Aecon Group Inc (ARE.TO) Buy, Sell or Hold

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Aecon Group Inc (ARE.TO)

46.07

-1.16 (2.46%)

as of Aug 19, 2026, 7:14:29 pm Market Open.

423 watching

Investor Insights

Aug 19, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Aecon Group Inc. (ARE-T) is emerging as a strong player in Canada's infrastructure and nuclear sectors, backed by a record backlog of over $10 billion. Despite facing volatility and some legacy fixed-price contracts that have pressured margins, the company is pivoting toward more sustainable variable-price contracts, which have improved its cash flow and earnings predictability. Various analysts highlight its exposure to utility and nuclear projects, with many optimistic about its prospects amid increasing infrastructure investments in Canada, particularly in Ontario. Several experts note that Aecon's dividend has been maintained even through challenging times, adding to its appeal among investors seeking stable income. However, caution is advised due to the cyclical nature of the construction industry and the perceived threats from advancements in AI affecting the engineering sector.

Consensus

Hold

Valuation

Fair Value

Similar

Atkins,ATK

DON'T BUY

Governments are generally pulling back a little on their stimulus. You should be thinking about it being in a trading range. Governments have to pull back now.

BUY

Within engineering and construction firms this one is a recovering company after running into problems a year or so ago. They have a significant backlog and in the last quarter they were showing improved margins. New contract awards are growing. Looks attractive in the group after lagging others in the group. He is taking a look at it.

PAST TOP PICK

(A past Pick Aug 10/11. Up 12%.) 7% Convertible Bond due 2014. Pristine balance sheet. Very low leverage. Almost risk free.

COMMENT

With construction/engineering companies there is always a risk that they won't be able to do a contract on a profitable basis and have to take a loss. This happened to this company in 2010-2011, which is why the stock price went down. They are growing quickly and have a lot of work and seems to have turned around its operations. You have to be comfortable with the risk.

COMMENT

Sold all of his holdings to Buy Flint Energy, which was taken out. Well run company. Company stumbled in 2010 and lost money. Made a comeback. Backlog has grown substantially. Company has always been terrific on top line, but not so good on bottom line. Their big challenge is execution and delivery. If he owned he would be Selling at $12 or higher.

HOLD

Lots of contracts. Thinks there is 10% to 15% upside from here as they fill the backlog.

BUY

Has had a 50% gain, now has a pull back probably due to profit taking. Will probably go to $12.50 and that's where you want to buy. Get out at $11.50. $15 is max upside.

DON'T BUY

Owned and sold it a little early. Made a great job of a comeback. It went up a little too quickly. At 1.5 times book, he is not comfortable buying above book.

HOLD

(Market Call Minute) Solid Hold, safe, dividend is not the best.

BUY ON WEAKNESS

Sold ARE to buy SNC. He is positive on ARE. President did a great job turning the company around. Finally meeting expectations. It is a little expensive here. It has had a nice move. Wait for a pullback.

COMMENT

Infrastructure including oil sands, highways, etc. Trading at 22X earnings and might be overvalued at this price but there aren't many infrastructure/engineering companies left in Canada so could be a takeover target in a few years. (Owns a lot of their convertible debts and a little bit of their stock.)

COMMENT

Has had a stellar performance. When you see something almost double, he would be inclined to take a little off the table. Hasn't necessarily in its peak. There are a lot of projects going in the resources, infrastructure and transportation sectors. A lot of contracts.

COMMENT

Industrial space should do well where things are getting a bit healthier. Technically, it had the golden cross back in December where the 50 day moving average crossed the 200 day moving average. Also, stock price moved above the 200 day long-term trend in October. Very choppy company.

PAST TOP PICK

(A Top Pick Dec 7/10 Up 17.41%.) Got out of most of his holdings but is still holding convertible debentures. Have been winning and signing lots of contracts in the oil sands. Stock may have gotten a little ahead of itself.

DON'T BUY

Construction/production business. They were penalized on the fixed rate contract for Firebag 3, which cost them a lot of money. Good management. Recently sold his stocks but owns their debentures. Prefers Flint Energy Services (FES-T). This one trades at 1.4X Book and pays a $.20 dividend and is trying to get back on the green side on their balance sheet, but suspects the easy money has been made.

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Aecon Group Inc (ARE.TO)