ADLR.F 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 | 4/6 |
| Future Growth | 0/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 4/6 |
My Notes
Capture your thoughts, links and company narrative
Alaris Equity Partners Income Trust Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CA$13.65 |
| 52 Week High | CA$13.65 |
| 52 Week Low | CA$11.36 |
| Beta | 2.06 |
| 1 Month Change | 0% |
| 3 Month Change | 4.89% |
| 1 Year Change | 13.55% |
| 3 Year Change | n/a |
| 5 Year Change | -19.57% |
| Change since IPO | -37.75% |
Recent News & Updates
Recent updates
Shareholder Returns
| ADLR.F | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 0% | 3.6% | 2.8% |
| 1Y | 13.6% | 33.0% | 24.5% |
Return vs Industry: ADLR.F underperformed the US Capital Markets industry which returned 34.4% over the past year.
Return vs Market: ADLR.F underperformed the US Market which returned 24.8% over the past year.
Price Volatility
| ADLR.F volatility | |
|---|---|
| ADLR.F Average Weekly Movement | n/a |
| Capital Markets Industry Average Movement | 4.1% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.1% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: ADLR.F's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: Insufficient data to determine ADLR.F's volatility change 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
| ADLR.F fundamental statistics | |
|---|---|
| Market cap | US$606.71m |
| Earnings (TTM) | US$137.33m |
| Revenue (TTM) | US$138.20m |
4.4x
P/E Ratio4.4x
P/S RatioIs ADLR.F overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ADLR.F 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 ADLR.F perform over the long term?
See historical performance and comparisonDividends
7.1%
Current Dividend Yield31%
Payout RatioDoes ADLR.F pay a reliable dividends?
See ADLR.F dividend history and benchmarks| Alaris Equity Partners Income Trust dividend dates | |
|---|---|
| Ex Dividend Date | Dec 31 2024 |
| Dividend Pay Date | Jan 15 2025 |
| Days until Ex dividend | 4 days |
| Days until Dividend pay date | 19 days |
Does ADLR.F pay a reliable dividends?
See ADLR.F dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/25 12:06 |
| End of Day Share Price | 2024/10/16 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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 |
|
* 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.
| Analyst | Institution |
|---|---|
| Trevor Reynolds | Acumen Capital Finance Partners Limited |
| Christopher Murray | ATB Capital Markets |
| Scott Chan | Canaccord Genuity |