FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
Canada - TSX:FSZ - CA31660A1030 - Common Stock
6.22 CAD
+0.03 (+0.48%)
Taking everything into account, FSZ scores 4 out of 10 in our fundamental rating. FSZ was compared to 85 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 is cheap, 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.
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
FSZ's Return On Assets of 3.15% is fine compared to the rest of the industry. FSZ outperforms 66.67% of its industry peers.
FSZ's Return On Equity of 14.22% is amongst the best of the industry. FSZ outperforms 85.19% of its industry peers.
FSZ's Return On Invested Capital of 8.02% is fine compared to the rest of the industry. FSZ outperforms 79.01% 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 10.08%.
The last Return On Invested Capital (8.02%) for FSZ is above the 3 year average (7.63%), which is a sign of increasing profitability.
| 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 64.20% of its industry peers.
In the last couple of years the Profit Margin of FSZ has declined.
FSZ has a Operating Margin of 17.28%. This is in the lower half of the industry: FSZ underperforms 60.49% of its industry peers.
In the last couple of years the Operating Margin of FSZ has grown nicely.
| 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.
Compared to 5 years ago, FSZ has more shares outstanding
FSZ has a worse debt/assets ratio than last year.
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 has a Altman-Z score (0.61) which is in line with its industry peers.
The Debt to FCF ratio of FSZ is 6.26, which is on the high side as it means it would take FSZ, 6.26 years of fcf income to pay off all of its debts.
FSZ's Debt to FCF ratio of 6.26 is fine compared to the rest of the industry. FSZ outperforms 64.20% of its industry peers.
A Debt/Equity ratio of 2.93 is on the high side and indicates that FSZ has dependencies on debt financing.
FSZ's Debt to Equity ratio of 2.93 is in line compared to the rest of the industry. FSZ outperforms 40.74% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.93 | ||
| Debt/FCF | 6.26 | ||
| Altman-Z | 0.61 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
FSZ has a Current Ratio of 1.44. 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 1.44, FSZ is in the better half of the industry, outperforming 67.90% of the companies in the same industry.
A Quick Ratio of 1.44 indicates that FSZ should not have too much problems paying its short term obligations.
FSZ's Quick ratio of 1.44 is fine compared to the rest of the industry. FSZ outperforms 67.90% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.44 | ||
| Quick Ratio | 1.44 |
3. Growth
3.1 Past
The earnings per share for FSZ have decreased strongly by -11.76% 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 -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
The Earnings Per Share is expected to grow by 5.68% on average over the next years.
FSZ is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 1.75% yearly.
EPS Next Y2.36%
EPS Next 2Y4.21%
EPS Next 3Y5.68%
EPS Next 5YN/A
Revenue Next Year-3.44%
Revenue Next 2Y0.16%
Revenue Next 3Y1.75%
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 accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 6.91, the valuation of FSZ can be described as very cheap.
60.49% of the companies in the same industry are more expensive than FSZ, based on the Price/Earnings ratio.
FSZ's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.06.
A Price/Forward Earnings ratio of 6.16 indicates a rather cheap valuation of FSZ.
Based on the Price/Forward Earnings ratio, FSZ is valued a bit cheaper than 71.60% of the companies in the same industry.
FSZ is valuated cheaply when we compare the Price/Forward Earnings ratio to 32.73, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.91 | ||
| Fwd PE | 6.16 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, FSZ is valued cheaper than 90.12% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, FSZ is valued cheaply inside the industry as 96.30% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.28 | ||
| EV/EBITDA | 7.86 |
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)2.93
PEG (5Y)N/A
EPS Next 2Y4.21%
EPS Next 3Y5.68%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 6.98%, FSZ is a good candidate for dividend investing.
FSZ's Dividend Yield is rather good when compared to the industry average which is at 3.04. FSZ pays more dividend than 91.36% of the companies in the same industry.
FSZ's Dividend Yield is rather good when compared to the S&P500 average which is at 2.37.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.98% |
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
210.39% of the earnings are spent on dividend by FSZ. This is not a sustainable payout ratio.
DP210.39%
EPS Next 2Y4.21%
EPS Next 3Y5.68%
TSX:FSZ (11/7/2025, 7:00:00 PM)
6.22
+0.03 (+0.48%)
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 Cap542.45M
Revenue(TTM)673.49M
Net Income(TTM)37.99M
Analysts50.91
Price Target7.4 (18.97%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.98% |
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)1.4%
EPS NQ rev (1m)0%
EPS NQ rev (3m)8.75%
EPS NY rev (1m)0.53%
EPS NY rev (3m)-9.52%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.71%
Revenue NY rev (1m)0.45%
Revenue NY rev (3m)-0.63%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.91 | ||
| Fwd PE | 6.16 | ||
| P/S | 0.81 | ||
| P/FCF | 4.28 | ||
| P/OCF | 4.15 | ||
| P/B | 2.03 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.86 |
EPS(TTM)0.9
EY14.47%
EPS(NY)1.01
Fwd EY16.24%
FCF(TTM)1.45
FCFY23.36%
OCF(TTM)1.5
OCFY24.09%
SpS7.72
BVpS3.06
TBVpS-6.87
PEG (NY)2.93
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 Y2.36%
EPS Next 2Y4.21%
EPS Next 3Y5.68%
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-3.44%
Revenue Next 2Y0.16%
Revenue Next 3Y1.75%
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 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 6.91 and the Price/Book (PB) ratio is 2.03.
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.