ATS Corporation (ATS) Fair Value & Analysis
Industrials · US · Market cap $2.7B · ISIN CA00217Y1043
What is ATS Corporation really worth?
ATS Corporation
ATS · US
A solid business, but trading 76% above our fair value of $11.12.
Strengths
Risks
Fair value as of: Aug 13, 2026
From 26 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from $11.06 to $11.12 (+0.5%) since Jul 19, 2026. Share price −30.5% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($15.86). The favourable scenario is already priced in.
- Solid but not exceptional quality (58/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($8.34 to $15.86) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $18.49 – $48.73 · fair‑value band $8.34 – $15.86 · the $19.57 price screens above the $11.12 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 2 fiscal years are left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
ATS Corporation (ATS) currently trades at $19.57, while our model-based Fair Value estimate is $11.12, implying the stock looks roughly 76.0% overvalued today. The Quality Score stands at 58/100 (solid quality), in the Industrials sector. Bull case: the Dividend Discount group reads highest at a median of $62.40 per share, and 15 of the 26 models we run sit above the $19.57 price. Bear case: the Earnings-Based group reads lowest at $7.95, and 11 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, ATS Corporation generated revenue of $3.0B at a net margin of 2.4%. Revenue grew 30.1% year over year. It earns a return on equity of 4.1%. Net debt stands at $1.2B. Fundamentals as of Aug 13, 2026
Our scenario range runs from $8.34 (bear case) to $15.86 (bull case); at $19.57, 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 last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 45% below its 52-week high, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −52% fair-value upside, at −43%, ATS screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly $0.2280 per share, which is 2.1 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Dividend Discount ($62.40) versus Earnings-Based ($7.95). Highest evidence: FCF DCF (77).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 17
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
ATS Corporation, together with its subsidiaries, engages in the planning, designing, building, commissioning, and servicing of automated manufacturing and assembly systems worldwide.
Full company description
ATS Corporation, together with its subsidiaries, engages in the planning, designing, building, commissioning, and servicing of automated manufacturing and assembly systems worldwide. The company offers pre-automation services comprising discovery and analysis, concept development, simulation, and total cost of ownership modeling; post-automation services, including training, process optimization, preventive maintenance, emergency and on-call support, spare parts, retooling, retrofits, and equipment relocation; and contract manufacturing services, as well as after-sales services. It also provides engineering design, prototyping, process verification, specification writing, software and manufacturing process controls development, standard automation products and platforms, equipment design and build, third-party equipment qualification, procurement and integration, automation system installation, product line commissioning, validation, and documentation services. In addition, the company offers value engineering, supply chain management, and integration and manufacturing capabilities, as well as other automation products and solutions; and software and digital solutions comprising connected factory floor management systems to capture, analyze, and use real-time machine performance data to troubleshoot issues, deliver process and product solutions, prevent equipment downtime, drive operational efficiency, and unlock performance for sustainable production improvements. It serves the life sciences, transportation and mobility, consumer products, food and beverage, electronics, nuclear, packaging, warehousing and distribution, and energy markets. The company was formerly known as ATS Automation Tooling Systems Inc. and changed its name to ATS Corporation in November 2022. ATS Corporation was founded in 1978 and is headquartered in Cambridge, Canada.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
ATS Corporation reported revenue of C$3.0B in FY2026 versus C$2.2B in FY2022, a compound +8.0%/yr. Reported net income was C$71.6M in FY2026, compounding −12.5%/yr from FY2022.
of which total revenue +13.1 % · buybacks/dilution −0.7 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
ATS screens 76% overvalued. Compare with GE Vernova Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- ATS Announces Election of Directors and Activity Under NCIB
- ATS Corp (ATS) (Q1 2027) Earnings Call Highlights: Revenue Dip and Strategic Transformation
- ATS (TSX:ATS) Is Down 22.8% After Q1 Loss And Slower Sales Growth Reset Priorities - What's Changed
- ATS Q1 Earnings Call Highlights
Peer Group
Specialty Industrial Machinery · 792 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.
Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper
Strength profile in five axes (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: 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.
Similar stocks
10 more Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| GE Vernova Inc GEV | $941.84 | $131.95 | −86% |
| SIE SIE | €289.85 | €139.77 | −52% |
| Eaton Corporation ETN | $402.78 | $168.65 | −58% |
| Parker-Hannifin Corporation PH | $995.02 | $398.69 | −60% |
| Atlas Copco AB ATCOA | kr 206.60 | kr 112.59 | −46% |
| Cummins Inc CMI | $564.40 | $348.94 | −38% |
| Illinois Tool Works Inc ITW | $281.67 | $145.84 | −48% |
| Emerson Electric Co EMR | $155.18 | $58.44 | −62% |
| AMETEK, Inc AME | $236.25 | $125.80 | −47% |
| Rockwell Automation, Inc ROK | $417.53 | $125.76 | −70% |
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