Cenovus Energy Inc.

NYSE:CVE Voorraadrapport

Marktkapitalisatie: US$47.1b

Cenovus Energy Toekomstige groei

Future criteriumcontroles 0/6

Cenovus Energy zal naar verwachting groeien in winst en omzet met respectievelijk 1.3% en 4.4% per jaar. De winst per aandeel zal naar verwachting groeien met 10.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 16.2% zijn.

Belangrijke informatie

1.3%

Groei van de winst

10.14%

Groei van de winst per aandeel

Oil and Gas winstgroei10.8%
Inkomstengroei4.4%
Toekomstig rendement op eigen vermogen16.19%
Dekking van analisten

Low

Laatst bijgewerkt18 Jun 2026

Recente toekomstige groei-updates

Recent updates

Seeking Alpha • Jun 16

Cenovus: Monster Cash Flow Ahead

Summary Cenovus Energy is positioned for robust Q2 cash flow, driven by higher oil prices and improved refining margins. CVE's strong free cash flow is expected to accelerate debt reduction, with net debt potentially nearing its CAD$4 billion target by year-end. With preferred shares fully bought back, CVE is poised to ramp up shareholder returns over the next year or so. Trading at less than 6x EV/EBITDA on 2027 estimates, CVE offers attractive value with production growth and increasing capital returns. Read the full article on Seeking Alpha
Seeking Alpha • Apr 29

Cenovus: Despite Lower Expected Oil Prices, Excellent Growth Potential With Reasonable Debt

Summary The company expects to increase its production at a 4.40% CAGR between 2024 and 2028. Cenovus has a reasonable debt level. In 2024, it reported a 47.35% liabilities-to-assets ratio. The first DCF model suggests that the company is undervalued by 81.71%, while the pessimistic DCF valuation indicates that CVE is overvalued by 19.63%. Read the full article on Seeking Alpha
Seeking Alpha • Dec 03

Cenovus Energy: Even More Attractive

Summary Cenovus Energy's shares have declined, but the company is ramping up cash returns to shareholders, leading to a fast-growing shareholder yield. A favorable US administration, undemanding valuation, and positive business growth outlook make Cenovus Energy an attractive investment. Cenovus generated strong cash flows despite low oil prices, with a 25% operating cash flow yield and an 8x free cash flow multiple. Cenovus Energy's low valuation, solid growth outlook, and robust buyback pace make it a compelling buy at current prices. Read the full article on Seeking Alpha
Seeking Alpha • Nov 20

Cenovus: Record Valuation Discount Could Set Up Strong Returns

Summary Cenovus delivered a solid Q3 with upstream production above expectations as the turnaround at Christina Lake was finished ahead of time. Downstream remains a drag on group performance, yet management is actively adressing challenges, with key work at its Lima refinery done during the turnaround and feedstock cost effects likely easing. With relative valuation at its lowest in several years, we reiterate shares at Overweight and a ~84% upside to our US$30/sh price target. Read the full article on Seeking Alpha
Seeking Alpha • Nov 01

Cash-Flow Gusher: Why Cenovus Remains One Of My Favorite Energy Plays

Summary Canada's rich reserves and export growth make Cenovus Energy a compelling dividend stock, especially with rising U.S. demand and expanded access to Asian markets. Cenovus' integration of upstream and downstream assets strengthens its profitability. Strategic pipelines and refinery access further boost its long-term value. With steady cash flow, a solid balance sheet, and aggressive shareholder returns, CVE is well-positioned for growth, making it a key pick for dividend income. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

Cenovus Energy: A Cash Flow Monster

Summary Cenovus Energy has achieved its net debt target, allowing for increased shareholder returns through buybacks and dividends, enhancing investor value. Despite recent oil price volatility, Cenovus remains profitable and could benefit from potential price rebounds and reduced Canadian-US crude price differentials. The company's low valuation compared to peers makes its buybacks highly accretive, promising substantial returns for investors. Risks include potential recession impacts, execution challenges in growth projects, and political risks, but Cenovus' strong balance sheet offers some protection. Read the full article on Seeking Alpha
Seeking Alpha • Aug 02

Cenovus Energy: Net Debt Target Bullseye So Here Comes The Cash

Summary Cenovus Energy hit the net debt target in July. Cenovus Energy to direct 100% of excess free cash flow to shareholder returns beginning with the third quarter. That is a whole lot more money available to shareholder returns. Cenovus needs a history as an integrated company with optimized acquisitions. Management highlighted the cost control progress by revising 2024 guidance. The growth shown by the margin and cash flow measures is likely to continue for the second half of the fiscal year. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

The Negativity Toward Cenovus Energy Is Overdone

Summary Cenovus Energy Inc. has underperformed its peers. We expect near-term catalysts to improve sentiment and push Cenovus Energy shares higher over the coming months. Longer-term gains will come from the company’s powerful economic model and higher oil prices. Read the full article on Seeking Alpha
Seeking Alpha • Jun 05

Cenovus Energy: 29% Dividend Hike Is Just The Beginning

Summary Cenovus Energy has raised its dividend by 29% due to declining debt levels and strong free cash generation. The company's oil sands operations generate attractive cash flows with low break-even costs. Cenovus plans to increase production and expects to grow its dividend at an annual rate of 13-14% in the coming years. Read the full article on Seeking Alpha
Seeking Alpha • May 12

Cash Flow Gusher: How Cenovus Energy Can Shower You With Dividends

Summary Canadian oil sands are looking to boost output by 15% through 2030, providing a valuable source of supply growth in a world without U.S. shale growth. Cenovus Energy, a Canadian oil company, has strong growth prospects and a future-proof business model with diversified operations in upstream production and refining. Cenovus generated $3.2 billion in operating income in Q1 2024 and plans to return excess free cash flow to shareholders through dividends and buybacks. Read the full article on Seeking Alpha
Seeking Alpha • Apr 10

Cenovus Energy: My Top Pick Among Canadian Majors

Summary Startup of the Canadian Trans Mountain Pipeline will ease previous transportation bottlenecks and likely provide a significant tailwind to local benchmark WCS pricing. While all Canadian majors should profit from this, I see Cenovus Energy as having the most leverage towards both WCS differentials and a generally favorable oil price outlook. I estimate CVE can hit its net debt target by Q3, allowing for 100% of FCF to be allocated towards shareholders for a potential ~7.3% total distribution yield (peers ~6.5%). Despite strong fundamentals, Canadian oils still trade at ~20% discount to US majors, with CVE's historical premium vs. peers having eroded recently. I see a favorable set-up for CVE as I estimate the market to gradually price in lower differentials and higher shareholder returns and initiate at Overweight (PT $34). Read the full article on Seeking Alpha
Seeking Alpha • Feb 18

Cenovus Energy: Possibly One Of The Most Undervalued Energy Stocks

Summary Cenovus Energy achieved significant operational milestones in Q4'23, including the successful restart of two refineries and progress on the TMX pipeline. Canadian oil industry is expected to benefit from the TMX pipeline, potentially reducing oil differentials and boosting profitability. Despite headwinds, Cenovus Energy remains committed to debt reduction and returning excess free cash flow to shareholders, offering attractive investment opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Cenovus Energy: The Waiting Is The Hardest Part

Summary Cenovus Energy Inc. stock has seen a 30% increase since June, peaking above $21 recently. The stock has trended down due to concerns over oil demand in 2024, but may present a buying opportunity. Analysts rate Cenovus Energy as a buy, with price targets ranging from $19.13 to $27.02, a potential 30% increase from current levels. We are calling a buy on plans for increased production and new demand coming from the soon-to-open TMX pipeline. Read the full article on Seeking Alpha

Winst- en omzetgroeiprognoses

NYSE:CVE - Toekomstschattingen van analisten en financiële gegevens uit het verleden (CAD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202859,0425,8047,77813,2601
12/31/202753,5646,2507,50713,0674
12/31/202659,4337,9058,72814,5804
3/31/202648,7534,6314,2469,094N/A
12/31/202549,6963,9163,3218,228N/A
9/30/202551,6263,1212,8247,849N/A
6/30/202552,2502,6482,9758,192N/A
3/31/202554,5132,7923,4178,625N/A
12/31/202454,2773,1064,2209,235N/A
9/30/202454,5983,7035,44510,152N/A
6/30/202455,3564,7476,03010,416N/A
3/31/202453,0054,6135,3669,599N/A
12/31/202352,2044,0733,0907,388N/A
9/30/202353,1334,1143,0107,412N/A
6/30/202356,0273,8594,5208,763N/A
3/31/202362,9615,4265,6899,752N/A
12/31/202266,8976,4157,69511,403N/A
9/30/202266,5605,2247,34810,617N/A
6/30/202261,7904,1665,6168,666N/A
3/31/202253,2621,9584,2947,056N/A
12/31/202146,3575533,3565,919N/A
9/30/202136,3808162,0073,985N/A
6/30/202127,338801,0962,579N/A
3/31/202118,875-371-720376N/A
12/31/202013,543-2,379-586273N/A
9/30/202014,631-2,113-166763N/A
6/30/202015,708-1,732-204865N/A
3/31/202019,1372871,8022,974N/A
12/31/201920,5422,194N/A3,285N/A
9/30/201919,888731N/A3,030N/A
6/30/201921,009302N/A3,455N/A
3/31/201921,238-1,892N/A2,713N/A
12/31/201820,843-2,916N/A2,154N/A
9/30/201821,378-2,342N/A2,569N/A
6/30/201819,907-1,825N/A1,902N/A
3/31/201818,1121,143N/A2,608N/A
12/31/201717,0432,268N/A3,059N/A
9/30/201715,2882,835N/A2,323N/A
6/30/201713,8472,505N/A2,041N/A
3/31/201712,556-284N/A1,007N/A
12/31/201611,006-459N/A861N/A
9/30/201610,606-891N/A1,019N/A
6/30/201610,934965N/A1,251N/A
3/31/201611,9141,322N/A1,381N/A
12/31/201511,529914N/A1,474N/A
9/30/201514,378787N/A2,020N/A
6/30/201516,075-660N/A2,570N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei van CVE ( 1.3% per jaar) ligt onder de spaarquote ( 3.5% ).

Winst versus markt: De winst van CVE ( 1.3% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 18.9% per jaar).

Hoge groeiwinsten: De winst van CVE zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van CVE ( 4.4% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 13% per jaar).

Hoge groei-inkomsten: De omzet van CVE ( 4.4% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen CVE zal naar verwachting over 3 jaar laag zijn ( 16.2 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/20 19:14
Aandelenkoers aan het einde van de dag2026/06/18 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 u 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

Cenovus Energy Inc. wordt gevolgd door 38 analisten. 4 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
Harshit GuptaAccountability Research Corporation
Patrick O'RourkeATB Cormark
Brent WatsonATB Cormark Historical (Cormark Securities)