Added to YB: 2025-03-24
Pitch date: 2025-03-20
SES.TO [bullish]
SECURE Waste Infrastructure Corp.
+14.33%
current return
Author Info
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Company Info
SECURE Waste Infrastructure Corp. engages in the waste management and energy infrastructure businesses primarily in Canada and the United States.
Market Cap
CAD 3.6B
Pitch Price
CAD 15.11
Price Target
N/A
Dividend
2.46%
EV/EBITDA
10.43
P/E
19.33
EV/Sales
0.44
Sector
Oil, Gas and Consumable Fuels
Category
value
Show full summary:
SECURE Waste Infrastructure Corp.: Durable Earnings + Volatile Stocks + Share Repurchases = Shareholder Value Creation
SES.TO: Oil services co shifting to production focus. Buybacks: 19% in 2024, 8% forecast 2025 (1.8% YTD Feb). Cheap vs peers. 1.1x leverage ratio vs 2-2.5x target. $300M FCF expected 2025. Another tender offer possible given undervaluation and capacity. Resilient to low oil prices.
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