TSE:GEI
Gibson Energy (GEI.TO)
29.40
+0.04 (0.14%)
as of Jun 5, 2026, 2:14:07 pm Market Open.
292 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 5, 2026, 12:00 amThis summary was created by AI, based on 8 opinions in the last 12 months.
Gibson Energy (GEI-T) receives a mix of insights from various experts, with a generally positive outlook on its performance. The company has a strong yield of nearly 7%, and analysts believe the dividend is not in jeopardy, despite high debt levels which add some risk to the investment. While GEI trades at a relatively cheaper multiple compared to its peers in the midstream space, it is noted for its growth potential, particularly in the oil infrastructure sector. Some experts highlight the importance of holding onto the stock for income generation rather than executing stop losses. Overall, the sentiment leans towards addition at current price levels, but caution is advised due to the competitive landscape and valuation considerations.
Consensus
Hold
Valuation
Fair Value
Similar
IMO,IMO
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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