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Aecon Group Inc.TSX:ARE Voorraadrapport

Marktkapitalisatie CA$3.1b
Prijs aandeel
CA$45.26
CA$52.18
13.3% ondergewaardeerd intrinsieke korting
1Y139.5%
7D-10.8%
1D
Portefeuillewaarde
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Aecon Group Inc.

TSX:ARE Voorraadrapport

Marktkapitalisatie: CA$3.1b

Aecon Group (ARE) Aandelenoverzicht

Aecon Group Inc. levert, samen met haar dochterondernemingen, bouw- en infrastructuurontwikkelingsdiensten aan klanten in de private en publieke sector in Canada, de Verenigde Staten en internationaal. Meer informatie

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Aecon Group Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Aecon Group
Historische aandelenkoersen
Huidige aandelenkoersCA$45.26
52 Week HoogtepuntCA$57.72
52 Week LaagCA$17.06
Bèta1.22
1 maand verandering-2.60%
3 maanden verandering20.02%
1 Jaar Verandering139.47%
3 jaar verandering242.88%
5 jaar verandering146.78%
Verandering sinds IPO6.87%

Recent nieuws en updates

Narratiefupdate May 12

ARE: Future Returns Will Reflect Equity Raise, Record Backlog And Dividend Commitment

Aecon Group's analyst fair value estimate has been updated from CA$45.50 to CA$52.18, reflecting a series of recent price target increases across the Street as analysts incorporate revised assumptions on discount rates, margins, and future P/E multiples. Analyst Commentary Recent Street research on Aecon Group has been heavily skewed toward higher price targets, with several firms updating their models and resetting expectations for what they view as a more fully valued outlook for the stock.
Narratiefupdate Apr 22

ARE: Future Returns Will Reflect Equity Raise, Backlog Delivery And Dividend Commitment

Aecon Group's updated analyst fair value estimate has shifted modestly higher to CA$45.50, with analysts citing recent CA$0.50 to CA$5.25 price target increases and refreshed models that incorporate small adjustments to revenue growth assumptions, profit margin expectations, and future P/E multiples. Analyst Commentary Recent Street research on Aecon Group centers on a cluster of price target revisions and refreshed coverage that collectively feed into the updated fair value estimate.
Narratiefupdate Apr 06

ARE: Future Returns Will Reflect Equity Raise Strength And Backlog Execution Risk

Aecon Group's updated analyst price target reflects a higher fair value estimate of CA$44.64, supported by recent target raises from multiple firms and analyst expectations for slightly stronger revenue growth and a higher future P/E multiple, partially balanced by modestly lower profit margin assumptions. Analyst Commentary Recent Street research around Aecon Group focuses on higher price targets and a mix of ratings that range from Hold and Sector Perform to Buy.

Recent updates

Narratiefupdate May 12

ARE: Future Returns Will Reflect Equity Raise, Record Backlog And Dividend Commitment

Aecon Group's analyst fair value estimate has been updated from CA$45.50 to CA$52.18, reflecting a series of recent price target increases across the Street as analysts incorporate revised assumptions on discount rates, margins, and future P/E multiples. Analyst Commentary Recent Street research on Aecon Group has been heavily skewed toward higher price targets, with several firms updating their models and resetting expectations for what they view as a more fully valued outlook for the stock.
Narratiefupdate Apr 22

ARE: Future Returns Will Reflect Equity Raise, Backlog Delivery And Dividend Commitment

Aecon Group's updated analyst fair value estimate has shifted modestly higher to CA$45.50, with analysts citing recent CA$0.50 to CA$5.25 price target increases and refreshed models that incorporate small adjustments to revenue growth assumptions, profit margin expectations, and future P/E multiples. Analyst Commentary Recent Street research on Aecon Group centers on a cluster of price target revisions and refreshed coverage that collectively feed into the updated fair value estimate.
Narratiefupdate Apr 06

ARE: Future Returns Will Reflect Equity Raise Strength And Backlog Execution Risk

Aecon Group's updated analyst price target reflects a higher fair value estimate of CA$44.64, supported by recent target raises from multiple firms and analyst expectations for slightly stronger revenue growth and a higher future P/E multiple, partially balanced by modestly lower profit margin assumptions. Analyst Commentary Recent Street research around Aecon Group focuses on higher price targets and a mix of ratings that range from Hold and Sector Perform to Buy.
Narratiefupdate Mar 22

ARE: Future Cash Flows Will Reflect Tighter Margins And Backlog Driven Risk Balance

Aecon Group's updated analyst price target of CA$40.96, up from CA$36.75, reflects recent target increases across the Street, with analysts pointing to adjusted assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Aecon Group points to a clear reset in expectations, with several price targets now aligned in a higher C$38 to C$52 range.
Nieuw narratief Mar 08

Bullish View Expects Nuclear And Power Backlog To Drive Long-Term Upside

Catalysts About Aecon Group Aecon Group is a construction and infrastructure company with core exposure to power, utilities, transportation, nuclear and concessions in Canada and select international markets. What are the underlying business or industry changes driving this perspective?
Narratiefupdate Mar 07

ARE: Future Cash Flows Will Reflect Tighter Margins And Balanced Risk Profile

Narrative Update on Aecon Group Analysts have nudged their Aecon Group price target higher to CA$36.75 from CA$35.34, citing updated assumptions around fair value, a slightly lower discount rate, and modest tweaks to revenue growth, profit margin, and future P/E inputs. Analyst Commentary Recent Street research does not focus directly on Aecon Group, but it offers some useful context from coverage of a large real estate owner with exposure to occupancy trends and earnings visibility.
Narratiefupdate Feb 20

ARE: Medium Term Earnings Will Reflect Tighter Margins And Measured Risk Profile

Narrative Update on Aecon Group The analyst price target for Aecon Group has shifted slightly higher, from about CA$34.09 to CA$35.34, as analysts factor in updated views on discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research around Aecon Group signals a mix of optimism and caution, reflected in the modestly higher price target and the assumptions behind it.
Narratiefupdate Feb 06

ARE: Balanced Medium Term Earnings Outlook Will Reflect Tighter Margins And Measured Risk Profile

Analysts have raised their price target on Aecon Group to $34.09 from $33.18, citing updated assumptions that include a 5.38% revenue growth outlook, a 3.91% profit margin, an 11.73x future P/E, and a slightly higher 8.26% discount rate. Analyst Commentary Recent valuation work on Aecon Group reflects a balanced mix of optimism and caution, with analysts updating their models around revenue growth, margins, and the applied P/E multiple.
Narratiefupdate Jan 22

ARE: Backlog And Guidance Will Support Balanced Medium Term Earnings Outlook

Narrative Update on Aecon Group Analysts have adjusted their outlook on Aecon Group, with price targets now ranging from C$30 to C$35 compared with prior targets clustered around C$26. This reflects mixed views on the shares, even though updated assumptions on discount rate, revenue growth, profit margin, and future P/E leave the modelled fair value estimate broadly unchanged.
Analyseartikel Jan 18

Is Aecon Group (TSE:ARE) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Narratiefupdate Jan 08

ARE: Backlog And New Contracts Will Support Balanced Medium Term Earnings Outlook

Aecon Group’s analyst price targets have recently shifted higher, with moves such as RBC Capital’s increase to C$30 from C$26 and other targets in the C$32 to C$35 range. Analysts are reassessing the company using updated assumptions for growth, margins and valuation multiples.
Narratiefupdate Dec 21

ARE: Record Backlog And New Contracts Will Support Steady Medium Term Earnings

Aecon Group's analyst price target has inched higher to C$30, up from a prior consensus closer to the mid C$20s. Analysts cite modestly stronger revenue growth expectations, a slightly lower perceived risk profile, and a marginally higher future earnings multiple, despite some recent rating downgrades.
Narratiefupdate Dec 07

ARE: Record Backlog And New Contracts Will Support Steady Earnings Outlook

Analysts have increased their average price target on Aecon Group, reflecting recent raises from firms such as RBC Capital, CIBC, ATB Capital and Stifel. They point to improved margin expectations and a modestly lower perceived risk profile, which are reflected in our updated discount rate and profit margin assumptions.
Narratiefupdate Nov 23

ARE: New Contracts And Record Backlog Will Drive Sustained Earnings Momentum

Aecon Group's average analyst price target has increased, with several analysts citing recent project wins and anticipated revenue growth as justification for raising their targets by C$4 to C$6 per share. Analyst Commentary Recent analyst activity around Aecon Group reveals a mix of optimism and caution, reflecting both the company's opportunities and the challenges it may face going forward.
Narratiefupdate Nov 05

ARE: Project Wins And Record Backlog Will Drive Upside Momentum Ahead

Aecon Group’s analyst price target has increased significantly from approximately $25.55 to $33.09, as analysts highlight stronger expected revenue growth and recent upward revisions from several research firms. Analyst Commentary Recent updates from street analysts highlight both optimism and caution surrounding Aecon Group's outlook.
Analyseartikel Oct 29

Aecon Group Inc. (TSE:ARE) Looks Just Right With A 29% Price Jump

Aecon Group Inc. ( TSE:ARE ) shares have continued their recent momentum with a 29% gain in the last month alone. The...
Narratiefupdate Oct 22

Analyst Views Mixed as Aecon Group Sees Higher Price Target and Improved Outlook

Aecon Group's analyst price target has been raised from C$24.82 to C$25.55. This change reflects analysts' increased confidence in slightly higher revenue growth and improved profit margins.
Narratiefupdate Oct 08

Electrification And Nuclear Projects Will Transform US And Canadian Infrastructure

Aecon Group's analyst price target has been raised from C$23.27 to C$24.82. This change reflects analysts' increased confidence due to slightly improved profit margin forecasts and a modestly lower discount rate.
Analyseartikel Aug 08

We Think That There Are Issues Underlying Aecon Group's (TSE:ARE) Earnings

TSX:ARE 1 Year Share Price vs Fair Value Explore Aecon Group's Fair Values from the Community and select yours Aecon...
Analyseartikel Aug 05

Aecon Group (TSE:ARE) Will Pay A Dividend Of CA$0.19

The board of Aecon Group Inc. ( TSE:ARE ) has announced that it will pay a dividend on the 2nd of October, with...
Analyseartikel May 27

Investors Still Aren't Entirely Convinced By Aecon Group Inc.'s (TSE:ARE) Revenues Despite 26% Price Jump

Those holding Aecon Group Inc. ( TSE:ARE ) shares would be relieved that the share price has rebounded 26% in the last...
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Nieuw narratief Apr 23

Backlog And New Projects Will Unlock US Market Opportunities

The strong backlog and strategic focus on high-margin sectors position Aecon for potential revenue growth and improved margins as key projects transition to execution.
Analyseartikel Mar 08

CA$26.36: That's What Analysts Think Aecon Group Inc. (TSE:ARE) Is Worth After Its Latest Results

Shareholders in Aecon Group Inc. ( TSE:ARE ) had a terrible week, as shares crashed 20% to CA$17.96 in the week since...
Analyseartikel Mar 06

Cautious Investors Not Rewarding Aecon Group Inc.'s (TSE:ARE) Performance Completely

Aecon Group Inc.'s ( TSE:ARE ) price-to-sales (or "P/S") ratio of 0.3x may look like a pretty appealing investment...
Analyseartikel Jan 24

Does Aecon Group (TSE:ARE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Dec 15

Aecon Group (TSE:ARE) Has Announced A Dividend Of CA$0.19

Aecon Group Inc.'s ( TSE:ARE ) investors are due to receive a payment of CA$0.19 per share on 3rd of January. This...
Analyseartikel Nov 15

Aecon Group Inc.'s (TSE:ARE) Shares Leap 30% Yet They're Still Not Telling The Full Story

Aecon Group Inc. ( TSE:ARE ) shares have continued their recent momentum with a 30% gain in the last month alone. The...

Rendement voor aandeelhouders

ARECA ConstructionCA Markt
7D-10.8%-1.3%1.5%
1Y139.5%-15.6%33.7%

Rendement versus industrie: ARE overtrof de Canadian Construction industrie, die het afgelopen jaar een rendement -15.6 % opleverde.

Rendement versus markt: ARE overtrof de Canadian markt, die het afgelopen jaar een rendement opleverde van 33.7 %.

Prijsvolatiliteit

Is ARE's price volatile compared to industry and market?
ARE volatility
ARE Average Weekly Movement5.7%
Construction Industry Average Movement5.7%
Market Average Movement10.2%
10% most volatile stocks in CA Market18.0%
10% least volatile stocks in CA Market3.9%

Stabiele aandelenkoers: ARE heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Canadian markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van ARE is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
18678,785Jean-Louis Servranckxwww.aecon.com

Aecon Group Inc. levert, samen met haar dochterondernemingen, bouw- en infrastructuurontwikkelingsdiensten aan klanten in de private en publieke sector in Canada, de Verenigde Staten en internationaal. Het bedrijf is actief in twee segmenten, Bouw en Concessies. Het segment Bouw richt zich op de marktsectoren civiele infrastructuur, stedelijke transportoplossingen, kernenergie-infrastructuur, nutsinfrastructuur en industriële infrastructuur.

Aecon Group Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Aecon Group zich tot de beurswaarde?
ARE fundamentele statistieken
MarktkapitalisatieCA$3.10b
Inkomsten(TTM)CA$35.17m
Inkomsten(TTM)CA$5.63b
88.1x
Koers/Winstverhouding
0.6x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
ARE resultatenrekening (TTM)
InkomstenCA$5.63b
Kosten van inkomstenCA$5.18b
BrutowinstCA$452.84m
Overige uitgavenCA$417.67m
InkomstenCA$35.17m

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)0.51
Brutomarge8.04%
Nettowinstmarge0.62%
Schuld/Eigen Vermogen Verhouding47.1%

Hoe presteerde ARE op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

1.7%
Huidig dividendrendement
138%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/22 19:09
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Aecon Group Inc. wordt gevolgd door 17 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Christopher MurrayATB Cormark
Gareth TinglingBeacon Securities Limited
Devin DodgeBMO Capital Markets Equity Research