FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:FSZ - CA31660A1030 - Common Stock
5.94 CAD
+0.05 (+0.85%)
We assign a fundamental rating of 4 out of 10 to FSZ. FSZ was compared to 83 industry peers in the Capital Markets industry. While FSZ is still in line with the averages on profitability rating, there are concerns on its financial health. FSZ is valued quite cheap, 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
The Return On Assets of FSZ (2.56%) is better than 65.06% of its industry peers.
FSZ has a Return On Equity of 11.79%. This is in the better half of the industry: FSZ outperforms 71.08% of its industry peers.
With a decent Return On Invested Capital value of 7.98%, FSZ is doing good in the industry, outperforming 79.52% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for FSZ is below the industry average of 9.68%.
The last Return On Invested Capital (7.98%) for FSZ is above the 3 year average (7.63%), which is a sign of increasing profitability.
| 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
The Profit Margin of FSZ (4.66%) is better than 61.45% of its industry peers.
FSZ's Profit Margin has declined in the last couple of years.
FSZ has a worse Operating Margin (17.03%) than 62.65% of its industry peers.
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
Compared to 1 year ago, FSZ has more shares outstanding
FSZ has more shares outstanding than it did 5 years ago.
FSZ has a worse debt/assets ratio than last year.
2.2 Solvency
FSZ has an Altman-Z score of 0.56. This is a bad value and indicates that FSZ is not financially healthy and even has some risk of bankruptcy.
FSZ has a Altman-Z score of 0.56. This is comparable to the rest of the industry: FSZ outperforms 59.04% of its industry peers.
FSZ has a debt to FCF ratio of 5.70. This is a neutral value as FSZ would need 5.70 years to pay back of all of its debts.
FSZ's Debt to FCF ratio of 5.70 is fine compared to the rest of the industry. FSZ outperforms 71.08% 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 has a Debt to Equity ratio (2.88) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.88 | ||
| Debt/FCF | 5.7 | ||
| Altman-Z | 0.56 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
FSZ has a Current 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 Current ratio, with a value of 1.30, FSZ is in the better half of the industry, outperforming 62.65% of the companies in the same industry.
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.
FSZ has a better Quick ratio (1.30) than 63.86% of its industry peers.
| 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.
The Earnings Per Share has been decreasing by -6.76% on average over the past years.
FSZ shows a decrease in Revenue. In the last year, the revenue decreased by -3.88%.
The Revenue has been growing slightly by 0.76% on average over the past years.
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.
The Revenue is expected to grow by 1.88% on average over the next years.
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
The Price/Earnings ratio is 6.75, which indicates a rather cheap valuation of FSZ.
67.47% of the companies in the same industry are more expensive than FSZ, based on the Price/Earnings ratio.
When comparing the Price/Earnings ratio of FSZ to the average of the S&P500 Index (26.29), we can say FSZ is valued rather cheaply.
With a Price/Forward Earnings ratio of 5.86, the valuation of FSZ can be described as very cheap.
Based on the Price/Forward Earnings ratio, FSZ is valued cheaply inside the industry as 81.93% of the companies are valued more expensively.
Compared to an average S&P500 Price/Forward Earnings ratio of 23.51, FSZ is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.75 | ||
| Fwd PE | 5.86 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, FSZ is valued cheaper than 92.77% of the companies in the same industry.
FSZ's Price/Free Cash Flow ratio is rather cheap when compared to the industry. FSZ is cheaper than 97.59% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 3.84 | ||
| EV/EBITDA | 7.58 |
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)2.68
PEG (5Y)N/A
EPS Next 2Y4.42%
EPS Next 3Y5.72%
5. Dividend
5.1 Amount
FSZ has a Yearly Dividend Yield of 7.20%, which is a nice return.
Compared to an average industry Dividend Yield of 2.99, FSZ pays a better dividend. On top of this FSZ pays more dividend than 91.57% 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 | 7.2% |
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
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 (12/9/2025, 7:00:00 PM)
5.94
+0.05 (+0.85%)
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 Cap518.03M
Revenue(TTM)669.17M
Net Income(TTM)31.19M
Analysts50.91
Price Target7.6 (27.95%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.2% |
Yearly Dividend0.86
Dividend Growth(5Y)-0.28%
DP219.35%
Div Incr Years1
Div Non Decr Years4
Ex-Date
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)2.76%
PT rev (3m)2.76%
EPS NQ rev (1m)-9.32%
EPS NQ rev (3m)-7.76%
EPS NY rev (1m)0.16%
EPS NY rev (3m)1.78%
Revenue NQ rev (1m)-4.27%
Revenue NQ rev (3m)-4.27%
Revenue NY rev (1m)-1.07%
Revenue NY rev (3m)-0.63%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.75 | ||
| Fwd PE | 5.86 | ||
| P/S | 0.77 | ||
| P/FCF | 3.84 | ||
| P/OCF | 3.73 | ||
| P/B | 1.96 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.58 |
EPS(TTM)0.88
EY14.81%
EPS(NY)1.01
Fwd EY17.07%
FCF(TTM)1.55
FCFY26.04%
OCF(TTM)1.59
OCFY26.81%
SpS7.67
BVpS3.03
TBVpS-6.86
PEG (NY)2.68
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 | 0.56 |
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 for FSZ stock?
ChartMill assigns a valuation rating of 7 / 10 to FIERA CAPITAL CORP (FSZ.CA). This can be considered as Undervalued.
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 6.75 and the Price/Book (PB) ratio is 1.96.
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.