FIERA CAPITAL CORP (FSZ.CA)
CA31660A1030 - Common Stock
FSZ gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 83 industry peers in the Capital Markets industry. FSZ has a medium profitability rating, but doesn't score so well on its financial health evaluation. FSZ has a bad growth rate and is valued cheaply. Finally FSZ also has an excellent dividend rating.
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.
The reported net income has been mixed in the past 5 years: FSZ reported negative net income in multiple years.
Each year in the past 5 years FSZ had a positive operating cash flow.
1.2 Ratios
The Return On Assets of FSZ (5.15%) is better than 72.84% of its industry peers.
With an excellent Return On Equity value of 21.26%, FSZ belongs to the best of the industry, outperforming 90.12% of the companies in the same industry.
The Return On Invested Capital of FSZ (9.66%) is better than 86.42% of its industry peers.
FSZ had an Average Return On Invested Capital over the past 3 years of 7.97%. This is in line with the industry average of 8.79%.
The 3 year average ROIC (7.97%) for FSZ is below the current ROIC(9.66%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.15% | ||
| ROE | 21.26% | ||
| ROIC | 9.66% |
ROA(3y)3.81%
ROA(5y)2.09%
ROE(3y)14.42%
ROE(5y)8.01%
ROIC(3y)7.97%
ROIC(5y)7.14%
1.3 Margins
FSZ's Profit Margin of 9.22% is fine compared to the rest of the industry. FSZ outperforms 65.43% of its industry peers.
FSZ has a Operating Margin (19.83%) which is comparable to the rest of the industry.
FSZ's Operating Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 19.83% | ||
| PM (TTM) | 9.22% | ||
| GM | N/A |
OM growth 3Y-3.5%
OM growth 5Y10.72%
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
Compared to 1 year ago, FSZ has more shares outstanding
The number of shares outstanding for FSZ has been increased compared to 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 0.89, we must say that FSZ is in the distress zone and has some risk of bankruptcy.
FSZ has a Altman-Z score of 0.89. This is in the better half of the industry: FSZ outperforms 60.49% of its industry peers.
FSZ has a debt to FCF ratio of 4.79. This is a neutral value as FSZ would need 4.79 years to pay back of all of its debts.
FSZ has a Debt to FCF ratio of 4.79. This is in the better half of the industry: FSZ outperforms 72.84% of its industry peers.
A Debt/Equity ratio of 2.57 is on the high side and indicates that FSZ has dependencies on debt financing.
The Debt to Equity ratio of FSZ (2.57) is worse than 66.67% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.57 | ||
| Debt/FCF | 4.79 | ||
| Altman-Z | 0.89 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
FSZ has a Current Ratio of 1.39. This is a normal value and indicates that FSZ is financially healthy and should not expect problems in meeting its short term obligations.
FSZ has a Current ratio of 1.39. This is in the better half of the industry: FSZ outperforms 60.49% of its industry peers.
FSZ has a Quick Ratio of 1.39. This is a normal value and indicates that FSZ is financially healthy and should not expect problems in meeting its short term obligations.
With a decent Quick ratio value of 1.39, FSZ is doing good in the industry, outperforming 60.49% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.39 | ||
| Quick Ratio | 1.39 |
3. Growth
3.1 Past
FSZ shows a slight negative growth in Earnings Per Share. In the last year, the EPS has decreased by 0.00%.
Measured over the past years, FSZ shows a decrease in Earnings Per Share. The EPS has been decreasing by -1.14% on average per year.
The Revenue has been growing slightly by 5.17% in the past year.
FSZ shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 4.57% yearly.
EPS 1Y (TTM)0%
EPS 3Y-9.8%
EPS 5Y-1.14%
EPS Q2Q%-4.17%
Revenue 1Y (TTM)5.17%
Revenue growth 3Y-0.68%
Revenue growth 5Y4.57%
Sales Q2Q%1.55%
3.2 Future
FSZ is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 2.89% yearly.
FSZ is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.00% yearly.
EPS Next Y1.28%
EPS Next 2Y1.76%
EPS Next 3Y2.89%
EPS Next 5YN/A
Revenue Next Year4.97%
Revenue Next 2Y3.5%
Revenue Next 3Y4%
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.
The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 8.94 indicates a reasonable valuation of FSZ.
Compared to the rest of the industry, the Price/Earnings ratio of FSZ indicates a somewhat cheap valuation: FSZ is cheaper than 60.49% of the companies listed in the same industry.
FSZ is valuated cheaply when we compare the Price/Earnings ratio to 31.77, which is the current average of the S&P500 Index.
With a Price/Forward Earnings ratio of 8.63, the valuation of FSZ can be described as very reasonable.
Compared to the rest of the industry, the Price/Forward Earnings ratio of FSZ indicates a somewhat cheap valuation: FSZ is cheaper than 67.90% of the companies listed in the same industry.
When comparing the Price/Forward Earnings ratio of FSZ to the average of the S&P500 Index (22.70), we can say FSZ is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.94 | ||
| Fwd PE | 8.63 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, FSZ is valued cheaper than 86.42% of the companies in the same industry.
96.30% of the companies in the same industry are more expensive than FSZ, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.99 | ||
| EV/EBITDA | 8.15 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
The decent profitability rating of FSZ may justify a higher PE ratio.
PEG (NY)6.97
PEG (5Y)N/A
EPS Next 2Y1.76%
EPS Next 3Y2.89%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 9.73%, FSZ is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 5.49, FSZ pays a better dividend. On top of this FSZ pays more dividend than 96.30% 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 2.21.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 9.73% |
5.2 History
The dividend of FSZ has a limited annual growth rate of 1.79%.
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)1.79%
Div Incr Years0
Div Non Decr Years3
5.3 Sustainability
143.96% of the earnings are spent on dividend by FSZ. This is not a sustainable payout ratio.
FSZ's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP143.96%
EPS Next 2Y1.76%
EPS Next 3Y2.89%
FIERA CAPITAL CORP
TSX:FSZ (10/17/2024, 7:00:00 PM)
9.12
+0.01 (+0.11%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners
Inst Owner Change
Ins Owners
Ins Owner Change
Market Cap806.80M
Analysts
Price Target
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 9.73% |
Dividend Growth(5Y)
DP
Div Incr Years
Div Non Decr Years
Ex-Date
Surprises & Revisions
EPS beat(2)
Avg EPS beat(2)
Min EPS beat(2)
Max EPS beat(2)
EPS beat(4)
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Min EPS beat(4)
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EPS beat(8)
Avg EPS beat(8)
EPS beat(12)
Avg EPS beat(12)
EPS beat(16)
Avg EPS beat(16)
Revenue beat(2)
Avg Revenue beat(2)
Min Revenue beat(2)
Max Revenue beat(2)
Revenue beat(4)
Avg Revenue beat(4)
Min Revenue beat(4)
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Revenue beat(8)
Avg Revenue beat(8)
Revenue beat(12)
Avg Revenue beat(12)
Revenue beat(16)
Avg Revenue beat(16)
PT rev (1m)
PT rev (3m)
EPS NQ rev (1m)
EPS NQ rev (3m)
EPS NY rev (1m)
EPS NY rev (3m)
Revenue NQ rev (1m)
Revenue NQ rev (3m)
Revenue NY rev (1m)
Revenue NY rev (3m)
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.94 | ||
| Fwd PE | 8.63 | ||
| P/S | |||
| P/FCF | |||
| P/OCF | |||
| P/B | |||
| P/tB | |||
| EV/EBITDA |
EPS(TTM)
EY
EPS(NY)
Fwd EY
FCF(TTM)
FCFY
OCF(TTM)
OCFY
SpS
BVpS
TBVpS
PEG (NY)6.97
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.15% | ||
| ROE | 21.26% | ||
| ROCE | |||
| ROIC | |||
| ROICexc | |||
| ROICexgc | |||
| OM | 19.83% | ||
| PM (TTM) | 9.22% | ||
| GM | N/A | ||
| FCFM |
ROA(3y)
ROA(5y)
ROE(3y)
ROE(5y)
ROIC(3y)
ROIC(5y)
ROICexc(3y)
ROICexc(5y)
ROICexgc(3y)
ROICexgc(5y)
ROCE(3y)
ROCE(5y)
ROICexcg growth 3Y
ROICexcg growth 5Y
ROICexc growth 3Y
ROICexc growth 5Y
OM growth 3Y
OM growth 5Y
PM growth 3Y
PM growth 5Y
GM growth 3Y
GM growth 5Y
F-Score
Asset Turnover0.56
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.57 | ||
| Debt/FCF | |||
| Debt/EBITDA | |||
| Cap/Depr | |||
| Cap/Sales | |||
| Interest Coverage | |||
| Cash Conversion | |||
| Profit Quality | |||
| Current Ratio | 1.39 | ||
| Quick Ratio | 1.39 | ||
| Altman-Z |
F-Score
WACC
ROIC/WACC
Cap/Depr(3y)
Cap/Depr(5y)
Cap/Sales(3y)
Cap/Sales(5y)
Profit Quality(3y)
Profit Quality(5y)
High Growth Momentum
Growth
EPS 1Y (TTM)0%
EPS 3Y-9.8%
EPS 5Y
EPS Q2Q%
EPS Next Y1.28%
EPS Next 2Y
EPS Next 3Y
EPS Next 5Y
Revenue 1Y (TTM)5.17%
Revenue growth 3Y-0.68%
Revenue growth 5Y
Sales Q2Q%
Revenue Next Year
Revenue Next 2Y
Revenue Next 3Y
Revenue Next 5Y
EBIT growth 1Y
EBIT growth 3Y
EBIT growth 5Y
EBIT Next Year
EBIT Next 3Y
EBIT Next 5Y
FCF growth 1Y
FCF growth 3Y
FCF growth 5Y
OCF growth 1Y
OCF growth 3Y
OCF growth 5Y