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
BUY
A midstream facilities company. They take gas and run it through a chilling unit, which gives them butane/propane condensate, which they can sell for more than the gas is worth. Very profitable.
BUY
Has one of the largest natural gas midstream businesses and are mainly focused on sour gas gathering and processing. Strong management team and high quality assets. There may be more weakness in their 4th quarter because of propane. Good opportunity to pick up.
BUY ON WEAKNESS
Midstream natural gas gathering & processing facility. Their product trades off the oil quote. Pretty good spread there although they have had some hiccups in the marketing. Q3 was lower than expected. Expect there will be a buying opportunity when Q4 results are released and price softens. By under $15.
BUY
A very good name. Very undervalued at this point.
BUY
They gather and process natural gas in Alberta. Also getting into the midstream part of the oil business. High-quality name. One of the better organic growth stories. Low payout ratio.
PAST TOP PICK
(A Top Pick Oct 24/05. Up 21.1%.) No commodity risk. Dirty gas goes in and they clean it. Still likes. 6.8% yield.
BUY
Really likes the midstream assets right now, which they own. Expect there will be capital gains here. Good opportunities ahead of them.
BUY
They gather the natural gas, process it and put it into the pipelines. Dropped when interest rates went up. There is some scheduled maintenance which will put a crimp into earnings. An excellent company with great assets. Good price.
BUY
One of the best names in the mid-stream trust sector.
BUY
Stock has dropped because as interest rates go up on the long end of the curve income trusts in general, become less attractive. There are also some major maintenance expenses. Pretty good value proposition, right now.
BUY
Keyera Facilities have a number of gas plants in the Alberta region. Very well positioned in the market for the supply coming into these plants. It is a well run company. They are focused on the mid-stream of oil and gas spectrum. She believes it is a great place to be. Used to own, but had too much exposure to the mid-stream in their portfolio.
BUY
Not a direct play on oil/gas but you are a beneficiary from all the activity in Alberta.
BUY
Pays around 6%. Has a little bit of growth embedded in it. Their NGL business is doing well. Have just announced an expansion of the sour gas line. Interest rate sensitive.
TOP PICK
All 3 picks tonight are income trusts as the sector has been massively oversold. With the government's white paper, the stopping of getting legal opinions and the fear of rising interest rates people sold them as though they were worthless. Has no commodity risk. Fell as much as 25%. Good price.
PAST TOP PICK
(A Top Pick May 20/05. Up 2% not including distributions.)
Showing 361 to 375 of 395 entries