Loading...
NOA logo

North American Construction Group Ltd.TSX:NOA Voorraadrapport

Marktkapitalisatie CA$541.7m
Prijs aandeel
CA$19.18
CA$28
31.5% ondergewaardeerd intrinsieke korting
1Y-21.5%
7D0.5%
1D
Portefeuillewaarde
Bekijk

North American Construction Group Ltd.

TSX:NOA Voorraadrapport

Marktkapitalisatie: CA$541.7m

North American Construction Group (NOA) Aandelenoverzicht

North American Construction Group Ltd. levert mijnbouwdiensten en zware civiele bouwdiensten aan klanten in de sectoren grondstofontwikkeling en industriële bouw in Australië, Canada en de Verenigde Staten. Meer informatie

NOA Community Fair Values

Create Narrative

See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

North American Construction Group Ltd. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor North American Construction Group
Historische aandelenkoersen
Huidige aandelenkoersCA$19.18
52 Week HoogtepuntCA$24.90
52 Week LaagCA$16.45
Bèta1.17
1 maand verandering-3.76%
3 maanden verandering-14.68%
1 Jaar Verandering-21.46%
3 jaar verandering-25.08%
5 jaar verandering6.97%
Verandering sinds IPO3.17%

Recent nieuws en updates

Narratiefupdate Jun 04

NOA: Higher Revenue Outlook For 2026 Will Support Stronger Share Repurchases

Analysts have lifted their price target on North American Construction Group to CA$22.00 from CA$19.00, citing updated assumptions that include revised revenue growth expectations, a slightly adjusted discount rate, a refined profit margin outlook, and a lower future P/E multiple. What's in the News Company maintained earnings guidance for 2026, with combined revenue targeted in the range of $1.5b to $1.7b.

Recent updates

Narratiefupdate Jun 04

NOA: Higher Revenue Outlook For 2026 Will Support Stronger Share Repurchases

Analysts have lifted their price target on North American Construction Group to CA$22.00 from CA$19.00, citing updated assumptions that include revised revenue growth expectations, a slightly adjusted discount rate, a refined profit margin outlook, and a lower future P/E multiple. What's in the News Company maintained earnings guidance for 2026, with combined revenue targeted in the range of $1.5b to $1.7b.
Narratiefupdate May 11

NOA: Share Repurchases And 2026 Revenue Guidance Will Support Future Upside

Analysts have maintained their CA$28.00 price target on North American Construction Group, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E as the key drivers behind the unchanged valuation view. What's in the News A special and extraordinary shareholders meeting is scheduled for May 20, 2026, at the company’s Acheson, Alberta location at 27287 100 Avenue, which could bring shareholder votes on key corporate matters (Key Developments).
Narratiefupdate Apr 25

NOA: Share Buybacks And 2026 Revenue Guidance Will Support Future Upside

Analysts have kept their CA$28.00 price target for North American Construction Group steady, citing only minor tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially change their overall view of the stock's valuation. What's in the News North American Construction Group has scheduled a Special and Extraordinary Shareholders Meeting for May 20, 2026, at 27287 100 Avenue, Acheson, Alberta, Canada (company event filing).
Narratiefupdate Apr 10

NOA: Share Buybacks And 2026 Guidance Will Support Future Upside

Analysts have kept the CA$28.00 price target for North American Construction Group unchanged, citing updated assumptions for the discount rate, revenue growth, profit margin, and forward P/E that still support their overall valuation view. What's in the News Company plans a Special and Extraordinary Shareholders Meeting on May 20, 2026, a key date to watch for any shareholder proposals or approvals (company event filing).
Narratiefupdate Mar 27

NOA: Buybacks And 2026 Revenue Outlook Will Support Stronger Future Returns

Analysts have kept their CA$28.00 price target on North American Construction Group intact, citing updated assumptions that combine a higher revenue growth outlook with a slightly higher discount rate, a modestly lower profit margin and a reduced future P/E multiple. What's in the News A share buyback tranche was completed, with 407,616 shares repurchased, representing 1.43% of shares, for a total of CA$8.41 million under the program announced on November 18, 2025 (Key Developments).
Narratiefupdate Mar 12

NOA: Australian Mining Deal And Buybacks Will Support Stronger Future Returns

Analysts have left their CA$28.00 price target for North American Construction Group unchanged, pointing to steady expectations around fair value. Modest adjustments to revenue growth, profit margin and future P/E assumptions refine their outlook.
Narratiefupdate Feb 26

NOA: Australian Mining Acquisition Will Drive Stronger Returns Over Time

Analysts have reiterated their CA$28.00 price target for North American Construction Group, citing updated assumptions that keep estimated fair value steady while modestly adjusting the discount rate, revenue growth, profit margin and future P/E inputs. What's in the News Chief Executive Officer Joe Lambert resigned to pursue other opportunities, and Chief Operating Officer Barry Palmer has stepped in as CEO on an interim basis while the company reviews internal and external candidates for the permanent role (Key Developments).
Narratiefupdate Feb 11

NOA: Australian Mining Acquisition And Leadership Transition Will Support Stronger Future Returns

Analysts have maintained their CA$28.00 price target for North American Construction Group, citing only minor model tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in their overall view of the shares. What's in the News Joe Lambert has resigned as Chief Executive Officer of North American Construction Group, with Chief Operating Officer Barry Palmer stepping in as CEO effective immediately while the board evaluates internal and external candidates for the permanent role (Key Developments).
Narratiefupdate Jan 26

NOA: Australian Mining Expansion And Buybacks Will Support Stronger Future Returns

Analysts have maintained their price target for North American Construction Group at $28.00, indicating relatively unchanged assumptions for growth, margins and valuation multiples, with only small adjustments to the discount rate, revenue growth, profit margin and future P/E supporting the reaffirmed view. What's in the News Chief Executive Officer Joe Lambert resigned, and Chief Operating Officer Barry Palmer has taken over as CEO while the company evaluates internal and external candidates for the role on a permanent basis (Key Developments).
Narratiefupdate Jan 12

NOA: Future Returns Will Benefit From Australian Mining Acquisition And Share Repurchases

Analysts have adjusted their price target for North American Construction Group to $28.00. The change is mainly tied to updated views on discount rates, revenue growth assumptions, profit margins, and a higher future P/E multiple.
Narratiefupdate Dec 27

NOA: Future Returns Will Benefit From Accretive IMC Acquisition And Share Repurchases

Analysts have raised their price target on North American Construction Group by $2 to $28, citing stronger anticipated revenue growth, modestly higher profit margins, and a slightly lower discount rate. Together, these factors support a marginally richer but still conservative future earnings multiple.
Narratiefupdate Dec 12

NOA: Future Shareholder Returns Will Benefit From Ongoing Share Repurchase Program

Analysts have trimmed their price target for North American Construction Group by 2.00 dollars to 26.00 dollars, citing slightly lower long term revenue growth expectations, partly offset by improved margin and valuation assumptions. What's in the News Announced completion of a substantial normal course issuer bid, repurchasing 1,781,550 shares, representing 6.16% of outstanding shares, for CAD 20.34 million under the buyback announced on October 30, 2024 (Key Developments) Between July 1, 2025 and November 3, 2025, repurchased 1,102,442 shares, or 3.78% of shares outstanding, for CAD 4.04 million as part of the latest buyback tranche (Key Developments) Issued earnings guidance for the six months ended December 31, 2025, forecasting combined revenue in the range of 700 million dollars to 750 million dollars (Key Developments) Valuation Changes Fair Value Estimate reduced from 28.00 dollars to 26.00 dollars, a decrease of about 7 percent, reflecting slightly lower long term expectations.
Analyseartikel Nov 19

North American Construction Group's (TSE:NOA) Anemic Earnings Might Be Worse Than You Think

The market wasn't impressed with the soft earnings from North American Construction Group Ltd. ( TSE:NOA ) recently. We...
Analyseartikel Nov 16

North American Construction Group (TSE:NOA) Is Paying Out A Dividend Of CA$0.12

North American Construction Group Ltd. ( TSE:NOA ) will pay a dividend of CA$0.12 on the 9th of January. Including this...
Analyseartikel Nov 08

North American Construction Group (TSE:NOA) Seems To Be Using A Lot Of Debt

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

Expanding Australian And US Operations Will Broaden Business Horizons

A sharp decline in net profit margin combined with a substantial increase in the future P/E ratio signals deteriorating profitability and a less attractive valuation, leading analysts to lower their fair value estimate for North American Construction Group from CA$33.94 to CA$30.94. What's in the News Maintained earnings guidance for the second half of 2025, with combined revenue expected at $700 million to $750 million.
User avatar
Nieuw narratief Mar 16

Integrating MacKellar Assets And Partnering With Finning Will Improve Efficiency

Continued integration of Australian assets and strategic partnerships are expected to boost equipment utilization, revenue, and net margins.
Analyseartikel Mar 05

Many Still Looking Away From North American Construction Group Ltd. (TSE:NOA)

North American Construction Group Ltd.'s ( TSE:NOA ) price-to-earnings (or "P/E") ratio of 10.9x might make it look...
Analyseartikel Nov 07

There May Be Some Bright Spots In North American Construction Group's (TSE:NOA) Earnings

North American Construction Group Ltd.'s ( TSE:NOA ) recent soft profit numbers didn't appear to worry shareholders, as...
Analyseartikel Nov 02

These 4 Measures Indicate That North American Construction Group (TSE:NOA) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel May 09

Most Shareholders Will Probably Agree With North American Construction Group Ltd.'s (TSE:NOA) CEO Compensation

Key Insights North American Construction Group to hold its Annual General Meeting on 15th of May Total pay for CEO Joe...
Analyseartikel May 05

North American Construction Group (TSE:NOA) Has Announced A Dividend Of CA$0.10

North American Construction Group Ltd.'s ( TSE:NOA ) investors are due to receive a payment of CA$0.10 per share on 5th...

Rendement voor aandeelhouders

NOACA Energy ServicesCA Markt
7D0.5%-6.8%-1.2%
1Y-21.5%46.9%31.4%

Rendement versus industrie: NOA presteerde slechter dan de Canadian Energy Services -sector, die het afgelopen jaar een rendement van 46.9 % opleverde.

Rendement versus markt: NOA presteerde slechter dan Canadian Market, dat het afgelopen jaar een rendement van 31.4 % opleverde.

Prijsvolatiliteit

Is NOA's price volatile compared to industry and market?
NOA volatility
NOA Average Weekly Movement9.6%
Energy Services Industry Average Movement7.5%
Market Average Movement10.1%
10% most volatile stocks in CA Market17.6%
10% least volatile stocks in CA Market3.8%

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

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 10% ) van NOA is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
1953204Barry Palmernacg.ca

North American Construction Group Ltd. levert mijnbouwdiensten en zware civiele bouwdiensten aan klanten in de sectoren grondstofontwikkeling en industriële bouw in Australië, Canada en de Verenigde Staten. Het bedrijf heeft de segmenten Heavy Equipment - Canada, Heavy Equipment - Australië en Overige.

North American Construction Group Ltd. Samenvatting

Hoe verhouden de winst en inkomsten van North American Construction Group zich tot de beurswaarde?
NOA fundamentele statistieken
MarktkapitalisatieCA$541.69m
Inkomsten(TTM)CA$33.23m
Inkomsten(TTM)CA$1.26b
15.9x
Koers/Winstverhouding
0.4x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
NOA resultatenrekening (TTM)
InkomstenCA$1.26b
Kosten van inkomstenCA$882.94m
BrutowinstCA$379.73m
Overige uitgavenCA$346.51m
InkomstenCA$33.23m

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)1.21
Brutomarge30.07%
Nettowinstmarge2.63%
Schuld/Eigen Vermogen Verhouding200.2%

Hoe presteerde NOA op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

2.5%
Huidig dividendrendement
41%
Uitbetalingsratio

Betaalt NOA een betrouwbaar dividend?

Zie NOA dividendgeschiedenis en benchmarks
Wanneer moet je NOA kopen om een aanstaand dividend te ontvangen?
North American Construction Group dividenddata
Ex Dividend DatumJun 03 2026
Betaaldatum dividendJul 03 2026
Dagen tot Ex-dividend4 days
Dagen tot dividendbetaaldatum26 days

Betaalt NOA een betrouwbaar dividend?

Zie NOA dividendgeschiedenis en benchmarks

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/05 12:11
Aandelenkoers aan het einde van de dag2026/06/05 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

North American Construction Group Ltd. wordt gevolgd door 12 analisten. 5 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
Tim MonachelloATB Cormark
John GibsonBMO Capital Markets Equity Research
Yuri LynkCanaccord Genuity