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 garnered a diverse range of opinions from experts, reflecting its robust position in the financial sector primarily through its insurance and asset management businesses. Many experts recognize its growth potential, with some noting a compounded growth rate of approximately 11% and strong underlying assets like Great-West Lifeco (GWO) and Investors Group. However, there's also caution regarding its current valuation, as many consider it to be getting pricier, with recommendations leaning towards waiting for a pullback. The company's exposure to fintech via Wealthsimple offers additional growth avenues, though potential investors are advised to be strategic in their entry points, emphasizing the need for careful analysis of the broader market trends impacting the sector. Despite some reservations, the general sentiment is that POW remains a solid investment, particularly for long-term holders seeking dividend growth and stability.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
GWO
BUY

He owns PWF instead, which pays a slightly higher dividend. POW is a solid company that's grown for a long time. The generation that's inherited that company may lack the drive of the founder but they are operating  steadily. Worth holding onto, a buy-and-hold.

SELL
He does not own them and has not done for years. He would trade into something else. For over 10 years that has been dead money. He does not see how management will create anything exciting.
COMMENT

POW vs. BPY Different business models, so difficult to compare them. Brookfield has superb managers. POW has stalled in recent years. He prefers BPY though both Power stocks have been doing better lately.

WATCH
About 8% payout ratio. This is a prime candidate for him to purchase. This one could end up lagging the performance of the overall market over the next 12 months.
WEAK BUY
Great company. Beta is between 0.8-1, so more defensive than broad market. In a choppy market, things with high yields and low beta tend to do better, though not immune to a downturn altogether. Could do worse, but could do better. Not your best horse in terms of asset management. Dividend yield is about 6%.
DON'T BUY
Life insurance companies have not done that well. This company owns Great West Life, which has been a disappointment.
DON'T BUY
Dividend is safe. But not a lot of capital appreciation. Underlying subsidiaries have not performed well. She prefers a company that provides more visibility and has higher dividend and cash flow growth. Yield is 5.5%.
HOLD
The market has taken the point of view that until the areas they are primarily in show growth or momentum, the rest of their company has only been doing 'okay'. You won't get significant appreciation in the foreseeable future.
COMMENT
PWF or POW? He would prefer Power Financial as it trades to a discount to the parent. He is not a big fan of the Investors Group and Great West Life. He would look towards others in the space -- preferably the Canadian banks instead.
DON'T BUY

POW vs. PWF POW has better liquidity so institutional investors prefer it. For growth, though, these are plays on life insurance. The PWF yield is over 6% and tantalizing. They likely won't cut the dividend, but probably will pause dividend growth. There are better stocks in asset management or insurance. He wouldn't buy either for capital appreciation.

BUY
POW-T vs. PWF-T. She owns a bit of Power financial. Either one is probably fine. They are considered income stocks so if interest rates go down it should be beneficial for both.
BUY
It's been rangebound for so long. It's consolidating to 2016 levels now and the chart looks good.
DON'T BUY
Don't buy a stock only for the dividend, because some won't see growth, like POW. Lower interest rates won't help them. They bought Wealthsimple, but will that pay off? He's been holding his breath on POW for a long time and he's given up. POW is always on the wrong side of trends.
PAST TOP PICK
(A Top Pick Jun 12/18, Down 2%) He bought it when Desmarais died and expected his heirs to inject fresh ideas. The NAV is now far ahead of the stock price. Still owns it, getting a nice 5.75% dividend. There are small signs that management is trying to make investors happier, but falling rates is negative for all insurers like POW, he's disappointed that a catalyst hasn't pushed these assets to their full potential.
COMMENT
Both the Power companies have broken out of their trading range. PWF-T holds Investors Group and other investment management and insurance companies that are well positioned. The Lifecos under their management are being rolled under one name. This may bring a surge in investor interest. He looks to see which is selling at a larger discount to NAV -- right now favoring PWF-T.
Showing 121 to 135 of 509 entries