TSE:PKI

Parkland Fuel Corp (PKI.TO)

39.84
-0.14 (0.35%)
as of Nov 4, 2025, 9:00:00 pm Market Open.
426 watching
0
Investor Insights
star iconSep 3, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Parkland Fuel Corp (PKI-T) has garnered attention from experts following its acquisition by Sunoco, which took place in late 2025. The reviews highlight that the deal, though met with some disappointment regarding the acquisition price, is regarded favorably, with one expert mentioning a price target of $41.50. There are optimistic views on the combined entity's performance, emphasizing the potential growth that could arise from current geopolitical tensions, particularly the US-Iran war, which may boost profit margins. Shareholders will face a crucial decision by October 17, where tactical options include tendering for cash or evaluating Sunoco's share performance post-acquisition, indicating a strategic approach amid market uncertainty. Overall, while there's some risk involved, the sentiment leans toward potential stability and a dividend opportunity post-merger.

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Consensus
Positive
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Valuation
Fair Value
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Similar
VLO
HOLD

Long-term chart shows a long period of consolidation. The drop in 2011 is a false move. One year chart shows in advance from October into February followed by a period of consolidation.

COMMENT
Have come from mom-and-pop fuel distributors in Alberta to being national, which has worked out quite well. Good dividend at 6.8%. Payout ratio is not bad.
PAST TOP PICK
(A Top Pick Sept 22/11. Up 72.71%.) They intend to double their EBITDAs over the next 5 years. This is a fragmented business. Good organic growth from cross-selling. Still a good story.
COMMENT
Has the fuel distribution business, retail business in remote communities and also have the refinery side as well. Trading at 21X earnings. Not sure he would Buy at these levels. 7% dividend yield. If you own, consider taking some of your profit off the table.
PAST TOP PICK
(A Top Pick Sept 22/11. Up 62.29%.) Have managed costs extremely well.
TOP PICK
7.3% Dividend, sustainable, very stable business.
PAST TOP PICK
(A Top Pick Sept 22/11. Up 56.24%.) Sold his holdings mid-13 because it is trading at a much higher EBITDA. Also Suncor’s (SU-T) contract expires towards the end of 2013. Had benefited from a wider crack spread, which is not as wide now.
HOLD
Likes the yield. He is concerned about how KEY got whacked recently. He has to be a little careful. Now this company is diversified across Canada, so hopefully they will get through this period. He is not buying but not selling.
COMMENT
Not sure they will increase dividend because they are making lots of acquisitions. Good operators. They are a growth company.
DON'T BUY
Distribution is safe for now. A TOP PICK last September for him. At this point its valuations are getting a little bit stretched. Payout ratios are safe for this year and probably next. In 2013 they loose 20% of supply contracts with Suncor and they have to replace that.
HOLD
Has had a nice run. Likes that you and the progress they have made. Also likes that they are in Western Canada. Feels it could get back to the high teens.
BUY ON WEAKNESS
Has not been adding to it, but watching it. Likes it because it has a good payout but the ratio is rather high. It was more predictable in the past and were good managers, then got into the fuel distribution and done well, but he is watching it until he gets a better fix on how the expansion plan has worked. Add closer to $10.
PAST TOP PICK
(A Top Pick Dec 17/10. Up 22%.) Very good yield at about 7%.
PAST TOP PICK
(A Top Pick Sept 22/11. Up 26.25%.) Still cheap but wouldn’t Buy at this price.
BUY
Basically in the fuel distribution business. Dividend is safe and is big but will not grow. It is their intention to keep it where it is (dollar value, not percentage). They want to expand the company.
Showing 271 to 285 of 373 entries