AD-UN:TSX-Alaris Equity Partners Income Trust (CAD)

COMMON STOCK | Asset Management | TSX

Last Closing Price

CAD 17.52

Change

0.00 (0.00)%

Market Cap

CAD 0.82B

Volume

0.43M

Avg Analyst Target

CAD 22.79 (+30.09%)

Avg User Target

CAD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


Alaris Equity Partners Income Trust (AD-UN) Stock Analysis:
Based on the Alaris Equity Partners Income Trust stock forecasts from 4 analysts, the average analyst target price for Alaris Equity Partners Income Trust is CAD 22.79 over the next 12 months. Alaris Equity Partners Income Trust’s average analyst rating is Buy . Stock Target Advisor’s own stock analysis of Alaris Equity Partners Income Trust is Slightly Bearish, which is based on 3 positive signals and 5 negative signals. At the last closing, Alaris Equity Partners Income Trust’s stock price was CAD 17.52. Alaris Equity Partners Income Trust’s stock price has changed by +0.00% over the past week, +0.00% over the past month and +3.48% over the last year.

About

Alaris Equity Partners Income Trust is a private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. The firm does not invest in turnarounds and start-ups. It prefers t ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-05-16 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BAM-A:CA Brookfield Asset Management In..

-0.29 (-0.47%)

CAD101.23B 19.80 10.63
BAM-PR:CA Brookfield Asset Management In..

+0.36 (+2.09%)

CAD71.42B 5.54 N/A
BAM-PM:CA Brookfield Asset Management In..

+0.21 (+1.04%)

CAD61.82B 6.48 N/A
BAM-PG:CA Brookfield Asset Management In..

N/A

CAD61.64B 4.82 N/A
IGM:CA IGM Financial Inc

+0.11 (+0.30%)

CAD8.85B 9.06 9.13
ONEX:CA Onex Corporation

-1.03 (-1.39%)

CAD6.37B 3.61 6.91
PHYS:CA Sprott Physical Gold Trust

+0.08 (+0.44%)

CAD6.32B 4.72 0.66
CEF:CA Sprott Physical Gold and Silve..

+0.20 (+0.90%)

CAD4.88B 4.85 N/A
PSLV:CA Sprott Physical Silver Trust

+0.23 (+2.48%)

CAD4.02B 7.08 N/A
BBUC:CA Brookfield Business Corporatio..

-0.61 (-1.85%)

CAD3.26B 68.80 16.62

ETFs Containing AD-UN:CA

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain 3.48% 71% C- 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.48% 64% D 73% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.45% 26% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.45% 20% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 3.47% 86% B 85% B
Risk Adjusted Return 41.88% 59% F 52% F
Market Capitalization 0.82B 69% D+ 64% D
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 5.76 41% F 78% C+
Price/Book Ratio 1.03 38% F 66% D
Price / Cash Flow Ratio 7.83 41% F 47% F
EV/EBITDA 6.43 48% F 68% D+
Management Effectiveness  
Return on Equity 20.70% 46% F 84% B
Return on Invested Capital 9.27% 64% D 74% C
Return on Assets 10.74% 60% D- 90% A-
Debt to Equity Ratio 52.75% 65% D 48% F
Technical Ratios  
Dividend Yield 7.35% 57% F 53% F
Short Ratio 2.88 28% F 38% F
Short Percent 0.28% 50% F 75% C
Beta 1.94 23% F 12% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

Discussions

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.