TSE:POW

Power Corp (POW.TO)

83.97
+0.02 (0.02%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
642 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 20 opinions in the last 12 months.

Power Corp (POW-T) has received mixed reviews from analysts, reflecting a variety of perspectives on its value and future prospects. Many experts highlight the company's strong growth trajectory, with compounded growth rates around 11% and a favorable price-to-earnings ratio of 11x for 2027. The stock boasts a solid dividend, known for its annual increases, and is viewed as a well-managed blue-chip asset manager. However, there are sentiments that the stock may be getting pricey and risk exposure limits growth potential. Some recommend waiting for a pullback before considering new investments, reaffirming that while POW has performed well, discernment regarding valuation and market exposure is advised.

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Consensus
Hold
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Valuation
Overvalued
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Similar
GWO, GWO
COMMENT
The whole group of companies have announced a share buyback. He thinks it is a good investment for the dividend. This series of companies are solid. We need to see Putnam, their acquisition that GWO-T made, delivering through their mutual fund company.
DON'T BUY
The parent is discounted on a NAV basis relative to the underlying assets. He does not like the sub-underlying companies, especially on the investment service side. He would prefer to hold their preferred shares. The yield is well covered. Yield 5.5%
HOLD
Is the dividend safe? She thinks the yield is safe. Investors' Group is going through changes, so that is eroding the earnings. She wonders about how much growth there is, so the dividend may not grow forever.
BUY
POW-T vs. PWF-T. Great West Life is the underlying company that supports both of these stocks. They are basically the same price. POW-T trades at a discount to GWO-T. You need to believe in GWO-T to own these two companies.
BUY
It's come off a lot and not acting fantastically, but at the current $24 it's at a level that historically has been a tough spot to break. It won't turn around any time soon, but the risk is to the upside.
COMMENT
He bought it after the elder Desmarais died, expecting a catalyst to revitalize the company. Wrong! The sons have failed. The dividend is huge because people keep selling the stock because nothing is happening. Nobody likes Investors Group that POW own, because of robo advisors and ETFs creaming off parts of their business. Lifecos aren't making a lot of money. That said, POW is trading at 65% NAV, instead of the normal 85%, so you could get a 20% kick on this stock.
DON'T BUY
He held it for about 20 years and sold out last year. In the past it was able to grow earnings and dividends, but that all stopped during the crisis of 2008 and it has gone sideways since then. It is a holding company of financial services companies and holds European securities. None of this has done much. Mutual fund management has slowed. Great West Insurance has also been a laggard.
DON'T BUY
PWF-T vs. POW-T. The parent vs. the subsidiary. He would go to PWF-T. We saw a bit of a pull back. He prefers the banking sector even more than these. He would not step into either one.
HOLD
Stock's been going nowhere forever. Results have been pretty good, and there have been dividend increases. Management has no sense of urgency to creating value. Two assets are not in growth mode, Great West Life and IGM Financial. Owns it for the dividend. Not excited about much else.
BUY

Exceptionally cheap name. With a yield at 6.3% and a payout ratio of 45%. It has been a miserable performer. He doesn't see earnings falling unless there is a recession and he doesn't see that coming.

DON'T BUY
Trading at a discount of 20% to asset value. Investors Group has a bigger dividend and potential growth, and he prefers that.
COMMENT
POW or PWF for income? Owns PWF for the yield. Neither stock has done much. PWF owns Investors Group and GWL, a solid insurance company. IG had to disclose their fee structure, which was a negative, but is now slowly improving. You can own PWF for the yield, but there's been little price movement. POW owns PWF. The discounts to NAV are wide; she's unsure what the catalyst will be to narrow that. Both dividends are safe.
DON'T BUY
Disappointing. Mutual fund sector is being blown out of the water by ETFs because of the fee structure. Basic income flow is going to be a problem in the near future. They won't go out of business, but he doesn't see the market performance or the yield improving. Yield is 5.8%.
DON'T BUY

The market does not give them value for their assets and therefore the stock normally trades below its net asset value. The dividend yield is strong. The space is strong. He would look more at Manulife or Sunlife. The yield is very safe. Does not expect major upside in the stock price.

COMMENT

The stock has been dormant. The problem is that there is no sense of urgency at the Management level. Long-term thinking. Money is flowing out of the interest rate sensible names also.

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