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NOANorth American Construction Group Ltd.
$13.39$382M
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North American Construction Group Ltd. (NOA) Financial Ratios

Latest Ratios: P/E Ratio 16.7x · EV/EBITDA 4.2x · ROE 8.0%. (1999–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

NOA Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$382M$464M$714M$689M$455M$513M$319M$398M$280M$147M$115M
Enterprise Value$960M$1.3B$1.5B$1.3B$821M$894M$635M$825M$643M$276M$203M
P/E Ratio →16.6712.6114.2210.926.229.216.1710.8218.1627.50—
P/S Ratio0.420.360.610.720.590.780.640.550.680.500.54
P/B Ratio1.341.021.841.931.491.841.642.211.861.000.73
P/FCF———10.298.439.9714.26802.5410.02—9.27
P/OCF2.131.823.282.552.693.102.792.522.562.952.90

P/E links to full P/E history page with 30-year chart

NOA EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.001.251.381.071.371.271.151.570.940.95
EV / EBITDA4.163.934.575.804.315.484.075.127.394.794.37
EV / EBIT12.3911.4112.5610.867.6111.368.1113.5721.7020.3341.26
EV / FCF———19.6915.2217.3928.351662.6323.04—16.28

NOA Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin12.6%12.6%18.0%16.1%13.2%13.8%18.5%13.4%16.8%13.6%15.2%
Operating Margin8.6%8.6%13.2%10.0%9.2%8.4%13.5%8.2%7.3%4.6%1.8%
Net Profit Margin2.6%2.6%3.8%6.6%8.8%7.9%9.9%5.1%3.7%1.8%-0.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE8.0%8.0%11.8%19.1%23.1%21.7%26.2%22.3%10.3%3.5%-0.3%
ROA1.9%1.9%2.7%5.0%7.3%6.7%6.8%5.0%2.8%1.4%-0.1%
ROIC6.8%6.8%10.8%8.7%8.0%7.1%9.0%7.9%5.7%3.9%1.2%
ROCE7.9%7.9%11.8%9.5%9.5%8.6%11.1%10.0%7.1%4.6%1.4%

NOA Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity2.022.022.122.011.421.431.792.402.550.940.64
Debt / EBITDA2.812.812.583.162.292.442.242.684.402.392.18
Net Debt / Equity—1.801.921.761.201.371.622.372.420.880.55
Net Debt / EBITDA2.512.512.332.771.922.342.022.654.172.241.88
Debt / FCF———9.396.797.4214.09860.0913.02—7.01
Interest Coverage2.012.012.073.284.594.375.293.633.612.160.91

NOA Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.880.881.050.911.200.911.090.750.881.131.01
Quick Ratio0.700.700.810.710.940.640.910.610.791.070.97
Cash Ratio0.240.240.250.270.360.100.400.040.130.100.18
Asset Turnover—0.710.690.620.790.750.760.910.590.760.61
Inventory Turnover14.8414.8412.9012.3613.3912.6627.0328.7625.4653.2052.61
Days Sales Outstanding—50.9453.2950.6747.2543.8324.8543.6282.8483.9597.65

NOA Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield2.2%2.9%1.5%1.5%1.7%0.9%1.1%0.6%0.7%1.5%1.6%
Payout Ratio39.5%39.5%24.1%15.9%11.5%8.6%7.0%6.9%13.1%41.5%—

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield6.0%7.9%7.0%9.2%16.1%10.9%16.2%9.2%5.5%3.6%—
FCF Yield———9.7%11.9%10.0%7.0%0.1%10.0%—10.8%
Buyback Yield7.7%9.0%0.9%0.9%8.0%4.3%4.7%2.6%5.2%13.4%11.2%
Total Shareholder Yield9.9%11.9%2.4%2.3%9.7%5.2%5.7%3.2%5.9%14.9%12.8%
Shares Outstanding—$32M$33M$33M$34M$34M$32M$33M$31M$30M$30M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetStrained
Cash FlowDeteriorating
Top Statement Risk

High capital intensity

Market Pricing Reflects Cyclical Uncertainty

Based on reported figures, NOA trades at a forward P/E of 6.20, which significantly trails the broader industrial peer group, suggesting that investors are applying a persistent complexity discount to the company's integrated mining services model due to concerns regarding long-term project-based revenue sustainability.

The valuation gap relative to peers like Sterling Infrastructure suggests the market remains skeptical of the company's ability to maintain margins through the current cycle. While the low forward multiple may appear attractive, it likely reflects the market's anticipation of earnings volatility inherent in the heavy equipment maintenance business.

Capital Efficiency Remains Subdued

According to recent quarterly filings, NOA's ROIC has struggled to exceed 2.5% in recent periods, a performance that warrants investigation given the capital-intensive nature of the business and the ongoing requirement for heavy fleet reinvestment to maintain competitive service levels in the oil sands.

The inability to consistently generate returns above the cost of capital suggests that the company's massive asset base is not being utilized with sufficient efficiency. This trend indicates that the structural advantages of the Acheson facility may be offset by the high depreciation burden of the ultra-class fleet.

Working Capital Volatility Impacts Liquidity

As reported in financial statements, the company's cash conversion cycle has fluctuated between 14 and 42 days over the last ten quarters, indicating that the timing of project milestones and collections creates unpredictable pressure on the firm's short-term liquidity and operational cash flow management.

The variability in DSO and DPO suggests that NOA lacks the leverage to dictate payment terms consistently across its diverse project portfolio. Investors should monitor whether this volatility in working capital continues to necessitate reliance on external financing to bridge gaps between project phases.

Debt Burden Constrains Strategic Flexibility

Based on the latest quarterly data, NOA maintains a debt-to-equity ratio of 2.02, which represents a persistently elevated leverage profile that limits the company's ability to navigate cyclical downturns without risking significant balance sheet stress or potential covenant breaches during periods of reduced fleet utilization.

The high debt-to-EBITDA ratio, which has reached as high as 12.41 in recent quarters, suggests that the company's interest coverage is becoming increasingly sensitive to operational performance. This leverage profile appears to be a structural feature of the business model rather than a temporary tactical choice.

Misapplication of P/E Multiples

The P/E ratio is the most commonly misapplied metric for NOA, as it fails to account for the massive non-cash depreciation charges associated with the company's heavy equipment fleet, which significantly distort reported net income and obscure the underlying cash-generating potential of the business.

Analysts should prioritize EV/EBITDA or FCF-based valuation models to better capture the true economic reality of the firm's capital-intensive operations. Relying on P/E ignores the reality that earnings are heavily influenced by accounting assumptions regarding the useful life of the mining fleet.

Download Financial Ratios Data

Includes 30+ ratios · 27 years · Updated daily

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NOA — Frequently Asked Questions

Quick answers to the most common questions about buying NOA stock.

What is North American Construction Group Ltd.'s P/E ratio?

North American Construction Group Ltd.'s current P/E ratio is 16.7x. The historical average is 13.2x. This places it at the 77th percentile of its historical range.

What is North American Construction Group Ltd.'s EV/EBITDA?

North American Construction Group Ltd.'s current EV/EBITDA is 4.2x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 6.9x.

What is North American Construction Group Ltd.'s ROE?

North American Construction Group Ltd.'s return on equity (ROE) is 8.0%. The historical average is 5.3%.

Is NOA stock overvalued?

Based on historical data, North American Construction Group Ltd. is trading at a P/E of 16.7x. This is at the 77th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is North American Construction Group Ltd.'s dividend yield?

North American Construction Group Ltd.'s current dividend yield is 2.18% with a payout ratio of 39.5%.

What are North American Construction Group Ltd.'s profit margins?

North American Construction Group Ltd. has 12.6% gross margin and 8.6% operating margin.

How much debt does North American Construction Group Ltd. have?

North American Construction Group Ltd.'s Debt/EBITDA ratio is 2.8x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.