Added to YB: 2025-11-18
Pitch date: 2025-11-14
TRP [neutral]
TC Energy Corporation
-3.05%
current return
Author Info
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Company Info
TC Energy Corporation operates as an energy infrastructure company in North America. It operates through four segments: Canadian Natural Gas Pipelines; U.
Market Cap
CAD 78.9B
Pitch Price
CAD 77.64
Price Target
N/A
Dividend
4.48%
EV/EBITDA
13.95
P/E
21.20
EV/Sales
10.29
Sector
Oil, Gas and Consumable Fuels
Category
dividend
Show full summary:
TC Energy (TRP) Q3 2025 Thoughts: Strong Execution & Conservative Messaging
TRP (trimmed position): Q3 in-line, 2025 capex $5.5-6B, mgmt confirms sustainable growth beyond 2028 & dividend growth 3-5%. Sold 15% at $77.08 (57% ROR) as PE 23.5x looks rich vs 4.45% yield (5yr avg 6.02%). Will add back if yields hit 5.5-6% (low $60s). Quality NA pipeline.
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