Boralex Inc.

TSX:BLX 株式レポート

時価総額:CA$3.8b

Boralex 将来の成長

Future 基準チェック /46

Boralex利益と収益がそれぞれ年間66.3%と5.8%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2.8% 47.7%なると予測されています。

主要情報

66.3%

収益成長率

47.74%

EPS成長率

Renewable Energy 収益成長8.3%
収益成長率5.8%
将来の株主資本利益率2.80%
アナリストカバレッジ

Low

最終更新日30 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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).
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

業績と収益の成長予測

TSX:BLX - 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
12/31/2027955651644653
12/31/20269561031744632
12/31/20258497-249362N/A
9/30/2025828-23-324347N/A
6/30/2025830-10-521126N/A
3/31/202582211-478157N/A
12/31/202485336-183215N/A
9/30/202494089-16291N/A
6/30/202495995148476N/A
3/31/2024986100246482N/A
12/31/20231,02278224496N/A
9/30/20231,02655310578N/A
6/30/202395419425667N/A
3/31/202391013341620N/A
12/31/202283630257513N/A
9/30/202270733133405N/A
6/30/202273157106362N/A
3/31/202271031155349N/A
12/31/202169117166345N/A
9/30/202168926182323N/A
6/30/202166740193349N/A
3/31/202164150187362N/A
12/31/202063355206362N/A
9/30/20206183204361N/A
6/30/2020605-20204346N/A
3/31/2020603-27202362N/A
12/31/2019574-39117294N/A
9/30/2019541-4N/A259N/A
6/30/2019526-6N/A218N/A
3/31/2019500-21N/A157N/A
12/31/2018479-30N/A202N/A
9/30/2018461-13N/A194N/A
6/30/20184561N/A215N/A
3/31/201845227N/A201N/A
12/31/201741922N/A145N/A
9/30/2017364-10N/A161N/A
6/30/2017343-3N/A135N/A
3/31/2017316-8N/A126N/A
12/31/2016302-2N/A148N/A
9/30/20163089N/A147N/A
6/30/20163084N/A157N/A
3/31/20163015N/A141N/A
12/31/2015268-11N/A114N/A
9/30/2015240-23N/A88N/A
6/30/2015219-17N/A77N/A

アナリストによる今後の成長予測

収入対貯蓄率: BLXの予測収益成長率 (年間66.3% ) は 貯蓄率 ( 3% ) を上回っています。

収益対市場: BLXの収益 ( 66.3% ) はCanadian市場 ( 10.8% ) よりも速いペースで成長すると予測されています。

高成長収益: BLXの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: BLXの収益 ( 5.8% ) Canadian市場 ( 4.9% ) 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: BLXの収益 ( 5.8% ) 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: BLX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 ( 2.8 %)。


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2026/05/06 12:42
終値2026/05/06 00:00
収益2025/12/31
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

Boralex Inc. 3 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。18

アナリスト機関
Mark WestbyATB Cormark
Nicholas BoychukATB Cormark Historical (Cormark Securities)
Benjamin PhamBMO Capital Markets Equity Research