TSE:PPL

Pembina Pipeline Corp (PPL.TO)

68.33
+1.20 (1.79%)
as of Jun 10, 2026, 7:31:05 pm Market Open.
1161 watching
0
Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 48 opinions in the last 12 months.

Pembina Pipeline Corp (PPL) is regarded as a strong player in the pipeline and utility sector, driven by growing energy demand, particularly from data centers and LNG exports. The company has a solid balance sheet, long-term contracts, and a sustainable dividend, which analysts appreciate. While there is a consensus that PPL has shown decent growth, many experts express caution regarding its current valuation, suggesting it might be priced on the higher side. Despite some concerns over asset performance and regulatory challenges, the growth prospects in LNG and natural gas make PPL a compelling investment for medium to long-term holders. Analysts acknowledge the company's attractive yield between 4% to 5.5%, with potential upward growth due to strategic positioning in a favorable energy market.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
BUY

Higher interest rates hurt the pipelines to some degree in terms of valuation. Structured debt, not all is floating rate. A good pipeline for growth. Decent dividend yield. Not a bad valuation at 10x operating cashflow.

HOLD

Core position for him. He maintains around a 4% position. Opportunity for total return over next 10 years of dividend plus capital appreciation is pretty great. 

BUY
Offers more upside because of oil prices (which could rise). Prefers this to say a utility. Pays good income and potential upside if oil prices climb.
BUY
Very strong business. Good share price to buy at. Excellent prospects and good management. Large amounts of natural gas exposure. LNG Canada will be very good for business. 6% dividend is very stable.
BUY ON WEAKNESS
Recent market selloff/rising interest rates have impacted share price. Believes that business model is stable and demand for pipelines not going away. Too much debt for comfort level. Prefers TC Energy.
TOP PICK
no price target You can buy it at a near-6% dividend with lots of growth ahead. They process gas. With the LNG Canada pipeline coming onstream in 2025-6, natural gas prices are very attractive, so Pembina is in a great spot. Even better if Pembina grows the dividend and the share price rises. Shares have come off from mid-50s into the 40s, so buy now.
BUY
Pembina vs. Enbridge He likes pipelines. They're hard to build in Canada, so the value of existing ones is high. ENB's dividend is tremendous. He really likes it. There was concern that their debt was too high and it their dividend was in danger. It turns out to be safe and it slighter higher than Pembina. ENG has a larger and more diversified customer base. Steady and not volatile for income investors. Not sure if they can raise the dividend during inflation, though.
HOLD
Dividend secure? Likes the pipelines. He'd rank them: ENB, TRP, PPL, and then KEY. Dividend yields are all attractive, and he wouldn't worry about any cuts in the current environment. Good valuation. Still has core growth. Safe place.
BUY
Excellent business model with strong management and assets. Rising energy prices will create further demand for business. Critical infrastructure that is hard to replicate. Stock price is undervalued at current price. Market has not figured out hard to build assets the company already owns.
BUY
Excellent company for 2-3 year holding period. Well managed company. Current share price is presenting good buying opportunity. Rising interest rates put pressure on dividend returns (can't raise prices dramatically).
BUY
Doesn't know why this is so low. This is a fine stock and a terrific deal now.
HOLD
Dividend is sustainable. Well managed through the years. Good company.
BUY
Is bullish on energy sector. Expects company to preform well over the long term. Pipelines are essential to energy supply and will be in demand. Domestic pipelines are better alternative to energy supply from bad actors such as Saudi Arabia. Canadian energy is ethical and environmentally friendly. Regulated company that has ability to increase dividends.
BUY
Over the last week the oil and gas sector in Canada has dropped by a huge 16% while the U.S. and S&P are down 17% due to indiscriminate selling. Pembina hasn't moved much since early 2020 but its operations and cash flow are doing better Pembina and the smaller mid-streams are less vulnerable to inflation.
DON'T BUY
PPL vs. ENB He picks ENB, as it's bigger, financially stronger, better diversified, more last-mile downstream exposure. ENB's small, but burgeoning, renewables business could drive a re-rating on the stock as ESG takes a look.
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