Four TSX stocks with superior valuations well-placed for the energy transition

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We are looking for Canadian-listed companies with attractive valuations and more than 50 per cent of their revenue coming from green activities

Canadian-listed companies with attractive valuations and more than 50 per cent of their revenue coming from green activities.

This year’s annual “Conference of the Parties” – COP27 in Sharm El-Sheikh – where business leaders, scientists and politicians gather to discuss action on climate change, comes to a close this week. There is hope that policy-makers will come away with a clearer picture on what form the greener economy of the future will take, and more urgency for implementing the transition.

Investors, naturally, will be wondering which companies will be poised to benefit. Some, such as a solar farm producing renewable energy, are obviously “green,” and this may be reflected through a higher valuation. Others, like a forestry company, for example, producing greener alternatives to steel and cement as construction materials, may be less obviously green and therefore not have the same valuation premium.

 

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