Colliers International Group Inc Dossier
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SectorReal Estate IndustryReal Estate Services Beta (adjusted)1.17 Intrinsic Value Insufficient data for a value estimateNot enough reliable inputs to publish a fair value for this company yet. Market Price $91.47Price as of 1 Oct 2026 Data confidence Sign in to view data confidence Market Cap $4.7B Enterprise Value $6.1B Shares Outstanding 52.5M diluted Next Earnings Date3 Nov 2026 Last ex-dividend30 Jun 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Colliers International Group Inc. presents a compelling investment opportunity due to its highly diversified professional services platform, which spans Commercial Real Estate, Engineering, and Investment Management. Short-term market noise and macroeconomic headwinds have compressed its valuation to approximately 13x forward adjusted earnings, which is a significant discount compared to its historical averages and premium peers like CBRE. With over 70% of its earnings derived from recurring, resilient revenue streams and a strong alignment of interests through substantial inside ownership (14.7%), Colliers is well-positioned to deliver robust long-term compounding returns as transaction volumes recover. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$110.00 Mean target$138.78 High · most bullish analyst$160.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 18 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $110.00 Persistent inflation and higher-for-longer interest rates continue to weigh heavily on commercial real estate transactions. Integration challenges with Ayesa Engineering or margin compression in European operations due to tax volatility limit adjusted EPS growth. Base CaseCentral scenario $138.78 Matches the consensus meanCommercial real estate transaction volumes recover gradually throughout 2026 and 2027. The Engineering and Investment Management segments continue to provide stable, recurring cash flows, supporting mid-teens earnings growth. The valuation multiple expands moderately toward its historical median as market sentiment improves. Bull CaseUpside scenario $160.00 A rapid stabilization of global interest rates triggers a sharp recovery in commercial real estate transaction volumes. Colliers' Capital Markets and Leasing segments experience accelerated growth, while the newly integrated Ayesa Engineering acquisition delivers higher-than-expected synergies, driving consolidated margins upward. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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Thesis Invalidation Triggers
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |