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Alaris Equity Partners Income Trust DB:5UK Stock Report

Last Price

€12.35

Market Cap

€584.0m

7D

-1.0%

1Y

9.6%

Updated

25 Dec, 2024

Data

Company Financials +

Alaris Equity Partners Income Trust

DB:5UK Stock Report

Market Cap: €584.0m

5UK 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

5UK fundamental analysis
Snowflake Score
Valuation6/6
Future Growth0/6
Past Performance5/6
Financial Health4/6
Dividends4/6

Rewards

Trading at 76.9% below our estimate of its fair value

Earnings grew by 49.2% over the past year

Trading at good value compared to peers and industry

Analysts in good agreement that stock price will rise by 28.5%

Risk Analysis

Earnings are forecast to decline by an average of 37.1% per year for the next 3 years

Unstable dividend track record


My Notes

Capture your thoughts, links and company narrative

Alaris Equity Partners Income Trust Competitors

MLP

XTRA:MLP

€655.8m

AURELIUS Equity Opportunities SE KGaA

HMSE:AR40

€343.3m

Deutsche Beteiligungs

XTRA:DBAN

€411.6m

OVB Holding

XTRA:O4B

€279.3m

Price History & Performance

Summary of share price highs, lows and changes for Alaris Equity Partners Income Trust
Historical stock prices
Current Share PriceCA$12.35
52 Week HighCA$13.40
52 Week LowCA$10.40
Beta2.06
1 Month Change-7.88%
3 Month Change5.50%
1 Year Change9.62%
3 Year Change-7.06%
5 Year Change-18.76%
Change since IPO-32.45%

Recent News & Updates

Recent updates

Shareholder Returns

5UKDE Capital MarketsDE Market
7D-1.0%-2.1%-1.6%
1Y9.6%20.4%6.8%

Return vs Industry: 5UK underperformed the German Capital Markets industry which returned 20.5% over the past year.

Return vs Market: 5UK exceeded the German Market which returned 6.8% over the past year.

Price Volatility

Is 5UK's price volatile compared to industry and market?
5UK volatility
5UK Average Weekly Movement3.0%
Capital Markets Industry Average Movement4.5%
Market Average Movement4.9%
10% most volatile stocks in DE Market11.6%
10% least volatile stocks in DE Market2.4%

Stable Share Price: 5UK has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: 5UK's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
200821Steve Kingwww.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

How do Alaris Equity Partners Income Trust's earnings and revenue compare to its market cap?
5UK fundamental statistics
Market cap€583.98m
Earnings (TTM)€132.18m
Revenue (TTM)€133.02m

4.4x

P/E Ratio

4.4x

P/S Ratio

Is 5UK overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
5UK income statement (TTM)
RevenueCA$198.46m
Cost of RevenueCA$0
Gross ProfitCA$198.46m
Other ExpensesCA$1.25m
EarningsCA$197.21m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)4.33
Gross Margin100.00%
Net Profit Margin99.37%
Debt/Equity Ratio6.1%

How did 5UK perform over the long term?

See historical performance and comparison

Dividends

7.1%

Current Dividend Yield

31%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/25 13:35
End of Day Share Price 2024/12/23 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

Alaris Equity Partners Income Trust is covered by 15 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.

AnalystInstitution
Trevor ReynoldsAcumen Capital Finance Partners Limited
Christopher MurrayATB Capital Markets
Scott ChanCanaccord Genuity