TSE:GEI
Gibson Energy (GEI.TO)
30.70
-0.05 (0.16%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
291 watching
Financials 
Technical Analysis 0
Investor Insights
Jul 21, 2026, 12:00 amThis summary was created by AI, based on 7 opinions in the last 12 months.
Gibson Energy (GEI-T) is perceived positively by multiple analysts, who highlight its appealing dividend yield, currently near 6-7%, and its stability despite the prevailing high debt levels. The company's fundamentals suggest it operates at a reasonable valuation, trading around 14x with good growth potential, especially in the context of the midstream energy sector. While there are concerns about its high debt, the consensus is that the dividend is secure, particularly after its last increase in February. Comparisons with other stocks in the sector show that while Gibson is a solid choice, some analysts suggest alternatives may offer better growth. Notably, the stock is seen as a reliable income producer, with opportunities for growth, especially regarding natural gas.
Consensus
Buy
Valuation
Fair Value
Similar
PPL
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.
Michael GiordanoOwned
pipelines
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.
Greg NewmanOwned
pipelines
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.
Veronika HirschOwned
pipelines
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.
Jeff YoungOwned
pipelines
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.
Greg NewmanOwned
pipelines
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.
pipelines
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.
pipelines
TOP PICK
Oil trucker. Fantastic earnings. Have a growth profile ahead of them. Have suggested that they will grow the dividend along with their earnings.
Veronika HirschOwned
pipelines
TOP PICK
5.5% yield. Very large midstream company and was in the private sector for 57 years. Brilliant management. Into installations of piping and other infrastructure facilities in western Canada and US.
Michael SmedleyOwned
pipelines
TOP PICK
(Recent IPO.) Midstream in the energy world. Trucking and propane. Likes this group because he knows there will be continued growth and activity. Yield of just under 6% and that will grow steadily.
David BurrowsOwned
pipelines
TOP PICK
Midstream oil/gas provider including terminals, pipelines and trucking. Tremendous growth opportunities. About 5.5% dividend.
Andrew HamlinOwned
pipelines
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