AD.UN Stock Overview
A private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 0/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 4/6 |
Rewards
Risk Analysis
Alaris Equity Partners Income Trust Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CA$19.43 |
| 52 Week High | CA$19.48 |
| 52 Week Low | CA$14.22 |
| Beta | 2.08 |
| 11 Month Change | 2.70% |
| 3 Month Change | 19.50% |
| 1 Year Change | 33.82% |
| 33 Year Change | 1.73% |
| 5 Year Change | -12.91% |
| Change since IPO | 128.59% |
Recent News & Updates
Recent updates
Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Dividend Of CA$0.34
Jun 23
Alaris Equity Partners Income Trust's (TSE:AD.UN) Dividend Will Be CA$0.34
Mar 25Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Larger Dividend Than Last Year
Jun 23Alaris Equity Partners Income Trust (TSE:AD.UN) Has Announced That It Will Be Increasing Its Dividend To CA$0.34
Mar 23Alaris Equity Partners Income Trust Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Mar 12Alaris Equity Partners Income Trust (TSE:AD.UN) Will Pay A Dividend Of CA$0.33
Sep 22Here's Why We Think Alaris Equity Partners Income Trust (TSE:AD.UN) Is Well Worth Watching
Jun 15Should You Be Adding Alaris Equity Partners Income Trust (TSE:AD.UN) To Your Watchlist Today?
Mar 14What You Can Learn From Alaris Equity Partners Income Trust's (TSE:AD.UN) P/E
Apr 29Is Alaris Equity Partners Income Trust's (TSE:AD.UN) 7.6% Dividend Sustainable?
Mar 23Alaris Equity Partners Income Trust (TSE:AD.UN) Shareholders Received A Total Return Of Negative 3.9% In The Last Five Years
Feb 16
It Might Not Be A Great Idea To Buy Alaris Equity Partners Income Trust (TSE:AD.UN) For Its Next Dividend
Dec 26How Should Investors React To Alaris Equity Partners Income Trust's (TSE:AD.UN) CEO Pay?
Dec 23Shareholder Returns
| AD.UN | CA Capital Markets | CA Market | |
|---|---|---|---|
| 7D | 2.0% | -1.0% | 0.4% |
| 1Y | 33.8% | 66.9% | 21.4% |
Return vs Industry: AD.UN underperformed the Canadian Capital Markets industry which returned 66.9% over the past year.
Return vs Market: AD.UN exceeded the Canadian Market which returned 21.4% over the past year.
Price Volatility
| AD.UN volatility | |
|---|---|
| AD.UN Average Weekly Movement | 2.4% |
| Capital Markets Industry Average Movement | 5.4% |
| Market Average Movement | 8.3% |
| 10% most volatile stocks in CA Market | 17.7% |
| 10% least volatile stocks in CA Market | 2.9% |
Stable Share Price: AD.UN has not had significant price volatility in the past 3 months compared to the Canadian market.
Volatility Over Time: AD.UN's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2008 | 21 | Steve King | 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.
Alaris Equity Partners Income Trust Fundamentals Summary
| AD.UN fundamental statistics | |
|---|---|
| Market cap | CA$881.75m |
| Earnings (TTM) | CA$197.21m |
| Revenue (TTM) | CA$198.46m |
4.5x
P/E Ratio4.5x
P/S RatioIs AD.UN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AD.UN income statement (TTM) | |
|---|---|
| Revenue | CA$198.46m |
| Cost of Revenue | CA$0 |
| Gross Profit | CA$198.46m |
| Other Expenses | CA$1.25m |
| Earnings | CA$197.21m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 4.33 |
| Gross Margin | 100.00% |
| Net Profit Margin | 99.37% |
| Debt/Equity Ratio | 6.1% |
How did AD.UN perform over the long term?
See historical performance and comparison