TSE:CEU

CES Energy Solutions Corp. (CEU.TO)

20.09
+0.79 (4.09%)
as of Sep 11, 2026, 8:00:01 pm Market Open.
64 watching
0
Investor Insights
star iconSep 12, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

CES Energy Solutions Corp. (CEU-T) is recognized for its strong performance in the consumable chemical solutions sector, particularly emphasizing its role in supporting the lifecycle of oilfields. Experts note a recent positive trend, with a modest projected upside of 7-8%, while fundamental analysis suggests a robust ranking of 9/10. Additionally, there is a strong consensus among analysts categorizing it as a 'Buy' or 'Outperform', bolstered by an appealing yield of approximately 1.5%. In terms of more recent activities, the company has stabilized its operations effectively, demonstrating its ability to pass through pricing which supports healthy margins. One expert indicates potential upside of 20%, amplifying confidence in its growth trajectory. While navigating volatile energy prices, CES has managed to maintain solid margins, with a significant portion of its revenue coming from its US operations and favorable valuations leading to further buyback potential, suggesting an attractive investment opportunity.

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Consensus
Buy
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Valuation
Undervalued
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BUY

Just did a financing. Likes the visibility for this company. Propriety fluids and liquids for drillers.

BUY

Does cleanup around camps and drill sites. It feeds well into the growth, production and growth in finding and lifting oil and gas.

BUY ON WEAKNESS

In the business of producing chemicals for fracs and have been getting really good productivity. A very “custom” business. Every frac is a little different and you need the right chemicals to get the maximum value. Really good relationships with the people drilling the wells. With the run that it has had, you may want to wait until it comes off a bit. Has lots of room to go.

WATCH

Ranks well in his process. He might take a look at it in the summer.

DON'T BUY
Sold his holdings recently. Wonderful company with outstanding cash flows but at over $12 it is getting fully valued. Fairly valued at these levels and there are better values in the sector such as Total Energy (TOT-T) #1 and Canyon Services (FRC-T) #2.
PAST TOP PICK
(A Top Pick Oct 4/10. Up 92.27%.) 3 for 1 stock split in July. Still likes it. All free cash flow.
TOP PICK
Oilfield services. Expect this sector will put up really big numbers in Q3 and this is his favourite. About a 40% ROE. Over 5% dividend yield.
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