
TSE:STN
This summary was created by AI, based on 13 opinions in the last 12 months.
Stantec Inc (STN) is viewed positively by several experts, who highlight its growth potential driven by a strong presence in the U.S. and robust regional performance, especially in water management sectors like Germany. There are mixed sentiments regarding organic growth; although it missed expectations recently, future acceleration is anticipated supported by infrastructure spending and favorable margins. Concerns related to artificial intelligence impacts seem to be overstated, as experts believe these companies will leverage AI tools rather than be replaced by them. The company's adjusted valuation is appealing, trading at approximately 14x PE for expected 14% growth, and is seen as a solid buy for long-term investors looking for sustainable returns and potential growth through mergers and acquisitions. Overall, despite some fluctuations and market fears, the outlook remains optimistic with a focus on infrastructure and environmental improvements.
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