Tidewater Midstream and Infrastructure Ltd.

TSX:TWM 株式レポート

時価総額:CA$394.3m

Tidewater Midstream and Infrastructure 将来の成長

Future 基準チェック /46

Tidewater Midstream and Infrastructure利益と収益がそれぞれ年間97.1%と7.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.1% 94.6%なると予測されています。

主要情報

97.1%

収益成長率

94.63%

EPS成長率

Oil and Gas 収益成長10.2%
収益成長率7.5%
将来の株主資本利益率17.10%
アナリストカバレッジ

Low

最終更新日09 Jul 2026

今後の成長に関する最新情報

分析記事 Apr 01

Earnings Update: Tidewater Midstream and Infrastructure Ltd. (TSE:TWM) Just Reported And Analysts Are Trimming Their Forecasts

The investors in Tidewater Midstream and Infrastructure Ltd. 's ( TSE:TWM ) will be rubbing their hands together with...

Recent updates

ナラティブの更新 Jul 09

TWM: Higher Implied Fair Value Will Test Rich Future P/E Assumptions

Analysts lifted their fair value estimate for Tidewater Midstream and Infrastructure to CA$17.00 from CA$9.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels in recent research. Analyst Commentary Recent research on Tidewater Midstream and Infrastructure points to a more nuanced view of the stock, even as published price targets have been adjusted.
ナラティブの更新 Jun 25

TWM: Recent Rating Shift And Execution Risks Will Shape Future Pricing

The analyst price target for Tidewater Midstream and Infrastructure has moved higher, reflecting recent CA$7 and CA$8 target increases from firms including RBC Capital and Scotiabank. Analysts cite updated views on the company that are broadly consistent with only minor adjustments to the discount rate and future P/E assumptions.
ナラティブの更新 Jun 06

TWM: Lower Discount Rate And Execution Risks Will Shape Future Pricing

Analysts have lifted their price targets for Tidewater Midstream and Infrastructure, with the updated fair value estimate moving from CA$9.80 to CA$17.55. They cited recent target increases from several firms and revised assumptions around growth, margins and P/E expectations.
ナラティブの更新 May 23

TWM: Rebased Discount Rate And Sector Upgrade Will Shape Forward Returns

Narrative Update: Tidewater Midstream and Infrastructure The analyst price target for Tidewater Midstream and Infrastructure has moved from CA$10.00 to CA$18.75 as analysts update their models following a series of target raises at major firms and an upgrade to Sector Perform. This reflects revised assumptions for discount rates, revenue growth, profit margins, and future P/E.
ナラティブの更新 May 01

TWM: Lower Discount Rate And Rich P/E Will Pressure Future Returns

Analysts have lifted their average price target on Tidewater Midstream and Infrastructure to CA$9.00, citing updated assumptions around discount rates, revenue growth, profit margins and a lower future P/E multiple that collectively support a higher valuation range. Analyst Commentary Across recent research reports, analysts point to a reassessment of Tidewater Midstream and Infrastructure's valuation framework, even as price targets are updated.
ナラティブの更新 Apr 16

TWM: Lower Discount Rate Will Inflate Pessimistic Future Pricing Expectations

Analysts lifted their CA$ price targets for Tidewater Midstream and Infrastructure by CA$3.60, citing updated assumptions around fair value, discount rates, growth, margins and future P/E multiples that collectively support a higher valuation range. Analyst Commentary Recent research points to a cluster of higher CA$ price targets and at least one rating upgrade, which together signal a shift in how the market is framing Tidewater Midstream and Infrastructure's potential valuation range.
ナラティブの更新 Apr 02

TWM: Higher Brazeau Volumes And Rich P/E Will Shape Future Returns

Tidewater Midstream and Infrastructure’s updated analyst price target has moved from CA$4.50 to CA$9.00, supported by recent target increases from multiple firms and a shift to Sector Perform. Together these changes reflect analysts’ revised views on discount rates, profit margin assumptions and future P/E expectations.
ナラティブの更新 Mar 18

TWM: Rich P/E And Fixed Fee Brazeau Contracts Will Cap Upside

Analysts have maintained their CA$ price target for Tidewater Midstream and Infrastructure, with small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions guiding this steady view. What's in the News Tidewater Midstream and Infrastructure entered into long term agreements for gas handling and NGL supply and fractionation at its Brazeau River Complex in central Alberta, covering processing and marketing arrangements for multiple products (Key Developments).
ナラティブの更新 Mar 04

TWM: Rich P/E And Fixed Fee Contracts Will Limit Future Upside

Analysts have lifted their CA$ price target on Tidewater Midstream and Infrastructure, pointing to updated assumptions that include a different discount rate, slightly adjusted revenue growth and profit margin expectations, and a revised future P/E of 13.68x as the key drivers of the change. What's in the News Tidewater Midstream and Infrastructure entered into long term agreements for gas handling and NGL supply and fractionation at its Brazeau River Complex in central Alberta, covering both renewed and newly contracted volumes.
ナラティブの更新 Feb 17

TWM: Rich P E And Legal Overhang Will Restrain Future Upside

Analysts have adjusted their price target on Tidewater Midstream and Infrastructure to CA$4.50, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions, while keeping their fair value estimate steady at CA$4.50. What's in the News Tidewater Midstream and Infrastructure entered long term agreements for gas handling and NGL supply and fractionation at its Brazeau River Complex in central Alberta, covering up to 75 MMcf/d of natural gas volumes for an initial term of about five years, with potential evergreen continuation (company announcement).
ナラティブの更新 Feb 02

TWM: Sector Downgrade And Rich P E Assumptions Will Constrain Upside

Analysts have reset their outlook on Tidewater Midstream and Infrastructure with a C$6.00 price target, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E following a recent downgrade to Sector Perform. Analyst Commentary Bearish analysts are signaling a more cautious stance on Tidewater Midstream and Infrastructure after the recent reset to a Sector Perform rating with a C$6.00 price target.
ナラティブの更新 Jan 19

TWM: Sector Downgrade And Execution Risk Will Likely Restrain Future Upside

Analysts have trimmed their price target on Tidewater Midstream and Infrastructure to C$6.00, reflecting updated assumptions around discount rate, revenue growth, profit margins, and future P/E after a recent downgrade to Sector Perform. Analyst Commentary Bearish analysts have framed the new C$6.00 target as a reset that brings expectations closer to what they see as a more balanced risk and reward profile for Tidewater Midstream and Infrastructure.
分析記事 Jan 10

Health Check: How Prudently Does Tidewater Midstream and Infrastructure (TSE:TWM) Use Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Jan 05

TWM: Neutral Ratings And Legal Dispute Will Likely Cap Future Upside

Analysts have adjusted their view on Tidewater Midstream and Infrastructure following mixed Street research, with one firm moving its target to C$7 from C$6 while another sets C$6 and shifts to a more neutral stance. This range feeds into our updated price target narrative, which is built on tweaked revenue growth, profit margin and future P/E assumptions.
ナラティブの更新 Dec 13

TWM: Rising Multiple Will Likely Outpace Slowing Profitability Ahead

Analysts modestly raised their price target on Tidewater Midstream and Infrastructure to C$7.00 from C$6.00, citing a higher assessed fair value. This comes despite trimming long term revenue growth and margin expectations, as well as applying a slightly higher discount rate and future earnings multiple.
ナラティブの更新 Sep 02

Low-carbon Fuel Momentum Will Energize Western Canadian Markets

Tidewater Midstream and Infrastructure’s consensus analyst price target has surged, likely reflecting reduced valuation multiples and steady profitability, with fair value increasing from CA$0.31 to CA$6.20. What's in the News Announced a 1-for-20 stock split effective September 2.
分析記事 May 06

A Look At The Intrinsic Value Of Tidewater Midstream and Infrastructure Ltd. (TSE:TWM)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tidewater Midstream and Infrastructure fair value estimate is...
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新しいナラティブ Apr 11

BC Mandates And Ram River Gas Processing Will Secure Stability

Increased renewable diesel demand, alongside duties on U.S. imports, could enhance Tidewater's revenue and market stability.
分析記事 Apr 01

Earnings Update: Tidewater Midstream and Infrastructure Ltd. (TSE:TWM) Just Reported And Analysts Are Trimming Their Forecasts

The investors in Tidewater Midstream and Infrastructure Ltd. 's ( TSE:TWM ) will be rubbing their hands together with...
分析記事 Sep 23

Is Tidewater Midstream and Infrastructure (TSE:TWM) Using Debt In A Risky Way?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Aug 13

Estimating The Fair Value Of Tidewater Midstream and Infrastructure Ltd. (TSE:TWM)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tidewater Midstream and Infrastructure fair value estimate is...
分析記事 Mar 19

Is Tidewater Midstream and Infrastructure (TSE:TWM) Using Debt In A Risky Way?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Sep 01

Tidewater Midstream and Infrastructure (TSE:TWM) Use Of Debt Could Be Considered Risky

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jun 27

Tidewater Midstream and Infrastructure (TSE:TWM) Has Announced A Dividend Of CA$0.01

Tidewater Midstream and Infrastructure Ltd.'s ( TSE:TWM ) investors are due to receive a payment of CA$0.01 per share...
分析記事 Mar 28

Tidewater Midstream and Infrastructure's (TSE:TWM) Dividend Will Be CA$0.01

The board of Tidewater Midstream and Infrastructure Ltd. ( TSE:TWM ) has announced that it will pay a dividend of...
分析記事 Mar 10

Is Tidewater Midstream and Infrastructure (TSE:TWM) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Nov 16

Need To Know: Analysts Are Much More Bullish On Tidewater Midstream and Infrastructure Ltd. (TSE:TWM) Revenues

Tidewater Midstream and Infrastructure Ltd. ( TSE:TWM ) shareholders will have a reason to smile today, with the...

業績と収益の成長予測

TSX:TWM - アナリストの将来予測と過去の財務データ ( )CAD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,81342401401
12/31/20271,84356861421
12/31/20261,827311021631
3/31/20261,394-1075678N/A
12/31/20251,319-1123557N/A
9/30/20251,366-851946N/A
6/30/20251,390-59-221N/A
3/31/20251,511-47-59-19N/A
12/31/20241,641-27-78-33N/A
9/30/20241,782-355-140-56N/A
6/30/20241,986-371-6655N/A
3/31/20242,033-372-12371N/A
12/31/20232,208-386-155138N/A
9/30/20232,416-84-142209N/A
6/30/20232,546-80-187215N/A
3/31/20232,831-57-163228N/A
12/31/20222,8759-106243N/A
9/30/20222,69936-74209N/A
6/30/20222,42156-91138N/A
3/31/20221,997104-39123N/A
12/31/20211,6987210127N/A
9/30/20211,4398256149N/A
6/30/20211,27876134216N/A
3/31/20211,08713159233N/A
12/31/2020979-34135206N/A
9/30/2020971-47111219N/A
6/30/2020844-33-11153N/A
3/31/2020821-38-152123N/A
12/31/2019692-7N/A92N/A
9/30/201951713N/A50N/A
6/30/20194501N/A60N/A
3/31/20193648N/A43N/A
12/31/201832420N/A26N/A
9/30/20182978N/A50N/A
6/30/20182698N/A44N/A
3/31/201825610N/A46N/A
12/31/201722113N/A82N/A
9/30/201719716N/A38N/A
6/30/201717218N/A46N/A
3/31/201714117N/A35N/A
12/31/201611015N/A23N/A
9/30/20168721N/A13N/A
6/30/20166819N/A0N/A
3/31/20164215N/A-3N/A
12/31/2015249N/A-6N/A

アナリストによる今後の成長予測

収入対貯蓄率: TWMは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3% ) よりも高い成長率であると考えられます。

収益対市場: TWM今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: TWM今後 3 年以内に収益を上げることが予想されます。

収益対市場: TWMの収益 ( 7.5% ) Canadian市場 ( 4.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: TWMの収益 ( 7.5% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: TWMの 自己資本利益率 は、3年後には低くなると予測されています ( 17.1 %)。


成長企業の発掘

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2026/07/12 13:44
終値2026/07/10 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Tidewater Midstream and Infrastructure Ltd. 1 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。11

アナリスト機関
Trevor ReynoldsAcumen Capital Finance Partners Limited
Nathan HeywoodATB Cormark
Brent WatsonATB Cormark Historical (Cormark Securities)