Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CEU.TO
BuyPremium GrowerFLAGCES Energy Solutions Corp. · Energy · Canada · $2.8B · Avg Vol: $8M/d
Insufficient evidence for a screen-pass. CES Energy Solutions Corp.: fails the quant gate on value (Q77/V28/M62; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.
COMPANY DESCRIPTION
CES Energy Solutions Corp. is a leading provider of consumable chemical solutions and related technical services to the North American oil and gas industry. The company offers a diverse portfolio of drilling fluids, production chemicals, and other specialized oilfield products, supported by strong technical expertise and an integrated service model. Its extensive relationships with producers underscore its critical role in optimizing drilling and production operations.
FINANCIAL SUMMARY (CAD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.9B | 2.2B | 2.4B | 2.5B | 9.1% | 2.7B | 2.9B | 3.1B | 12.1% |
| EPS (CAD) | 0.37 | 0.62 | 0.82 | 0.93 | 36.0% | 0.93 | 1.04 | 1.33 | 19.5% |
| Shares | 254.5M | 236.0M | 225.3M | 210.9M | -17.1% | 209.7M | — | — | — |
| Debt | 551.1M | 463.7M | 436.8M | 481.5M | -4.4% | 492.3M | — | — | — |
| Equity | 609.0M | 658.0M | 814.2M | 801.5M | 9.6% | — | — | — | — |
| Op CF | -2.7M | 301.8M | 304.7M | 285.4M | -2.8% | 290.7M | — | — | — |
| Inv CF | -46.8M | -71.8M | -95.2M | -104.9M | — | — | — | — | — |
| Fin CF | 49.5M | -229.9M | -209.4M | -180.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of CEU.TO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CEU.TO | CES Energy Solutions Corp.(you) | $2.8B | 72 | Buy |
| EFX.TO | Enerflex Ltd. | $2.6B | 48 | Hold |
| TCW.TO | Trican Well Service Ltd. | $954M | 65 | Hold |
| MATR.TO | Mattr Corp. | $825M | 68 | Buy |
| PSI.TO | Pason Systems Inc. | $850M | 78 | Buy |
| TOT.TO | Total Energy Services Inc. | $851M | 99 | Strong Buy |
| TVK.TO | TerraVest Industries Inc. | $1.8B | 22 | Sell |
| CFW.TO | Calfrac Well Services Ltd. | $507M | 98 | Strong Buy |
| NOA.TO | North American Construction Group Ltd. | $354M | 43 | Hold |
| PSD.TO | Pulse Seismic Inc. | $109M | 36 | Hold |
Peer medians: ROE 4.3% · P/E 20.8x · Gross margin 50.2%