-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。WTI原油価格の差がWCS原油価格の上昇ペースを上回り、世界経済の需要悪化の可能性が高まっていることから、CVEの投資判断を「ホールド」から「セル」に引き下げます。CVEはこれまでのところ恩恵を受けていますが、価格下落リスクは依然として存在します。12ヶ月目標株価を35カナダドルに引き下げました。これは、2027年度EBITDA予想の5.5倍に相当します。CVEの長期平均EBITDA倍率は5.7倍です。2026年度EPS予想を3.89カナダドル（+0.42）、2027年度EPS予想を2.80カナダドル（+0.05）に引き上げます。 CVEは、この原油価格の「急騰」を利用して積極的に価格を下げるだろうが、同業他社はより効率的に運営しており（SU）、希望すれば余剰フリーキャッシュフローのすべてを株主に還元できる（SU、IMO）のに対し、CVEは現在、余剰フリーキャッシュフローの50％しか還元できない。
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