
TSE:STN
This summary was created by AI, based on 5 opinions in the last 12 months.
Experts express a generally positive outlook on Stantec Inc (STN-T), emphasizing its ability to leverage AI technology rather than being replaced by it. They note that the company's recent securing of a contract for upgrading water and wastewater infrastructure positions it well for future growth, predicting a 10% rise in both profits and dividends. With a solid yield of 0.65% and a significant growth expectation, the stock is seen as a good entry point. Comparisons with WSP indicate that both firms are well-managed and strongly positioned in the infrastructure spending cycle, but STN may have more growth potential given its smaller size. Overall, large established companies like Stantec are favored for their safety and stability amid economic uncertainty.
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.