TSE:ATRL

AtkinsRéalis Group Inc. (ATRL.TO)

82.14
+1.23 (1.52%)
as of Jun 9, 2026, 8:00:00 pm Market Open.
322 watching
0
Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

The reviews from experts suggest a mixed outlook for AtkinsRéalis Group Inc. (ATRL-T) amidst ongoing challenges in the engineering sector, particularly with perceptions of AI impacting construction firms. One expert believes AI will streamline certain processes like data gathering but won't fundamentally change the nature of construction projects, suggesting a cautious approach to the sector at current levels. Another expert points out that many engineering firms are under pressure, with a general trend of declining stock performance, especially in midterm election years. However, ATRL-T has reportedly outperformed its peers due to its involvement in nuclear projects and growth potential, indicating some resilience despite broader industry challenges. Overall, the sentiments vary, highlighting both the risky environment and certain opportunities within the stock.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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DON'T BUY
(Market Call Minute.) Growing backlog but when you’ve got the risk of corruption and allegations, it will put a lid on the stock until it gets past. He is Short this stock.
PARTIAL BUY
Has had a severe drop in this gives a good opportunity to get in. In the short term there is still some uncertainty with the board investigating and there may be some more volatility. Trading at less than 10X earnings, which is unbelievable. Would step in.
WATCH
Fine company. Have had a miscue. For the moment he is watching it. Once the air clears, the stock should be a great buy.
DON'T BUY
Well respected. Under a cloud right now because of all the investigations. Have got themselves wrapped up in a mess by the looks of it and there could be an investigation. Contracts they win are big but there are a lot of politics involved. Also economic situation is going to be challenging.
TOP PICK
Had negative headlines recently as people are worried about their exposure to Gadhafi but have been doing business in Libya for years and these things happen. Bidding on a record number of contracts. 25% discount to its US competitors but has much better growth. Have a whole slew of assets including part highway #407, big transmission line in Alberta. He has fair value at $55+.
COMMENT
In an area that should see growth as the world economies really take off. Right now there is a cloud over that prospect. They did get tied up Libya and are taking a few shots over that and here's more on the sidelines watching it. His portfolios are more towards income rather than growth.
COMMENT
Has been seeing the engineering/construction stocks in the US start to roll over a little bit lately. The multiples have contracted a little bit because they move a lot some of the big infrastructure spending. Expect this sector will be having a little more of a tough time. If you own and have had a great run, he would take a little bit off the table.
TOP PICK
In a good space and the risk/reward is pretty good. Recently broke out of a base at around $49 and could come back to that. Good management.
TOP PICK
Infrastructure is a nice safe way to play growth. You don't have to worry bout any one production play. They are international in all kinds of countries and owns 30% of a toll highway above Toronto as well as a couple of other larger projects. The engineering/construction side is only trading at around 12X earnings. Expect you will see a 20% increase on the stock plus a dividend increase sometime during the year.
BUY
Fits into his theme of Canadian companies that have a major presence outside of Canada and will benefit from growth in developing nations.
DON'T BUY
Has been a really well run managed company. Has done some wonderful projects globally. A volatile company. You have to be concerned about people putting off or delaying contracts because of the credit crisis. This company relies on big, big projects. Will probably be sluggish for the next couple of years. Also, they often don't get paid until the end part and often have to take equity positions.
BUY
Half the revenues come from outside of Canada. Involved in a lot of infrastructure in Africa and the Middle East. Have been making a few acquisitions in the water and wastewater areas.
BUY
This is the time of the year to step into SNC.
BUY
Likes it and owns it. In his opinion it is well positioned. They have concession business worth $22 a share (e.g. 407 highway). The rest of the business is very undervalued. They are exposed to Libya and had to take charges against some of that business. Now they may have to go back and finish what they were working on. But he thinks there are enough projects back here.
BUY
Nice rebound. Owns a piece of the 407 toll road in Toronto. 12x earnings. Thought they lost some business in Libya but it will probably come back now. It’s a reasonable place to be because infrastructure needs to get built.
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