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Upturn AI SWOT - About
North American Construction Group Ltd (NOA)
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Upturn Advisory Summary
10/15/2025: NOA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $29.31
1 Year Target Price $29.31
| 6 | Strong Buy |
| 3 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 33.01% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 421.08M USD | Price to earnings Ratio 16.92 | 1Y Target Price 29.31 |
Price to earnings Ratio 16.92 | 1Y Target Price 29.31 | ||
Volume (30-day avg) 9 | Beta 1.22 | 52 Weeks Range 12.04 - 21.72 | Updated Date 10/17/2025 |
52 Weeks Range 12.04 - 21.72 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 3.19% | Basic EPS (TTM) 0.85 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.75% | Operating Margin (TTM) 7.07% |
Management Effectiveness
Return on Assets (TTM) 4.64% | Return on Equity (TTM) 8.21% |
Valuation
Trailing PE 16.92 | Forward PE 7.67 | Enterprise Value 1002405364 | Price to Sales(TTM) 0.34 |
Enterprise Value 1002405364 | Price to Sales(TTM) 0.34 | ||
Enterprise Value to Revenue 1.11 | Enterprise Value to EBITDA 4.72 | Shares Outstanding 29166959 | Shares Floating 22858693 |
Shares Outstanding 29166959 | Shares Floating 22858693 | ||
Percent Insiders 9.02 | Percent Institutions 71.79 |
Upturn AI SWOT
North American Construction Group Ltd
Company Overview
History and Background
North American Construction Group Ltd. (NACG) was founded in 1953. Initially focused on mining and heavy construction, the company has evolved into a leading provider of heavy construction and mining services in Canada and the United States. Significant milestones include strategic acquisitions and expansions into new service areas.
Core Business Areas
- Heavy Construction: Provides a range of construction services, including site preparation, earthmoving, infrastructure development, and tailings pond construction for resource development projects.
- Mining Services: Offers contract mining services, including overburden removal, ore extraction, and mine site maintenance, primarily for oil sands and other resource industries.
- Equipment Rental: Rents heavy equipment to support construction and mining operations.
Leadership and Structure
NACG is led by a management team with extensive experience in the construction and mining industries. The organizational structure includes departments for operations, finance, business development, and support services.
Top Products and Market Share
Key Offerings
- Overburden Removal: Removal of topsoil and waste rock to expose mineral deposits in mining operations. Competitors include SMS Equipment, Finning International Inc., and other regional contractors. No definitive market share data available.
- Tailings Pond Construction: Construction and maintenance of containment facilities for mining waste. Competitors include Ledcor Group, Graham Construction, and other regional contractors. No definitive market share data available.
- Earthmoving: Site Preparation and moving of earth material using heavy equipment for construction projects. Competitors include Aecon Group, Kiewit Corporation and other regional contractors. No definitive market share data available.
Market Dynamics
Industry Overview
The construction and mining services industry is cyclical and influenced by commodity prices, resource development projects, and infrastructure spending. Demand is driven by the need for raw materials and energy resources.
Positioning
NACG is a key player in the Canadian and US heavy construction and mining services market, with a strong reputation for operational excellence and safety. Its competitive advantages include a large equipment fleet and experienced workforce.
Total Addressable Market (TAM)
The total addressable market for heavy construction and mining services in North America is estimated to be in the hundreds of billions of dollars annually. NACG is well-positioned to capture a portion of this TAM through its diversified service offerings and established presence in key markets.
Upturn SWOT Analysis
Strengths
- Strong operational expertise
- Large and well-maintained equipment fleet
- Long-term customer relationships
- Experienced management team
- Diversified service offerings
Weaknesses
- Exposure to commodity price volatility
- Dependence on resource development projects
- High capital expenditure requirements
- Unionized workforce leading to potential labor disputes
- Geographic concentration in Western Canada and the US
Opportunities
- Expansion into new geographic markets
- Diversification into renewable energy construction
- Increased infrastructure spending in North America
- Growth in demand for critical minerals
- Acquisition of complementary businesses
Threats
- Economic downturns and recessions
- Fluctuations in commodity prices
- Increased competition
- Environmental regulations and permitting delays
- Labor shortages
Competitors and Market Share
Key Competitors
- FLR
- AEGN
- KIE
Competitive Landscape
NACG's advantages include its specialized expertise and long-term customer relationships. Disadvantages include its exposure to commodity price volatility.
Major Acquisitions
Nuna Logistics
- Year: 2014
- Acquisition Price (USD millions): 80
- Strategic Rationale: Increased service capabilities in remote mining operations.
Growth Trajectory and Initiatives
Historical Growth: NACG has demonstrated steady growth over the past years, driven by strategic acquisitions and increased demand for its services.
Future Projections: Analyst estimates suggest continued growth for NACG, driven by infrastructure spending and resource development projects.
Recent Initiatives: Recent strategic initiatives include expanding into new geographic markets and diversifying into renewable energy construction projects.
Summary
North American Construction Group shows operational expertise and has a large equipment fleet. The company is dependent on resource development projects, which leads to exposure to commodity price volatility. Expansion into new markets and diversification into renewable energy construction are good opportunities. Economic downturns and increased competition remain serious threats to the company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Financial Reports
- Industry Analysis Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Please conduct your own research before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About North American Construction Group Ltd
Exchange NYSE | Headquaters Acheson, AB, Canada | ||
IPO Launch date 2006-11-22 | President, CEO & Director Mr. Joseph C. Lambert | ||
Sector Energy | Industry Oil & Gas Equipment & Services | Full time employees 204 | Website https://nacg.ca |
Full time employees 204 | Website https://nacg.ca | ||
North American Construction Group Ltd. provides mining and heavy civil construction services to customers in the resource development and industrial construction sectors in Australia, Canada, and the United States. The company operates Heavy Equipment - Canada, Heavy Equipment - Australia, and Other segments. It offers mine management services for a thermal coal mine; and construction and operations support services in Canadian oil sands region. The company also provides fully maintained heavy equipment rentals at metallurgical and thermal coal mines; heavy equipment rentals to iron ore, gold and lithium producers; and heavy equipment maintenance, component remanufacturing, and full equipment rebuild services to mining companies and other heavy equipment operators, as well as supplies production-critical components to the mining and construction industry. The company was formerly known as North American Energy Partners Inc. and changed its name to North American Construction Group Ltd. in April 2018. North American Construction Group Ltd. was incorporated in 1953 and is headquartered in Acheson, Canada.
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