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Nervous markets await NvidiaThis summary was created by AI, based on 10 opinions in the last 12 months.
Stantec Inc. (STN) is generally viewed positively by experts, who recognize its strong history of margin expansion, revenue growth, and free cash flow generation. While there is acknowledgment of the company's solid business model and growth potential, some experts express concerns regarding its current valuation, indicating it may be lofty compared to historical averages. Multiple reviews highlight the company's significant exposure to the U.S. market, which is growing at a faster pace than Canada, providing a favorable outlook amid ongoing infrastructure spending. However, market fluctuations could affect the stock's performance, and there are recommendations to take a cautious approach by averaging down if the stock price declines. Overall, while some experts favor alternative engineering firms in the space, many see STN as a solid long-term investment.
We continue to like STN, but at the time we felt its valuation was lofty relative to its historical averages, and we were looking for higher growth opportunities elsewhere. We think it is a solid moderate growth name, and for a long-term investor, we would be comfortable holding it over the long term. It can go down along with the market if we continue to see declines for the TSX, but it has a strong history of margin expansion, revenue growth, and free cash flow growth.
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Great environment for engineering and similar services. ROE is ~13%. PE's of all these companies are getting up around 40x trailing earnings. Rather fully priced. Very good exposure to the US, and the USD is strong and likely to remain so for a while.
In a trade war, services may not be as badly affected as some products, so these companies could be somewhat of a haven.
Likes the sector of engineering services, instead of construction. 77% of STN revenue comes from NA. She owns WSP. Nothing wrong with STN, though it's smaller. Since STN is smaller, it might be able to grow faster.
WSP revenue from NA is 50% or slightly below, so it's more global. Starting to see organic growth pick up from its bigger acquisitions in very attractive markets. Growth profile slightly better.
Both grow organically and through M&A. Both have balance sheet support to do M&A.
EPS of 82c missed estimates of 86c; revenue of $1.24B was 1.4% better than estimates. EBITDA of $194.6M was 4% short. The dividend was increased 7.7% and a very large battery contract was announced. EPS was flat year over year. The CFO is also retiring. Backlog is $6.3B, up ~7%. Not a perfect quarter, but the contract and dividend bump are positive signs. We would consider the outlook still quite positive overall.
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He's always cautious. Tremendous number of acquisitions, which they've done well. Window's been open for capital in the space. Sometimes the market will love it and leave it if they make a mistake.
If you already own it you probably own enough, as it's done so well it has to be a bigger weight in your portfolio. Wait to buy more, don't double down at these prices.
Stantec Inc is a Canadian stock, trading under the symbol STN-T on the Toronto Stock Exchange (STN-CT). It is usually referred to as TSX:STN or STN-T
In the last year, 11 stock analysts published opinions about STN-T. 7 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Stantec Inc.
Stantec Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Stantec Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
11 stock analysts on Stockchase covered Stantec Inc In the last year. It is a trending stock that is worth watching.
On 2025-04-25, Stantec Inc (STN-T) stock closed at a price of $120.64.
Attractive name. Global. Pure design, before projects are even built.