo del tiempo: La volatilidad semanal de NOA (10%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1953204Barry Palmernacg.ca

North American Construction Group Ltd. presta servicios de minería y construcción civil pesada a clientes de los sectores de explotación de recursos y construcción industrial en Australia, Canadá y Estados Unidos. La empresa opera en los segmentos Equipos pesados - Canadá, Equipos pesados - Australia y Otros.

Resumen de fundamentos de North American Construction Group Ltd.

¿Cómo se comparan los beneficios e ingresos de North American Construction Group con su capitalización de mercado?
Estadísticas fundamentales de NOA
Capitalización bursátilCA$526.27m
Beneficios(TTM)CA$33.23m
Ingresos (TTM)CA$1.26b
15.8x
Ratio precio-beneficio (PE)
0.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de NOA
IngresosCA$1.26b
Coste de los ingresosCA$882.94m
Beneficio brutoCA$379.73m
Otros gastosCA$346.51m
BeneficiosCA$33.23m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)1.21
Margen bruto30.07%
Margen de beneficio neto2.63%
Ratio deuda/patrimonio200.2%

¿Cómo se ha desempeñado NOA a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.5%
Rentabilidad actual por dividendo
41%
Ratio de pagos
¿Cuándo hay que comprar NOA para recibir un próximo dividendo?
fechas de dividendos de North American Construction Group
Fecha ex dividendoJun 03 2026
Fecha de pago de dividendosJul 03 2026
Días hasta ex dividendo4 days
Días hasta la fecha de pago de dividendos34 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/29 22:04
Precio de las acciones al final del día2026/05/29 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

North American Construction Group Ltd. está cubierta por 12 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
Tim MonachelloATB Cormark
John GibsonBMO Capital Markets Equity Research
Yuri LynkCanaccord Genuity