Peyto Exploration & Develop. (PEY.TO) Buy,…

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Daily Stock Opinions and Ratings

Peyto Exploration & Develop. (PEY.TO)

24.32

+0.03 (0.12%)

as of Jun 26, 2026, 7:59:59 pm Market Open.

315 watching

Investor Insights

Jun 28, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Peyto Exploration & Development (symbol: PEY-T) is viewed positively by various experts, particularly in the context of natural gas investments. Many analysts appreciate its solid operational track record and commend management for effective acquisitions and a strong dividend yield, which is currently around 5.5% to 7%. There is a consensus that while the stock may experience short-term volatility due to natural gas price trends, the long-term outlook remains favorable, especially if political constraints on Canadian energy resources ease. As natural gas is considered a critical transitional fuel, many view the company as well-positioned for growth in the next few years, with analysts’ price targets suggesting considerable upside potential. However, opinions vary regarding whether to buy now or wait for a better entry point, with some experts suggesting caution due to potential overvaluation at current levels.

Consensus

Positive

Valuation

Fair Value

Similar

TOU

BUY

(Market Call Minute) Liquids rich gas. Low cost producer with lots of opportunity.

COMMENT

Probably your best dry gas name out there. Cash costs last quarter where $.97 per unit of natural gas, which is very low. 2011 was an exceedingly tough year for the industry. Their margins were 36% versus the average of -8%. Top producer. His problem is that the expected payout ratio is still high at 196X this year’s number but declines to an acceptable range of 140 next year but that assumes natural gas stays at $3.50 level. Getting really pricey at 12X adjusted cash flow versus the group of around 9.

COMMENT

Holds management and the quality of the assets in very high regards. This is one of the few oil/gas companies that is profitable, which they get from having very low finding and development costs as well as being the lowest cost producer in the country. If you are bullish on natural gas, this is a great one.

WAIT

This company remains one of the most attractive gas producers. It has the lowest cost structure of any intermediate gas players. Acquisition of Open Range Energy is somewhat accretive, 10%-15%, but not a home run or a game changer. If there is a change in gas prices, this is a “go to” name. You are looking at least a year out before you see this rebound.

BUY

This is the name he would recommend in natural gas stocks. Lowest cost producer. The gas story is a weather driven story.

TOP PICK

Great track record. Started in 1998. The lowest cost gas producer in Ontario. Good substantial producer. 3.4% dividend so you get paid while you wait for the recovery.

SELL

Probably your best dry natural gas name. Cost of production is extremely low. Growth rate has been 35% since 2001. If you won't, he would sell in this rally because the rise in natural gas is due to summer heat. Expect we will come down to $2 gas by the end of this year. He will be buying on weakness and really wants to own it into 2015 because of LNG exports.

COMMENT

(Market Call Minute.) Trading at proved reserve value using stripped pricing. Liquids cut is going to be 20% of total production at the end of this year. Trading at about 7.5X next year's cash flow of $3 gas. Very well run. If you are bullish on gas and water vitamin dividend, he would own this one.

DON'T BUY

(Market Call Minute.) You have to be very careful with natural gas as prices can continue to go lower.

BUY ON WEAKNESS

Great operator. Stock has had a big pullback. Looks interesting at this level. Had some operating issues on account of logistics that happened to the stock earlier. Good buy below $18.

TOP PICK

One of the lowest cost producers in the basin. Looking for a 30% growth in production. Fantastic record in creating shareholder value.

SELL

(Market Call Minute) Well run company but a Nat gas stock. Payout ratio sustainable.

HOLD

Great managers and good balance sheet. Primarily in Natural gas. Good finders and low costs. Descent yield. Proven over time they are pretty good at finding the stuff.

DON'T BUY

Very well run. Have been growing production much more meaningfully than people thought earlier in the year. The challenge is that there is very little liquids in their gas stream so their netback is around $20, which is pretty skinny but they are the lowest cost operator in Canada. Trading around 10X cash flow and he thinks gas is a bit of a write off here. Expensive.

PAST TOP PICK

(A Top Pick Dec 13/10. Up 31.92%.)

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Peyto Exploration & Develop. (PEY.TO)