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
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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.

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Consensus
Cautious
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Valuation
Fair Value
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PARTIAL BUY
His model price is $20.51. They have highway 407, which represents $12-$15 a share so it is kind of a holding company. When buy a partial position at the current price and if it got to $30 would buy the balance.
TOP PICK
Engineering/construction including power plants, environmental, bridges. About half their revenues are outside of Canada. Libya hurt them in the first couple of quarters but expects they will go back in. Well managed. About 2% yield. Backlog of about $9.3 billion.
BUY
Has the advantage of major international contracts. Also have a number of contracts in Canada, which will keep them in good stead. If you think the economy will recover, this is a good buy.
TOP PICK
Just struck a deal in Abu Dhabi, which will add $500-$600 millions of revenues in the next couple of years. Good entry point.
BUY
Has become the 10th largest engineering firm globally. There are a lot of things getting built in the world that need engineering services. Do very well in China and all the developing parts of the world. This is a good time to buy.
PAST TOP PICK
(A Top Pick July 6/10. Up 35.1%.) Great company with a huge backlog of construction projects.
BUY
Stock came off sharply with the unrest in the Middle East, particularly in Libya. Operates in 43 countries. Infrastructure engineering company and also owns infrastructures. Well-positioned to benefit from the growth in emerging markets.
PAST TOP PICK
(Top Pick Aug 4/10, Up 21.71%) It was valued as its portion of the 407 and then what was left was about 12 earnings. Still likes it and owns it.
PAST TOP PICK
(A Top Pick June 22/10. Up 19.05%.) Still a buy.
COMMENT
10th largest engineering firm globally. Likes it but almost always feels that it is too expensive but cheaper than some of its comparators. Developing world needs a lot of help in water projects, mining, energy development, etc. Cut their teeth doing hydraulic work in Quebec. Good thing to hold for the long haul.
DON'T BUY
Missed their earnings last week and this tends for him not to own the stock. Trades at about 25X forward earnings with a high single digit growth rate expected. Prefers others.
TOP PICK
Construction engineering with over $6 billion in back logs. Contrarian call. Building an airport and man made river in Libya and had to exit temporarily. Good earnings visibility on earnings and revenues. Trades at a slight discount to its US competition.
PAST TOP PICK
(A Top Pick May 10/10. Up 20.46%.) Just reported. Took a hit on Libya.
TOP PICK
Global engineering construction company. 50% of revenues are from outside Canada. 7% of revenues are from Libya so the stock pulled back to a very attractive entry level. When they reported their backlog, they took Libya out which accounted for about $1 billion. Recently increased their dividend.
TOP PICK
Dipped recently. Market has over-reacted to its Libya exposure. It’s 2% of their cash flow and they are down 6. Libya is going to need the infrastructure projects more than before the war. You’re buying it at a discount.
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