Gibson Energy (GEI.TO) Buy, Sell or Hold

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Gibson Energy (GEI.TO)

31.65

+0.46 (1.47%)

as of Sep 1, 2026, 2:39:23 pm Market Open.

297 watching

Investor Insights

Sep 1, 2026, 12:00 am

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

Gibson Energy (GEI-T) is recognized as a leading player in crude oil infrastructure, with substantial operations in terminals, pipelines, and export facilities. Analysts note that a significant portion of its business model relies on take-or-pay contracts, providing a stable revenue stream less dependent on fluctuating oil prices, which enhances cash flow stability. Furthermore, management's projections of approximately 7% annual EBITDA growth paired with a strong dividend yield of 5.82% suggest attractive total returns, estimated at around 13%. While its valuation is considered near the high end for its sector, many experts regard its stability and cash flows as favorable for investors. However, some feel it currently sits at fair value with limited upside compared to peers, making it potentially more appealing as a yield-oriented investment than for capital appreciation.

Consensus

Hold

Valuation

Fair Value

Similar

PPL

DON'T BUY

(Mark Call Minute.) He would rather play the service area in other areas. They have a trucking business which he doesn't think is worth as much.

TOP PICK

Almost 5% dividend. Sound payout ratio. Cheap relative to the group. Trades at about 9.6 EV to EBITDA. Less exposed to falling commodity prices versus their peers, due to their frac spread prices. Really good balance sheet.

PAST TOP PICK

(A Top Pick May 15/12. Down 3.83%.) Oil weighted service company. No exposure to natural gas. They are able to take advantage of the differentials where most producing companies are hurt. Yield of almost 5%. Still likes.

BUY

The only oil service name that he likes. Company has really delivered well, relative to the overall market place. They’ll continue to drive their growth over the next couple of years. Attractive valuation. Reasonable dividend. Really liked their decision to put off a capital expenditure project costs were inflating at a rate which was not comfortable for them.

COMMENT

This is a company for the future. Exciting in that they are in an area where there is a lot of expansion. Good balance sheet. Raised a lot of capital. Energy stocks are kind of spongy in the summertime. This is on his short watch list.

TOP PICK

(On Top Picks, do Partial Buys aiming for a full position by year end.) Likes it for the 5% dividend and its appreciation. Diversified mid-stream company servicing the oil industry in both western Canada and the US. Has 5 divisions including pipelines, terminals, truck transportation, nat gas liquids marketing and processing well site fluids. $75 million in cash. Western Canada has grown oil production 2.5% per year for the past 15 years and the US has grown 4% for the past 5 years. Sees $25 to $27 in 12 months.

COMMENT

Chart shows some pretty strong support coming in at around $20 or so. Given that the market has a little bit of upside to it and there is a bit of momentum on oil, this has a reasonably good chance of some upside.

BUY

More attractive valuation than ENB. GEI offers more value. Very little exposure to Nat Gas prices.

TOP PICK

Pretty small sized company and has exposure to rising oil flows. Have to move all the oil and they are trucking it and moving it through their pipelines. Trades at around 9.6 EV to EBITDA (?). Very strong balance sheet and can make acquisitions.

TOP PICK

Has a lower payout ratio than the industry so by the time they catch up, there will be more dividend increases. Energy is going to be one of the more attractive industries going forward so anyone that services energy production is in good shape to benefit from increases in production in Canada and US. Attractive dividend.

TOP PICK

They do everything from collecting from the gas well to refining. No matter what the price is, they are benefiting. They can take advantage of volatility. 4.6% dividend. No near term increase coming but down the road they have room to increase.

TOP PICK

Pipelines. Basically pick up oil from the well head and do everything in between to get it to the refiner. Try to touch the barrel several times in that process and try to make money on every touch. Opening new contracts all the time. Keep increasing their dividends. Trades at a slight discount to other names in the group.

BUY

(Market Call Minute.) Trades at a discount to the group. You are insulated from natural gas price weakness and you may actually benefit from wider differentials.

TOP PICK

They truck and pipeline oil all around. Their largest shareholder was a private company that just sold the balance of their holdings. They should make it into the index, perhaps today. 4.8% yield is not shabby, 65% payout, vs. a norm of 70%, and they said they want to catch up so she expects a dividend increase or two. Just reported fantastic numbers. They got everything right. Haven’t even been public for a year.

COMMENT

A private equity company got involved in it and have been basically selling off their interest over time and he thinks they will continue to do that. It’s a grab bag of a bunch of essential services. A big part of it is trucking. A little bit rich. Doesn't expect it to be a huge growth business.

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Gibson Energy (GEI.TO)