TSE:KEY

Keyera Corp (KEY.TO)

58.35
+1.01 (1.76%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
549 watching
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Investor Insights
star iconJun 25, 2026, 12:00 am

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

Keyera Corp (KEY-T) is viewed positively by several experts, highlighting its solid growth prospects and stable cash flows derived from its midstream operations in the natural gas sector. The recent Plains transaction is noted as a potential catalyst for future performance, with some analysts emphasizing its competitive valuation compared to peers, trading at a 15.5x PE ratio with an anticipated growth rate of 18%. Concerns have been raised regarding the ongoing probe into the proposed acquisition and exposure to fluctuating oil prices, which could impact its stock performance. Despite a perception that the stock may no longer be a bargain, many experts see it as a worthwhile investment for those lacking energy infrastructure exposure. Overall, there is recognition of Keyera's strategic position in the growing LNG market and its long-term growth potential.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ENB
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.)
PAST TOP PICK
(A Top Pick May 20/05. Up 23%.) Still likes.
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