Bird Construction (BDT.TO) Buy, Sell or Hold

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Bird Construction (BDT.TO)

63.86

-3.57 (5.29%)

as of Jul 29, 2026, 8:00:00 pm Market Open.

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Investor Insights

Jul 29, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Bird Construction (BDT-T) has garnered a mix of bullish and cautious sentiments from various experts. Many highlight the company's significant backlog and exposure to growth areas like AI data centers, renewables, and infrastructure projects, anticipating that these factors will drive margin expansion and profitability. However, concerns about the construction sector's inherent volatility, thinner margins, and the risks associated with fixed-price contracts temper some of the enthusiasm. Analysts emphasize the importance of keeping an eye on the valuation, with some suggesting that the stock appears to be overbought, while others see it as a solid long-term hold with strong revenue visibility, especially under new government infrastructure spending plans. In light of recent performance, some experts advise waiting for a pullback to capitalize on a better entry point.

Consensus

Bullish

Valuation

Fair Value

Similar

WSP, WSP

COMMENT

Churchill Corp (CUQ-T) or Bird Construction (BDT-T)? Would have a hard time choosing between these. They have different components. This is a very, very well run company. They are probably the best in the sector in terms of extracting margins, consistency, dividends and shrewd acquirers.

BUY

He likes the whole sector. Came out with some good earnings. The pipeline is being filled in with new jobs all the time. Great company.

DON'T BUY

Doesn't know the company extremely well, but doesn't like this sector. These companies have very inconsistent performances over time. Not a good long term “Buy and Hold” kind of company.

BUY

Very well run business and he is a bull on construction in Western Canada and Northeast Alberta. It is volatile when it sells off.

STRONG BUY

Best known for their oil sands contract. They have just learned that they no longer have 150 million or so contracts in their backlog with the Alberta Museum but Alberta has delayed it go for a bigger project. Very big backlog.

WAIT

Has huge exposure to the infrastructure build-out. $35 is a good entry point. On a cash flow multiple it is pretty inviting. The US exposure has always been a cause for concern, but the concern about infrastructure stocks has been put behind them. Every time it drops he gets back into the name.

DON'T BUY

Has been either side of $30 for the last 6-9 months. Exposure to a pretty cyclical industry but are a major player out West. Given the build out in infrastructure in Western Canada, they're well positioned but a lot of this is priced into the stock. Distribution is relatively safe but doesn't see much upside.

PAST TOP PICK

(A Top Pick March 24/09. Up 76.6%.) Still likes.

PAST TOP PICK

(A Top Pick March 24/09. Up 64.4% excluding distributions.) Winning some very good contracts. Incredibly conservatively managed. Still a Buy.

BUY ON WEAKNESS

Looking at this and others because of infrastructure aspects. 5.4% yield. Would be interested at $30.

BUY

Very strong, conservative balance sheet. Believes the stimulus is only now starting to translate into real contracts in Canada. Still room to grow. 5.25% yield is easily sustainable.

BUY ON WEAKNESS

Likes infrastructure stocks, which are all doing fairly decently. This one is a good looking stock. Steepness of the rise looks a little unfounded and wouldn't be surprised to see it coming down to the $33 level, which would be a good time to pick it up.

PAST TOP PICK

(A Top Pick June 29/09. Up 22%.) Great infrastructure story that is going to continue to grow. Generated 114% ROE last year. Incredibly cheap. Great management. 6% yield. When they convert they will continue as a dividend paying Corp. with effectively the same yield.

BUY

Very conservative balance sheet and they like to have a lot of cash. Well positioned for the eventual impact of the Canadian stimulus. Solid company.

TOP PICK

Diversification across Canada. Great operational performance and good profitability metric over time. 7.5% yield is expected to be maintained through conversion in 2011. Payout ratio is around 35%. Phenomenal balance sheet.

Showing 61 to 75 of 91 entries

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Bird Construction (BDT.TO)