TSE:KEY

Keyera Corp (KEY.TO)

57.20
-1.19 (2.04%)
as of Aug 5, 2026, 8:00:01 pm Market Open.
552 watching
0
Investor Insights
star iconAug 5, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Keyera Corp (KEY-T) has received mixed reviews from experts, highlighting various strengths and concerns. Many analysts praise the company's positioning within the energy infrastructure space, particularly emphasizing its growth potential from the Plains acquisition and increasing demand for LNG and condensate in Western Canada, resulting in an Earning Per Share (EPS) growth of 23% and dividend growth of 4%. Despite these positive aspects, some experts express caution regarding its valuation, citing an 18.3x price-to-earnings ratio for 2028 as relatively expensive when compared to peers. Concerns also arise from the dependency on commodity prices and the risks associated with execution and ongoing capital expenditures. Notably, the stock is viewed favorably for its stable cash flows, but skepticism remains regarding the marketing segment, which is subject to volatility.

consensus icon
Consensus
Positive
valuation icon
Valuation
Overvalued
review icon
Similar
ENB
PAST TOP PICK
(A Top Pick April 5/10. Up 59.11%.) Gas processor. Still likes. Paying out about 60%-70% of their cash flow as dividends.
HOLD
Has had a huge run so is probably more of a hold.
PAST TOP PICK
(A Top Pick Nov 25/09. Up 83.18%.)
HOLD
Core business is in good shape and growing. Likes management very much.
HOLD
It is probably close to fully valued. They take Natural Gas from the well and scrub out the impurities. It is a stead business and does not depend on the price of the Natural Gas. Good steady yield and a good business. With inflation, a steady yield gradually reduces in value. A good alternative to bonds in a non-taxable account.
BUY ON WEAKNESS
Process natural gas and store natural gas liquids such as propane, butane condensate. Good management. Just raised their dividend and he expects future dividend increases.
TOP PICK
Mid-stream natural gas operator. A variety of different businesses, but the one that he is most excited about is the condensate business. Great way to play increased activity in the oil sands. Condensate is what they use to mix with heavy oil to dilute it so it can flow in the pipeline. Good stable growth company.
TOP PICK
Mid-stream gas processor. All their plants are where there is gas production. Benefiting from natural gas liquids, which are linked to oil prices rather than gas prices. Payout ratio is low at about 60%. Good chance they could increase the 5.1% yield.
BUY
Really likes it. You pick up a great yield on very predictable business. Continue to add assets that allow them to continually raise the payout in the future. They are really good operators.
BUY
Well managed and should do pretty well. Doesn't expect they will have a large cut in their distributions when they convert. 5.8% yield.
PAST TOP PICK
(Top Pick Nov 3/09, Up 64.68) Hasn’t sold any.
TOP PICK
Midstream company that does processing and transporting of natural gas. Have been extremely good at identifying growth areas. About 6.5% yield and payout ratio is only about 65%. Converting to a Corp in July. Good management. Also have exposure to oil sands by supplying solvents for bitumen.
PAST TOP PICK
(Top Pick Nov 3/09, Up 40.14%)
TOP PICK
Have storage for Natural Gas. Nice dividend after conversion to corporation. Clean natural gas for a fee. Chemicals for oil sands.
PAST TOP PICK
(A Top Pick Nov 3/09. Up 34.63%.)
Showing 316 to 330 of 395 entries