PVLU.F Stock Overview

Operates as an investment holding company that engages in the securities and financing transactions in Toronto, Canada. More details

PVLU.F fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	0/6
Past Performance	2/6
Financial Health	2/6
Dividends	0/6

Risk Analysis

Shares are highly illiquid

Profit margins (24%) are lower than last year (98.4%)

Shareholders have been diluted in the past year

My Notes

Capture your thoughts, links and company narrative

Partners Value Investments LP Competitors

Main Street Capital

NYSE:MAIN

US$5.1b

Hercules Capital

NYSE:HTGC

US$3.2b

AllianceBernstein Holding

NYSE:AB

US$4.2b

Federated Hermes

NYSE:FHI

US$3.2b

Price History & Performance

Summary of share price highs, lows and changes for Partners Value Investments
Historical stock prices
Current Share Price	CA$50.15
52 Week High	CA$94.89
52 Week Low	CA$50.15
Beta	0.93
1 Month Change	0%
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	-45.49%

Recent News & Updates

No updates

Recent updates

No updates

Shareholder Returns

	PVLU.F	US Capital Markets	US Market
7D	0%	1.1%	0.6%
1Y	n/a	32.9%	23.7%

Return vs Industry: Insufficient data to determine how PVLU.F performed against the US Capital Markets industry.

Return vs Market: Insufficient data to determine how PVLU.F performed against the US Market.

Price Volatility

Is PVLU.F's price volatile compared to industry and market?
PVLU.F volatility
PVLU.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	17.5%
10% least volatile stocks in US Market	3.1%

Stable Share Price: PVLU.F has not had significant price volatility in the past 3 months.

Volatility Over Time: Insufficient data to determine PVLU.F's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1986	n/a	Brian Lawson	www.pvii.ca

Partners Value Investments LP operates as an investment holding company that engages in the securities and financing transactions in Toronto, Canada. The firm invests on a value basis in companies that can demonstrate an ability to produce consistent and durable cash flows and profits, in markets that are growing. It has a leveraged investment in Brascan Corporation.

Partners Value Investments LP Fundamentals Summary

How do Partners Value Investments's earnings and revenue compare to its market cap?
PVLU.F fundamental statistics
Market cap	US$4.15b
Earnings (TTM)	US$24.55m
Revenue (TTM)	US$102.16m

168.9x

P/E Ratio

40.6x

P/S Ratio

Is PVLU.F overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PVLU.F income statement (TTM)
Revenue	US$102.16m
Cost of Revenue	US$8.01m
Gross Profit	US$94.15m
Other Expenses	US$69.60m
Earnings	US$24.55m

Last Reported Earnings

Mar 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	0.35
Gross Margin	92.16%
Net Profit Margin	24.03%
Debt/Equity Ratio	20.0%

How did PVLU.F perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/06/25 19:52
End of Day Share Price	2024/03/28 00:00
Earnings	2024/03/31
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	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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

Partners Value Investments LP is covered by 0 analysts. 0 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