TSE:ATRL

AtkinsRéalis Group Inc. (ATRL.TO)

88.59
-0.61 (0.68%)
as of Jul 22, 2026, 8:00:00 pm Market Open.
326 watching
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Investor Insights
star iconJul 22, 2026, 12:00 am

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

AtkinsRéalis Group Inc. (ATRL-T) is viewed as a valuable investment within the engineering consultancy sector, despite facing challenges and fluctuating market sentiments. Several experts expressed caution over AI technology potentially replacing jobs, but most believe that AI will complement human roles, particularly in construction and engineering. ATRL's exposure to nuclear projects is recognized as a significant positive for its long-term growth, distinguishing it from peers. Currently, the stock is seen as undervalued with a competitive price-to-earnings ratio given its growth rate. While some analysts prefer Stantec and have raised concerns about overall market performance, they still recommend monitoring ATRL for potential upside as market conditions stabilize.

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Consensus
Bullish
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Valuation
Undervalued
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Similar
Stantec,STN
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.
DON'T BUY
It has had a wide ride over the last few years. They got away from the corruption charges and they are settled. They sold down their best asset to shore up their balance sheet. He would prefer another owner of the 407 now.
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