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 May 20/05. Up 23%.) Still likes.
BUY
A very well managed company. Focused on the mid stream part of the oil/gas industry. Have a lot of sour gas plants and basically are looking at some of the extraction facilities. Strong niche position. Growth through aquisitions.
TOP PICK
Good trust model. Located between gas fields and the consumer. They collect gas, process it, break it into natural gas liquids and ship the rest into the main stream pipelines. No real commodity risks. Basically being paid to transport a product from one place to another. Payout ratio in line at about 88%. Distribution is $1.26 which is expected to rise to $1.30 or so.
BUY
A toll gate. Natural gas which comes out of the ground with impurities, including sulfer has to be cleaned up before it can be put into the pipeline and this is what they do. No commodity risk, so not dependent on natural gas prices. Thinks the 8% yield is pretty good. Interest rate sensitive.
HOLD
Worried about yields. Hold to see yields
BUY
Likes this trust a lot. It has a going forward yield of about 8%. Likes management. Very aggressive in going out and filling up the capacity in their system.
PAST TOP PICK
(A Top Pick Nov 22/04. Up 5.5%.) Buy income trusts primarily for the yield. A very stable business. Limited commodity risks. Good yield.
BUY ON WEAKNESS
Stacks up pretty well to comparable trusts. Well run. Sold their holdings when it got too high. Near the higher end of their shorter term valuation.
BUY
8% yield. Payout ratio of about 90%. Has a very high tax deferment.
TOP PICK
One of the higher yields. Very steady business. No commodity risks. Yield of around 9%.
BUY
Very impressed with management. Have excess capacity in their system.
DON'T BUY
Level is a little high at this time. Fundamentally a good company.
TOP PICK
Did a fairly significant stock offering last week. A very stable business. No commodity risk. Very attractive yield and very liquid.
BUY
Has recently increased its distributions. A very good trust. Their natural gas liquids business has done very well.
BUY
Outlook for their sector is quite attractive. Should continue to see high drilling in Western Canada.
Showing 376 to 390 of 395 entries