TSE:STN

Stantec Inc (STN.TO)

102.10
+3.17 (3.20%)
as of Aug 4, 2026, 8:00:00 pm Market Open.
187 watching
0
Investor Insights
star iconAug 4, 2026, 12:00 am

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

Stantec Inc (STN-T) is currently experiencing a challenging market environment, largely influenced by concerns over AI and the overall economic landscape. While organic growth fell short in the last quarter, analysts maintain a positive outlook, expecting growth to accelerate, especially in sectors like water management, particularly in Germany. Despite short-term market volatility and fears about AI's impact on engineering and consulting firms, reviewers indicate strong fundamentals with a solid balance sheet, strong free cash flow, and competitive margins. Valuations are reportedly compressed, suggesting that the stock is priced attractively relative to its growth potential, with many analysts considering it a good buying opportunity at current levels. Overall, the sentiment among experts reflects confidence in the long-term prospects of Stantec, despite recent market fears.

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Consensus
Buy
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Valuation
Undervalued
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Similar
WSP, WSP
COMMENT
WSP vs. Stantec She prefers WSP is solely in services and design consulting while Stantec has some construction operations. WSP grows organically and in buying companies including recent ones in the past year that have elevated their presence in the environmental and water sector and will be prominent. They have a good track record of buying and integrating.
BUY
Ton of demand in the space. Big fan of WSP or STN, which focus on the engineering rather than the risk of contract pricing with ARE.
BUY ON WEAKNESS

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

SELL
Data back to 1995 shows valuation high is EBV 5. It went there, and now it's correcting. Model price of $51.21, so still an almost 10% overvaluation today. When it bottoms, it will bottom around $40. Industrials don't do well in a recession.
BUY

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

BUY
Believes that the company's new management team has done good job focusing on key business. Earnings and profits have been rising. Margins are improving so hold stock if you own. Company raising dividend by 10% is better than most companies in the world (average is 5%).
BUY ON WEAKNESS

Has always liked this and watches it. A very good operator. But what is their organic growth potential? In recent years, WSP has shown a little more growth, but STN is positioned well in infrastucture. He would buy this if the PE were lower. He once owned this.

BUY
They went through a time when the multiple was downgraded until they decided to get out of set contracts. With infrastructure spending go up there are a lot of good tailwinds for them. There is a lot of stimulus going into their industry and its fragmented there now, which should create good opportunities.
COMMENT
STN-T vs. WSP-T. STN-T is a name he holds since 2015. It went through a consolidation phase and then has done quite well. They are making inroads into the environmental space. STN-T would be his preference.
COMMENT
Both companies are fine. If you want to play the infrastructure bill, then he would look at PAVE instead of WSP or STN. PAVE is a good way to play on a diversified basis.
BUY

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

HOLD
It's been a pretty good period to hold it as they transition more to a consulting company. It is not cheap . Hang on to it as there is a lot of infrastructure spending taking place in the world.
PAST TOP PICK
(A Top Pick Jul 24/20, Up 41%) An engineering first. Still holds it. A great company. Hasn't done much for a while during which they made some acquisitions in the environmental tech. They stand to benefit from the infrastructure spending south of the boarder. The election cycle in Canada will also see infrastructure spending being announced. Likes the consistent dividends. 8% annual increase in dividends.
BUY ON WEAKNESS

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.

BUY
Debt levels are coming up. Still lots of runway. More of a sense of urgency about getting infrastructure projects done. Positive tailwind on infrastructure. You want to own consulting and engineers. Good upside on valuation multiple.
Showing 46 to 60 of 229 entries