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TSE:STN
This summary was created by AI, based on 13 opinions in the last 12 months.
Stantec Inc (STN-T) has garnered mixed reviews from experts, highlighting its potential for growth through acquisitions and a strong business mix, particularly in the U.S. market. Despite facing some challenges, including AI concerns and fluctuating organic growth, many analysts express optimism about the company's future, especially in sectors like water management, which has shown resilience. The consensus points towards a promising trajectory, with a valuation that is perceived as compressed, presenting a buying opportunity. Experts also note Stantec's solid balance sheet and performance in comparison to competitors like WSP, indicating a preference for its growth potential amidst infrastructure spending trends.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Robust growing backlog. Improving fundamentals. Solid growth expected for 2022. Valuations reverted to long-term average. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has had a solid recovery and the momentum has improved with fundamentals. Expectations for next year’s revenues and earnings growth are solid. There is a lack of revenue growth recently, but its profit margins are increasing. Believes the company can continue to increase in value. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The recent deal is accretive and the balance sheet is minimized. The stock hit an all-time high from the deal. The company has done a nice job in the past few years. Unlock Premium - Try 5i Free
Good operator. Serial acquirer, and he's not averse to this. Went sideways for a while. Last 8-9 quarters, meaningfully beating estimates. Now back in gear. This space is advantaged by big US infrastructure spending. A bit of ahead of itself. ROE is about 13%. You could buy on a meaningful pullback. Not his favourite horse in the sector, which is SNC.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. US stimulus to aid growth. Expensive valuation. Strong backlog in less cyclical segments. Attractive mining acquisitions in Australia. Unlock Premium - Try 5i Free