AtkinsRéalis Group Inc. (ATRL.TO) Buy, Sell…

AtkinsRéalis Group Inc. (ATRL.TO)

89.54

+1.49 (1.69%)

as of Sep 21, 2026, 8:00:00 pm Market Open.

327 watching

WATCH

Starting to get their house in order. Winding down all construction projects to focus on design and services. Trades at a discount. Wants more consistent execution before she invests. She owns WSP instead. (Analysts’ price target is $41.00)

WEAK BUY

A lot of the upside from the Biden bill has been priced into the stock. Valuation is not as demanding, so there might be some incremental upside, especially if they can avoid past issues. Controls and governance have tightened up. Risk of previous issues is very low, but it's anybody's guess whether there are still skeletons in the closet.

DON'T BUY

He would leave it alone. He avoids these engineering and construction businesses. He likes solid recurring revenue in a capital-light business. It is a difficult business to project going forward. New management has done a much better job and the stock was much undervalued as we came into 2021.

COMMENT

They've gone through management changes, cost overruns in their construction business, and legal and regulatory issues which are now behind them. They're repositioning as a pure design-advisory company while letting the constructions projects roll off. So, there's still some risk in cost overruns. She likes this sector, but prefers another company. SNC's valuation is depressed vs. peers. She wants to see how SNC management performs and finds organic and M&A growth. She's on the sidelines now.

BUY

Management's restructured for better earnings control. Engineering service as a fee. Global infrastructure spending will help a lot of the engineering firms.

TOP PICK

Years of being uninvestable, but overhauled the Board and the leadership team. Akin to an airline, where the safest airline to fly on is the one that's just had a crash. Engineering, design, procurement, management. Will get their fair share of global government infrastructure funds. Value, cyclicality, growth. Only 18x earnings. Yield is 0.24%. (Analysts’ price target is $40.14)

WATCH

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported earnings much better than expected. EPS was particularly better at 56% ahead of estimates. Good growth year over year according to the report. A very solid showing considering the company typically misses. Unlock Premium - Try 5i Free

DON'T BUY

In the news a lot, and you never know what's going to come up from the past. Better E&C companies out there, such as WSP Global. It trades at a premium, but there's a reason for that. Better track record, recent acquisition will lead to growth opportunities, leveraged to environmental services that will be a tailwind for the next decade.

SHORT

One of those stressed companies in terms of earnings quality. They have shorted it. The short positions have had a shock to the system on Monday with a rush to cover cyclical recovery. Price momentum is mediocre and valuation is not there. They have negative return on equity and no real yield. Still in the penalty box.

DON'T BUY

Could make a profit, but in middle of massive reorganization. Too much risk and too little dividend. Aecon has grown backlog significantly, continues to beat on results, and yields nearly 5%. Aecon will benefit from any increase in infrastructure spending.

BUY

It is one of his favourite stocks right now. Some of its attributes will shine in 2021. The 407 is used a lot more again post-COVID shut down. He is not worried about their debt.

COMMENT

With today's stimulus announcement, these kinds of companies will see continued demand for their services. They have baggage, but there will be projects and spending that will help these types of companies. Long term, there is a tail wind.

BUY

It was at the center of the government controversy. He thinks people are beginning to put this behind them although it is not recovered. People are looking at projects coming up rather than ones that are behind them. It appears that investors are starting to look forward rather than back. It takes a while for changes to start to resonate in the market. He would look for this one that has been beaten up and is a value trap at present, when it is starting to recover.

DON'T BUY

Infrastructure will be build over the next 3-5 years. He has a model price of $18.50 -- about 14% lower than market. He is focusing on US asset plays.

WAIT

One of the largest infrastructure companies, world-wide. The next round of support programs for the economy is really going to come back infrastructure. There is still some overhang from previous court battles.

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AtkinsRéalis Group Inc. (ATRL.TO)