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 | 1/6 |
| Past Performance | 6/6 |
| Financial Health | 4/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
Alaris Equity Partners Income Trust Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CA$17.53 |
| 52 Week High | CA$20.68 |
| 52 Week Low | CA$15.08 |
| Beta | 1.59 |
| 1 Month Change | -9.03% |
| 3 Month Change | -2.12% |
| 1 Year Change | 8.28% |
| 3 Year Change | -10.24% |
| 5 Year Change | 89.31% |
| Change since IPO | 106.24% |
Recent News & Updates
Recent updates
Expansions By Sono Bello And Ohana May Influence Future Earnings, But Revenue Declines And Reporting Changes Pose Risks
Feb 10 Strategic expansion and new market growth are expected to drive future revenue and earnings for Alaris through investments and new service offerings.Alaris Equity Partners Income Trust (TSE:AD.UN) Has Announced A Dividend Of CA$0.34
Dec 24
Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Dividend Of CA$0.34
Jun 23Alaris 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
Shareholder Returns
| AD.UN | CA Capital Markets | CA Market | |
|---|---|---|---|
| 7D | -0.3% | 2.6% | 1.3% |
| 1Y | 8.3% | 22.4% | 5.3% |
Return vs Industry: AD.UN underperformed the Canadian Capital Markets industry which returned 22.4% over the past year.
Return vs Market: AD.UN exceeded the Canadian Market which returned 5.3% over the past year.
Price Volatility
| AD.UN volatility | |
|---|---|
| AD.UN Average Weekly Movement | 4.2% |
| Capital Markets Industry Average Movement | 6.4% |
| Market Average Movement | 9.4% |
| 10% most volatile stocks in CA Market | 17.7% |
| 10% least volatile stocks in CA Market | 3.9% |
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 (4%) has been stable over the past year.
Community vs My Fair Value
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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$799.73m |
| Earnings (TTM) | CA$234.42m |
| Revenue (TTM) | CA$154.99m |
3.4x
P/E Ratio5.2x
P/S RatioIs AD.UN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AD.UN income statement (TTM) | |
|---|---|
| Revenue | CA$154.99m |
| Cost of Revenue | CA$0 |
| Gross Profit | CA$154.99m |
| Other Expenses | -CA$79.43m |
| Earnings | CA$234.42m |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
May 08, 2025
| Earnings per share (EPS) | 5.14 |
| Gross Margin | 100.00% |
| Net Profit Margin | 151.25% |
| Debt/Equity Ratio | 5.8% |
How did AD.UN perform over the long term?
See historical performance and comparisonDividends
7.8%
Current Dividend Yield26%
Payout RatioDoes AD.UN pay a reliable dividends?
See AD.UN dividend history and benchmarks| Alaris Equity Partners Income Trust dividend dates | |
|---|---|
| Ex Dividend Date | Mar 31 2025 |
| Dividend Pay Date | Apr 15 2025 |
| Days until Ex dividend | 14 days |
| Days until Dividend pay date | 1 day |
Does AD.UN pay a reliable dividends?
See AD.UN dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/13 18:36 |
| End of Day Share Price | 2025/04/11 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Alaris Equity Partners Income Trust is covered by 16 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Trevor Reynolds | Acumen Capital Finance Partners Limited |
| Christopher Murray | ATB Capital Markets |
| Scott Chan | Canaccord Genuity |