FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
Canada - TSX:FSZ - CA31660A1030 - Common Stock
6.04 CAD
-0.06 (-0.98%)
Overall FSZ gets a fundamental rating of 4 out of 10. We evaluated FSZ against 78 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 valued correctly, but it does not seem to be growing.
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's Return On Assets of 3.15% is fine compared to the rest of the industry. FSZ outperforms 65.38% of its industry peers.
FSZ's Return On Equity of 14.22% is amongst the best of the industry. FSZ outperforms 80.77% of its industry peers.
FSZ's Return On Invested Capital of 8.02% is fine compared to the rest of the industry. FSZ outperforms 78.21% 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 10.39%.
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
With a decent Profit Margin value of 5.64%, FSZ is doing good in the industry, outperforming 64.10% of the companies in the same industry.
In the last couple of years the Profit Margin of FSZ has declined.
FSZ's Operating Margin of 17.28% is on the low side compared to the rest of the industry. FSZ is outperformed by 60.26% 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
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
FSZ has an Altman-Z score of 0.60. 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 (0.60) which is comparable to the rest of the industry.
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.
With a decent Debt to FCF ratio value of 6.26, FSZ is doing good in the industry, outperforming 64.10% of the companies in the same industry.
A Debt/Equity ratio of 2.93 is on the high side and indicates that FSZ has dependencies on debt financing.
Looking at the Debt to Equity ratio, with a value of 2.93, FSZ is in line with its industry, outperforming 41.03% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.93 | ||
| Debt/FCF | 6.26 | ||
| Altman-Z | 0.6 |
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.
The Current ratio of FSZ (1.44) is better than 66.67% of its industry peers.
A Quick Ratio of 1.44 indicates that FSZ should not have too much problems paying its short term obligations.
With a decent Quick ratio value of 1.44, FSZ is doing good in the industry, outperforming 66.67% of the companies in the same industry.
| 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.
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 -1.49%.
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)-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 5.68% yearly.
The Revenue is expected to grow by 1.75% on average over the next years.
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
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
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 6.71, the valuation of FSZ can be described as very cheap.
Compared to the rest of the industry, the Price/Earnings ratio of FSZ is on the same level as its industry peers.
FSZ's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 25.47.
A Price/Forward Earnings ratio of 5.98 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 70.51% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 35.42. FSZ is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.71 | ||
| Fwd PE | 5.98 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of FSZ indicates a rather cheap valuation: FSZ is cheaper than 88.46% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, FSZ is valued cheaply inside the industry as 96.15% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.16 | ||
| EV/EBITDA | 7.76 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
PEG (NY)2.85
PEG (5Y)N/A
EPS Next 2Y4.21%
EPS Next 3Y5.68%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 6.81%, FSZ is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 5.09, FSZ pays a better dividend. On top of this FSZ pays more dividend than 91.03% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 2.44, FSZ pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.81% |
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 (11/19/2025, 7:00:00 PM)
6.04
-0.06 (-0.98%)
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 Cap526.75M
Revenue(TTM)673.49M
Net Income(TTM)37.99M
Analysts50.91
Price Target7.4 (22.52%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.81% |
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)3.57%
EPS NY rev (1m)0.53%
EPS NY rev (3m)-9.52%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.67%
Revenue NY rev (1m)0.45%
Revenue NY rev (3m)-0.63%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.71 | ||
| Fwd PE | 5.98 | ||
| P/S | 0.78 | ||
| P/FCF | 4.16 | ||
| P/OCF | 4.03 | ||
| P/B | 1.97 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.76 |
EPS(TTM)0.9
EY14.9%
EPS(NY)1.01
Fwd EY16.72%
FCF(TTM)1.45
FCFY24.06%
OCF(TTM)1.5
OCFY24.81%
SpS7.72
BVpS3.06
TBVpS-6.87
PEG (NY)2.85
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 | 0.6 |
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 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 6.71 and the Price/Book (PB) ratio is 1.97.
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.