Boralex Inc.

Report azionario TSX:BLX

Capitalizzazione di mercato: CA$3.8b

Boralex Gestione

Criteri Gestione verificati 4/4

Boralex Il CEO è Patrick Decostre, nominato in Dec2020, e ha un mandato di 5.42 anni. la retribuzione annua totale è CA$ 2.18M, composta da 31.3% di stipendio e 68.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.022% delle azioni della società, per un valore di CA$ 846.34K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.3 anni e 5.2 anni.

Informazioni chiave

Patrick Decostre

Amministratore delegato

CA$2.2m

Compenso totale

Percentuale dello stipendio del CEO31.26%
Mandato del CEO5.4yrs
Proprietà del CEO0.02%
Durata media del management4.3yrs
Durata media del Consiglio di amministrazione5.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento dell'analisi Apr 26

BLX: Possible Go Private And Split Outlook Will Shape Future Returns

Narrative Update on Boralex Boralex's updated analyst price target has moved by about CA$0.71 per share. This reflects mixed recent Street research, where some analysts raised their targets while others trimmed them or adjusted ratings, and is supported by revised assumptions for fair value, discount rate, revenue growth, profit margin and future P/E expectations.
Aggiornamento dell'analisi Apr 10

BLX: Possible Take Private And Mixed Outlook May Support Steady Returns

Boralex's analyst price target has shifted to CA$35.72 from CA$34.00, reflecting mixed but generally supportive views from recent research, as analysts balance updated expectations for growth, margins, and future P/E against a cluster of revised CA$35 to CA$41 targets. Analyst Commentary Bullish Takeaways Bullish analysts raising their price targets by more than CA$6 suggest they see room for upside against the current CA$35.72 consensus, even after recent revisions.
Aggiornamento dell'analisi Mar 25

BLX: Battery Storage Scale And Possible Take Private May Support Steady Returns

Analysts have trimmed their price target for Boralex from CA$36 to CA$35, citing updated assumptions around discount rates and valuation multiples, while keeping core growth and margin expectations broadly consistent. Analyst Commentary Recent research indicates that the slight reduction in the price target to CA$35 is driven more by updated assumptions around discount rates and valuation multiples than by changes to the underlying business outlook.
Aggiornamento dell'analisi Mar 11

BLX: Growing Battery Storage Portfolio Will Support Long Term Upside

Analysts have trimmed their price target on Boralex to CA$35 from CA$36, reflecting updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research maintains a positive stance on Boralex while trimming the price target to CA$35 from CA$36.
Aggiornamento dell'analisi Feb 24

BLX: Expanding Storage Capacity Will Drive Future Upside Potential

Analysts have maintained their fair value estimate for Boralex at CA$35.00, with only minor model adjustments to the discount rate, revenue growth, profit margin and future P/E inputs supporting this unchanged price target. What's in the News Boralex announced that the consented Sallachy Wind Farm in Scotland has secured a Contract for Difference in the United Kingdom Government's seventh allocation round, with expected installed capacity of 44 MW and planned commissioning in 2028, aligning with Scotland's onshore wind targets (Client Announcements).
Aggiornamento dell'analisi Feb 10

BLX: Growing Storage Portfolio And New Wind Approval Will Support Upside

Analysts have kept their fair value estimate for Boralex steady at $35.00, with only small adjustments to assumptions such as discount rate, profit margin and future P/E contributing to the latest price target update. What's in the News Boralex and Walpole Island First Nation commissioned the Sanjgon Battery Energy Storage facility in Lakeshore, Ontario, an 80 MW / 320 MWh site that is the company’s first operational energy storage facility in North America and can deliver four hours of full-power output to the grid (Key Developments).
Articolo di analisi Feb 08

Sentiment Still Eluding Boralex Inc. (TSE:BLX)

With a median price-to-sales (or "P/S") ratio of close to 2.9x in the Renewable Energy industry in Canada, you could be...
Aggiornamento dell'analisi Jan 26

BLX: Storage Expansion And New Wind Projects Will Support Future Momentum

Analysts have trimmed their price target on Boralex to C$35.00 from C$35.60, reflecting updated assumptions on growth, margins and future P/E that are broadly consistent with the recent reduction in the Street target to C$36 from C$38. Analyst Commentary Recent Street adjustments on Boralex have been relatively measured, with price targets nudged lower but ratings held steady.
Aggiornamento dell'analisi Jan 12

BLX: Storage And Wind Projects Will Support Long Term Power Momentum

Analysts have kept their fair value view on Boralex steady at about C$35.60, while Street price targets have shifted modestly, with one moving down to C$36 and another up to C$39, citing mixed expectations for Q3 power generation and pricing against a backdrop of more volatile markets and credit spreads. Analyst Commentary Recent Street research on Boralex points to a split view, with some analysts leaning more optimistic on upside potential and others taking a more cautious stance as they reassess price targets around the mid C$30s.
Aggiornamento dell'analisi Dec 25

BLX: Québec Wind And Battery Projects Will Drive Long Term Power Momentum

Analysts have trimmed their average price target on Boralex by about C$1 to approximately C$36. This reflects a modestly lower fair value and a slightly higher discount rate, even as they still see solid long term growth potential for power producers relative to regulated utilities.
Aggiornamento dell'analisi Dec 11

BLX: Québec Wind Expansion Will Drive Long Term Power Segment Momentum

Analysts have nudged their consolidated price target for Boralex slightly lower to about C$36.40 from roughly C$36.90, balancing a recent C$2 cut to C$36 with a C$1 increase to C$39 as they factor in softer power-generation trends, muted realized pricing, and only modest adjustments to long term growth and valuation assumptions. Analyst Commentary Street research on Boralex reflects a mixed but generally constructive stance, with some trimming of expectations but continued confidence in the company’s long term growth profile and relative valuation upside within the power space.
Aggiornamento dell'analisi Nov 27

BLX: Upcoming Québec Wind Project Will Support Power Segment Momentum

Analysts have adjusted their price targets for Boralex, with recent research reflecting both upward and downward revisions between C$36 and C$39. The changes are attributed to a mix of softer sector trends as well as expectations for regulated utility performance.
Aggiornamento dell'analisi Nov 11

BLX: Upcoming Commercial Operation In Québec Will Drive Sector Momentum

Analysts have revised Boralex's price target downward from C$38.10 to C$36.90, citing a modest increase in the discount rate, tempered fair value estimates, ongoing sector volatility, and shifting growth expectations. Analyst Commentary Recent analyst updates highlight a range of perspectives on Boralex's current valuation and future trajectory.
Articolo di analisi Oct 04

Boralex (TSE:BLX) Might Be Having Difficulty Using Its Capital Effectively

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Articolo di analisi Sep 09

Why Investors Shouldn't Be Surprised By Boralex Inc.'s (TSE:BLX) P/S

When you see that almost half of the companies in the Renewable Energy industry in Canada have price-to-sales ratios...
Articolo di analisi Jul 05

Boralex (TSE:BLX) Will Want To Turn Around Its Return Trends

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Articolo di analisi Jun 17

Is Boralex (TSE:BLX) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi May 22

We Think You Can Look Beyond Boralex's (TSE:BLX) Lackluster Earnings

Boralex Inc.'s ( TSE:BLX ) earnings announcement last week didn't impress shareholders. While the headline numbers were...
Articolo di analisi Feb 21

Boralex's (TSE:BLX) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
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Nuova analisi Jan 30

New Projects And Partnerships Will Expand Renewable Capacity Amid Great British Energy Support

Expansion through new projects in Quebec, Scotland, and Ontario is expected to drive future revenue growth and enhanced risk management.
Articolo di analisi Jan 27

Boralex Inc.'s (TSE:BLX) P/E Still Appears To Be Reasonable

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") below 14x, you may consider...
Articolo di analisi Jan 09

Is Boralex (TSE:BLX) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Oct 22

We Ran A Stock Scan For Earnings Growth And Boralex (TSE:BLX) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Oct 04

Boralex Inc.'s (TSE:BLX) P/E Still Appears To Be Reasonable

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") below 15x, you may consider...
Articolo di analisi Sep 19

Boralex (TSE:BLX) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Articolo di analisi Sep 04

We Think Boralex (TSE:BLX) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Jun 09

Returns Are Gaining Momentum At Boralex (TSE:BLX)

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Articolo di analisi Apr 09

Boralex Inc.'s (TSE:BLX) Popularity With Investors Is Clear

Boralex Inc.'s ( TSE:BLX ) price-to-earnings (or "P/E") ratio of 36.9x might make it look like a strong sell right now...
Articolo di analisi Feb 13

Boralex (TSE:BLX) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Dec 02

Boralex (TSE:BLX) Is Experiencing Growth In Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Articolo di analisi Nov 02

Here's Why Boralex (TSE:BLX) Is Weighed Down By Its Debt Load

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Aug 17

Returns At Boralex (TSE:BLX) Appear To Be Weighed Down

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Articolo di analisi Aug 01

Is Boralex (TSE:BLX) A Risky Investment?

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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Patrick Decostre rispetto agli utili di Boralex?
DataCompenso totaleStipendioUtili della società
Dec 31 2025CA$2mCA$683k

CA$7m

Sep 30 2025n/an/a

-CA$23m

Jun 30 2025n/an/a

-CA$10m

Mar 31 2025n/an/a

CA$11m

Dec 31 2024CA$2mCA$674k

CA$36m

Sep 30 2024n/an/a

CA$89m

Jun 30 2024n/an/a

CA$95m

Mar 31 2024n/an/a

CA$100m

Dec 31 2023CA$2mCA$626k

CA$78m

Sep 30 2023n/an/a

CA$55m

Jun 30 2023n/an/a

CA$19m

Mar 31 2023n/an/a

CA$13m

Dec 31 2022CA$2mCA$546k

CA$30m

Sep 30 2022n/an/a

CA$33m

Jun 30 2022n/an/a

CA$57m

Mar 31 2022n/an/a

CA$31m

Dec 31 2021CA$2mCA$503k

CA$17m

Sep 30 2021n/an/a

CA$26m

Jun 30 2021n/an/a

CA$40m

Mar 31 2021n/an/a

CA$50m

Dec 31 2020CA$1mCA$382k

CA$55m

Sep 30 2020n/an/a

CA$3m

Jun 30 2020n/an/a

-CA$20m

Mar 31 2020n/an/a

-CA$27m

Dec 31 2019CA$800kCA$359k

-CA$39m

Compensazione vs Mercato: La retribuzione totale di Patrick ($USD 1.60M ) è inferiore alla media delle aziende di dimensioni simili nel mercato Canadian ($USD 3.11M ).

Compensazione vs guadagni: La retribuzione di Patrick è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Patrick Decostre (52 yo)

5.4yrs
Mandato
CA$2,183,153
Compensazione

Mr. Patrick Decostre serves as an Independent Director at CAE Inc. since may 16, 2024. He serves as the President, Chief Executive Officer and Director of Boralex Inc. since December 1, 2020. He served as...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Patrick Decostre
President5.4yrsCA$2.18m0.022%
CA$ 846.3k
Stéphane Milot
Vice President of Investor Relations and Financial Planning & Analysis7.3yrsCA$617.66k0.0039%
CA$ 146.2k
Pascal Hurtubise
Executive VP & Chief Legal Officer8.9yrsCA$785.74k0.010%
CA$ 377.8k
Philippe Bonin
Executive VP & CFOless than a yearNessun datoNessun dato
Isabelle Fontaine
Senior Vice President of Marketing3.6yrsNessun dato0.0031%
CA$ 117.9k
Marie-Josée Arsenault
Executive VP and Chief People & Culture Officer4.3yrsNessun dato0.011%
CA$ 419.4k
Julie Cusson
Senior Vice President of Synergies & Special Projectsno dataNessun datoNessun dato
Adam Rosso
Senior Vice President of Development of North Americano dataNessun datoNessun dato
Rabindra Mishra
Deputy Managing Director of Development Europe3.6yrsNessun datoNessun dato
Pascal Laprise-Demers
Senior Vice President of Corporate Strategy & Business Performance3.6yrsNessun dato0.0034%
CA$ 126.6k
Nicolas Mabboux
Senior Vice President of IT and Digital Transformation4.3yrsNessun dato0.0038%
CA$ 142.8k
Egbert De Groot
Senior Vice President of Mergerno dataNessun datoNessun dato
4.3yrs
Durata media

Gestione esperta: Il team dirigenziale di BLX è considerato esperto (durata media dell'incarico 4.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Patrick Decostre
President5.4yrsCA$2.18m0.022%
CA$ 846.3k
Patrick Lemaire
Independent Director19.9yrsCA$144.72k0.032%
CA$ 1.2m
Nadia Martel
Independent Director1yrCA$108.20kNessun dato
Zin Smati
Independent Director5yrsCA$195.25k0.0078%
CA$ 294.3k
Lise Croteau
Independent Director8yrsCA$199.25kNessun dato
Dany St-Pierre
Independent Director10yrsCA$178.10k0.0015%
CA$ 56.3k
Ricky Fontaine
Independent Director1.8yrsCA$169.25k0.0035%
CA$ 131.5k
Marie-Claude Dumas
Independent Director7yrsCA$196.25k0.0042%
CA$ 157.9k
Remi Lalonde
Independent Director1yrCA$116.70kNessun dato
Andre Courville
Independent Chairman of the Board7yrsCA$229.25k0.0080%
CA$ 301.1k
Dominique Miniere
Independent Director2.3yrsCA$172.25kNessun dato
Ted Giorgio
Independent Directorless than a yearCA$42.54kNessun dato
5.2yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BLX sono considerati esperti (durata media dell'incarico 5.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 12:41
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Boralex Inc. è coperta da 18 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mark WestbyATB Cormark
Nicholas BoychukATB Cormark Historical (Cormark Securities)
Benjamin PhamBMO Capital Markets Equity Research