FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:FSZ - CA31660A1030 - Common Stock
6.17 CAD
+0.07 (+1.15%)
We assign a fundamental rating of 4 out of 10 to FSZ. FSZ was compared to 79 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 valuation in line with the averages, but on the other hand it scores bad on growth.
1. Profitability
1.1 Basic Checks
- In the past year FSZ was profitable.
- FSZ had a positive operating cash flow in the past year.
- FSZ had positive earnings in 4 of the past 5 years.
- Each year in the past 5 years FSZ had a positive operating cash flow.
1.2 Ratios
- FSZ has a Return On Assets of 2.56%. This is in the better half of the industry: FSZ outperforms 60.76% of its industry peers.
- FSZ has a Return On Equity of 11.79%. This is in the better half of the industry: FSZ outperforms 67.09% of its industry peers.
- Looking at the Return On Invested Capital, with a value of 7.98%, FSZ is in the better half of the industry, outperforming 75.95% of the companies in the same industry.
- FSZ had an Average Return On Invested Capital over the past 3 years of 7.63%. This is below the industry average of 10.48%.
- The 3 year average ROIC (7.63%) for FSZ is below the current ROIC(7.98%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.56% | ||
| ROE | 11.79% | ||
| ROIC | 7.98% |
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 4.66%. This is comparable to the rest of the industry: FSZ outperforms 56.96% of its industry peers.
- FSZ's Profit Margin has declined in the last couple of years.
- Looking at the Operating Margin, with a value of 17.03%, FSZ is doing worse than 65.82% of the companies in the same industry.
- In the last couple of years the Operating Margin of FSZ has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 17.03% | ||
| PM (TTM) | 4.66% | ||
| 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
- FSZ has more shares outstanding than it did 1 year ago.
- Compared to 5 years ago, FSZ has more shares outstanding
- The debt/assets ratio for FSZ is higher compared to a year ago.
2.2 Solvency
- Based on the Altman-Z score of 0.57, we must say that FSZ is in the distress zone and has some risk of bankruptcy.
- FSZ has a Altman-Z score (0.57) which is comparable to the rest of the industry.
- The Debt to FCF ratio of FSZ is 5.70, which is a neutral value as it means it would take FSZ, 5.70 years of fcf income to pay off all of its debts.
- FSZ's Debt to FCF ratio of 5.70 is fine compared to the rest of the industry. FSZ outperforms 67.09% of its industry peers.
- A Debt/Equity ratio of 2.88 is on the high side and indicates that FSZ has dependencies on debt financing.
- FSZ's Debt to Equity ratio of 2.88 is on the low side compared to the rest of the industry. FSZ is outperformed by 60.76% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.88 | ||
| Debt/FCF | 5.7 | ||
| Altman-Z | 0.57 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 1.30 indicates that FSZ should not have too much problems paying its short term obligations.
- FSZ has a Current ratio of 1.30. This is in the better half of the industry: FSZ outperforms 60.76% of its industry peers.
- FSZ has a Quick Ratio of 1.30. This is a normal value and indicates that FSZ is financially healthy and should not expect problems in meeting its short term obligations.
- Looking at the Quick ratio, with a value of 1.30, FSZ is in the better half of the industry, outperforming 62.03% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.3 | ||
| Quick Ratio | 1.3 |
3. Growth
3.1 Past
- The earnings per share for FSZ have decreased strongly by -19.27% in the last year.
- FSZ shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -6.76% yearly.
- FSZ shows a decrease in Revenue. In the last year, the revenue decreased by -3.88%.
- Measured over the past years, FSZ shows a small growth in Revenue. The Revenue has been growing by 0.76% on average per year.
EPS 1Y (TTM)-19.27%
EPS 3Y-16.54%
EPS 5Y-6.76%
EPS Q2Q%-8%
Revenue 1Y (TTM)-3.88%
Revenue growth 3Y-2.86%
Revenue growth 5Y0.76%
Sales Q2Q%-2.69%
3.2 Future
- FSZ is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 5.72% yearly.
- FSZ is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 1.88% yearly.
EPS Next Y2.52%
EPS Next 2Y4.42%
EPS Next 3Y5.72%
EPS Next 5YN/A
Revenue Next Year-4.48%
Revenue Next 2Y0.54%
Revenue Next 3Y1.88%
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
- With a Price/Earnings ratio of 7.01, the valuation of FSZ can be described as very cheap.
- The rest of the industry has a similar Price/Earnings ratio as FSZ.
- FSZ is valuated cheaply when we compare the Price/Earnings ratio to 27.54, which is the current average of the S&P500 Index.
- The Price/Forward Earnings ratio is 6.08, which indicates a rather cheap valuation of FSZ.
- FSZ's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. FSZ is cheaper than 70.89% of the companies in the same industry.
- When comparing the Price/Forward Earnings ratio of FSZ to the average of the S&P500 Index (24.31), we can say FSZ is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.01 | ||
| Fwd PE | 6.08 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, FSZ is valued cheaper than 89.87% of the companies in the same industry.
- Based on the Price/Free Cash Flow ratio, FSZ is valued cheaply inside the industry as 96.20% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 3.99 | ||
| EV/EBITDA | 7.7 |
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)2.78
PEG (5Y)N/A
EPS Next 2Y4.42%
EPS Next 3Y5.72%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 7.06%, FSZ is a good candidate for dividend investing.
- Compared to an average industry Dividend Yield of 3.55, FSZ pays a bit more dividend than its industry peers.
- FSZ's Dividend Yield is rather good when compared to the S&P500 average which is at 1.92.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.06% |
5.2 History
- The dividend of FSZ decreases each year by -0.28%.
- FSZ has been paying a dividend for at least 10 years, so it has 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
- 219.35% of the earnings are spent on dividend by FSZ. This is not a sustainable payout ratio.
DP219.35%
EPS Next 2Y4.42%
EPS Next 3Y5.72%
TSX:FSZ (1/15/2026, 7:00:00 PM)
6.17
+0.07 (+1.15%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-13 2025-11-13/bmo
Earnings (Next)02-24 2026-02-24
Inst Owners13.68%
Inst Owner ChangeN/A
Ins Owners3.68%
Ins Owner ChangeN/A
Market Cap538.09M
Revenue(TTM)669.17M
Net Income(TTM)31.19M
Analysts50.91
Price Target7.6 (23.18%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.06% |
Yearly Dividend0.86
Dividend Growth(5Y)-0.28%
DP219.35%
Div Incr Years1
Div Non Decr Years4
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)14.37%
Min EPS beat(2)2.35%
Max EPS beat(2)26.4%
EPS beat(4)2
Avg EPS beat(4)-7.25%
Min EPS beat(4)-44.8%
Max EPS beat(4)26.4%
EPS beat(8)6
Avg EPS beat(8)5.08%
EPS beat(12)6
Avg EPS beat(12)0.24%
EPS beat(16)9
Avg EPS beat(16)2.9%
Revenue beat(2)0
Avg Revenue beat(2)-2.1%
Min Revenue beat(2)-2.9%
Max Revenue beat(2)-1.29%
Revenue beat(4)0
Avg Revenue beat(4)-5.68%
Min Revenue beat(4)-13.89%
Max Revenue beat(4)-1.29%
Revenue beat(8)2
Avg Revenue beat(8)-2.44%
Revenue beat(12)2
Avg Revenue beat(12)-2.85%
Revenue beat(16)3
Avg Revenue beat(16)-1.68%
PT rev (1m)0%
PT rev (3m)2.76%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-7.76%
EPS NY rev (1m)0%
EPS NY rev (3m)0.69%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-4.27%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-0.63%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.01 | ||
| Fwd PE | 6.08 | ||
| P/S | 0.8 | ||
| P/FCF | 3.99 | ||
| P/OCF | 3.87 | ||
| P/B | 2.03 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.7 |
EPS(TTM)0.88
EY14.26%
EPS(NY)1.01
Fwd EY16.44%
FCF(TTM)1.55
FCFY25.07%
OCF(TTM)1.59
OCFY25.81%
SpS7.67
BVpS3.03
TBVpS-6.86
PEG (NY)2.78
PEG (5Y)N/A
Graham Number7.75
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.56% | ||
| ROE | 11.79% | ||
| ROCE | 10.81% | ||
| ROIC | 7.98% | ||
| ROICexc | 8.32% | ||
| ROICexgc | 56.31% | ||
| OM | 17.03% | ||
| PM (TTM) | 4.66% | ||
| GM | N/A | ||
| FCFM | 20.16% |
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-Score4
Asset Turnover0.55
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.88 | ||
| Debt/FCF | 5.7 | ||
| Debt/EBITDA | 4.68 | ||
| Cap/Depr | 8.25% | ||
| Cap/Sales | 0.6% | ||
| Interest Coverage | 2.57 | ||
| Cash Conversion | 85.37% | ||
| Profit Quality | 432.47% | ||
| Current Ratio | 1.3 | ||
| Quick Ratio | 1.3 | ||
| Altman-Z | 0.57 |
F-Score4
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)-19.27%
EPS 3Y-16.54%
EPS 5Y-6.76%
EPS Q2Q%-8%
EPS Next Y2.52%
EPS Next 2Y4.42%
EPS Next 3Y5.72%
EPS Next 5YN/A
Revenue 1Y (TTM)-3.88%
Revenue growth 3Y-2.86%
Revenue growth 5Y0.76%
Sales Q2Q%-2.69%
Revenue Next Year-4.48%
Revenue Next 2Y0.54%
Revenue Next 3Y1.88%
Revenue Next 5YN/A
EBIT growth 1Y-20.28%
EBIT growth 3Y-4%
EBIT growth 5Y15.69%
EBIT Next Year35.29%
EBIT Next 3Y15.36%
EBIT Next 5YN/A
FCF growth 1Y-6.59%
FCF growth 3Y-5.5%
FCF growth 5Y1.99%
OCF growth 1Y-5.58%
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 of FIERA CAPITAL CORP (FSZ.CA) stock?
ChartMill assigns a valuation rating of 6 / 10 to FIERA CAPITAL CORP (FSZ.CA). This can be considered as Fairly Valued.
How profitable is FIERA CAPITAL CORP (FSZ.CA) stock?
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 7.01 and the Price/Book (PB) ratio is 2.03.
Can you provide the expected EPS growth for FSZ stock?
The Earnings per Share (EPS) of FIERA CAPITAL CORP (FSZ.CA) is expected to grow by 2.52% in the next year.