View ValuationStantec 将来の成長Future 基準チェック /26Stantec利益と収益がそれぞれ年間18.6%と7.8%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19.8% 18.5%なると予測されています。主要情報18.6%収益成長率18.46%EPS成長率Construction 収益成長23.2%収益成長率7.8%将来の株主資本利益率19.75%アナリストカバレッジGood最終更新日28 Apr 2026今後の成長に関する最新情報お知らせ • Feb 26+ 2 more updatesStantec Inc. Provides Earnings Guidance for the Year 2026Stantec Inc. provided earnings guidance for the year 2026. For the year, the company expects net revenue growth of 8.5% to 11.5%.お知らせ • Aug 14Stantec Inc. Revises Earnings Guidance for the Full Year 2025Stantec Inc. revised earnings guidance for the full year 2025. For the year, the company expects Net revenue growth of 10% to 12 % as compared to Previously Published guidance of 7% to 10%.お知らせ • Feb 25+ 1 more updateStantec Inc. Provides Earnings Guidance for the Fiscal Year 2025Stantec Inc. provided earnings guidance for the fiscal year 2025. For the fiscal year 2025, the company expects net revenue growth to be in the range of 7% to 10%.お知らせ • Nov 08+ 1 more updateStantec Inc. Revises Earnings Guidance for the year 2024Stantec Inc. announced that the Company now expects 2024 net revenue growth to be in the range of 14.5% to 15.0% from 12% to 15%. Stantec reaffirms expectations for organic net revenue growth in the mid to high-single digits.お知らせ • Feb 29+ 1 more updateStantec Inc. Revises Earnings Guidance for the Year 2024Stantec Inc. revised earnings guidance for the year 2024. For the year, the company expects net revenue growth of 11% to 15% against previous guidance of 7% to 12%.お知らせ • Dec 06Stantec Inc. Provides Earnings Guidance for the Fiscal Year 2024 and End of Fiscal Year 2026Stantec Inc. provided earnings guidance for the fiscal year 2024 and end of fiscal year 2026. For the fiscal year 2024, the company expects net revenue growth to be in the range of 7% to 12%.The company expects at the end of fiscal year 2026 net revenue of $7.5 billion.すべての更新を表示Recent updatesお知らせ • Apr 13Stantec Inc. to Report Q1, 2026 Results on May 13, 2026Stantec Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026Upcoming Dividend • Mar 24Upcoming dividend of CA$0.24 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.3%).Declared Dividend • Mar 01Fourth quarter dividend of CA$0.24 announcedShareholders will receive a dividend of CA$0.24. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$4.20 (up from CA$3.17 in FY 2024). Revenue: CA$6.49b (up 11% from FY 2024). Net income: CA$479.4m (up 33% from FY 2024). Profit margin: 7.4% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 18% per year.お知らせ • Feb 26+ 2 more updatesStantec Inc. Provides Earnings Guidance for the Year 2026Stantec Inc. provided earnings guidance for the year 2026. For the year, the company expects net revenue growth of 8.5% to 11.5%.お知らせ • Feb 20Stantec Inc., Annual General Meeting, May 14, 2026Stantec Inc., Annual General Meeting, May 14, 2026. Location: hybrid meeting, CanadaValuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$87.03, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 29x in the Construction industry in the US. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$81.59 per share.Buy Or Sell Opportunity • Feb 06Now 22% overvaluedOver the last 90 days, the stock has fallen 6.1% to US$102. The fair value is estimated to be US$83.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Buy Or Sell Opportunity • Jan 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.3% to US$102. The fair value is estimated to be US$84.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.お知らせ • Jan 21Stantec Inc. to Report Q4, 2025 Results on Feb 25, 2026Stantec Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 25, 2026Upcoming Dividend • Dec 24Upcoming dividend of CA$0.23 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 15 January 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.3%).Declared Dividend • Nov 17Third quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 31st December 2025 Payment date: 15th January 2026 Dividend yield will be 0.7%, which is about the same as the industry average. Payout Ratios Payout ratio: 21%. Cash payout ratio: 13%.Reported Earnings • Nov 14Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: CA$1.32 (up from CA$0.91 in 3Q 2024). Revenue: CA$1.71b (up 12% from 3Q 2024). Net income: CA$150.0m (up 45% from 3Q 2024). Profit margin: 8.8% (up from 6.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 14+ 1 more updateStantec Inc. Declares Dividend, Payable on January 15, 2026Stantec Inc. announced On November 13, 2025, Stantec's Board of Directors declared a dividend of CAD 0.225 per share, payable on January 15, 2026, to shareholders of record on December 31, 2025.お知らせ • Oct 21Stantec Inc. to Report Q3, 2025 Results on Nov 13, 2025Stantec Inc. announced that they will report Q3, 2025 results After-Market on Nov 13, 2025Buy Or Sell Opportunity • Oct 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to US$113. The fair value is estimated to be US$93.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.Upcoming Dividend • Sep 22Upcoming dividend of CA$0.23 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.3%).Recent Insider Transactions • Aug 24Executive VP & CFO recently bought US$744k worth of stockOn the 20th of August, Vito Culmone bought around 7k shares on-market at roughly US$106 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Vito has been a buyer over the last 12 months, purchasing a net total of US$1.5m worth in shares.Declared Dividend • Aug 17Second quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 29th September 2025 Payment date: 15th October 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Payout Ratios Payout ratio: 23%. Cash payout ratio: 16%.お知らせ • Aug 15Stantec Inc. announces Quarterly dividend, payable on October 15, 2025Stantec Inc. announced Quarterly dividend of CAD 0.2250 per share payable on October 15, 2025, ex-date on September 29, 2025 and record date on September 29, 2025.Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$1.19 (up from CA$0.71 in 2Q 2024). Revenue: CA$1.60b (up 6.9% from 2Q 2024). Net income: CA$135.4m (up 67% from 2Q 2024). Profit margin: 8.5% (up from 5.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 9.5%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 14Stantec Inc. Revises Earnings Guidance for the Full Year 2025Stantec Inc. revised earnings guidance for the full year 2025. For the year, the company expects Net revenue growth of 10% to 12 % as compared to Previously Published guidance of 7% to 10%.お知らせ • Jul 09Stantec Inc. to Report Q2, 2025 Results on Aug 13, 2025Stantec Inc. announced that they will report Q2, 2025 results After-Market on Aug 13, 2025Seeking Alpha • Jun 27Stantec: Good Growth Prospects But Premium Valuation Keeps Me On SidelinesSummary Stantec is well-positioned for revenue growth, driven by secular trends in infrastructure, water, energy transition, and supportive government policies across key markets. Strong backlog, robust organic growth, and strategic acquisitions provide visibility and confidence in continued top-line expansion across all segments. Margin improvement is supported by operating leverage, disciplined cost control, and accretive M&A, with Q1 2025 showing solid project execution and higher EBITDA margins. Despite strong fundamentals, I maintain a neutral rating due to the stock’s premium valuation relative to historical averages and peers, reflecting much of the growth outlook. Read the full article on Seeking AlphaUpcoming Dividend • Jun 23Upcoming dividend of CA$0.23 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (0.4%).お知らせ • Jun 11Stantec Inc. announced that it has received CAD 425 million in fundingStantec Inc. announced a private placement of 4.374% senior unsecured notes due June 10, 2032 for gross proceeds of aggregate principal amount of CAD 425,000,000 on June 10, 2025. The notes will be issued at par for aggregate gross proceeds of CAD 425,000,000 and will bear interest at a fixed rate of 4.374% per annum, payable semi-annually on the 10th of June and 10th of December of each year, commencing on December 10, 2025. The notes will be direct senior unsecured obligations of the company and will rank pari passu with all of its existing and future senior unsecured indebtedness and senior in right of payment to any future subordinated indebtedness of the company.お知らせ • May 31Stantec Inc. announced that it expects to receive CAD 425 million in fundingStantec Inc. announced a private placement of 4.374% senior unsecured notes due June 10, 2032 for gross proceeds of aggregate principal amount of CAD 425,000,000 on May 30, 2025. The notes will be issued at par for aggregate gross proceeds of CAD 425,000,000 and will bear interest at a fixed rate of 4.374% per annum, payable semi-annually on the June 10 and December 10 of each year, commencing on December 10, 2025. The notes will be direct senior unsecured obligations of the company and will rank pari passu with all of its existing and future senior unsecured indebtedness and senior in right of payment to any future subordinated indebtedness of the company. The notes have been assigned a provisional rating of BBB, with a stable trend, by DBRS Limited (DBRS Morningstar), and are being offered in Canada on a private placement basis in reliance upon exemptions from the prospectus requirements under applicable securities legislation. The transaction is expected to close on or about June 10, 2025, and is subject to customary closing conditions.Declared Dividend • May 18First quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 30th June 2025 Payment date: 15th July 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Payout Ratios Payout ratio: 25%. Cash payout ratio: 18%.Reported Earnings • May 15First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: CA$0.88 (up from CA$0.68 in 1Q 2024). Revenue: CA$1.55b (up 13% from 1Q 2024). Net income: CA$100.1m (up 30% from 1Q 2024). Profit margin: 6.4% (up from 5.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15+ 1 more updateStantec Inc. Declares A Dividend, Payable on July 15, 2025On May 14, 2025, Stantec's Board of Directors declared a dividend of $0.225 per share, payable on July 15, 2025, to shareholders of record on June 30, 2025.お知らせ • Apr 14Stantec Inc. to Report Q1, 2025 Results on May 14, 2025Stantec Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025お知らせ • Apr 09Stantec Inc. (TSX:STN) acquired Ryan Hanley.Stantec Inc. (TSX:STN) acquired Ryan Hanley on April 8, 2025. Stantec Inc. (TSX:STN) completed the acquisition of Ryan Hanley on April 8, 2025.お知らせ • Apr 03Stantec Inc. (TSX:STN) signed a definitive purchase agreement to acquire Page Southerland Page, Inc.Stantec Inc. (TSX:STN) signed a definitive purchase agreement to acquire Page Southerland Page, Inc. on April 2, 2025. The acquisition is expected to close upon receipt of required regulatory approvals. Stantec intends to fund the acquisition through existing funds and credit facilities.Upcoming Dividend • Mar 21Upcoming dividend of CA$0.23 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (0.5%).Declared Dividend • Feb 27Fourth quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 28th March 2025 Payment date: 15th April 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 20%.Reported Earnings • Feb 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: CA$3.17 (up from CA$2.98 in FY 2023). Revenue: CA$5.87b (up 16% from FY 2023). Net income: CA$361.5m (up 9.1% from FY 2023). Profit margin: 6.2% (down from 6.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.お知らせ • Feb 25+ 1 more updateStantec Inc. Provides Earnings Guidance for the Fiscal Year 2025Stantec Inc. provided earnings guidance for the fiscal year 2025. For the fiscal year 2025, the company expects net revenue growth to be in the range of 7% to 10%.お知らせ • Feb 17Stantec Inc., Annual General Meeting, May 15, 2025Stantec Inc., Annual General Meeting, May 15, 2025. Location: hybrid meeting, Canadaお知らせ • Jan 28Stantec Inc. to Report Q4, 2024 Results on Feb 25, 2025Stantec Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 25, 2025お知らせ • Jan 22Stantec Inc. Announces Executive AppointmentsStantec has announced new leadership for its Environmental Services business as of January 2025. Luke de Hayr takes over as executive vice president of Environmental Services for Stantec's global operations. De Hayr's appointment to the position comes as Susan Reisbord, who had led Environmental Services for three years, has been appointed to Stantec's chief operating officer, North America. De Hayr offers 25 years of experience in the environmental industry and joined Stantec when the firm acquired Cardno in 2021. He has supported numerous large international projects in the United Arab Emirates, Papua New Guinea, Jordan, Oman, Nigeria, and Kenya. De Hayr has led projects involving sustainability, regulatory compliance, permitting, and natural resource damage assessment. One of his signature projects was the Deepwater Horizon oil spill, where he managed and helped lead the natural resource damage assessment for the incident.Upcoming Dividend • Dec 24Upcoming dividend of CA$0.21 per shareEligible shareholders must have bought the stock before 31 December 2024. Payment date: 15 January 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (0.4%).お知らせ • Dec 20Stantec Appoints Christopher Lopez and Rick Eng to the Board of Directors, effective January 1, 2025Stantec Inc. announced the appointments of Christopher Lopez and Richard (Rick) Eng to the company’s Board of Directors, effective January 1, 2025. Christopher Lopez has over 28 years of industry experience in the utility, power generation, and mining sectors in Canada, United States, Mexico, Australia and New Zealand. Mr. Lopez has served in various senior leadership positions including, most recently, as Chief Financial and Regulatory Officer at Hydro One Limited. In addition to his strong financial and regulatory acumen, Mr. Lopez has significant experience in mergers and acquisitions and clean energy finance from both his time at Hydro One and, prior to that, as Vice President, Corporate Planning and Mergers & Acquisitions at TransAlta Corporation. Mr. Lopez currently serves on the board of directors of Algonquin Power & Utilities Corp., an international generation, transmission, and distribution utility. He holds a Bachelor of Business degree from Edith Cowan University in Australia and is a Chartered Professional Accountant. He is a Graduate member of the Australian Institute of Company Directors and has completed the CFO Leadership Program at Harvard Business School. Rick Eng has nearly 30 years of experience in investment banking, private equity, and advisory roles, primarily focused on mergers and acquisitions, capital markets, and strategic business planning. He spent over 17 years at Brookfield Asset Management, where he served as a Managing Partner in the Infrastructure Group. Mr. Eng’s responsibilities included leading new investments as well as overseeing and supporting portfolio companies in strategic growth and operational initiatives. Mr. Eng was also previously Chief Investment Officer responsible for the underwriting of Brookfield’s Transport investments globally. Prior to moving into the Infrastructure Group in 2015, Mr. Eng was a senior member of the firm’s private equity group, where he also served for several years as the Chief Financial Officer of Ainsworth Lumber Co. up until the company’s merger transaction. Mr. Eng holds a B.A. (Economics and History) from Queen’s University and is a Chartered Professional Accountant.Declared Dividend • Nov 11Third quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 31st December 2024 Payment date: 15th January 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 56% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: CA$0.91 (down from CA$0.94 in 3Q 2023). Revenue: CA$1.52b (up 16% from 3Q 2023). Net income: CA$103.2m (flat on 3Q 2023). Profit margin: 6.8% (down from 7.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 08+ 1 more updateStantec Inc. Revises Earnings Guidance for the year 2024Stantec Inc. announced that the Company now expects 2024 net revenue growth to be in the range of 14.5% to 15.0% from 12% to 15%. Stantec reaffirms expectations for organic net revenue growth in the mid to high-single digits.お知らせ • Oct 26Stantec Inc. to Report Q3, 2024 Results on Nov 07, 2024Stantec Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024お知らせ • Oct 04Stantec Announces Demise of Patricia D. Galloway, Member of Board of DirectorStantec announced that Dr. Patricia D. Galloway, a member of its Board of Directors, passed away on September 26, 2024. A member of Stantec’s Board of Directors since May 2020, Dr. Galloway also served on the Board’s Corporate Governance and Compensation, and Sustainability and Safety committees. With more than 40 years of experience specializing in energy and construction matters, Dr. Galloway leaves behind a monumental legacy as a renowned leader in civil engineering, gigaproject construction, and dispute resolution.Upcoming Dividend • Sep 20Upcoming dividend of CA$0.21 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (0.5%).Declared Dividend • Aug 11Second quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 19%.Reported Earnings • Aug 08Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: CA$0.74 (down from CA$0.79 in 2Q 2023). Revenue: CA$1.49b (up 17% from 2Q 2023). Net income: CA$84.6m (down 3.9% from 2Q 2023). Profit margin: 5.7% (down from 6.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.お知らせ • Aug 08+ 1 more updateStantec Inc. Declares Dividend, Payable on October 15, 2024On August 7, 2024, the Board of Directors of Stantec Inc. declared a dividend of $0.21 per share, payable on October 15, 2024, to shareholders of record on September 27, 2024.お知らせ • Jul 16Stantec Inc. to Report Q2, 2024 Results on Aug 07, 2024Stantec Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024お知らせ • Jul 03+ 1 more updateStantec Announces Chief Financial Officer ChangesStantec announced that Vito Culmone will join the Company in mid-July 2024 as its next chief financial officer. He will officially assume the CFO role on September 3, 2024. Mr. Culmone will succeed Theresa Jang, who previously announced her plan to retire. Mr. Culmone brings over 35 years of relevant CFO and executive financial leadership experience across a number of industry contexts including airlines, telecommunications, fleet management, and most recently space technology. He also brings an emphasis and experience in developing strong corporate cultures. Mr. Culmone began his career at Price Waterhouse where he earned his designation as a Chartered Accountant, and he has been recognized as a Fellow of the Chartered Professional Accountants of Ontario. He is a graduate of the University of Toronto with a Bachelor of Commerce degree.Seeking Alpha • Jun 20Stantec: Capitalizing On The Infrastructure Boom Whilst Tackling Opportunities And ChallengesSummary Stantec has seen record revenues in Q1 2024, with acquisitions increasing headcount by over 2,700 skilled workers. The company's order book backlog is at a record high of $7 billion, with expectations for 7% organic growth over the next three years. Stantec's competitive position in the market remains strong, but the rate of growth may not justify an investment at this time. Secular tailwinds in Infrastructure projects are expected to benefit Stantec. Read the full article on Seeking AlphaDeclared Dividend • May 12First quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Payout Ratios Payout ratio: 26%. Cash payout ratio: 21%.お知らせ • May 10+ 2 more updatesStantec Inc. Announces Robert Gomes Retires from BoardStantec Inc. at its annual meeting of shareholders held on May 9, 2024, announced Robert (Bob) Gomes, the company’s long-standing incumbent director and former CEO, retired from the Board as a result of the company’s director term limits.New Risk • May 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 29% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (29% net debt to equity). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).Reported Earnings • May 09First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: CA$0.70 (up from CA$0.58 in 1Q 2023). Revenue: CA$1.37b (up 12% from 1Q 2023). Net income: CA$79.4m (up 22% from 1Q 2023). Profit margin: 5.8% (up from 5.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.Buy Or Sell Opportunity • May 02Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.5% to US$83.67. The fair value is estimated to be US$68.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.お知らせ • Apr 19Stantec Inc. to Report Q1, 2024 Results on May 08, 2024Stantec Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024Upcoming Dividend • Mar 20Upcoming dividend of CA$0.21 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (0.6%).Buy Or Sell Opportunity • Mar 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$85.68. The fair value is estimated to be US$70.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Seeking Alpha • Mar 12Stantec: Management Is Optimistic About The FutureSummary Stantec has grown its adjusted EPS at a CAGR of 16% from 2019 to 2023. Stantec had a strong 2023 with net revenue rising 14% year over year to C$5.1 billion, and adjusted diluted EPS rising 17% year over year to C$3.67. Management sees a strong 2024, and has a goal of growing adjusted diluted EPS at a CAGR in the range of 15% to 18% for its 2024-2026 strategic plan. In my view, the market is pricing in several years of fairly rapid adjusted EPS growth into Stantec's valuation, given the forward PE of 27.17 for 2024. While it's a high quality company, the valuation makes Stantec stock a 'Hold'. Read the full article on Seeking AlphaNew Risk • Mar 05New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 75% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (75% net debt to equity). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).Declared Dividend • Mar 03Fourth quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Payout Ratios Payout ratio: 26%. Cash payout ratio: 25%.お知らせ • Mar 01+ 1 more updateStantec Inc. Plans Retirement of Theresa Jang as Chief Financial OfficerStantec Inc. also announced the planned retirement of Theresa Jang chief financial officer. The Company has initiated a search to identify her successor and is considering both internal and external candidates. Jang will remain as chief financial officer until her successor is in place and has committed to remaining with the Company for a period thereafter to ensure a smooth transition.Reported Earnings • Feb 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: CA$2.98 (up from CA$2.23 in FY 2022). Revenue: CA$5.07b (up 14% from FY 2022). Net income: CA$331.2m (up 34% from FY 2022). Profit margin: 6.5% (up from 5.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 27% per year.お知らせ • Feb 29+ 1 more updateStantec Inc. Revises Earnings Guidance for the Year 2024Stantec Inc. revised earnings guidance for the year 2024. For the year, the company expects net revenue growth of 11% to 15% against previous guidance of 7% to 12%.お知らせ • Feb 17Stantec Inc., Annual General Meeting, May 09, 2024Stantec Inc., Annual General Meeting, May 09, 2024.お知らせ • Feb 08Stantec Inc. to Report Q4, 2023 Results on Feb 28, 2024Stantec Inc. announced that they will report Q4, 2023 results After-Market on Feb 28, 2024お知らせ • Jan 10Stantec Inc. (TSX:STN) agreed to acquire Morrison Hershfield Group Inc.Stantec Inc. (TSX:STN) agreed to acquire Morrison Hershfield Group Inc. on January 9, 2024. The acquisition to be completed by way of a court approved plan of arrangement, subject to Morrison Hershfield shareholder approval, court approvals, and certain regulatory approvals and transaction expected close in first quarter of 2024. AEC Advisors LLC acted as financial advisor to Morrison Hershfield Group Inc and Bennett Jones LLP acted as legal advisor to Morrison Hershfield Group Inc and Grant Thornton LLP acted as tax advisory to Morrison Hershfield Group Inc.Recent Insider Transactions • Dec 25President recently bought US$803k worth of stockOn the 21st of December, Gordon Johnston bought around 10k shares on-market at roughly US$78.32 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gordon's only on-market trade for the last 12 months.Upcoming Dividend • Dec 21Upcoming dividend of CA$0.20 per share at 0.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 16 January 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (0.6%).お知らせ • Dec 06Stantec Inc. Provides Earnings Guidance for the Fiscal Year 2024 and End of Fiscal Year 2026Stantec Inc. provided earnings guidance for the fiscal year 2024 and end of fiscal year 2026. For the fiscal year 2024, the company expects net revenue growth to be in the range of 7% to 12%.The company expects at the end of fiscal year 2026 net revenue of $7.5 billion.お知らせ • Nov 29Stantec Inc. has completed a Follow-on Equity Offering in the amount of CAD 250.0275 million.Stantec Inc. has completed a Follow-on Equity Offering in the amount of CAD 250.0275 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 2,703,000 Price\Range: CAD 92.5 Discount Per Security: CAD 3.7New Risk • Nov 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (US$692k sold).Seeking Alpha • Nov 23Stantec: Remaining On The SidelinesSummary Stantec Inc. has good growth prospects driven by renewable energy demand, aging infrastructure, and federal infrastructure funding. The margin outlook is also good with easing labor market and improved productivity. Valuation is expensive. Read the full article on Seeking Alphaお知らせ • Nov 22Stantec Inc. has filed a Follow-on Equity Offering in the amount of CAD 250.0275 million.Stantec Inc. has filed a Follow-on Equity Offering in the amount of CAD 250.0275 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 2,703,000 Price\Range: CAD 92.5お知らせ • Nov 12+ 1 more updateStantec Inc. Revises Earnings Guidance for the Year 2023Stantec Inc. revised earnings guidance for the year 2023. For the year, the company expects net revenue growth to be in the range of 12% to 14% against previous guidance range of 10% to 13%.Reported Earnings • Nov 11Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CA$0.94 (up from CA$0.61 in 3Q 2022). Revenue: CA$1.32b (up 14% from 3Q 2022). Net income: CA$103.9m (up 53% from 3Q 2022). Profit margin: 7.9% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 18Stantec Inc. to Report Q3, 2023 Results on Nov 09, 2023Stantec Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023Recent Insider Transactions • Sep 22Independent Director recently sold US$406k worth of stockOn the 14th of September, Robert Gomes sold around 6k shares on-market at roughly US$67.62 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.1m more than they bought in the last 12 months.Upcoming Dividend • Sep 21Upcoming dividend of CA$0.20 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 16 October 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (5.0%). Higher than average of industry peers (0.7%).Seeking Alpha • Aug 14Stantec: Good Growth Prospects But High ValuationSummary Stantec is well-positioned for growth with a robust backlog and strong demand in sectors such as water management, building, energy, and resources. The recent acquisition of Environmental System Design (ESD) is expected to contribute to revenue growth. The company's margin is expected to benefit from increased productivity, operational leverage, and a higher margin backlog. However, the stock's valuation is already high, so a neutral position is recommended. Read the full article on Seeking AlphaReported Earnings • Aug 10Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: CA$0.79 (up from CA$0.55 in 2Q 2022). Revenue: CA$1.28b (up 14% from 2Q 2022). Net income: CA$88.0m (up 45% from 2Q 2022). Profit margin: 6.9% (up from 5.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.業績と収益の成長予測NYSE:STN - 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12/31/20277,5997057699981112/31/20267,1386316589001112/31/20256,495479791863N/A9/30/20256,334484805857N/A6/30/20256,153437647720N/A3/31/20256,050385567661N/A12/31/20245,867362504603N/A9/30/20245,630334439555N/A6/30/20245,422332468589N/A3/31/20245,208329427526N/A12/31/20235,066317419520N/A9/30/20234,954320362471N/A6/30/20234,798286262351N/A3/31/20234,636267251335N/A12/31/20224,457247229304N/A9/30/20224,243190195257N/A6/30/20224,016192206265N/A3/31/20223,808195292347N/A12/31/20213,636201346397N/A9/30/20213,582199423468N/A6/30/20213,565191495530N/A3/31/20213,608181670703N/A12/31/20203,685159570604N/A9/30/20203,724187584616N/A6/30/20203,760182553590N/A3/31/20203,762179453500N/A12/31/20193,711194392453N/A9/30/20193,646173N/A363N/A6/30/20193,541171N/A284N/A3/31/20193,451180N/A205N/A12/31/20183,355171N/A173N/A9/30/20183,081161N/A163N/A6/30/20183,087152N/A147N/A3/31/20183,112192N/A168N/A12/31/20173,17497N/A264N/A9/30/20173,433115N/A324N/A6/30/20173,452118N/A340N/A3/31/20173,34142N/A268N/A12/31/20163,098131N/A286N/A9/30/20162,846126N/A230N/A6/30/20162,593127N/A254N/A3/31/20162,410149N/A284N/A12/31/20152,374156N/A206N/A9/30/20152,326169N/A152N/A6/30/20152,250168N/A165N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: STNの予測収益成長率 (年間18.6% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: STNの収益 ( 18.6% ) はUS市場 ( 16.4% ) 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: STNの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: STNの収益 ( 7.8% ) US市場 ( 11.4% ) よりも低い成長が予測されています。高い収益成長: STNの収益 ( 7.8% ) 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: STN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 ( 19.8 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance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 08:25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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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Stantec 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。19 アナリスト機関Brian PowAcumen Capital Finance Partners LimitedChristopher MurrayATB CormarkDevin DodgeBMO Capital Markets Equity Research16 その他のアナリストを表示
お知らせ • Feb 26+ 2 more updatesStantec Inc. Provides Earnings Guidance for the Year 2026Stantec Inc. provided earnings guidance for the year 2026. For the year, the company expects net revenue growth of 8.5% to 11.5%.
お知らせ • Aug 14Stantec Inc. Revises Earnings Guidance for the Full Year 2025Stantec Inc. revised earnings guidance for the full year 2025. For the year, the company expects Net revenue growth of 10% to 12 % as compared to Previously Published guidance of 7% to 10%.
お知らせ • Feb 25+ 1 more updateStantec Inc. Provides Earnings Guidance for the Fiscal Year 2025Stantec Inc. provided earnings guidance for the fiscal year 2025. For the fiscal year 2025, the company expects net revenue growth to be in the range of 7% to 10%.
お知らせ • Nov 08+ 1 more updateStantec Inc. Revises Earnings Guidance for the year 2024Stantec Inc. announced that the Company now expects 2024 net revenue growth to be in the range of 14.5% to 15.0% from 12% to 15%. Stantec reaffirms expectations for organic net revenue growth in the mid to high-single digits.
お知らせ • Feb 29+ 1 more updateStantec Inc. Revises Earnings Guidance for the Year 2024Stantec Inc. revised earnings guidance for the year 2024. For the year, the company expects net revenue growth of 11% to 15% against previous guidance of 7% to 12%.
お知らせ • Dec 06Stantec Inc. Provides Earnings Guidance for the Fiscal Year 2024 and End of Fiscal Year 2026Stantec Inc. provided earnings guidance for the fiscal year 2024 and end of fiscal year 2026. For the fiscal year 2024, the company expects net revenue growth to be in the range of 7% to 12%.The company expects at the end of fiscal year 2026 net revenue of $7.5 billion.
お知らせ • Apr 13Stantec Inc. to Report Q1, 2026 Results on May 13, 2026Stantec Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026
Upcoming Dividend • Mar 24Upcoming dividend of CA$0.24 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.3%).
Declared Dividend • Mar 01Fourth quarter dividend of CA$0.24 announcedShareholders will receive a dividend of CA$0.24. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 41% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 26Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: CA$4.20 (up from CA$3.17 in FY 2024). Revenue: CA$6.49b (up 11% from FY 2024). Net income: CA$479.4m (up 33% from FY 2024). Profit margin: 7.4% (up from 6.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.8%. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Feb 26+ 2 more updatesStantec Inc. Provides Earnings Guidance for the Year 2026Stantec Inc. provided earnings guidance for the year 2026. For the year, the company expects net revenue growth of 8.5% to 11.5%.
お知らせ • Feb 20Stantec Inc., Annual General Meeting, May 14, 2026Stantec Inc., Annual General Meeting, May 14, 2026. Location: hybrid meeting, Canada
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$87.03, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 29x in the Construction industry in the US. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$81.59 per share.
Buy Or Sell Opportunity • Feb 06Now 22% overvaluedOver the last 90 days, the stock has fallen 6.1% to US$102. The fair value is estimated to be US$83.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Buy Or Sell Opportunity • Jan 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.3% to US$102. The fair value is estimated to be US$84.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 42% in the next 2 years.
お知らせ • Jan 21Stantec Inc. to Report Q4, 2025 Results on Feb 25, 2026Stantec Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 25, 2026
Upcoming Dividend • Dec 24Upcoming dividend of CA$0.23 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 15 January 2026. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.3%).
Declared Dividend • Nov 17Third quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 31st December 2025 Payment date: 15th January 2026 Dividend yield will be 0.7%, which is about the same as the industry average. Payout Ratios Payout ratio: 21%. Cash payout ratio: 13%.
Reported Earnings • Nov 14Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: CA$1.32 (up from CA$0.91 in 3Q 2024). Revenue: CA$1.71b (up 12% from 3Q 2024). Net income: CA$150.0m (up 45% from 3Q 2024). Profit margin: 8.8% (up from 6.8% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 14+ 1 more updateStantec Inc. Declares Dividend, Payable on January 15, 2026Stantec Inc. announced On November 13, 2025, Stantec's Board of Directors declared a dividend of CAD 0.225 per share, payable on January 15, 2026, to shareholders of record on December 31, 2025.
お知らせ • Oct 21Stantec Inc. to Report Q3, 2025 Results on Nov 13, 2025Stantec Inc. announced that they will report Q3, 2025 results After-Market on Nov 13, 2025
Buy Or Sell Opportunity • Oct 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to US$113. The fair value is estimated to be US$93.50, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 52% in the next 2 years.
Upcoming Dividend • Sep 22Upcoming dividend of CA$0.23 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.3%).
Recent Insider Transactions • Aug 24Executive VP & CFO recently bought US$744k worth of stockOn the 20th of August, Vito Culmone bought around 7k shares on-market at roughly US$106 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Vito has been a buyer over the last 12 months, purchasing a net total of US$1.5m worth in shares.
Declared Dividend • Aug 17Second quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 29th September 2025 Payment date: 15th October 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Payout Ratios Payout ratio: 23%. Cash payout ratio: 16%.
お知らせ • Aug 15Stantec Inc. announces Quarterly dividend, payable on October 15, 2025Stantec Inc. announced Quarterly dividend of CAD 0.2250 per share payable on October 15, 2025, ex-date on September 29, 2025 and record date on September 29, 2025.
Reported Earnings • Aug 14Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: CA$1.19 (up from CA$0.71 in 2Q 2024). Revenue: CA$1.60b (up 6.9% from 2Q 2024). Net income: CA$135.4m (up 67% from 2Q 2024). Profit margin: 8.5% (up from 5.4% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 9.5%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 14Stantec Inc. Revises Earnings Guidance for the Full Year 2025Stantec Inc. revised earnings guidance for the full year 2025. For the year, the company expects Net revenue growth of 10% to 12 % as compared to Previously Published guidance of 7% to 10%.
お知らせ • Jul 09Stantec Inc. to Report Q2, 2025 Results on Aug 13, 2025Stantec Inc. announced that they will report Q2, 2025 results After-Market on Aug 13, 2025
Seeking Alpha • Jun 27Stantec: Good Growth Prospects But Premium Valuation Keeps Me On SidelinesSummary Stantec is well-positioned for revenue growth, driven by secular trends in infrastructure, water, energy transition, and supportive government policies across key markets. Strong backlog, robust organic growth, and strategic acquisitions provide visibility and confidence in continued top-line expansion across all segments. Margin improvement is supported by operating leverage, disciplined cost control, and accretive M&A, with Q1 2025 showing solid project execution and higher EBITDA margins. Despite strong fundamentals, I maintain a neutral rating due to the stock’s premium valuation relative to historical averages and peers, reflecting much of the growth outlook. Read the full article on Seeking Alpha
Upcoming Dividend • Jun 23Upcoming dividend of CA$0.23 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (0.4%).
お知らせ • Jun 11Stantec Inc. announced that it has received CAD 425 million in fundingStantec Inc. announced a private placement of 4.374% senior unsecured notes due June 10, 2032 for gross proceeds of aggregate principal amount of CAD 425,000,000 on June 10, 2025. The notes will be issued at par for aggregate gross proceeds of CAD 425,000,000 and will bear interest at a fixed rate of 4.374% per annum, payable semi-annually on the 10th of June and 10th of December of each year, commencing on December 10, 2025. The notes will be direct senior unsecured obligations of the company and will rank pari passu with all of its existing and future senior unsecured indebtedness and senior in right of payment to any future subordinated indebtedness of the company.
お知らせ • May 31Stantec Inc. announced that it expects to receive CAD 425 million in fundingStantec Inc. announced a private placement of 4.374% senior unsecured notes due June 10, 2032 for gross proceeds of aggregate principal amount of CAD 425,000,000 on May 30, 2025. The notes will be issued at par for aggregate gross proceeds of CAD 425,000,000 and will bear interest at a fixed rate of 4.374% per annum, payable semi-annually on the June 10 and December 10 of each year, commencing on December 10, 2025. The notes will be direct senior unsecured obligations of the company and will rank pari passu with all of its existing and future senior unsecured indebtedness and senior in right of payment to any future subordinated indebtedness of the company. The notes have been assigned a provisional rating of BBB, with a stable trend, by DBRS Limited (DBRS Morningstar), and are being offered in Canada on a private placement basis in reliance upon exemptions from the prospectus requirements under applicable securities legislation. The transaction is expected to close on or about June 10, 2025, and is subject to customary closing conditions.
Declared Dividend • May 18First quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 30th June 2025 Payment date: 15th July 2025 Dividend yield will be 0.7%, which is about the same as the industry average. Payout Ratios Payout ratio: 25%. Cash payout ratio: 18%.
Reported Earnings • May 15First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: CA$0.88 (up from CA$0.68 in 1Q 2024). Revenue: CA$1.55b (up 13% from 1Q 2024). Net income: CA$100.1m (up 30% from 1Q 2024). Profit margin: 6.4% (up from 5.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15+ 1 more updateStantec Inc. Declares A Dividend, Payable on July 15, 2025On May 14, 2025, Stantec's Board of Directors declared a dividend of $0.225 per share, payable on July 15, 2025, to shareholders of record on June 30, 2025.
お知らせ • Apr 14Stantec Inc. to Report Q1, 2025 Results on May 14, 2025Stantec Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025
お知らせ • Apr 09Stantec Inc. (TSX:STN) acquired Ryan Hanley.Stantec Inc. (TSX:STN) acquired Ryan Hanley on April 8, 2025. Stantec Inc. (TSX:STN) completed the acquisition of Ryan Hanley on April 8, 2025.
お知らせ • Apr 03Stantec Inc. (TSX:STN) signed a definitive purchase agreement to acquire Page Southerland Page, Inc.Stantec Inc. (TSX:STN) signed a definitive purchase agreement to acquire Page Southerland Page, Inc. on April 2, 2025. The acquisition is expected to close upon receipt of required regulatory approvals. Stantec intends to fund the acquisition through existing funds and credit facilities.
Upcoming Dividend • Mar 21Upcoming dividend of CA$0.23 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (0.5%).
Declared Dividend • Feb 27Fourth quarter dividend of CA$0.23 announcedShareholders will receive a dividend of CA$0.23. Ex-date: 28th March 2025 Payment date: 15th April 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 20%.
Reported Earnings • Feb 26Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: CA$3.17 (up from CA$2.98 in FY 2023). Revenue: CA$5.87b (up 16% from FY 2023). Net income: CA$361.5m (up 9.1% from FY 2023). Profit margin: 6.2% (down from 6.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Feb 25+ 1 more updateStantec Inc. Provides Earnings Guidance for the Fiscal Year 2025Stantec Inc. provided earnings guidance for the fiscal year 2025. For the fiscal year 2025, the company expects net revenue growth to be in the range of 7% to 10%.
お知らせ • Feb 17Stantec Inc., Annual General Meeting, May 15, 2025Stantec Inc., Annual General Meeting, May 15, 2025. Location: hybrid meeting, Canada
お知らせ • Jan 28Stantec Inc. to Report Q4, 2024 Results on Feb 25, 2025Stantec Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 25, 2025
お知らせ • Jan 22Stantec Inc. Announces Executive AppointmentsStantec has announced new leadership for its Environmental Services business as of January 2025. Luke de Hayr takes over as executive vice president of Environmental Services for Stantec's global operations. De Hayr's appointment to the position comes as Susan Reisbord, who had led Environmental Services for three years, has been appointed to Stantec's chief operating officer, North America. De Hayr offers 25 years of experience in the environmental industry and joined Stantec when the firm acquired Cardno in 2021. He has supported numerous large international projects in the United Arab Emirates, Papua New Guinea, Jordan, Oman, Nigeria, and Kenya. De Hayr has led projects involving sustainability, regulatory compliance, permitting, and natural resource damage assessment. One of his signature projects was the Deepwater Horizon oil spill, where he managed and helped lead the natural resource damage assessment for the incident.
Upcoming Dividend • Dec 24Upcoming dividend of CA$0.21 per shareEligible shareholders must have bought the stock before 31 December 2024. Payment date: 15 January 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (0.4%).
お知らせ • Dec 20Stantec Appoints Christopher Lopez and Rick Eng to the Board of Directors, effective January 1, 2025Stantec Inc. announced the appointments of Christopher Lopez and Richard (Rick) Eng to the company’s Board of Directors, effective January 1, 2025. Christopher Lopez has over 28 years of industry experience in the utility, power generation, and mining sectors in Canada, United States, Mexico, Australia and New Zealand. Mr. Lopez has served in various senior leadership positions including, most recently, as Chief Financial and Regulatory Officer at Hydro One Limited. In addition to his strong financial and regulatory acumen, Mr. Lopez has significant experience in mergers and acquisitions and clean energy finance from both his time at Hydro One and, prior to that, as Vice President, Corporate Planning and Mergers & Acquisitions at TransAlta Corporation. Mr. Lopez currently serves on the board of directors of Algonquin Power & Utilities Corp., an international generation, transmission, and distribution utility. He holds a Bachelor of Business degree from Edith Cowan University in Australia and is a Chartered Professional Accountant. He is a Graduate member of the Australian Institute of Company Directors and has completed the CFO Leadership Program at Harvard Business School. Rick Eng has nearly 30 years of experience in investment banking, private equity, and advisory roles, primarily focused on mergers and acquisitions, capital markets, and strategic business planning. He spent over 17 years at Brookfield Asset Management, where he served as a Managing Partner in the Infrastructure Group. Mr. Eng’s responsibilities included leading new investments as well as overseeing and supporting portfolio companies in strategic growth and operational initiatives. Mr. Eng was also previously Chief Investment Officer responsible for the underwriting of Brookfield’s Transport investments globally. Prior to moving into the Infrastructure Group in 2015, Mr. Eng was a senior member of the firm’s private equity group, where he also served for several years as the Chief Financial Officer of Ainsworth Lumber Co. up until the company’s merger transaction. Mr. Eng holds a B.A. (Economics and History) from Queen’s University and is a Chartered Professional Accountant.
Declared Dividend • Nov 11Third quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 31st December 2024 Payment date: 15th January 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 56% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: CA$0.91 (down from CA$0.94 in 3Q 2023). Revenue: CA$1.52b (up 16% from 3Q 2023). Net income: CA$103.2m (flat on 3Q 2023). Profit margin: 6.8% (down from 7.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 08+ 1 more updateStantec Inc. Revises Earnings Guidance for the year 2024Stantec Inc. announced that the Company now expects 2024 net revenue growth to be in the range of 14.5% to 15.0% from 12% to 15%. Stantec reaffirms expectations for organic net revenue growth in the mid to high-single digits.
お知らせ • Oct 26Stantec Inc. to Report Q3, 2024 Results on Nov 07, 2024Stantec Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
お知らせ • Oct 04Stantec Announces Demise of Patricia D. Galloway, Member of Board of DirectorStantec announced that Dr. Patricia D. Galloway, a member of its Board of Directors, passed away on September 26, 2024. A member of Stantec’s Board of Directors since May 2020, Dr. Galloway also served on the Board’s Corporate Governance and Compensation, and Sustainability and Safety committees. With more than 40 years of experience specializing in energy and construction matters, Dr. Galloway leaves behind a monumental legacy as a renowned leader in civil engineering, gigaproject construction, and dispute resolution.
Upcoming Dividend • Sep 20Upcoming dividend of CA$0.21 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (0.5%).
Declared Dividend • Aug 11Second quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 27th September 2024 Payment date: 15th October 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 19%.
Reported Earnings • Aug 08Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: CA$0.74 (down from CA$0.79 in 2Q 2023). Revenue: CA$1.49b (up 17% from 2Q 2023). Net income: CA$84.6m (down 3.9% from 2Q 2023). Profit margin: 5.7% (down from 6.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Aug 08+ 1 more updateStantec Inc. Declares Dividend, Payable on October 15, 2024On August 7, 2024, the Board of Directors of Stantec Inc. declared a dividend of $0.21 per share, payable on October 15, 2024, to shareholders of record on September 27, 2024.
お知らせ • Jul 16Stantec Inc. to Report Q2, 2024 Results on Aug 07, 2024Stantec Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024
お知らせ • Jul 03+ 1 more updateStantec Announces Chief Financial Officer ChangesStantec announced that Vito Culmone will join the Company in mid-July 2024 as its next chief financial officer. He will officially assume the CFO role on September 3, 2024. Mr. Culmone will succeed Theresa Jang, who previously announced her plan to retire. Mr. Culmone brings over 35 years of relevant CFO and executive financial leadership experience across a number of industry contexts including airlines, telecommunications, fleet management, and most recently space technology. He also brings an emphasis and experience in developing strong corporate cultures. Mr. Culmone began his career at Price Waterhouse where he earned his designation as a Chartered Accountant, and he has been recognized as a Fellow of the Chartered Professional Accountants of Ontario. He is a graduate of the University of Toronto with a Bachelor of Commerce degree.
Seeking Alpha • Jun 20Stantec: Capitalizing On The Infrastructure Boom Whilst Tackling Opportunities And ChallengesSummary Stantec has seen record revenues in Q1 2024, with acquisitions increasing headcount by over 2,700 skilled workers. The company's order book backlog is at a record high of $7 billion, with expectations for 7% organic growth over the next three years. Stantec's competitive position in the market remains strong, but the rate of growth may not justify an investment at this time. Secular tailwinds in Infrastructure projects are expected to benefit Stantec. Read the full article on Seeking Alpha
Declared Dividend • May 12First quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 28th June 2024 Payment date: 15th July 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Payout Ratios Payout ratio: 26%. Cash payout ratio: 21%.
お知らせ • May 10+ 2 more updatesStantec Inc. Announces Robert Gomes Retires from BoardStantec Inc. at its annual meeting of shareholders held on May 9, 2024, announced Robert (Bob) Gomes, the company’s long-standing incumbent director and former CEO, retired from the Board as a result of the company’s director term limits.
New Risk • May 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 29% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (29% net debt to equity). Shareholders have been diluted in the past year (2.8% increase in shares outstanding).
Reported Earnings • May 09First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: CA$0.70 (up from CA$0.58 in 1Q 2023). Revenue: CA$1.37b (up 12% from 1Q 2023). Net income: CA$79.4m (up 22% from 1Q 2023). Profit margin: 5.8% (up from 5.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.
Buy Or Sell Opportunity • May 02Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.5% to US$83.67. The fair value is estimated to be US$68.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
お知らせ • Apr 19Stantec Inc. to Report Q1, 2024 Results on May 08, 2024Stantec Inc. announced that they will report Q1, 2024 results After-Market on May 08, 2024
Upcoming Dividend • Mar 20Upcoming dividend of CA$0.21 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (0.6%).
Buy Or Sell Opportunity • Mar 18Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$85.68. The fair value is estimated to be US$70.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Seeking Alpha • Mar 12Stantec: Management Is Optimistic About The FutureSummary Stantec has grown its adjusted EPS at a CAGR of 16% from 2019 to 2023. Stantec had a strong 2023 with net revenue rising 14% year over year to C$5.1 billion, and adjusted diluted EPS rising 17% year over year to C$3.67. Management sees a strong 2024, and has a goal of growing adjusted diluted EPS at a CAGR in the range of 15% to 18% for its 2024-2026 strategic plan. In my view, the market is pricing in several years of fairly rapid adjusted EPS growth into Stantec's valuation, given the forward PE of 27.17 for 2024. While it's a high quality company, the valuation makes Stantec stock a 'Hold'. Read the full article on Seeking Alpha
New Risk • Mar 05New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 75% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (75% net debt to equity). Shareholders have been diluted in the past year (2.9% increase in shares outstanding).
Declared Dividend • Mar 03Fourth quarter dividend of CA$0.21 announcedShareholders will receive a dividend of CA$0.21. Ex-date: 27th March 2024 Payment date: 15th April 2024 Dividend yield will be 0.8%, which is higher than the industry average of 0.7%. Payout Ratios Payout ratio: 26%. Cash payout ratio: 25%.
お知らせ • Mar 01+ 1 more updateStantec Inc. Plans Retirement of Theresa Jang as Chief Financial OfficerStantec Inc. also announced the planned retirement of Theresa Jang chief financial officer. The Company has initiated a search to identify her successor and is considering both internal and external candidates. Jang will remain as chief financial officer until her successor is in place and has committed to remaining with the Company for a period thereafter to ensure a smooth transition.
Reported Earnings • Feb 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: CA$2.98 (up from CA$2.23 in FY 2022). Revenue: CA$5.07b (up 14% from FY 2022). Net income: CA$331.2m (up 34% from FY 2022). Profit margin: 6.5% (up from 5.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Feb 29+ 1 more updateStantec Inc. Revises Earnings Guidance for the Year 2024Stantec Inc. revised earnings guidance for the year 2024. For the year, the company expects net revenue growth of 11% to 15% against previous guidance of 7% to 12%.
お知らせ • Feb 17Stantec Inc., Annual General Meeting, May 09, 2024Stantec Inc., Annual General Meeting, May 09, 2024.
お知らせ • Feb 08Stantec Inc. to Report Q4, 2023 Results on Feb 28, 2024Stantec Inc. announced that they will report Q4, 2023 results After-Market on Feb 28, 2024
お知らせ • Jan 10Stantec Inc. (TSX:STN) agreed to acquire Morrison Hershfield Group Inc.Stantec Inc. (TSX:STN) agreed to acquire Morrison Hershfield Group Inc. on January 9, 2024. The acquisition to be completed by way of a court approved plan of arrangement, subject to Morrison Hershfield shareholder approval, court approvals, and certain regulatory approvals and transaction expected close in first quarter of 2024. AEC Advisors LLC acted as financial advisor to Morrison Hershfield Group Inc and Bennett Jones LLP acted as legal advisor to Morrison Hershfield Group Inc and Grant Thornton LLP acted as tax advisory to Morrison Hershfield Group Inc.
Recent Insider Transactions • Dec 25President recently bought US$803k worth of stockOn the 21st of December, Gordon Johnston bought around 10k shares on-market at roughly US$78.32 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Gordon's only on-market trade for the last 12 months.
Upcoming Dividend • Dec 21Upcoming dividend of CA$0.20 per share at 0.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 16 January 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (0.6%).
お知らせ • Dec 06Stantec Inc. Provides Earnings Guidance for the Fiscal Year 2024 and End of Fiscal Year 2026Stantec Inc. provided earnings guidance for the fiscal year 2024 and end of fiscal year 2026. For the fiscal year 2024, the company expects net revenue growth to be in the range of 7% to 12%.The company expects at the end of fiscal year 2026 net revenue of $7.5 billion.
お知らせ • Nov 29Stantec Inc. has completed a Follow-on Equity Offering in the amount of CAD 250.0275 million.Stantec Inc. has completed a Follow-on Equity Offering in the amount of CAD 250.0275 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 2,703,000 Price\Range: CAD 92.5 Discount Per Security: CAD 3.7
New Risk • Nov 24New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (51% net debt to equity). Shareholders have been diluted in the past year (2.6% increase in shares outstanding). Significant insider selling over the past 3 months (US$692k sold).
Seeking Alpha • Nov 23Stantec: Remaining On The SidelinesSummary Stantec Inc. has good growth prospects driven by renewable energy demand, aging infrastructure, and federal infrastructure funding. The margin outlook is also good with easing labor market and improved productivity. Valuation is expensive. Read the full article on Seeking Alpha
お知らせ • Nov 22Stantec Inc. has filed a Follow-on Equity Offering in the amount of CAD 250.0275 million.Stantec Inc. has filed a Follow-on Equity Offering in the amount of CAD 250.0275 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 2,703,000 Price\Range: CAD 92.5
お知らせ • Nov 12+ 1 more updateStantec Inc. Revises Earnings Guidance for the Year 2023Stantec Inc. revised earnings guidance for the year 2023. For the year, the company expects net revenue growth to be in the range of 12% to 14% against previous guidance range of 10% to 13%.
Reported Earnings • Nov 11Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: CA$0.94 (up from CA$0.61 in 3Q 2022). Revenue: CA$1.32b (up 14% from 3Q 2022). Net income: CA$103.9m (up 53% from 3Q 2022). Profit margin: 7.9% (up from 5.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.9%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 18Stantec Inc. to Report Q3, 2023 Results on Nov 09, 2023Stantec Inc. announced that they will report Q3, 2023 results After-Market on Nov 09, 2023
Recent Insider Transactions • Sep 22Independent Director recently sold US$406k worth of stockOn the 14th of September, Robert Gomes sold around 6k shares on-market at roughly US$67.62 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.1m more than they bought in the last 12 months.
Upcoming Dividend • Sep 21Upcoming dividend of CA$0.20 per share at 0.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 16 October 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (5.0%). Higher than average of industry peers (0.7%).
Seeking Alpha • Aug 14Stantec: Good Growth Prospects But High ValuationSummary Stantec is well-positioned for growth with a robust backlog and strong demand in sectors such as water management, building, energy, and resources. The recent acquisition of Environmental System Design (ESD) is expected to contribute to revenue growth. The company's margin is expected to benefit from increased productivity, operational leverage, and a higher margin backlog. However, the stock's valuation is already high, so a neutral position is recommended. Read the full article on Seeking Alpha
Reported Earnings • Aug 10Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: CA$0.79 (up from CA$0.55 in 2Q 2022). Revenue: CA$1.28b (up 14% from 2Q 2022). Net income: CA$88.0m (up 45% from 2Q 2022). Profit margin: 6.9% (up from 5.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Construction industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.