TSE:ATRL

AtkinsRéalis Group Inc. (ATRL.TO)

86.26
-1.11 (1.27%)
as of Aug 12, 2026, 8:00:00 pm Market Open.
326 watching
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Investor Insights
star iconAug 12, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Experts express a mix of optimism and caution regarding AtkinsRéalis Group Inc. (ATRL). Many believe the engineering consulting sector is facing undue fears regarding AI replacing jobs, arguing that AI will instead enhance collaboration with professionals in the industry. The company has notable exposure to nuclear technology, which may provide long-term growth prospects, although concerns about the current valuation exist, especially given the uncertainties linked to geopolitical issues and market trends. Comparisons with other firms like Stantec and WSP show a general preference for companies perceived to have sustainable earnings momentum amidst the evolving landscape of construction and engineering. While some experts suggest the stock is undervalued, others highlight that overall industry performance has been sluggish, with many engineering firms experiencing substantial declines in recent months.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Stantec,STN
BUY ON WEAKNESS
Is a good trading stock because of the volatility? Would like to buy it on a dip.
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.
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