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

Aecon Group Inc (ARE.TO)

52.32

+0.10 (0.19%)

as of Sep 25, 2026, 8:00:01 pm Market Open.

422 watching

DON'T BUY

Trading at about 14-15 times earnings. Construction of commercial and government buildings is flat to marginally down. Transportation is marginally up. Oil sands is going up. Margins are about 2.5%-3%. Doesn’t see a lot of growth.

DON'T BUY

Canadian infrastructure. Missed their earnings last quarter. Stock has suffered quite a bit. Prefers global infrastructure. (See Top Picks.)

DON'T BUY

Infrastructure play. Investors are moving more up the risk curve and dumping infrastructure. He has a Short position on this one.

WAIT

Operates in 4 divisions. Challenges in their building division hurt them. This quarter had some problems in their Industrial area. Very large backlog but there is some margin pressure. Needs to see a couple of more quarters.

DON'T BUY

Because of a lack of execution, earnings where poor last quarter. Also seems to be squeezed on margins.

BUY

Has not worked out. Management could not translate backlog into margins. He’s hanging on. He bought today. It will pick up if they some higher margin projects.

WEAK BUY

A Fantastic company. An infrastructure play. They are all price premium. At the end of their stimulus packages but they have great backlogs. When stimulus dries up they will not have as many global orders as piers.

BUY

Infrastructure play. Construction and contracting, particularly in western Canada. Well managed with a decent balance sheet. Will be involved in the replacement of developed infrastructure as well as emerging-market infrastructure.

BUY

Trailed SNC. Aecon had some problems with its buildings group. But they have record levels of backlogs. In his view this makes it a good time to buy it.

BUY

Probably undervalued. NAV is around $18 so the stock should be trading at $15-$16. Has a record backlog giving it 2-3 years of growth.

BUY

Has been one of his top picks, but disappointing valuation. Buy more at this price. Things will turn around next year.

WAIT

No longer dirt-cheap. Growing their top line and bought into Churchill. Well run. While they pick up a lot of top-line he would like to see more bottom-line growth. Well positioned for the economy while it turns around.

WAIT

Has had a bit of a rally since July but is still below the 200-day moving average. Wait to see if that is a resistant level or if it will break through. Earnings momentum is average.

HOLD

Very well run company in 2 distinct divisions. Infrastructure side is doing quite well with stimulus money but buildings division is weak with low margins. Company is building backlog ($2.7 billion) with some strong orders and have been making acquisitions in the West. Next growth driver is going to be building infrastructure in the oil sands.

COMMENT

Infrastructure play. Ordered back log.

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Aecon Group Inc (ARE.TO)