AtkinsRealis Group (ATRL.TO)
Financials 
Technical Analysis 
Jul 26, 2026, 12:00 amThis summary was created by AI, based on 21 opinions in the last 12 months.
AtkinsRealis Group (ATRL-TO) is a company that's generating mixed sentiments among analysts. While some view it as a valuable player in the nuclear and engineering sectors, others express concern over its growth rate and the potential impact of AI disruption. The company's current growth expectations hover around 17% with a reasonable PE multiple varying between 14x to 19x, suggesting it trades in line with or slightly better than some competitors. Analysts have pointed out strong backlog figures and significant contracts, especially relating to nuclear energy, which is seen as a major growth area. Despite past difficulties, there is cautious optimism regarding its future as it aligns with broader infrastructure and energy trends, albeit with varying performance expectations.
Big fan of the space, especially with the incoming US administration. Changed its business model, now focused on higher quality and the nuclear resurgence. Nuclear represents about 20% of their business and those margins are very high. Can unlock value by monetizing Hwy 407. Attractive valuation compared to peers.
Fixed-price contracts were an overhang. Now more into engineering services. His favourite thing is expansion on the nuclear side, and they're involved internationally. This will sustain growth going forward. Low valuation. Balance sheet's better, as is earnings generation. Yield is 0.1%.
(Analysts’ price target is $80.85)
John Zechner
Came back from the dead to do extraordinarily well. Great environment for engineering and similar services. Nuclear division has also been a lot in the spotlight. ROE is ~10%. PE's of all these companies are getting up around 40x trailing earnings. Rather fully priced. Very good exposure to the US, and the USD is strong and likely to remain so for a while.
In a trade war, services may not be as badly affected as some products, so these companies could be somewhat of a haven.
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Good price to enter right now. Would prefer WSP over this company. Quality earnings, especially after recent changes.