Q: A few months ago you rated WSP, STN, and ATRL in that order; is this still the case?
BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)
In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.
BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)
In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.
5i Research Answer:
We would keep the same ranking. P/E's are on the high side of things, but with lower rates,...