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

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Aecon Group Inc (ARE.TO)

49.50

-0.33 (0.66%)

as of Jul 8, 2026, 8:00:00 pm Market Open.

427 watching

Investor Insights

Jul 8, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Aecon Group Inc (ARE-T) is poised to benefit from the significant infrastructure investment in Canada, with a record backlog reaching over $10.9 billion. Analysts note the shift from riskier fixed-price contracts to more sustainable variable-price contracts, enhancing cash flow stability. While the stock has shown substantial growth recently, with many experts indicating it is currently overbought, there are concerns about short-term volatility. The company's exposure to nuclear projects and ongoing expansion in infrastructure signals promising future growth, despite mixed views on its current valuation. Overall, investors should be cautiously optimistic as Aecon navigates through a challenging construction landscape.

Consensus

Hold

Valuation

Fair Value

Similar

WSP

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)