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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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.
TOP PICK
Best infrastructure play in Canada. Earnings last week were kind of disappointing but their backlog is huge and growing. As industrial reinvestment in plant and equipment increases, this company will benefit.
BUY
Probably the best infrastructure company in North America. Have a lot of cash. An international player. Recently won some very amazing contracts. Infrastructure projects are finally starting to come through.
TOP PICK
Still likes infrastructure theme. While governments may be weighing out of capital markets or banking sector, they will still be doing infrastructure spending for the next few years. Likes the diversity of this company even in a slow economic recovery.
BUY
Likes this one very much looking out 3 to 5 years. Broad global exposure in areas he likes.
TOP PICK
Infrastructure company. Huge backlog. Projects all over the world. Likes the international exposure and the backlog. Owned it for a long time. You can always have problems in large projects, but they are pretty experienced.
PAST TOP PICK
(A Top Pick Jan 14/09. Up 40.86%.)
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