FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
Canada - TSX:FSZ - CA31660A1030 - Common Stock
6.26 CAD
+0.25 (+4.16%)
Overall FSZ gets a fundamental rating of 4 out of 10. We evaluated FSZ against 78 industry peers in the Capital Markets industry. There are concerns on the financial health of FSZ while its profitability can be described as average. FSZ is valued correctly, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
FSZ had positive earnings in the past year.
FSZ had a positive operating cash flow in the past year.
Of the past 5 years FSZ 4 years were profitable.
Each year in the past 5 years FSZ had a positive operating cash flow.
1.2 Ratios
With a decent Return On Assets value of 3.15%, FSZ is doing good in the industry, outperforming 66.23% of the companies in the same industry.
Looking at the Return On Equity, with a value of 14.22%, FSZ belongs to the top of the industry, outperforming 84.42% of the companies in the same industry.
The Return On Invested Capital of FSZ (8.02%) is better than 79.22% of its industry peers.
FSZ had an Average Return On Invested Capital over the past 3 years of 7.63%. This is below the industry average of 10.38%.
The 3 year average ROIC (7.63%) for FSZ is below the current ROIC(8.02%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.15% | ||
| ROE | 14.22% | ||
| ROIC | 8.02% |
ROA(3y)2.82%
ROA(5y)2.64%
ROE(3y)11.44%
ROE(5y)10.26%
ROIC(3y)7.63%
ROIC(5y)7.9%
1.3 Margins
FSZ has a Profit Margin of 5.64%. This is in the better half of the industry: FSZ outperforms 63.64% of its industry peers.
In the last couple of years the Profit Margin of FSZ has declined.
FSZ has a worse Operating Margin (17.28%) than 61.04% of its industry peers.
FSZ's Operating Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 17.28% | ||
| PM (TTM) | 5.64% | ||
| GM | N/A |
OM growth 3Y-1.17%
OM growth 5Y14.82%
PM growth 3Y-28.15%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
The number of shares outstanding for FSZ has been increased compared to 1 year ago.
FSZ has more shares outstanding than it did 5 years ago.
Compared to 1 year ago, FSZ has a worse debt to assets ratio.
2.2 Solvency
Based on the Altman-Z score of 0.61, we must say that FSZ is in the distress zone and has some risk of bankruptcy.
FSZ's Altman-Z score of 0.61 is in line compared to the rest of the industry. FSZ outperforms 53.25% of its industry peers.
FSZ has a debt to FCF ratio of 6.26. This is a slightly negative value and a sign of low solvency as FSZ would need 6.26 years to pay back of all of its debts.
With a decent Debt to FCF ratio value of 6.26, FSZ is doing good in the industry, outperforming 64.94% of the companies in the same industry.
FSZ has a Debt/Equity ratio of 2.93. This is a high value indicating a heavy dependency on external financing.
With a Debt to Equity ratio value of 2.93, FSZ is not doing good in the industry: 63.64% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.93 | ||
| Debt/FCF | 6.26 | ||
| Altman-Z | 0.61 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 1.44 indicates that FSZ should not have too much problems paying its short term obligations.
FSZ has a better Current ratio (1.44) than 64.94% of its industry peers.
A Quick Ratio of 1.44 indicates that FSZ should not have too much problems paying its short term obligations.
FSZ has a Quick ratio of 1.44. This is in the better half of the industry: FSZ outperforms 64.94% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.44 | ||
| Quick Ratio | 1.44 |
3. Growth
3.1 Past
FSZ shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -11.76%.
Measured over the past years, FSZ shows a decrease in Earnings Per Share. The EPS has been decreasing by -6.76% on average per year.
FSZ shows a decrease in Revenue. In the last year, the revenue decreased by -1.49%.
FSZ shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 0.76% yearly.
EPS 1Y (TTM)-11.76%
EPS 3Y-16.54%
EPS 5Y-6.76%
EPS Q2Q%4.35%
Revenue 1Y (TTM)-1.49%
Revenue growth 3Y-2.86%
Revenue growth 5Y0.76%
Sales Q2Q%0.4%
3.2 Future
FSZ is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 5.24% yearly.
Based on estimates for the next years, FSZ will show a small growth in Revenue. The Revenue will grow by 1.40% on average per year.
EPS Next Y1.81%
EPS Next 2Y3.69%
EPS Next 3Y5.24%
EPS Next 5YN/A
Revenue Next Year-3.88%
Revenue Next 2Y-0.1%
Revenue Next 3Y1.4%
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
FSZ is valuated cheaply with a Price/Earnings ratio of 6.96.
The rest of the industry has a similar Price/Earnings ratio as FSZ.
When comparing the Price/Earnings ratio of FSZ to the average of the S&P500 Index (26.89), we can say FSZ is valued rather cheaply.
A Price/Forward Earnings ratio of 6.26 indicates a rather cheap valuation of FSZ.
Compared to the rest of the industry, the Price/Forward Earnings ratio of FSZ indicates a somewhat cheap valuation: FSZ is cheaper than 71.43% of the companies listed in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 22.99. FSZ is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.96 | ||
| Fwd PE | 6.26 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, FSZ is valued cheaply inside the industry as 89.61% of the companies are valued more expensively.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of FSZ indicates a rather cheap valuation: FSZ is cheaper than 96.10% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.31 | ||
| EV/EBITDA | 7.88 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates FSZ does not grow enough to justify the current Price/Earnings ratio.
PEG (NY)3.83
PEG (5Y)N/A
EPS Next 2Y3.69%
EPS Next 3Y5.24%
5. Dividend
5.1 Amount
FSZ has a Yearly Dividend Yield of 7.19%, which is a nice return.
Compared to an average industry Dividend Yield of 5.43, FSZ pays a better dividend. On top of this FSZ pays more dividend than 92.21% of the companies listed in the same industry.
FSZ's Dividend Yield is rather good when compared to the S&P500 average which is at 2.31.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.19% |
5.2 History
The dividend of FSZ decreases each year by -0.28%.
FSZ has paid a dividend for at least 10 years, which is a reliable track record.
FSZ has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-0.28%
Div Incr Years1
Div Non Decr Years4
5.3 Sustainability
210.39% of the earnings are spent on dividend by FSZ. This is not a sustainable payout ratio.
DP210.39%
EPS Next 2Y3.69%
EPS Next 3Y5.24%
TSX:FSZ (10/24/2025, 7:00:00 PM)
6.26
+0.25 (+4.16%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners14.5%
Inst Owner ChangeN/A
Ins Owners3.7%
Ins Owner ChangeN/A
Market Cap545.93M
Revenue(TTM)673.49M
Net Income(TTM)37.99M
Analysts50.91
Price Target7.4 (18.21%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.19% |
Yearly Dividend0.86
Dividend Growth(5Y)-0.28%
DP210.39%
Div Incr Years1
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)6.72%
Min EPS beat(2)-12.96%
Max EPS beat(2)26.4%
EPS beat(4)2
Avg EPS beat(4)-3.83%
Min EPS beat(4)-44.8%
Max EPS beat(4)26.4%
EPS beat(8)5
Avg EPS beat(8)2.26%
EPS beat(12)5
Avg EPS beat(12)-0.85%
EPS beat(16)9
Avg EPS beat(16)3.13%
Revenue beat(2)0
Avg Revenue beat(2)-3.78%
Min Revenue beat(2)-4.65%
Max Revenue beat(2)-2.9%
Revenue beat(4)1
Avg Revenue beat(4)-4.17%
Min Revenue beat(4)-13.89%
Max Revenue beat(4)4.76%
Revenue beat(8)2
Avg Revenue beat(8)-2.75%
Revenue beat(12)2
Avg Revenue beat(12)-3.02%
Revenue beat(16)4
Avg Revenue beat(16)-1.54%
PT rev (1m)0%
PT rev (3m)7.41%
EPS NQ rev (1m)0%
EPS NQ rev (3m)7.67%
EPS NY rev (1m)0%
EPS NY rev (3m)-10%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.71%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-2.94%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.96 | ||
| Fwd PE | 6.26 | ||
| P/S | 0.81 | ||
| P/FCF | 4.31 | ||
| P/OCF | 4.18 | ||
| P/B | 2.04 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.88 |
EPS(TTM)0.9
EY14.38%
EPS(NY)1
Fwd EY15.97%
FCF(TTM)1.45
FCFY23.21%
OCF(TTM)1.5
OCFY23.94%
SpS7.72
BVpS3.06
TBVpS-6.87
PEG (NY)3.83
PEG (5Y)N/A
Graham Number7.88
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.15% | ||
| ROE | 14.22% | ||
| ROCE | 10.86% | ||
| ROIC | 8.02% | ||
| ROICexc | 8.27% | ||
| ROICexgc | 49.64% | ||
| OM | 17.28% | ||
| PM (TTM) | 5.64% | ||
| GM | N/A | ||
| FCFM | 18.81% |
ROA(3y)2.82%
ROA(5y)2.64%
ROE(3y)11.44%
ROE(5y)10.26%
ROIC(3y)7.63%
ROIC(5y)7.9%
ROICexc(3y)8.11%
ROICexc(5y)8.46%
ROICexgc(3y)63.8%
ROICexgc(5y)62.89%
ROCE(3y)10.33%
ROCE(5y)10.7%
ROICexgc growth 3Y-10.9%
ROICexgc growth 5Y11.83%
ROICexc growth 3Y-2.73%
ROICexc growth 5Y22.15%
OM growth 3Y-1.17%
OM growth 5Y14.82%
PM growth 3Y-28.15%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.56
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.93 | ||
| Debt/FCF | 6.26 | ||
| Debt/EBITDA | 4.75 | ||
| Cap/Depr | 8.24% | ||
| Cap/Sales | 0.59% | ||
| Interest Coverage | 2.44 | ||
| Cash Conversion | 79.43% | ||
| Profit Quality | 333.52% | ||
| Current Ratio | 1.44 | ||
| Quick Ratio | 1.44 | ||
| Altman-Z | 0.61 |
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)6.65%
Cap/Depr(5y)11.63%
Cap/Sales(3y)0.54%
Cap/Sales(5y)1.1%
Profit Quality(3y)394.04%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-11.76%
EPS 3Y-16.54%
EPS 5Y-6.76%
EPS Q2Q%4.35%
EPS Next Y1.81%
EPS Next 2Y3.69%
EPS Next 3Y5.24%
EPS Next 5YN/A
Revenue 1Y (TTM)-1.49%
Revenue growth 3Y-2.86%
Revenue growth 5Y0.76%
Sales Q2Q%0.4%
Revenue Next Year-3.88%
Revenue Next 2Y-0.1%
Revenue Next 3Y1.4%
Revenue Next 5YN/A
EBIT growth 1Y-14.14%
EBIT growth 3Y-4%
EBIT growth 5Y15.69%
EBIT Next Year34.04%
EBIT Next 3Y13.42%
EBIT Next 5YN/A
FCF growth 1Y41.58%
FCF growth 3Y-5.5%
FCF growth 5Y1.99%
OCF growth 1Y40.37%
OCF growth 3Y-7.86%
OCF growth 5Y-2.2%
FIERA CAPITAL CORP / FSZ.CA FAQ
Can you provide the ChartMill fundamental rating for FIERA CAPITAL CORP?
ChartMill assigns a fundamental rating of 4 / 10 to FSZ.CA.
What is the valuation status for FSZ stock?
ChartMill assigns a valuation rating of 6 / 10 to FIERA CAPITAL CORP (FSZ.CA). This can be considered as Fairly Valued.
Can you provide the profitability details for FIERA CAPITAL CORP?
FIERA CAPITAL CORP (FSZ.CA) has a profitability rating of 5 / 10.
What is the valuation of FIERA CAPITAL CORP based on its PE and PB ratios?
The Price/Earnings (PE) ratio for FIERA CAPITAL CORP (FSZ.CA) is 6.96 and the Price/Book (PB) ratio is 2.04.
What is the financial health of FIERA CAPITAL CORP (FSZ.CA) stock?
The financial health rating of FIERA CAPITAL CORP (FSZ.CA) is 3 / 10.