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Badger Infrastructure Solutions Ltd (BDGI) Fair Value & Analysis

Industrials · CA · Market cap C$3.2B

BI Badger Infrastructure Solutions Ltd BDGI · TO
PriceC$89.17
Fair ValueC$29.36
Upside-67.1%
Quality55/100
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Healthy Growth
Thin margins · 6.6% net margin
Moderate debt · generates free cash flow
0.59% dividend yield
Mixed vs. peers (6/14)
Moderate moat 52/100
Evidence: High Range C$12.49 – C$46.13 Share as image

Fair value as of: Jul 19, 2026

From 24 valuation models · updated 23 days ago

Fair value updated Jul 19, 2026, revised from C$30.44 to C$29.36 (−3.5%) since Jul 14, 2026. Share price −2.9% over the past month.

A solid business, but screening 67% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (C$46.13). The favourable scenario is already priced in.
  • The model range is unusually wide (C$12.49 to C$46.13). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
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Price vs Fair Value (5 years)

C$98.37 C$22.91 Fair Value C$29.36 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.

How to read this chart

60‑month range C$22.91 – C$98.37 · fair‑value band C$12.49 – C$46.13 · the C$89.17 price screens above the C$29.36 fair value. Dashed = 300-day average. As of Jul 19, 2026.

Full chart & analysis →

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Analysis

Badger Infrastructure Solutions Ltd (BDGI) currently trades at C$89.17, while our model-based Fair Value estimate is C$29.36, implying the stock looks roughly 67.1% overvalued today. The Quality Score stands at 55/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Badger Infrastructure Solutions Ltd generated revenue of C$862M at a net margin of 6.6%. Revenue grew 17.7% year over year. It earns a return on equity of 20.9%. Net debt stands at C$253M. Fundamentals as of Jul 19, 2026

Our scenario range runs from C$12.49 (bear case) to C$46.13 (bull case); at C$89.17, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 2% below its 52-week high and 103% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -45% fair-value upside, at -67%, BDGI screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF C$6.45 C$15.46 C$30.20 80
Residual Income C$11.31 C$15.00 C$58.36 76
Rev-Margin DCF C$10.70 C$24.52 C$42.71 74
All 24 models by family
DCF Models
FCF DCF C$6.63 C$16.74 C$34.06 38
Owner Earnings C$5.50 C$14.68 C$30.41 31
5Y Revenue Exit C$10.70 C$25.08 C$45.08 39
5Y EBITDA Exit C$26.95 C$59.16 C$100.79 41
5Y P/E Exit C$15.85 C$35.88 C$59.35 38
10Y Revenue Exit C$8.55 C$21.63 C$42.56 36
10Y EBITDA Exit C$19.78 C$46.28 C$88.91 37
10Y P/E Exit C$12.53 C$29.44 C$54.43 35
Earnings-Based
Graham-Dodd C$12.17 C$59.91 C$82.59 54
Lynch FV C$16.12 C$23.02 C$29.93 50
PEG = 1.0 C$16.12 C$23.02 C$29.93 46
EPV C$7.23 C$9.27 C$11.04 59
Multiples
P/E Multiple C$28.20 C$37.60 C$47.00 63
P/S Multiple C$22.83 C$30.44 C$38.05 58
P/B Multiple C$22.83 C$30.44 C$38.05 55
EV/EBIT C$20.29 C$28.97 C$37.65 53
EV/EBITDA C$40.32 C$55.67 C$71.03 54
EV/Revenue C$12.84 C$20.80 C$28.77 43
Asset-Based
NCAV (Graham) C$4.39 C$5.88 C$8.78 50
Growth DCF
Growth DCF C$6.45 C$15.46 C$30.20 80
Rev-Margin DCF C$10.70 C$24.52 C$42.71 74
Economic Profit
Residual Income C$11.31 C$15.00 C$58.36 76
ROIC Compounder C$7.23 C$9.88 C$14.18 72
Growth Earnings
Growth-Adj P/E C$24.84 C$35.49 C$46.13 68

Widest divergence: Growth Earnings (C$35.49) versus Asset-Based (C$5.88). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) C$862M
Revenue growth (YoY) +17.7%
Net margin 6.6%
Return on equity 20.9%
Free cash flow C$33.3M FY2025
P/E ratio 39.4
More key figures
Operating margin 6.4%
EPS (TTM) C$2.40
Dividend yield 0.6%
EPS growth (YoY) -73.3%
Net debt C$253M FY2025

Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 54 · Market factors (momentum, volatility) 74

Profitability 56
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 49
Earnings quality: real cash, not paper profit
Fin. Strength 48
Balance sheet, leverage, solvency risk
Investment 40
Disciplined investing over empire-building
Low Volatility 53
Calm price path (market factor)
Momentum 78
Price trend over the last 3–12 months (market factor)
52W Momentum 93
Distance to the 52-week high (market factor)
Net Issuance 94
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Badger Infrastructure Solutions Ltd. provides non-destructive excavating and related services to utilities, industrial, construction, transportation, and other industries in Canada and the United States. It offers Badger Hydrovac for use in safe excavations around critical infrastructure and in congested underground conditions.

Full company description

Badger Infrastructure Solutions Ltd. provides non-destructive excavating and related services to utilities, industrial, construction, transportation, and other industries in Canada and the United States. It offers Badger Hydrovac for use in safe excavations around critical infrastructure and in congested underground conditions. The company also provides hydrovac services, such as anode installations, daylighting, debris removal, pipelines, potholing, power distribution, service pits, shoring installations, tank cleanouts, trenching, and utility pole holes; and electromagnetic locating, GPS data collection, infrastructure mapping, depth of cover surveys, 4-way sweeps and passive scans, daylight reports, CAD drawings and GIS exports, and watch and protect inspections services. In addition, it offers sewer services, including air testing, CCTV inspections, flushing and cleaning, laser profiling, mainline to lateral inspections, Mandrel testing, reaming and concrete removal, sewer and main line locating, and smoke testing; and disaster response services related to large scale natural disasters comprising hurricanes, floods, and large-scale fires. The company was formerly known as Badger Daylighting Ltd. and changed its name to Badger Infrastructure Solutions Ltd. in May 2021. Badger Infrastructure Solutions Ltd. was founded in 1992 and is headquartered in Calgary, Canada.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Badger Infrastructure Solutions Ltd reported revenue of C$846M in FY2025 versus C$450M in FY2021, a compound +17.1%/yr. Reported net income was C$60.3M in FY2025.

Growth Quality 90/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
C$846M
Latest YoY
+13.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.0%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.1%
Avg. growth/yr (28Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+13.2%
Revenue +17.1%/yr
FY21 C$450M
FY22 C$571M
FY23 C$923M
FY24 C$744M
FY25 C$846M
Net income
FY21 −C$8.7M
FY22 C$18.3M
FY23 C$56.4M
FY24 C$47.8M
FY25 C$60.3M
Character of growth · EPS growth decomposed (2014-2025) +7.0 % p.a.
Revenue per share +12.1 pp

of which total revenue +11.1 pp · buybacks/dilution +1.0 pp

EBIT margin −5.6 pp
Tax rate −0.2 pp
Residual (interest, one-offs) +0.7 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

BDGI screens 67% overvalued. Compare with Larsen & Toubro Limited →

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Cite: Fair Value Calculator (2026). "Badger Infrastructure Solutions Ltd Fair Value". https://www.fairvalue-calculator.com/stock/BDGI

Peer Group

Engineering & Construction · 838 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 55 · Above median
Fair Value upside −67% · Bottom 25%
Return on equity (TTM) 21% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 7% · Above median
Operating margin (TTM) 6% · Above median
Revenue growth 18% · Above median
Dividend yield (TTM) 0.6% · Below median
Debt / equity 0.67× · Higher than 75% of peers

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/E (TTM) 39.4× · Pricier than 75% of peers
P/B 7.74× · Pricier than 75% of peers
P/S (TTM) 2.65× · Pricier than 75% of peers
P/FCF 68.8× · Pricier than 75% of peers
EV/EBITDA 18.4× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 14
FUTURE 89 · sector 18
PAST 83 · sector 26
HEALTH 67 · sector 94
DIVIDEND 12 · sector 33

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).

Stock Price Fair Value vs Fair Value
Larsen & Toubro Limited LT ₹3,815 ₹1,994 -48%
Samsung C&T Corporation 028260 346,000 KRW 268,779 KRW -22%
Hyundai Engineering & Construction Co 000720 99,000 KRW 63,993 KRW -35%
United Integrated Services Co 2404 1,250 TWD 925.62 TWD -26%
Samsung E&A Co 028050 42,550 KRW 44,840 KRW +5%
Rail Vikas Nigam Limited RVNL ₹232.67 ₹61.46 -74%
Daewoo Engineering & Construction Co 047040 16,240 KRW 6,507 KRW -60%
NBCC (India) Limited NBCC ₹96.32 ₹48.22 -50%
Cemindia Projects Limited CEMPRO ₹1,330 ₹730.69 -45%
KEPCO Engineering & Construction Company 052690 92,700 KRW 20,172 KRW -78%

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Frequently asked questions

Is Badger Infrastructure Solutions Ltd (BDGI) overvalued or undervalued?
As of Jul 19, 2026, our model estimates a fair value of C$29.36 versus a price of C$89.17, about −67% (overvalued).
What is the fair value of BDGI?
Our model-based fair value for Badger Infrastructure Solutions Ltd is C$29.36 (as of Jul 19, 2026), built from audited fundamentals. The current price is C$89.17.
What is the quality score of BDGI?
Badger Infrastructure Solutions Ltd has a Quality Score of 55/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Badger Infrastructure Solutions Ltd (BDGI)?
Badger Infrastructure Solutions Ltd reported trailing-twelve-month revenue of about C$862M (latest available figure, as of Jul 19, 2026).
What is the net profit margin of BDGI?
The net profit margin of Badger Infrastructure Solutions Ltd is about 6.6%, meaning it keeps roughly 6.6% of revenue as net income. Based on the latest reported figures.
Does Badger Infrastructure Solutions Ltd pay a dividend?
Badger Infrastructure Solutions Ltd currently shows a dividend yield of about 0.62% relative to its recent price (as of Jul 19, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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