TSE:POW

Power Corp (POW.TO)

92.12
+0.68 (0.74%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

Power Corp (POW-T) has been a topic of varied expert opinions, largely centering on its growth potential and market valuation. Many analysts highlight its decent performance, with some suggesting it could have significant upside due to its core assets in insurance and asset management. Recent charts indicate a mixture of pullbacks and potential growth, with consensus leaning towards a cautious approach for new investors. While some consider it a strong long-term hold due to its dividend growth, others suggest it is approaching expensive territory considering its price-to-earnings ratio. Overall, the sentiments express a certain level of reliance on market conditions and the company's strategic moves, indicating that it remains a robust entity in the Canadian market landscape.

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Consensus
Hold
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Valuation
Overvalued
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GWO
DON'T BUY

A value play within a value play, which is the financial sector. It has lagged significantly both YTD and in the recent recovery. You get life insurance, Great West Life, and asset management. The company isn't in danger but there are better opportunities elsewhere.

BUY
Really likes it. More than 6% dividend, with relatively low payout ratio. Not that exciting, but core businesses are strong. Wouldn't be surprised by 5-8% capital growth over a year or two. Hold it for the yield, and it will turn into a solid core holding.
BUY

A financial holding company that is the major holder of Power Financial. Power Financial has Great West Life and IGM Financial under them. The double stacked holding company offers a discount. In terms of the underlying assets, they are very positive. Great West Life pays a good dividend. He is less enthused by IGM Financial.

TOP PICK

Canadian insurance held up remarkably well during the lockdown. POW owns 80% of Great-West Life which was up 26% in earnings. He projects an 8% growth rate. POW is super cheap at 7.3x 2022, and pays a 7% dividend with a 54% payout ratio. Trades at a NAV discount of 28% instead of the usual 19%. It will be a steady eddy in coming years. (Analysts’ price target is $28.06)

BUY
It's now cheap, trading at a discount to NAV. Sees it eventually getting back to $35, but maybe not in the next 6 months. Should catch a bid with the rest of the financials. This is the one time investing in Power Corp would make some sense on a catch-up basis.
HOLD
He still owns it in his income fund. It has been stuck for years, with many headwinds. The company needs interest rates to rise. For keen, patient investors, there are opportunities.
BUY
Allan Tong’s Discover Picks Recently (and belatedly for some), Power Financial and Power Corp. simplified their management structure. The pandemic has pressured shares from the low-$30s to the current low-$20s where it has been rangebound during the recovery. Power Corporation pays 7.47% dividend. Read Best Dividend Stocks Canada for our full analysis.
DON'T BUY

Has Great West Life instead. POW has quite the dividend yield. Not a bad PE. Price to book is below book value. Low interest rates are impacting these companies, and it's going to be lower for longer. He wants dividend growth and capital appreciation. This is a value play, which hasn't worked out for quite some time.

WEAK BUY
They own Investors Group and GWL which are solid operations. The 7.5% yield is safe, but the stock sluggishly grows. Recently, they simplified the management structure, which removed confusion.
COMMENT
It will do fine with rising interest rates. It is a holding company. He is not that bullish on the mutual fund industry.
BUY
An income stock. Not much growth, but pays a stable, safe dividend.
COMMENT

You could sit and wait to do the share swop from Power Financial into Power Corp. The two companies have been performing the same. The WestJet acquisition fits into their other subsidiaries. WestJet will be a private company and it won't be posting numbers going forwards.

WAIT
It's already breaking out. Resistance goes back to 2018, but he wants to see another month to confirm this breakout. If it does, this will rise to the high-$30s.
PARTIAL SELL
It's returned to a support level, but it's close to resistance. Take profits.
DON'T BUY
Given consolidation announced this week, is it a value trap? Little incentive for owners, the Desmarais family, to create shareholder value, so the stock has done nothing for a very long time. The dividend is safe and the underlying insurance holdings are steady, but little happening. Prefers Sun-Life which offers more upside. Nothing wrong with POW-T per se, but is management working for the shareholder?
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