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Canadian (TSX) Oil and Gas Storage and Transportation Industry Analysis

UpdatedJul 15, 2026
DataAggregated Company Financials
Companies8
  • 7D0.7%
  • 3M12.6%
  • 1Y33.8%
  • YTDn/a

Last week, the Oil and Gas Storage and Transportation industry hasn't moved much but Pembina Pipeline is up 3.7% in that time. As for the the longer term, the industry is up 34% over the past 12 months. As for the next few years, earnings are expected to grow by 11% per annum.

Industry Valuation and Performance

Has the Canadian Oil and Gas Storage and Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 16 Jul 2026CA$345.2bCA$113.4bCA$12.4b27.5x27.9x3x
Sat, 13 Jun 2026CA$345.8bCA$113.4bCA$12.3b27.7x28x3x
Mon, 11 May 2026CA$315.6bCA$113.8bCA$12.6b25.5x25.1x2.8x
Wed, 08 Apr 2026CA$317.0bCA$109.8bCA$13.3b24.4x23.8x2.9x
Fri, 06 Mar 2026CA$314.4bCA$109.8bCA$13.2b24x23.8x2.9x
Sun, 01 Feb 2026CA$281.0bCA$108.8bCA$11.9b23x23.6x2.6x
Tue, 30 Dec 2025CA$271.8bCA$108.8bCA$11.9b22x22.9x2.5x
Thu, 27 Nov 2025CA$278.5bCA$108.9bCA$11.9b22.3x23.4x2.6x
Sat, 25 Oct 2025CA$270.7bCA$109.1bCA$13.2b18.3x20.4x2.5x
Mon, 22 Sep 2025CA$279.3bCA$109.1bCA$13.2b19.5x21.1x2.6x
Wed, 20 Aug 2025CA$264.8bCA$109.1bCA$13.2b19.1x20x2.4x
Fri, 18 Jul 2025CA$255.0bCA$105.9bCA$12.9b18.8x19.7x2.4x
Sun, 15 Jun 2025CA$260.1bCA$105.9bCA$12.9b18.6x20.1x2.5x
Tue, 13 May 2025CA$262.8bCA$105.8bCA$12.9b18.7x20.4x2.5x
Thu, 10 Apr 2025CA$242.2bCA$98.2bCA$12.0b18x20.1x2.5x
Sat, 08 Mar 2025CA$246.0bCA$95.3bCA$11.3b19.3x21.9x2.6x
Mon, 03 Feb 2025CA$256.1bCA$96.6bCA$13.5b18.9x18.9x2.7x
Wed, 01 Jan 2025CA$253.2bCA$96.6bCA$13.5b18.9x18.7x2.6x
Fri, 29 Nov 2024CA$256.8bCA$96.6bCA$13.5b18.3x19x2.7x
Sun, 27 Oct 2024CA$247.1bCA$91.0bCA$10.9b21.7x22.6x2.7x
Tue, 24 Sep 2024CA$229.9bCA$91.0bCA$10.9b20.6x21x2.5x
Thu, 22 Aug 2024CA$222.1bCA$91.0bCA$10.9b19.6x20.3x2.4x
Sat, 20 Jul 2024CA$206.2bCA$88.7bCA$10.1b21.5x20.4x2.3x
Mon, 17 Jun 2024CA$199.8bCA$88.7bCA$10.1b20.3x19.8x2.3x
Wed, 15 May 2024CA$205.9bCA$88.9bCA$10.2b19.5x20.2x2.3x
Fri, 12 Apr 2024CA$193.0bCA$89.0bCA$10.6b17.3x18.3x2.2x
Sun, 10 Mar 2024CA$197.1bCA$89.2bCA$10.9b17.6x18.1x2.2x
Tue, 06 Feb 2024CA$188.7bCA$88.5bCA$4.6b22.8x41.1x2.1x
Thu, 04 Jan 2024CA$194.7bCA$88.5bCA$4.6b23.1x42.4x2.2x
Sat, 02 Dec 2023CA$190.0bCA$88.5bCA$4.6b23.7x41.4x2.1x
Mon, 30 Oct 2023CA$175.7bCA$92.4bCA$8.0b21.8x22.1x1.9x
Wed, 27 Sep 2023CA$179.9bCA$92.4bCA$8.0b21.4x22.6x1.9x
Fri, 25 Aug 2023CA$176.9bCA$92.4bCA$8.0b22.4x22.2x1.9x
Sun, 23 Jul 2023CA$187.5bCA$97.3bCA$7.3b21x25.8x1.9x
Price to Earnings Ratio

25.8x


Total Market Cap: CA$187.5bTotal Earnings: CA$7.3bTotal Revenue: CA$97.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Oil and Gas Storage and Transportation Industry Price to Earnings3Y Average 23.3x202420252026
Current Industry PE
  • Investors are optimistic on the Canadian Oil and Gas Storage and Transportation industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.9x which is higher than its 3-year average PE of 23.3x.
  • The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 3.0x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas Storage and Transportation industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 5.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Canadian Oil and Gas Storage and Transportation compare with similar industries?

CA Market0.27%
Energy2.60%
Oil and Gas2.62%
Oil and Gas Storage and Transportation0.69%
Integrated Oil and Gas6.24%
Oil and Gas Exploration and Production3.47%
Coal and Fuels-2.57%
Oil and Gas Refining and Marketing-4.99%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ENB EnbridgeCA$78.921.1%
+CA$1.9b		27.5%PE26.7x
PPL Pembina PipelineCA$70.683.3%
+CA$1.3b		39.1%PE26.5x
SOBO South BowCA$52.771.2%
+CA$135.6m		45.3%PE18.6x
TWM Tidewater Midstream and InfrastructureCA$18.988.0%
+CA$30.9m		331.4%PS0.3x
GEI Gibson EnergyCA$30.270.3%
+CA$17.2m		23.0%PE35.7x

Latest News

PPL
CA$70.68
Pembina Pipeline
7D
3.3%
1Y
39.1%
Narrative Update • Jul 13

PPL: West Coast Pipeline And Power Project Will Shape Balanced Outlook

Analysts have raised their price target on Pembina Pipeline to CA$69.72 from CA$67.67, citing updated estimates that reflect slightly different assumptions for long term revenue growth, profit margins and future P/E multiples. What’s in the News for Pembina Pipeline Pembina Pipeline entered a non-binding Heads of Agreement with the Government of Canada, the Province of Alberta, Trans Mountain Corporation, and the Alberta Petroleum and Marketing Commission to participate in a new west coast oil pipeline from Bruderheim, Alberta to the southern coast of British Columbia, under the Canada British Columbia Cooperative Prosperity Agreement.
SOBO
CA$52.77
South Bow
7D
1.2%
1Y
45.3%
Narrative Update • Jul 10

SOBO: Future Project Execution Risks May Undermine Recently Higher Market Expectations

Analysts have nudged the South Bow fair value estimate higher from CA$27.85 to CA$29.80 as they factor in refreshed price targets, including CA$50 from BMO Capital, CA$57 from Jefferies, and CA$60 from Raymond James, supported by views that key assets and projects could underpin more resilient cash flow and slightly stronger profitability assumptions. Analyst Commentary Recent research on South Bow has centered on how its core assets and project pipeline might support cash flow visibility, while leaving room for debate on execution risk, capital intensity and long term growth.
TRP
CA$97.10
TC Energy
7D
-0.6%
1Y
46.6%
TWM
CA$18.98
Tidewater Midstream and Infrastructure
7D
8.0%
1Y
331.4%
Narrative Update • Jul 09

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

Analysts lifted their fair value estimate for Tidewater Midstream and Infrastructure to CA$17.00 from CA$9.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels in recent research. Analyst Commentary Recent research on Tidewater Midstream and Infrastructure points to a more nuanced view of the stock, even as published price targets have been adjusted.
GEI
CA$30.27
Gibson Energy
7D
0.3%
1Y
23.0%
ENB
CA$78.92
Enbridge
7D
1.1%
1Y
27.5%
KEY
CA$58.81
Keyera
7D
-0.5%
1Y
36.0%
Narrative Update • Jun 30

KEY: KAPS Ownership And Rail Terminal Partnership Will Shape Balanced Forward Outlook

Keyera's fair value estimate has been revised modestly higher to CA$62.93, supported by a series of analyst price target increases into the low to high CA$60s. These reflect updated models, recent equity and acquisition activity around the Key Access Pipeline System, and views that recent results and marketing conditions are constructive for the company.
RGSI
CA$30.79
Rockpoint Gas Storage
7D
0.9%
1Y
n/a