Northland Power Inc.

TSX:NPI 株式レポート

時価総額:CA$5.9b

Northland Power 将来の成長

Future 基準チェック /36

Northland Power利益と収益がそれぞれ年間39.6%と0.1%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12.4% 41.3%なると予測されています。

主要情報

39.6%

収益成長率

41.32%

EPS成長率

Renewable Energy 収益成長7.6%
収益成長率0.1%
将来の株主資本利益率12.35%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 08

NPI: Offshore Contract Progress And Higher P E Multiple Support Balanced Outlook

Analysts have inched their average price target on Northland Power higher by about CA$0.33, reflecting fine-tuning around a slightly lower discount rate and a modestly higher assumed future P/E multiple in their updated models. Analyst Commentary Recent research on Northland Power centers on how analysts are recalibrating their expectations for the stock rather than making sharp directional calls.
ナラティブの更新 Apr 23

NPI: Fair Outlook As Higher P/E Assumptions Meet Execution Risks

Analysts have slightly increased their average price target on Northland Power by about CA$0.20, pointing to updated models that reflect a modestly higher fair value estimate and P/E multiple, along with more cautious assumptions for revenue growth and profit margins. Analyst Commentary Recent Street research on Northland Power has focused on updated price targets and how those line up with execution risks and growth plans.
ナラティブの更新 Apr 08

NPI: Fair Outlook As Higher Profitability Assumptions Meet Execution Uncertainty

Northland Power's analyst price target has shifted higher, rising by about CA$2 to CA$24, as analysts adjust their models to reflect updated assumptions on revenue growth, margins and future P/E, in line with recent target increases from CIBC and TD Securities. Analyst Commentary Recent research on Northland Power has centered on updated price targets in the low C$20s and differing views on how current fundamentals line up with that valuation range.
ナラティブの更新 Mar 25

NPI: Future Returns Will Hinge On Execution As Expectations Edge Higher

Narrative update Northland Power's updated fair value estimate edges up to about CA$23.73 from CA$23.50, reflecting recent analyst price target increases to CA$23 and CA$24, as well as a modestly lower discount rate in the refreshed model. Analyst Commentary Recent Street research on Northland Power centers on modest upward revisions to price targets, with views split between more upbeat growth expectations and a preference to wait for further execution proof points.
ナラティブの更新 Mar 11

NPI: Future Returns Will Depend On Execution Against Modest Plan Adjustments

Analysts have raised their fair value estimate for Northland Power to CA$23.50 from CA$22.15, reflecting updated assumptions around revenue growth, profit margins, and a modestly lower discount rate, consistent with recent target increases from CIBC to CA$24 and TD Securities to CA$23. Analyst Commentary Recent Street research around Northland Power centers on modest upward revisions to price targets, with bullish analysts adjusting their models while others maintain a more neutral stance on near term execution and valuation.
ナラティブの更新 Feb 24

NPI: Future Returns Will Reflect Execution Versus Funding Risk At Current Levels

Analysts have kept their fair value estimate for Northland Power steady at about CA$22.15, with a slightly higher discount rate and modest tweaks to growth and margin assumptions informing an updated price target narrative. Analyst Commentary Recent commentary on Northland Power suggests a mixed but relatively balanced view, with analysts weighing valuation support against execution and industry wide risks.
ナラティブの更新 Feb 10

NPI: Future Returns Will Hinge On Offshore Execution And Polish Storage Delivery

Analysts have trimmed their targets on Northland Power in recent weeks, and our updated work reflects only a modest fair value adjustment to about C$22.15 as they factor in slower growth expectations, higher perceived risk, and slightly more conservative P/E assumptions. Analyst Commentary Recent Street research on Northland Power has centered on reassessing growth, execution risk, and how much of a discount the shares should carry, with several price targets reset in the C$19 to C$27 range and some rating downgrades following the latest investor communications.
分析記事 Feb 02

Northland Power (TSE:NPI) Has Some Difficulty Using Its Capital Effectively

What underlying fundamental trends can indicate that a company might be in decline? A business that's potentially in...
ナラティブの更新 Jan 25

NPI: Future Returns Will Reflect Offshore Execution Progress And Polish Storage Buildout

Analysts have trimmed their Northland Power targets by a few dollars, with fair value now around C$22.00. This reflects slightly lower growth and margin assumptions, as well as modestly reduced future P/E expectations.
ナラティブの更新 Jan 11

NPI: Future Returns Will Benefit From Resolving Offshore Execution Uncertainty

Analysts have pulled back on Northland Power, trimming price targets to a C$19 to C$27 range as they factor in a slower growth path, more cautious free cash flow expectations and offshore execution uncertainty in their updated models. Analyst Commentary Recent Street research on Northland Power clusters around a tighter C$19 to C$27 price target band, with several firms revising models after the company’s investor day and reassessing how execution risk and a slower growth profile feed into valuation.
分析記事 Dec 28

Northland Power (TSE:NPI) Takes On Some Risk With Its Use Of 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 Dec 15

NPI: Future Returns Will Benefit From Offshore Wind Execution Improvements

Northland Power's analyst fair value estimate has edged down slightly to about C$22.15 from roughly C$22.31, as analysts trim price targets into the C$19 to C$27 range to reflect a slower growth outlook, offshore execution risks, and a modestly higher perceived valuation discount, despite maintained positive ratings from several firms. Analyst Commentary Recent research updates show a gradual reset of expectations for Northland Power, with lower price targets clustering in the high-teens to mid C$20s but with many firms still seeing upside from current levels.
ナラティブの更新 Nov 29

NPI: Future Returns Will Benefit From Battery Storage Expansion In Poland

Northland Power’s average analyst price target has decreased from approximately C$25.08 to C$22.31. Analysts cite slower growth expectations and increased execution risks in their revised outlook.
分析記事 Nov 16

Northland Power Inc. (TSE:NPI) Not Doing Enough For Some Investors As Its Shares Slump 27%

Northland Power Inc. ( TSE:NPI ) shares have had a horrible month, losing 27% after a relatively good period...
ナラティブの更新 Nov 15

NPI: Earnings Growth Will Benefit From Supportive Sector Dynamics Ahead

Northland Power's average analyst price target has decreased by approximately C$2.38 to C$25.08. Analysts cite increased discount rates and greater uncertainty in growth and margins as supporting factors for the revised outlook.
分析記事 Jul 31

These 4 Measures Indicate That Northland Power (TSE:NPI) Is Using Debt Extensively

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

Northland Power Inc.'s (TSE:NPI) Share Price Could Signal Some Risk

It's not a stretch to say that Northland Power Inc.'s ( TSE:NPI ) price-to-sales (or "P/S") ratio of 2.7x right now...
分析記事 Jun 15

Are Investors Undervaluing Northland Power Inc. (TSE:NPI) By 40%?

Key Insights Northland Power's estimated fair value is CA$36.28 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Apr 26

Is Northland Power (TSE:NPI) A Risky Investment?

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 Apr 08

Market Cool On Northland Power Inc.'s (TSE:NPI) Revenues

With a median price-to-sales (or "P/S") ratio of close to 2.4x in the Renewable Energy industry in Canada, you could be...
分析記事 Mar 21

Slowing Rates Of Return At Northland Power (TSE:NPI) Leave Little Room For Excitement

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Jan 01

Northland Power (TSE:NPI) 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...
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新しいナラティブ Dec 22

Successful Execution Of Hai Long And Baltic Power Projects Set To Boost Earnings And Cash Flow, Driving Future Growth

Northland Power's construction projects and strategic expansions could significantly enhance EBITDA, cash flow, and future revenue growth.
分析記事 Dec 05

Some Confidence Is Lacking In Northland Power Inc.'s (TSE:NPI) P/S

It's not a stretch to say that Northland Power Inc.'s ( TSE:NPI ) price-to-sales (or "P/S") ratio of 2.1x right now...
分析記事 Oct 19

Are Investors Undervaluing Northland Power Inc. (TSE:NPI) By 48%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Northland Power fair value estimate is CA$42.92 Northland...
分析記事 Oct 04

Return Trends At Northland Power (TSE:NPI) Aren't Appealing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Sep 18

Northland Power (TSE:NPI) Takes On Some Risk With Its Use Of Debt

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

業績と収益の成長予測

TSX:NPI - 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
12/31/20282,6034394311,6433
12/31/20272,6073954041,5629
12/31/20262,6063233091,5059
3/31/20262,554-1481,3861,575N/A
12/31/20252,445-1701,2621,426N/A
9/30/20252,311-2861,4321,559N/A
6/30/20252,247-521,2841,429N/A
3/31/20252,2672577861,149N/A
12/31/20242,3572664771,029N/A
9/30/20242,419-148166831N/A
6/30/20242,4406698783N/A
3/31/20242,380-176227816N/A
12/31/20232,244-181369811N/A
9/30/20232,2483827351,200N/A
6/30/20232,2904261,0691,575N/A
3/31/20232,3756581,2191,683N/A
12/31/20222,4498171,3481,833N/A
9/30/20222,4486421,3271,842N/A
6/30/20222,3245561,0821,599N/A
3/31/20222,1763071,1431,647N/A
12/31/20212,0931791,1401,609N/A
9/30/20211,9461191,0631,360N/A
6/30/20211,9852061,1401,358N/A
3/31/20212,0062721,1501,362N/A
12/31/20202,0613701,0951,322N/A
9/30/20202,0063711,0791,345N/A
6/30/20201,9143669041,308N/A
3/31/20201,8283646141,284N/A
12/31/20191,659309N/A1,224N/A
9/30/20191,602307N/A1,182N/A
6/30/20191,573299N/A1,134N/A
3/31/20191,568299N/A1,136N/A
12/31/20181,556267N/A1,134N/A
9/30/20181,569271N/A1,100N/A
6/30/20181,514224N/A1,080N/A
3/31/20181,499206N/A878N/A
12/31/20171,376150N/A849N/A
9/30/20171,460268N/A936N/A
6/30/20171,431216N/A922N/A
3/31/20171,285217N/A888N/A
12/31/20161,099110N/A720N/A
9/30/2016792-50N/A448N/A
6/30/2016714-104N/A407N/A
3/31/2016705-49N/A388N/A
12/31/2015728-12N/A399N/A
9/30/2015745-66N/A400N/A
6/30/20157304N/A357N/A

アナリストによる今後の成長予測

収入対貯蓄率: NPI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: NPI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: NPI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: NPIの収益 ( 0.1% ) Canadian市場 ( 4.5% ) よりも低い成長が予測されています。

高い収益成長: NPIの収益 ( 0.1% ) 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: NPI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 ( 12.4 %)。


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2026/05/21 13:49
終値2026/05/21 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

Northland Power Inc. 9 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。23

アナリスト機関
Harshit GuptaAccountability Research Corporation
Nathan HeywoodATB Cormark
Benjamin PhamBMO Capital Markets Equity Research