
TSE:STN
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.
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.