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Aecon Group Inc.TSX:ARE 株式レポート

時価総額 CA$2.9b
株価
CA$44.95
CA$52.18
13.9% 割安 内在価値ディスカウント
1Y129.9%
7D-0.1%
1D
ポートフォリオ価値
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Aecon Group Inc.

TSX:ARE 株式レポート

時価総額:CA$2.9b

Aecon Group(ARE)株式概要

エーコン・グループ・インクは、その子会社とともに、カナダ、米国、および国際的な民間および公共部門の顧客に建設およびインフラ開発サービスを提供している。 詳細

ARE ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長4/6
過去の実績1/6
財務の健全性5/6
配当金4/6

ARE Community Fair Values

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See what 51 others think this stock is worth. Follow their fair value or set your own to get alerts.

Aecon Group Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Aecon Group
過去の株価
現在の株価CA$44.95
52週高値CA$57.72
52週安値CA$17.06
ベータ1.22
1ヶ月の変化-11.39%
3ヶ月変化5.52%
1年変化129.92%
3年間の変化245.50%
5年間の変化151.82%
IPOからの変化6.14%

最新ニュース

ナラティブの更新 Jun 05

ARE: Future Returns Will Reflect Record Backlog And Northern Infrastructure Pipeline

Analysts have lifted Aecon Group's price target by several dollars to the low CA$50s. This reflects updated models that incorporate recent estimate revisions while keeping key assumptions such as revenue growth, profit margin, and future P/E broadly unchanged.
ナラティブの更新 May 12

ARE: Future Returns Will Reflect Equity Raise, Record Backlog And Dividend Commitment

Aecon Group's analyst fair value estimate has been updated from CA$45.50 to CA$52.18, reflecting a series of recent price target increases across the Street as analysts incorporate revised assumptions on discount rates, margins, and future P/E multiples. Analyst Commentary Recent Street research on Aecon Group has been heavily skewed toward higher price targets, with several firms updating their models and resetting expectations for what they view as a more fully valued outlook for the stock.

Recent updates

ナラティブの更新 Jun 05

ARE: Future Returns Will Reflect Record Backlog And Northern Infrastructure Pipeline

Analysts have lifted Aecon Group's price target by several dollars to the low CA$50s. This reflects updated models that incorporate recent estimate revisions while keeping key assumptions such as revenue growth, profit margin, and future P/E broadly unchanged.
ナラティブの更新 May 12

ARE: Future Returns Will Reflect Equity Raise, Record Backlog And Dividend Commitment

Aecon Group's analyst fair value estimate has been updated from CA$45.50 to CA$52.18, reflecting a series of recent price target increases across the Street as analysts incorporate revised assumptions on discount rates, margins, and future P/E multiples. Analyst Commentary Recent Street research on Aecon Group has been heavily skewed toward higher price targets, with several firms updating their models and resetting expectations for what they view as a more fully valued outlook for the stock.
ナラティブの更新 Apr 22

ARE: Future Returns Will Reflect Equity Raise, Backlog Delivery And Dividend Commitment

Aecon Group's updated analyst fair value estimate has shifted modestly higher to CA$45.50, with analysts citing recent CA$0.50 to CA$5.25 price target increases and refreshed models that incorporate small adjustments to revenue growth assumptions, profit margin expectations, and future P/E multiples. Analyst Commentary Recent Street research on Aecon Group centers on a cluster of price target revisions and refreshed coverage that collectively feed into the updated fair value estimate.
ナラティブの更新 Apr 06

ARE: Future Returns Will Reflect Equity Raise Strength And Backlog Execution Risk

Aecon Group's updated analyst price target reflects a higher fair value estimate of CA$44.64, supported by recent target raises from multiple firms and analyst expectations for slightly stronger revenue growth and a higher future P/E multiple, partially balanced by modestly lower profit margin assumptions. Analyst Commentary Recent Street research around Aecon Group focuses on higher price targets and a mix of ratings that range from Hold and Sector Perform to Buy.
ナラティブの更新 Mar 22

ARE: Future Cash Flows Will Reflect Tighter Margins And Backlog Driven Risk Balance

Aecon Group's updated analyst price target of CA$40.96, up from CA$36.75, reflects recent target increases across the Street, with analysts pointing to adjusted assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Aecon Group points to a clear reset in expectations, with several price targets now aligned in a higher C$38 to C$52 range.
新しいナラティブ Mar 08

Bullish View Expects Nuclear And Power Backlog To Drive Long-Term Upside

Catalysts About Aecon Group Aecon Group is a construction and infrastructure company with core exposure to power, utilities, transportation, nuclear and concessions in Canada and select international markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Mar 07

ARE: Future Cash Flows Will Reflect Tighter Margins And Balanced Risk Profile

Narrative Update on Aecon Group Analysts have nudged their Aecon Group price target higher to CA$36.75 from CA$35.34, citing updated assumptions around fair value, a slightly lower discount rate, and modest tweaks to revenue growth, profit margin, and future P/E inputs. Analyst Commentary Recent Street research does not focus directly on Aecon Group, but it offers some useful context from coverage of a large real estate owner with exposure to occupancy trends and earnings visibility.
ナラティブの更新 Feb 20

ARE: Medium Term Earnings Will Reflect Tighter Margins And Measured Risk Profile

Narrative Update on Aecon Group The analyst price target for Aecon Group has shifted slightly higher, from about CA$34.09 to CA$35.34, as analysts factor in updated views on discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research around Aecon Group signals a mix of optimism and caution, reflected in the modestly higher price target and the assumptions behind it.
ナラティブの更新 Feb 06

ARE: Balanced Medium Term Earnings Outlook Will Reflect Tighter Margins And Measured Risk Profile

Analysts have raised their price target on Aecon Group to $34.09 from $33.18, citing updated assumptions that include a 5.38% revenue growth outlook, a 3.91% profit margin, an 11.73x future P/E, and a slightly higher 8.26% discount rate. Analyst Commentary Recent valuation work on Aecon Group reflects a balanced mix of optimism and caution, with analysts updating their models around revenue growth, margins, and the applied P/E multiple.
ナラティブの更新 Jan 22

ARE: Backlog And Guidance Will Support Balanced Medium Term Earnings Outlook

Narrative Update on Aecon Group Analysts have adjusted their outlook on Aecon Group, with price targets now ranging from C$30 to C$35 compared with prior targets clustered around C$26. This reflects mixed views on the shares, even though updated assumptions on discount rate, revenue growth, profit margin, and future P/E leave the modelled fair value estimate broadly unchanged.
分析記事 Jan 18

Is Aecon Group (TSE:ARE) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Jan 08

ARE: Backlog And New Contracts Will Support Balanced Medium Term Earnings Outlook

Aecon Group’s analyst price targets have recently shifted higher, with moves such as RBC Capital’s increase to C$30 from C$26 and other targets in the C$32 to C$35 range. Analysts are reassessing the company using updated assumptions for growth, margins and valuation multiples.
ナラティブの更新 Dec 21

ARE: Record Backlog And New Contracts Will Support Steady Medium Term Earnings

Aecon Group's analyst price target has inched higher to C$30, up from a prior consensus closer to the mid C$20s. Analysts cite modestly stronger revenue growth expectations, a slightly lower perceived risk profile, and a marginally higher future earnings multiple, despite some recent rating downgrades.
ナラティブの更新 Dec 07

ARE: Record Backlog And New Contracts Will Support Steady Earnings Outlook

Analysts have increased their average price target on Aecon Group, reflecting recent raises from firms such as RBC Capital, CIBC, ATB Capital and Stifel. They point to improved margin expectations and a modestly lower perceived risk profile, which are reflected in our updated discount rate and profit margin assumptions.
ナラティブの更新 Nov 23

ARE: New Contracts And Record Backlog Will Drive Sustained Earnings Momentum

Aecon Group's average analyst price target has increased, with several analysts citing recent project wins and anticipated revenue growth as justification for raising their targets by C$4 to C$6 per share. Analyst Commentary Recent analyst activity around Aecon Group reveals a mix of optimism and caution, reflecting both the company's opportunities and the challenges it may face going forward.
ナラティブの更新 Nov 05

ARE: Project Wins And Record Backlog Will Drive Upside Momentum Ahead

Aecon Group’s analyst price target has increased significantly from approximately $25.55 to $33.09, as analysts highlight stronger expected revenue growth and recent upward revisions from several research firms. Analyst Commentary Recent updates from street analysts highlight both optimism and caution surrounding Aecon Group's outlook.
分析記事 Oct 29

Aecon Group Inc. (TSE:ARE) Looks Just Right With A 29% Price Jump

Aecon Group Inc. ( TSE:ARE ) shares have continued their recent momentum with a 29% gain in the last month alone. The...
ナラティブの更新 Oct 22

Analyst Views Mixed as Aecon Group Sees Higher Price Target and Improved Outlook

Aecon Group's analyst price target has been raised from C$24.82 to C$25.55. This change reflects analysts' increased confidence in slightly higher revenue growth and improved profit margins.
ナラティブの更新 Oct 08

Electrification And Nuclear Projects Will Transform US And Canadian Infrastructure

Aecon Group's analyst price target has been raised from C$23.27 to C$24.82. This change reflects analysts' increased confidence due to slightly improved profit margin forecasts and a modestly lower discount rate.
分析記事 Aug 08

We Think That There Are Issues Underlying Aecon Group's (TSE:ARE) Earnings

TSX:ARE 1 Year Share Price vs Fair Value Explore Aecon Group's Fair Values from the Community and select yours Aecon...
分析記事 Aug 05

Aecon Group (TSE:ARE) Will Pay A Dividend Of CA$0.19

The board of Aecon Group Inc. ( TSE:ARE ) has announced that it will pay a dividend on the 2nd of October, with...
分析記事 May 27

Investors Still Aren't Entirely Convinced By Aecon Group Inc.'s (TSE:ARE) Revenues Despite 26% Price Jump

Those holding Aecon Group Inc. ( TSE:ARE ) shares would be relieved that the share price has rebounded 26% in the last...
User avatar
新しいナラティブ Apr 23

Backlog And New Projects Will Unlock US Market Opportunities

The strong backlog and strategic focus on high-margin sectors position Aecon for potential revenue growth and improved margins as key projects transition to execution.
分析記事 Mar 08

CA$26.36: That's What Analysts Think Aecon Group Inc. (TSE:ARE) Is Worth After Its Latest Results

Shareholders in Aecon Group Inc. ( TSE:ARE ) had a terrible week, as shares crashed 20% to CA$17.96 in the week since...
分析記事 Mar 06

Cautious Investors Not Rewarding Aecon Group Inc.'s (TSE:ARE) Performance Completely

Aecon Group Inc.'s ( TSE:ARE ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing investment...
分析記事 Jan 24

Does Aecon Group (TSE:ARE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Dec 15

Aecon Group (TSE:ARE) Has Announced A Dividend Of CA$0.19

Aecon Group Inc.'s ( TSE:ARE ) investors are due to receive a payment of CA$0.19 per share on 3rd of January. This...
分析記事 Nov 15

Aecon Group Inc.'s (TSE:ARE) Shares Leap 30% Yet They're Still Not Telling The Full Story

Aecon Group Inc. ( TSE:ARE ) shares have continued their recent momentum with a 30% gain in the last month alone. The...

株主還元

ARECA ConstructionCA 市場
7D-0.1%0.3%2.1%
1Y129.9%-19.9%32.3%

業界別リターン: ARE過去 1 年間で-19.9 % の収益を上げたCanadian Construction業界を上回りました。

リターン対市場: ARE過去 1 年間で32.3 % の収益を上げたCanadian市場を上回りました。

価格変動

Is ARE's price volatile compared to industry and market?
ARE volatility
ARE Average Weekly Movement5.3%
Construction Industry Average Movement5.3%
Market Average Movement10.1%
10% most volatile stocks in CA Market17.5%
10% least volatile stocks in CA Market3.8%

安定した株価: ARE 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AREの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
18678,785Jean-Louis Servranckxwww.aecon.com

エーコン・グループ・インク(Aecon Group Inc.)は、その子会社とともに、カナダ、米国、および国際的な民間および公共セクターの顧客に建設およびインフラ開発サービスを提供している。建設とコンセッションの2つのセグメントで事業を展開している。建設部門は、土木インフラ、都市交通ソリューション、原子力インフラ、公益事業インフラ、産業インフラ市場分野に注力している。コンセッション部門は、官民パートナーシップ契約方式による建設プロジェクトの開発、融資、建設、運営に従事している。また、国内外における官民パートナーシップの構築、プライベート・ファイナンス・ソリューション、戦略的パートナーシップの構築、開発チームの指揮・参画、インフラ資産の運営・保守サービスも提供している。前身はプレファク・コンクリート株式会社。Ltd.として知られていたが、2001年6月に社名をAecon Group Inc.に変更した。は1867年に設立され、カナダのトロントに本社を置いている。

Aecon Group Inc. 基礎のまとめ

Aecon Group の収益と売上を時価総額と比較するとどうか。
ARE 基礎統計学
時価総額CA$2.90b
収益(TTM)CA$35.17m
売上高(TTM)CA$5.63b
87.5x
PER(株価収益率
0.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
ARE 損益計算書(TTM)
収益CA$5.63b
売上原価CA$5.18b
売上総利益CA$452.84m
その他の費用CA$417.67m
収益CA$35.17m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.51
グロス・マージン8.04%
純利益率0.62%
有利子負債/自己資本比率47.1%

ARE の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.7%
現在の配当利回り
138%
配当性向

ARE 配当は確実ですか?

ARE 配当履歴とベンチマークを見る
ARE 、いつまでに購入すれば配当金を受け取れますか?
Aecon Group 配当日
配当落ち日Jun 23 2026
配当支払日Jul 03 2026
配当落ちまでの日数7 days
配当支払日までの日数17 days

ARE 配当は確実ですか?

ARE 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/15 09:44
終値2026/06/15 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Aecon Group Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17

アナリスト機関
Christopher MurrayATB Cormark
Gareth TinglingBeacon Securities Limited
Devin DodgeBMO Capital Markets Equity Research