Added to YB: 2025-07-23
Pitch date: 2025-07-21
ARE.TO [bullish]
Aecon Group Inc.
+59.07%
current return
Author Info
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Company Info
Aecon Group Inc., together with its subsidiaries, provide construction and infrastructure development services to private and public sector clients in Canada, the United States, and internationally.
Market Cap
CAD 1.3B
Pitch Price
CAD 19.45
Price Target
N/A
Dividend
3.75%
EV/EBITDA
10.72
P/E
51.03
EV/Sales
0.31
Sector
Construction and Engineering
Category
turnaround
The Most Boring Stock That Might rocket in the Nuclear Decade
ARE.TO: Canadian infrastructure contractor w/ record $9.7B backlog. Nuclear play via reactor refurbs & SMRs. Margins rebounding as painful fixed-price contracts end by Q3'25 (adj EBITDA $53.3M → would be $346.6M). Trades 5x norm EBITDA, shifting to safer cost-plus model. Nuclear experience across all key platforms. Catalysts: Canadian mega-projects, defense spend.
Read full article (5 min)