TSE:POW

Power Corp (POW.TO)

85.90
-0.81 (0.93%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
640 watching
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Investor Insights
star iconJun 25, 2026, 12:00 am

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

Power Corp (POW-T) has garnered mixed reviews from experts, reflecting a company with solid fundamentals but recent pricing concerns. Many analysts highlight its strong growth potential, driven by its holdings in companies like Great-West Life and Wealthsimple, suggesting an ability to expand its dividends and overall return. The stock is trading at a forward PE ratio of around 11x, attracting attention for its dividend yield, yet some experts caution that it appears a bit pricey at current levels. Despite recent pullbacks, experts see potential for optimistic long-term growth, coupled with a recommendation to wait for a more favorable price point for new investments. Overall, while some recommend holding existing positions, there is a consensus to be cautious about entering at the current valuation.

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Consensus
Cautious
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Valuation
Overvalued
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BAM,AAC
BUY

His preference to owning its subsidiaries. Simplified company structure. Pretty nice dividend, just over 6%. Longer term, you can hold this one. Discounted price makes it a buying opportunity.

PAST TOP PICK
(A Top Pick Feb 17/22, Down 5%)

Lots of potential, good balance sheet. Nice dividend. FMV is excellent. Needs a catalyst. Yield is 5.3%.

TOP PICK

Good growth in insurance, an industry which took a hit during Covid due to the rise in mortalities. This is fading away. Pays a 5.3% dividend, better than the banks.

(Analysts’ price target is $38.67)
HOLD
Thinks it can narrow the discount on its NAV.
PARTIAL BUY
Trading at a 17% discount to NAV. Cheap, trading at 8x 2023, though Manulife is even lower. They have a lot of cash coming due to a coming sale. So, they will do buybacks. There's little downside ahead. Buy incremental and you will be in a good space years from now.
BUY
It has lots of cash and trades at a 17% discount to NAV. He is modelling 18% earnings growth per share by 2023/2024. A good time to buy.
BUY
POW vs. GWO Holding company. Streamlined structure. Depends if you like the insurance business or not. He prefers to own the top company, rather than the underlying businesses. GWO is a great business. You'll do well with either of them.
Unspecified
A holding company for lifecos, etc. It has a 6% dividend with a NAV of $42 but trading at $32 so therefore discounted. Its structure is not as complicated as it used to be.
PAST TOP PICK
(A Top Pick Sep 07/21, Down 18%) Slow and steady. Decline is more or less in line with financials in general. Yield of 7.9%, modest payout ratio, trades at 1x book value, 11x PE. Depends on your timeline. He owns it for the solid yield.
Unspecified
It has great resources and new management. It is maybe in a clean up phase but the turn-around is very disappointing.
DON'T BUY

EBV negative 3. Market doesn't like something on the balance sheet. Writedowns, perhaps? Where's the catalyst? Yield of 5.5% puts your capital at risk. In a bear market, story stocks like this don't do well. Avoid.

PAST TOP PICK
(A Top Pick Mar 03/21, Up 19%) Rising interest rate will be good for financial companies. At current stock price, wait to buy. Believes more upside in stock price. Will continue to hold.
BUY
On his radar. Simplified structure. Potential for dividend increases. Likes management steps over last 3-5 years. Well run. If he were compelled to sell one of his positions, this would be a replacement candidate. Just over book value, yield over 5%.
HOLD
Great stock. Came off its strong rally. Beautiful dividend, pretty low valuation. Subsidiaries have been doing well. Can't go wrong over time. Problem now is not showing growth. Better names for new capital. If you own it, hold and add at lower levels.
TOP PICK
It was dead money for a long time, but insurance is now a better pace to be and the company has been slimmed down. POW always traded at a discount to NAV , but that will close with rising rates. It pays over a 5% dividend. (Analysts’ price target is $46.78)
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