TSE:PKI

Parkland Fuel Corp (PKI.TO)

39.84
-0.14 (0.35%)
as of Nov 4, 2025, 9:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Parkland Fuel Corp (PKI-T) has garnered significant attention following its acquisition deal with Sunoco. Experts are generally optimistic about the transaction, with several analysts noting the strong assets and potential for margin growth given the current geopolitical climate. There is a price target of $41.50 being discussed, with initial suggestions indicating a takeout offer of around $44, although its current trading price remains below this threshold, raising concerns about the deal's completion. Some analysts recommend shareholders consider their options ahead of the October 17 deadline, while others express caution about potential volatility post-acquisition. Overall, while the stock is linked to steady dividends, the mid-term outlook appears to be less favorable due to integration challenges with Sunoco.

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Consensus
Hold
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Valuation
Fair Value
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PAST TOP PICK
(A Top Pick Mar 06/19, Up 13%) Also a top pick.
TOP PICK
They continue to make good acquisitions, including in the Caribbean. They get refineries in an area, like the Caribbean, which gives them wholesale pricing which they can run through their retail convenience stores at attractive margins. They generate great recurring cash flow. (Analysts’ price target is $48.91)
COMMENT
It's always peaked out at 3.5x book value, $47 now. That's the ceiling.
BUY
He owns the stock and the debt. A growth by acquisition story but also well managed. He think $45-46 is still the target. He would be a seller before $50 (the Street target).
TOP PICK
If you missed ATD'B, then pick this up. They're just starting their expansion. Pays a nice dividend. Great potential as they expand into the States. (Analysts’ price target is $48.89)
COMMENT
Came with great numbers last quarter. They have mid-stream and front stores. They are great acquisition machine. They never bought based on valuation. market cap is around 600 Mill. Great company.
BUY
PKI-T vs. ATD.A-T. PKI-T and ATD.A-T are similar but ATD is more focused on convenience stores and PKI is more focused on gas stations. He owns both. PKI is a smaller company and so would not be so protected in a downturn. He thinks they will both continue to do well.
WEAK BUY
Had been on a really good run, but then the differentials ran out a year ago. Went from a sleepy name, to one with really attractive assets which boosted the stock. Could grow incrementally, with some small M&A. Not expensive. It's at an attractive level, and he wouldn't be against buying it here, though he doesn't have room for it in his portfolio.
HOLD
It was a big mistake selling this. Good management in a tough market in Alberta. It's pricey at current levels, trading at 20x forward earnings. It's in a competitive market. The new Alberta government is a question mark.
PAST TOP PICK
(A Top Pick Oct 16/18, Down 13%) He's holding to hold it, but he picked it when PKI was at its peak. He thinks it'll reach new highs. It's not exposed to price risk on oil; rather, it's an oil distributor, a retail play.
DON'T BUY
They came off a tremendous quarter. Their convenience stores are doing very well. But it trades above 3x book, so its valuation is too high for him. Trading at more than 20x earnings for the coming year. Pays a yield over 2%. Extremely well-managed though. He'd buy if this were much cheaper.
TOP PICK
Free cash flow has swung massively positive. Margins have doubled over the last year. They expect a 17% ROE. He expects a 9-19% upside. (Analysts’ price target is $47.38)
PAST TOP PICK
(A Top Pick Oct 23/18, Down 14%) Pressured along with the oil sector. They own gas stations/convenience stores as well as refineries. They just bought 75% in a Caribbean company to control gas distribution there. Well-diversified.
TOP PICK
It shouldn't be considered an oil stock. They're doing well operating (and integrating) convenience stores and gas stations. They also refine oil. They have a nice moat and pay a good dividend. (Analysts’ price target is $47.38)
BUY
They just reported blow out earnings. Their refinery made a lot of money last quarter. Well managed company. It has good assets. They have done a good job of making acquisitions. It is a great growth story. They are a dominant force in retail gas marketing in Canada.
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