AtkinsRealis increased its third-quarter adjusted EPS by 9% year over year to CAD 1.20. Organic revenue increased by 8.7%, driven by 3.2% organic growth in engineering services and 10.2% organic growth in nuclear.
We think that AtkinsRéalis’ nuclear segment has a narrow moat based on intangible assets and switching costs. The segment consistently delivers midteens operating margins and has solid growth prospects.
Execution issues have resulted in significant charges on lump-sum turnkey projects.
Metric | ATRL | FLR | ACM |
|---|---|---|---|
Price/Earnings (Normalized) | 23.20 | 24.44 | 18.77 |
Price/Book Value | 2.75 | 2.54 | 4.12 |
Price/Sales | 1.25 | 0.46 | 0.60 |
Price/Cash Flow | 17.92 | — | 13.38 |
Metric | ATRL | FLR | ACM |
|---|---|---|---|
Quick Ratio | 1.06 | 1.79 | 0.93 |
Current Ratio | 1.15 | 1.83 | 1.06 |
Interest Coverage | 8.46 | 12.27 | 3.29 |
Metric | ATRL | FLR | ACM |
|---|---|---|---|
Return on Assets (Normalized) | 5.25% | −15.72% | 4.09% |
Return on Equity (Normalized) | 12.19% | −40.25% | 21.14% |
Return on Invested Capital (Normalized) | 10.05% | −31.17% | 10.69% |
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United States