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Alaris Equity Partners Income Trust Stock Price

TSX:AD.UN Community·CA$989.3m Market Cap
  • 1 Narratives written by author
  • 1 Comments on narratives written by author
  • 42 Fair Values set on narratives written by author

AD.UN Share Price Performance

CA$21.98
2.26 (11.46%)
CA$24.95
Fair Value
CA$21.98
2.26 (11.46%)
11.9% undervalued intrinsic discount
CA$24.95
Fair Value
Price CA$21.98
AnalystConsensusTarget CA$24.95

AD.UN Community Narratives

AnalystConsensusTarget·
Fair Value CA$24.95 11.9% undervalued intrinsic discount

New Partnerships With Asset Managers Will Expand Deal Opportunities, But Increased Debt Could Affect Margins

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Trending Discussion

Updated Narratives

AD.UN logo

New Partnerships With Asset Managers Will Expand Deal Opportunities, But Increased Debt Could Affect Margins

Fair Value: CA$24.95 11.9% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with mediocre balance sheet.

1 Risk
3 Rewards

Alaris Equity Partners Income Trust Key Details

CA$172.5m

Revenue

CA$0

Cost of Revenue

CA$172.5m

Gross Profit

CA$3.5m

Other Expenses

CA$169.0m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
3.73
100.00%
97.99%
13.2%
View Full Analysis

About AD.UN

Founded
2008
Employees
20
CEO
Stephen King
WebsiteView website
www.alarisequitypartners.com

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 to invest in the companies based in all industries except for those with a declining asset base, such as oil and gas resource companies, or any industry that carry the risk of obsolescence such as high tech and focuses on business services, professional services, information services, healthcare services, distribution & logistics, industrials, consulting services, consumer products and construction related services. The firm seeks to invest in companies raising capital for a partial liquidity, generational transfer, recapitalization, and growth and who do not want to give up control or chance the added risk that comes with high leverage levels. It prefers to invest in companies that are mostly individual or family controlled. The firm typically provides alternative financing for a diversified group of private businesses ("Private Company Partners") in exchange for royalties or distributions from the Private Company Partners, with the principal objective of generating stable and predictable cash flows for dividend payments to its shareholders. It seeks to invest in the companies based in Canada, and The United States. It typically invests between $30 million and $150 million in companies with an enterprise values between $10 million and $400 million and EBITDA between $5 million and $50 million, historical EBITDA in excess of $10 million, and Low levels of debt and capital expenditure. The firm also makes small cap investments up to $20 million in private companies that have historical EBITDA in excess of $2 million. However, for larger companies, transactions can be structured to include additional investments. The firm seeks to invest in industries that do not experience large cyclical swings. It does not own any shares and does not require board representation. The firm invests through balance sheet and seeks equity dividend distribution from portfolios. It prefers to make non control equity, minority and majority investments in its portfolio companies. Alaris Equity Partners Income Trust was founded in 2008 and is based in Calgary, Canada.

Recent AD.UN News & Updates

Alaris Equity Partners Income Trust (TSE:AD.UN) Will Pay A Larger Dividend Than Last Year At CA$0.37

Dec 25
Alaris Equity Partners Income Trust (TSE:AD.UN) Will Pay A Larger Dividend Than Last Year At CA$0.37

Recent updates

No updates