TSE:CEU

CES Energy Solutions Corp. (CEU.TO)

16.35
+0.14 (0.86%)
as of Jul 10, 2026, 8:00:01 pm Market Open.
64 watching
0
Investor Insights
star iconJul 11, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

CES Energy Solutions Corp. (CEU-T) has garnered widespread attention from analysts and experts due to its robust performance and favorable outlooks. The company is recognized as a leading provider of consumable chemical solutions across the oilfield lifecycle, reflecting solid fundamentals with a ranking of 9/10. Several experts have highlighted its stability in activity and pricing, contributing to healthy margins, with one expert noting a substantial upside potential of up to 20%. Notably, the firm maintains attractive valuations and a manageable debt profile, with net debt under 1x EBITDA and room for buybacks. With recent market corrections and positive technical indicators like crossing the 200-day moving average, expectations are optimistic for a potential breakout and further upside for the stock, encouraging small-cap additions in anticipation of a broader energy cycle.

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Consensus
Buy
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Valuation
Fair Value
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Similar
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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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