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Trican Well Service: Hold Rating Amid Strong Q4 Performance and Cautious 2025 Outlook

Trican Well Service: Hold Rating Amid Strong Q4 Performance and Cautious 2025 Outlook

John Gibson CFA, an analyst from BMO Capital, maintained the Hold rating on Trican Well Service (TOLWFResearch Report). The associated price target remains the same with C$5.50.

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John Gibson CFA has given his Hold rating due to a combination of factors influencing Trican Well Service’s outlook. Despite the company’s solid performance in Q4/24, where it surpassed earnings expectations and increased its dividend by 11%, the overall growth prospects for 2025 appear subdued. The company’s strategic moves, such as a strong share buyback program and consistent dividend increases, demonstrate a commitment to shareholder returns, but these are offset by anticipated softness in the first half of 2025 due to recent fleet adjustments in the Western Canadian Sedimentary Basin.
Furthermore, while the expected start-up of LNG Canada is promising for late-year activity, the company’s high valuation relative to its growth potential warrants a more cautious stance. The target price remains at $5.50, reflecting a valuation of approximately 3.5 times the expected 2026 EBITDA. Although Trican Well Service has a robust position with a strong customer base and financial health, these factors contribute to a neutral market performance rating, balancing the impressive shareholder return program against the relatively expensive valuation and limited growth trajectory.

TOLWF’s price has also changed moderately for the past six months – from $3.695 to $3.270, which is a -11.50% drop .

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