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Aecon Group Inc.TSX:ARE Aktierapport

Marknadsvärde CA$3.4b
Aktiekurs
CA$51.76
CA$50.72
2.1% övervärderad intrinsisk rabatt
1Y199.9%
7D8.9%
Portföljens värde
​
Utsikt

Aecon Group Inc.

TSX:ARE Aktierapport

Börsvärde: CA$3.4b

Aecon Group (ARE) Aktievy

Aecon Group Inc. och dess dotterbolag tillhandahåller bygg- och infrastrukturutvecklingstjänster till kunder inom den privata och offentliga sektorn i Kanada, USA och internationellt. Mer information

ARE fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt4/6
Tidigare resultat1/6
Finansiell hälsa5/6
Utdelningar3/6

Belöningar

Handlar till 45.1% under vår uppskattning av dess verkliga värde

Intäkterna förväntas växa med 61.6% per år

Blev lönsamt i år

Riskanalys

Stora engångsposter som påverkar finansiella resultat


ARE Community Fair Values

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See what 49 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

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US$3.87FV • 2.6% undervärderad intrinsisk rabatt
30972.3%Revenue growth p.a.
162
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4
10d ago

Aecon Group Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Aecon Group
Historiska aktiekurser
Aktuell aktiekursCA$51.76
52 veckors högstaCA$52.90
52 veckors lägstaCA$16.85
Beta1.16
1 månads förändring22.65%
3 månaders förändring46.63%
1 års förändring199.88%
3 års förändring314.08%
5 års förändring179.78%
Förändring sedan börsintroduktionen22.22%

Senaste nyheter och uppdateringar

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.

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

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.

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.

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.

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?

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.

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.

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.

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.

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

Jan 18
Is Aecon Group (TSE:ARE) Using Too Much Debt?

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.

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.

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.

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.

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.

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

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

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.

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.

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

Aug 08
We Think That There Are Issues Underlying Aecon Group's (TSE:ARE) Earnings

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

Aug 05
Aecon Group (TSE:ARE) Will Pay A Dividend Of CA$0.19

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

May 27
Investors Still Aren't Entirely Convinced By Aecon Group Inc.'s (TSE:ARE) Revenues Despite 26% Price Jump
User avatar

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.

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

Mar 08
CA$26.36: That's What Analysts Think Aecon Group Inc. (TSE:ARE) Is Worth After Its Latest Results

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

Mar 06
Cautious Investors Not Rewarding Aecon Group Inc.'s (TSE:ARE) Performance Completely

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

Jan 24
Does Aecon Group (TSE:ARE) Have A Healthy Balance Sheet?

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

Dec 15
Aecon Group (TSE:ARE) Has Announced A Dividend Of CA$0.19

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

Nov 15
Aecon Group Inc.'s (TSE:ARE) Shares Leap 30% Yet They're Still Not Telling The Full Story

Aktieägarnas avkastning

ARECA ConstructionCA Marknad
7D8.9%1.5%0.3%
1Y199.9%8.8%36.6%

Avkastning vs industri: ARE översteg Canadian Construction branschen som gav 8.8 % under det senaste året.

Avkastning vs Marknaden: ARE översteg Canadian marknaden som gav 36.6 % under det senaste året.

Prisvolatilitet

Is ARE's price volatile compared to industry and market?
ARE volatility
ARE Average Weekly Movement5.3%
Construction Industry Average Movement5.4%
Market Average Movement10.6%
10% most volatile stocks in CA Market18.3%
10% least volatile stocks in CA Market4.0%

Stabil aktiekurs: ARE har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för Canadian.

Volatilitet över tid: ARE s veckovolatilitet ( 5% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
18678,785Jean-Louis Servranckxwww.aecon.com

Aecon Group Inc. och dess dotterbolag tillhandahåller bygg- och infrastrukturtjänster till kunder inom den privata och offentliga sektorn i Kanada, USA och internationellt. Verksamheten bedrivs genom två segment, Construction och Concessions. Segmentet Construction fokuserar på civil infrastruktur, transportlösningar för städer, kärnkraftsinfrastruktur, infrastruktur för allmännyttiga tjänster och industriell infrastruktur.

Aecon Group Inc. Sammanfattning av grunderna

Hur förhåller sig Aecon Group:s resultat och omsättning till dess börsvärde?
ARE grundläggande statistik
BörsvärdeCA$3.42b
Vinst(TTM)CA$35.17m
Intäkter(TTM)CA$5.63b
100.8x
P/E-förhållande
0.6x
P/S-förhållande

Är ARE övervärderat?

Se Verkligt värde och värderingsanalys

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
ARE resultaträkning (TTM)
IntäkterCA$5.63b
Kostnad för intäkterCA$5.18b
BruttovinstCA$452.84m
Övriga kostnaderCA$417.67m
IntäkterCA$35.17m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)0.51
Bruttomarginal8.04%
Nettovinstmarginal0.62%
Skuld/egenkapitalförhållande47.1%

Hur har ARE utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

1.5%
Aktuell utdelningsavkastning
138%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 00:47
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Aecon Group Inc. bevakas av 17 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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