TSE:ATRL

AtkinsRéalis Group Inc. (ATRL.TO)

83.44
-0.56 (0.67%)
as of Sep 1, 2026, 8:00:00 pm Market Open.
326 watching
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Investor Insights
star iconSep 1, 2026, 12:00 am

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

AtkinsRéalis Group Inc. (ATRL) is facing mixed sentiments among experts. While some see the company as being undervalued despite recent pressures, especially related to concerns about AI impacting engineering firms, others express caution due to the potential risks involved in their nuclear segment, which has not seen significant market success. Comparatively, ATRL is often discussed alongside Stantec, with some experts preferring Stantec for long-term performance. The company enjoys a strong position in the AI data center construction sector, which is expected to benefit from federal projects in Canada. Nevertheless, fears surrounding AI's role in the industry persist, leading to skepticism about engineering stocks overall, although analysts highlight ATRL's nuclear exposure as a significant asset, which may support future growth.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Stantec,SNC
HOLD
Infrastructure. They should do okay. Little concerned that if the world situation deteriorates some of the big capital projects they have on their books may go by the board. Once to see if they can hold this level before he buys more.
BUY
Has been beaten up in a big way. Very good company. Big in infrastructure development. There are a lot of businesses they can pick up in the long haul. Will be volatile. (See Top Picks.)
BUY
(Market Call Minute.) Infrastructure play. Screens very well as a sector play and on its own.
PAST TOP PICK
(A Top Pick April 3/08. Down 39% but up 23% on June 13 as recommended.) Forming a beautiful bottoming pattern right now and you'll probably get a MACD Buy signal as early as tomorrow. Short-term momentum indicators are starting to turn positive.
BUY
The only industries that are poised to benefit from stimulus packages are infrastructure plays. Screens very well right now. Great momentum in its price action as well as its delivery of its earnings relative to expectations. Also likes the trading dynamics.
COMMENT
Infrastructure has been a big theme in the market to some degree has anticipated this. Hard to know which company is going to be the beneficiary of it. You could also look at a fund that focuses primarily on infrastructure.
BUY
There is going to be so much infrastructure spending over the next little while that he would take a look at the sector. More international in scope than Aecon Group (ARE-T). Also own the #407 Highway in Ontario. (For infrastructure See his Top Picks.)
TOP PICK
Owns Highway 407 toll road (just raised tolls by 3.7%). Has the Alberta electricity transmission grid. Bidding to build 2 new nuclear power plants in Darlington. Should prosper through infrastructure plans in China, Europe and North America. 17X earnings and 1.5% yield. Has cash and is very well run.
BUY
(Market Call Minute.) Could carry further on this infrastructure spending.
TOP PICK
One of the identifiable leaders in the market is infrastructure. Has a global bias. Does work on nuclear power, environment as well as government infrastructure.
COMMENT
Infrastructure can take a long time to put in place and it could be 6 to 9 months before they benefit. Engineering should be good for them but it’s trading at a very high valuation at 16X next year's earnings.
COMMENT
Aecon Group (ARE-T) and SNC Lavalin (SNC-T) are both well positioned to take advantage substantially if there is going to be a huge amount of infrastructure spending. SNC is more internationally diversified with more construction. Of these 2 he would prefer Aecon. (See Top Picks.)
BUY
For infrastructure plays, he would have Aecon Group (ARE-T) as #1 and SNC Lavalin (SNC-T) as #2. This has more international exposure and has a lot of energy in it as well.
TOP PICK
Canada's largest engineering company and they operate globally. Infrastructure is a key building block in governments’ attempts to stimulate the economy. No debt and lots of cash. ROE is about 27% for 2008.
BUY
Likes it as an infrastructure story. 34% ROE level and very strong profit growth. Has sold off significantly. His measure indicates there is a 93% chance it will outperform the market in the next 12 to 18 months.
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