Tidewater Midstream and Infrastructure Future Growth
Future criteria checks 4/6
Tidewater Midstream and Infrastructure is forecast to grow earnings and revenue by 97.1% and 7.3% per annum respectively. EPS is expected to grow by 95.9% per annum. Return on equity is forecast to be 17.1% in 3 years.
Key information
97.1%
Earnings growth rate
95.92%
EPS growth rate
| Oil and Gas earnings growth | 10.1% |
| Revenue growth rate | 7.3% |
| Future return on equity | 17.10% |
| Analyst coverage | Low |
| Last updated | 08 May 2026 |
Recent future growth updates
Recent updates
Narrative Update • May 01
TWM: Lower Discount Rate And Rich P/E Will Pressure Future Returns
Analysts have lifted their average price target on Tidewater Midstream and Infrastructure to CA$9.00, citing updated assumptions around discount rates, revenue growth, profit margins and a lower future P/E multiple that collectively support a higher valuation range. Analyst Commentary Across recent research reports, analysts point to a reassessment of Tidewater Midstream and Infrastructure's valuation framework, even as price targets are updated.
Narrative Update • Apr 16
TWM: Lower Discount Rate Will Inflate Pessimistic Future Pricing Expectations
Analysts lifted their CA$ price targets for Tidewater Midstream and Infrastructure by CA$3.60, citing updated assumptions around fair value, discount rates, growth, margins and future P/E multiples that collectively support a higher valuation range. Analyst Commentary Recent research points to a cluster of higher CA$ price targets and at least one rating upgrade, which together signal a shift in how the market is framing Tidewater Midstream and Infrastructure's potential valuation range.Narrative Update • Apr 02
TWM: Higher Brazeau Volumes And Rich P/E Will Shape Future Returns
Tidewater Midstream and Infrastructure’s updated analyst price target has moved from CA$4.50 to CA$9.00, supported by recent target increases from multiple firms and a shift to Sector Perform. Together these changes reflect analysts’ revised views on discount rates, profit margin assumptions and future P/E expectations.Narrative Update • Mar 18
TWM: Rich P/E And Fixed Fee Brazeau Contracts Will Cap Upside
Analysts have maintained their CA$ price target for Tidewater Midstream and Infrastructure, with small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions guiding this steady view. What's in the News Tidewater Midstream and Infrastructure entered into long term agreements for gas handling and NGL supply and fractionation at its Brazeau River Complex in central Alberta, covering processing and marketing arrangements for multiple products (Key Developments).Narrative Update • Mar 04
TWM: Rich P/E And Fixed Fee Contracts Will Limit Future Upside
Analysts have lifted their CA$ price target on Tidewater Midstream and Infrastructure, pointing to updated assumptions that include a different discount rate, slightly adjusted revenue growth and profit margin expectations, and a revised future P/E of 13.68x as the key drivers of the change. What's in the News Tidewater Midstream and Infrastructure entered into long term agreements for gas handling and NGL supply and fractionation at its Brazeau River Complex in central Alberta, covering both renewed and newly contracted volumes.Narrative Update • Feb 17
TWM: Rich P E And Legal Overhang Will Restrain Future Upside
Analysts have adjusted their price target on Tidewater Midstream and Infrastructure to CA$4.50, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions, while keeping their fair value estimate steady at CA$4.50. What's in the News Tidewater Midstream and Infrastructure entered long term agreements for gas handling and NGL supply and fractionation at its Brazeau River Complex in central Alberta, covering up to 75 MMcf/d of natural gas volumes for an initial term of about five years, with potential evergreen continuation (company announcement).Narrative Update • Feb 02
TWM: Sector Downgrade And Rich P E Assumptions Will Constrain Upside
Analysts have reset their outlook on Tidewater Midstream and Infrastructure with a C$6.00 price target, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E following a recent downgrade to Sector Perform. Analyst Commentary Bearish analysts are signaling a more cautious stance on Tidewater Midstream and Infrastructure after the recent reset to a Sector Perform rating with a C$6.00 price target.Narrative Update • Jan 19
TWM: Sector Downgrade And Execution Risk Will Likely Restrain Future Upside
Analysts have trimmed their price target on Tidewater Midstream and Infrastructure to C$6.00, reflecting updated assumptions around discount rate, revenue growth, profit margins, and future P/E after a recent downgrade to Sector Perform. Analyst Commentary Bearish analysts have framed the new C$6.00 target as a reset that brings expectations closer to what they see as a more balanced risk and reward profile for Tidewater Midstream and Infrastructure.Analysis Article • Jan 10
Health Check: How Prudently Does Tidewater Midstream and Infrastructure (TSE:TWM) Use Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrative Update • Jan 05
TWM: Neutral Ratings And Legal Dispute Will Likely Cap Future Upside
Analysts have adjusted their view on Tidewater Midstream and Infrastructure following mixed Street research, with one firm moving its target to C$7 from C$6 while another sets C$6 and shifts to a more neutral stance. This range feeds into our updated price target narrative, which is built on tweaked revenue growth, profit margin and future P/E assumptions.Narrative Update • Dec 13
TWM: Rising Multiple Will Likely Outpace Slowing Profitability Ahead
Analysts modestly raised their price target on Tidewater Midstream and Infrastructure to C$7.00 from C$6.00, citing a higher assessed fair value. This comes despite trimming long term revenue growth and margin expectations, as well as applying a slightly higher discount rate and future earnings multiple.Narrative Update • Sep 02
Low-carbon Fuel Momentum Will Energize Western Canadian Markets
Tidewater Midstream and Infrastructure’s consensus analyst price target has surged, likely reflecting reduced valuation multiples and steady profitability, with fair value increasing from CA$0.31 to CA$6.20. What's in the News Announced a 1-for-20 stock split effective September 2.Analysis Article • May 06
A Look At The Intrinsic Value Of Tidewater Midstream and Infrastructure Ltd. (TSE:TWM)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Tidewater Midstream and Infrastructure fair value estimate is...
New Narrative • Apr 11
BC Mandates And Ram River Gas Processing Will Secure Stability
Increased renewable diesel demand, alongside duties on U.S. imports, could enhance Tidewater's revenue and market stability.Analysis Article • Apr 01
Earnings Update: Tidewater Midstream and Infrastructure Ltd. (TSE:TWM) Just Reported And Analysts Are Trimming Their Forecasts
The investors in Tidewater Midstream and Infrastructure Ltd. 's ( TSE:TWM ) will be rubbing their hands together with...Analysis Article • Sep 23
Is Tidewater Midstream and Infrastructure (TSE:TWM) Using Debt In A Risky Way?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Aug 13
Estimating The Fair Value Of Tidewater Midstream and Infrastructure Ltd. (TSE:TWM)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Tidewater Midstream and Infrastructure fair value estimate is...Analysis Article • Mar 19
Is Tidewater Midstream and Infrastructure (TSE:TWM) Using Debt In A Risky Way?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Sep 01
Tidewater Midstream and Infrastructure (TSE:TWM) Use Of Debt Could Be Considered Risky
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Jun 27
Tidewater Midstream and Infrastructure (TSE:TWM) Has Announced A Dividend Of CA$0.01
Tidewater Midstream and Infrastructure Ltd.'s ( TSE:TWM ) investors are due to receive a payment of CA$0.01 per share...Analysis Article • Mar 28
Tidewater Midstream and Infrastructure's (TSE:TWM) Dividend Will Be CA$0.01
The board of Tidewater Midstream and Infrastructure Ltd. ( TSE:TWM ) has announced that it will pay a dividend of...Analysis Article • Mar 10
Is Tidewater Midstream and Infrastructure (TSE:TWM) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysis Article • Nov 16
Need To Know: Analysts Are Much More Bullish On Tidewater Midstream and Infrastructure Ltd. (TSE:TWM) Revenues
Tidewater Midstream and Infrastructure Ltd. ( TSE:TWM ) shareholders will have a reason to smile today, with the...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 1,799 | 42 | 9 | 141 | 1 |
| 12/31/2027 | 1,789 | 56 | 72 | 142 | 1 |
| 12/31/2026 | 1,787 | 31 | 75 | 159 | 1 |
| 3/31/2026 | 1,394 | -107 | 56 | 78 | N/A |
| 12/31/2025 | 1,319 | -112 | 35 | 57 | N/A |
| 9/30/2025 | 1,366 | -85 | 19 | 46 | N/A |
| 6/30/2025 | 1,390 | -59 | -22 | 1 | N/A |
| 3/31/2025 | 1,511 | -47 | -59 | -19 | N/A |
| 12/31/2024 | 1,641 | -27 | -78 | -33 | N/A |
| 9/30/2024 | 1,782 | -355 | -140 | -56 | N/A |
| 6/30/2024 | 1,986 | -371 | -66 | 55 | N/A |
| 3/31/2024 | 2,033 | -372 | -123 | 71 | N/A |
| 12/31/2023 | 2,208 | -386 | -155 | 138 | N/A |
| 9/30/2023 | 2,416 | -84 | -142 | 209 | N/A |
| 6/30/2023 | 2,546 | -80 | -187 | 215 | N/A |
| 3/31/2023 | 2,831 | -57 | -163 | 228 | N/A |
| 12/31/2022 | 2,875 | 9 | -106 | 243 | N/A |
| 9/30/2022 | 2,699 | 36 | -74 | 209 | N/A |
| 6/30/2022 | 2,421 | 56 | -91 | 138 | N/A |
| 3/31/2022 | 1,997 | 104 | -39 | 123 | N/A |
| 12/31/2021 | 1,698 | 72 | 10 | 127 | N/A |
| 9/30/2021 | 1,439 | 82 | 56 | 149 | N/A |
| 6/30/2021 | 1,278 | 76 | 134 | 216 | N/A |
| 3/31/2021 | 1,087 | 13 | 159 | 233 | N/A |
| 12/31/2020 | 979 | -34 | 135 | 206 | N/A |
| 9/30/2020 | 971 | -47 | 111 | 219 | N/A |
| 6/30/2020 | 844 | -33 | -11 | 153 | N/A |
| 3/31/2020 | 821 | -38 | -152 | 123 | N/A |
| 12/31/2019 | 692 | -7 | N/A | 92 | N/A |
| 9/30/2019 | 517 | 13 | N/A | 50 | N/A |
| 6/30/2019 | 450 | 1 | N/A | 60 | N/A |
| 3/31/2019 | 364 | 8 | N/A | 43 | N/A |
| 12/31/2018 | 324 | 20 | N/A | 26 | N/A |
| 9/30/2018 | 297 | 8 | N/A | 50 | N/A |
| 6/30/2018 | 269 | 8 | N/A | 44 | N/A |
| 3/31/2018 | 256 | 10 | N/A | 46 | N/A |
| 12/31/2017 | 221 | 13 | N/A | 82 | N/A |
| 9/30/2017 | 197 | 16 | N/A | 38 | N/A |
| 6/30/2017 | 172 | 18 | N/A | 46 | N/A |
| 3/31/2017 | 141 | 17 | N/A | 35 | N/A |
| 12/31/2016 | 110 | 15 | N/A | 23 | N/A |
| 9/30/2016 | 87 | 21 | N/A | 13 | N/A |
| 6/30/2016 | 68 | 19 | N/A | 0 | N/A |
| 3/31/2016 | 42 | 15 | N/A | -3 | N/A |
| 12/31/2015 | 24 | 9 | N/A | -6 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: TWM is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3%).
Earnings vs Market: TWM is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: TWM is expected to become profitable in the next 3 years.
Revenue vs Market: TWM's revenue (7.3% per year) is forecast to grow faster than the Canadian market (4.5% per year).
High Growth Revenue: TWM's revenue (7.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: TWM's Return on Equity is forecast to be low in 3 years time (17.1%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/22 23:16 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Tidewater Midstream and Infrastructure Ltd. is covered by 11 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Trevor Reynolds | Acumen Capital Finance Partners Limited |
| Nathan Heywood | ATB Cormark |
| Brent Watson | ATB Cormark Historical (Cormark Securities) |