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Upturn AI SWOT - About
North American Construction Group Ltd (NOA)
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Upturn Advisory Summary
08/14/2025: NOA (1-star) is currently NOT-A-BUY. Pass it for now.
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 32.59% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 380.89M USD | Price to earnings Ratio 15 | 1Y Target Price 29.31 |
Price to earnings Ratio 15 | 1Y Target Price 29.31 | ||
Volume (30-day avg) 9 | Beta 1.34 | 52 Weeks Range 12.25 - 21.86 | Updated Date 08/15/2025 |
52 Weeks Range 12.25 - 21.86 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.86 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date 2025-08-13 | When - | Estimate 0.7454 | Actual 0.02 |
Profitability
Profit Margin 3.2% | Operating Margin (TTM) 8.69% |
Management Effectiveness
Return on Assets (TTM) 5.37% | Return on Equity (TTM) 9.36% |
Valuation
Trailing PE 15 | Forward PE 6.42 | Enterprise Value 1034332659 | Price to Sales(TTM) 0.31 |
Enterprise Value 1034332659 | Price to Sales(TTM) 0.31 | ||
Enterprise Value to Revenue 1.18 | Enterprise Value to EBITDA 4.94 | Shares Outstanding 29431000 | Shares Floating 22693330 |
Shares Outstanding 29431000 | Shares Floating 22693330 | ||
Percent Insiders 8.89 | Percent Institutions 76.78 |
Upturn AI SWOT
North American Construction Group Ltd
Company Overview
History and Background
North American Construction Group Ltd. (NACG) was founded in 1952. It has grown from a regional construction firm to a major provider of heavy construction and mining services in Canada. Significant milestones include expansions into various resource sectors and strategic acquisitions to broaden service offerings.
Core Business Areas
- Heavy Construction: Provides site preparation, earthworks, infrastructure development, and tailings dam construction services.
- Mining Services: Offers contract mining, overburden removal, and mine site reclamation services for oil sands and other mining operations.
- Equipment Rental: Rents heavy equipment to support its own projects and external clients.
Leadership and Structure
The leadership team includes the CEO, CFO, COO, and various VPs responsible for different operational areas. The organizational structure is hierarchical, with regional and project-based teams reporting to senior management.
Top Products and Market Share
Key Offerings
- Site Preparation: Includes clearing, grubbing, and earthmoving activities crucial for construction and mining projects. Significant revenue contributor, but precise market share data is unavailable. Competitors include Aecon Group Inc., Ledcor Group, and PCL Construction.
- Overburden Removal: Involves removing soil and rock to access mineral deposits. Major revenue stream linked to oil sands mining. Precise market share unavailable. Competitors include Finning International, SMS Equipment, and Toromont Cat.
- Tailings Dam Construction: Designing, constructing, and maintaining tailings dams for mining operations. Increasingly regulated and specialized area. Precise market share unavailable. Competitors include Kiewit Corporation, SNC-Lavalin, and Tetra Tech.
Market Dynamics
Industry Overview
The heavy construction and mining services industry is cyclical and driven by commodity prices, infrastructure spending, and economic growth. The Canadian market has significant activity due to oil sands, mining, and infrastructure projects.
Positioning
NACG is a leading player in the Canadian heavy construction and mining services sector, particularly in the oil sands region. Competitive advantages include its extensive equipment fleet, experienced workforce, and long-standing relationships with major resource companies.
Total Addressable Market (TAM)
The Canadian heavy construction market is estimated to be worth over $100 billion annually. NACG's TAM is a subset of this, focused on resource development and infrastructure, and is positioned to capture a significant share through specialized expertise.
Upturn SWOT Analysis
Strengths
- Extensive equipment fleet
- Experienced workforce
- Strong relationships with major clients
- Diversified service offerings
- Proven track record in challenging environments
Weaknesses
- Exposure to commodity price volatility
- Geographic concentration in Western Canada
- Dependence on a few key clients
- Potential labor shortages
- Project execution risks
Opportunities
- Expansion into new geographic markets
- Diversification into renewable energy projects
- Increased infrastructure spending by governments
- Adoption of new technologies to improve efficiency
- Acquisition of smaller competitors
Threats
- Economic downturns
- Fluctuations in commodity prices
- Increased competition
- Changing environmental regulations
- Skilled labor shortages
Competitors and Market Share
Key Competitors
- Aecon Group Inc. (AREXF)
- Fluor Corporation (FLR)
- Kiewit Corporation (Private)
Competitive Landscape
NACG's competitive advantage lies in its specialized expertise in heavy construction and mining services, particularly in the oil sands region. It faces competition from larger, more diversified construction companies.
Major Acquisitions
Nuna Logistics Limited
- Year: 2018
- Acquisition Price (USD millions): 85
- Strategic Rationale: Expanded NACG's service offerings into remote Arctic regions and diversified its client base.
Growth Trajectory and Initiatives
Historical Growth: NACG has experienced growth through organic expansion and acquisitions, driven by demand for its services in the resource sector.
Future Projections: Analyst projections are positive, expecting continued growth driven by infrastructure spending and resource development.
Recent Initiatives: Recent initiatives include investments in new equipment, expansion into new service lines, and strategic partnerships.
Summary
North American Construction Group is a significant player in the Canadian heavy construction and mining service sector, with particular strength in the oil sands. Its strengths include experienced workforce and specialized equipment, but it faces risks tied to commodity price volatility. Diversification and geographic expansion are key to future growth. NACG needs to stay abreast of competition, regulatory changes and market shifts.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Financial News Outlets
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions are subject to change.
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 473 | Website https://nacg.ca |
Full time employees 473 | 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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