TSE:ATRL

AtkinsRéalis Group Inc. (ATRL.TO)

87.65
-0.43 (0.49%)
as of Jul 2, 2026, 8:00:00 pm Market Open.
324 watching
0
Investor Insights
star iconJul 2, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

AtkinsRéalis Group Inc. (ATRL-T) is currently evaluated with mixed sentiments from experts, particularly concerning its involvement in nuclear technology, which has been a source of both interest and caution. While some analysts emphasize that the company's performance has been impacted by fears surrounding AI's encroachment on the engineering sector, others indicate that ATRL has outperformed its peers due to its strategic positioning in nuclear projects. There's recognition that despite the downturn faced by engineering firms, ATRL's valuation appears attractive at a price-to-earnings ratio of 16x with a growth estimate of 17%. The consensus is that while there are concerns about AI disrupting the industry, the reality is that it may complement the existing workforce rather than replace it, suggesting a potential rebound for ATRL as the market stabilizes. Overall, experts express a belief in the long-term viability of ATRL, encouraging investors to remain committed for future gains.

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Consensus
Cautious
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Valuation
Undervalued
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Stantec,STN
BUY
(Market Call Minute) Infrastructure has been his theme for the last few years. It is a good long-term hold.
COMMENT
Well managed and good balance sheet. You look at this one as to how big is their order backlog and is it growing. Good record of increasing dividends. Would own more if the had a higher yield.
BUY
Great assets and a lot of cash flow. Will go higher over time but the problem is that stimulus has not really kicked in.
BUY
Global exposure in the infrastructure area. Good cash position and has participation in Ontario's 407 Highway.
BUY
All the infrastructure stocks have under performed. The stimulus was more talk than actual things coming down the pipe. But SNC had a really good quarter. Lots of good growth, nice balance sheet.
TOP PICK
Owns 30% of highway 407 and if you value this and take it out, then the rest of the business is trading at about a 15% discount to its peers. Should be trading in the low $50's.
TOP PICK
World-class company – consulting and construction. Backlog exceeds $10 Million. Has sold off more than 25% for reasons he can’t understand. Everyone knew they were going to have a soft quarter as they worked through the backlog from the recession. Now there is a huge backlog of profitable work.
TOP PICK
Engineering/construction firm. Half of their business is Canada. Reported weaker than expected earnings last quarter. Backlog is now growing. Finishing off older projects and will be going into the newer ones saw earnings will not get another lift for 1-2 years. 1.5% dividend yield.
PAST TOP PICK
(A Top Pick June 15/09. Up 13%.) This was a play on infrastructure and a way to have exposure to Asia and emerging markets. Sold his positions this winter at a profit because of concerns on policy moves in Asia.
BUY
Has been beaten down dramatically. If you don't have any infrastructure exposure, this looks good at this price.
HOLD
Good run, 10th largest in the world. He sold higher up a while ago. Not one you can put away forever.
TOP PICK
Well run company. Half its revenues are from outside of Canada. Growing backlog at 27% year-over-year. Just ending some projects and transitioning to new ones so revenue line is a little flat. Strong balance sheet.
COMMENT
Very well run global engineering construction company. When there is only one play in a sector that large-cap investors can buy, it gets a premium evaluation. Trading at about 11X EBITDA.
DON'T BUY
SNC Lavalin (SNC-T) versus Aecon (ARE-T)? Doesn't like either of them. SNC fair market value has not been taking off because of infrastructure spending, which has been desperately slow in getting out. Still trading at 4X book. Less massive downside risk with Aecon but also doesn't have particularly good FMV.
BUY
A big ‘W’ formation on the stock. Everything was in place until very recently, however now it is correcting. Major support around $42-43. Recommends it in this pullback.
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