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PEPEYUF

Peyto Exploration & Development Corp.

Strong FundamentalsStrong FundamentalsRevenue growing 31% YoY at strong marginsQuiet on X (0 mentions/wk)
$PEYUF·$3.6B·Oil & Gas Exploration & Production·Energy
$18.42+0.5%1Y+35.6%
Mentions · last 7 days
2026-08-26: 0 posts2026-08-27: 0 posts2026-08-28: 0 posts2026-08-29: 0 posts2026-08-30: 0 posts2026-08-31: 0 posts2026-09-01: 0 posts0
Price updated 2h ago·X counts updated 3h ago
PEPEYUF
$PEYUFPeyto Exploration & Development Corp.
$18.42+0.49%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PEYUF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-09-01

The move is getting stronger, with heavier trading behind it.

Canadian natural gas producer with revenue up 31% and a monthly dividend backed by heavy hedging.

Peyto Exploration is a low-cost Canadian natural gas producer that pays monthly and runs an unusually large hedge book.

  • Q1 revenue is C$398.4M with year-over-year growth of +31.3%, and Q4/Q3/Q2 grew +18.9%, +16.6%, and +27.2% — four quarters of consistent high-teens to low-thirties growth.
  • EPS beat or matched in three of the last four prints ($0.352 vs $0.352, $0.59 vs $0.572, $0.444 vs $0.405) with one miss ($0.320 vs $0.449).
  • Consensus revenue is C$1.05B in 2026, essentially flat through 2028, with EPS declining from C$1.70 to C$1.56 — the model assumes gas prices normalize.
  • The company confirmed monthly dividends for August and September, and signed a natural gas supply deal with UK utility Centrica in June — a real offtake diversification.

The Q3 print on November 9 needs premium pricing and the hedge book to keep delivering — for a gas producer paying monthly, hedge coverage into 2027 is what protects the distribution.

What to watch: Hedge book coverage into 2027, AECO versus premium market pricing realization, and dividend sustainability if gas prices normalize.

On the calendar: 2026-11-09 Q3 2026 earnings

no x sentiment

Read the AI verdict + X sentiment for $PEYUF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Low-cost Canadian natural gas producer focused on Alberta's deep basin with a disciplined capital return strategy.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $PEYUF.

Oil & Gas Exploration & Production · Energy

Oil price cycle — WTI trading in the $70-$85 band — is the core driver; OPEC+ production discipline and US shale cost structures determine free-cash-flow at current strip. Geopolitical risk premium provides a floor but macro demand uncertainty caps the upside.

What this means for $PEYUF

Direct beneficiary — upstream production economics move directly with oil price; Peyto Exploration & Development Corp.

Industry benchmark

24-name peer basket
+39.6%YTD
+47.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
37.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
52.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$0.35$0.350.0%
Q1 2026May 12, 2026$0.59$0.57+3.1%
Q4 2025Mar 10, 2026$0.44$0.40+9.7%
Q3 2025Nov 13, 2025$0.32$0.45-28.8%
Next earningsMon, Nov 9·consensus EPS $0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$398.4M+31.3%56.2%53.4%$0.84$125.0M
Q4 FY25$293.2M+18.9%42.8%36.7%$0.62$92.5M
Q3 FY25$224.5M+16.6%53.1%21.0%$0.45$102.4M
Q2 FY25$259.8M+27.2%57.5%28.6%$0.44$69.6M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$1.0B – $1.1B$1.70$1.65 – $1.752
FY27$1.1B$965.3M – $1.1B$1.48$1.46 – $1.493
FY28$1.0B$993.5M – $1.1B$1.56$1.45 – $1.661
FY29$1.1B$1.1B – $1.2B$1.71$1.59 – $1.811
FY30$1.9B$1.8B – $2.0B$1.76$1.64 – $1.862

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.65%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 198.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Readers Flag 31 Ideal 'Safer' Dividend Buys In Julyseekingalpha.com·13d agoPeyto Exploration & Development Corp. Confirms Monthly Dividend for September 15, 2026globenewswire.com·19d agoPeyto: Another Excellent Quarter With Premium Pricing And Robust Hedgingseekingalpha.com·20d agoPeyto Exploration & Development Corp. Confirms Monthly Dividend For August 14, 2026globenewswire.com·49d agoUK's Centrica signs natural gas supply deal with Canada's Peytoreuters.com·92d ago

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Voices on X · last 7 days

No standout posts about $PEYUF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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