FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:FSZ - CA31660A1030 - Common Stock
6.13 CAD
+0.02 (+0.33%)
Overall FSZ gets a fundamental rating of 4 out of 10. We evaluated FSZ against 79 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 correctly, but it does not seem to be growing.
1. Profitability
1.1 Basic Checks
In the past year FSZ was profitable.
In the past year FSZ had a positive cash flow from operations.
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 better Return On Assets (2.56%) than 63.29% of its industry peers.
The Return On Equity of FSZ (11.79%) is better than 75.95% of its industry peers.
FSZ has a better Return On Invested Capital (7.98%) than 77.22% 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 10.25%.
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
The Profit Margin of FSZ (4.66%) is better than 62.03% 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 63.29% 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
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
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.
Looking at the Altman-Z score, with a value of 0.57, FSZ is in line with its industry, outperforming 54.43% of the companies in the same 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.
With a decent Debt to FCF ratio value of 5.70, FSZ is doing good in the industry, outperforming 63.29% of the companies in the same industry.
FSZ has a Debt/Equity ratio of 2.88. This is a high value indicating a heavy dependency on external 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's Current ratio of 1.30 is fine compared to the rest of the industry. FSZ outperforms 60.76% of its industry peers.
A Quick Ratio of 1.30 indicates that FSZ should not have too much problems paying its short term obligations.
The Quick ratio of FSZ (1.30) is better than 60.76% 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.
FSZ shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -6.76% yearly.
Looking at the last year, FSZ shows a decrease in Revenue. The Revenue has decreased by -3.88% in the last year.
FSZ shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 0.76% yearly.
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
The Earnings Per Share is expected to grow by 5.68% on average over the next years.
Based on estimates for the next years, FSZ will show a small growth in Revenue. The Revenue will grow by 1.75% on average per year.
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.
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
FSZ is valuated cheaply with a Price/Earnings ratio of 6.97.
FSZ's Price/Earnings ratio is in line with the industry average.
The average S&P500 Price/Earnings ratio is at 25.98. FSZ is valued rather cheaply when compared to this.
The Price/Forward Earnings ratio is 6.07, 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.
FSZ is valuated cheaply when we compare the Price/Forward Earnings ratio to 35.79, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.97 | ||
| Fwd PE | 6.07 |
4.2 Price Multiples
FSZ's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. FSZ is cheaper than 89.87% of the companies in the same industry.
96.20% 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 | 3.96 | ||
| EV/EBITDA | 7.68 |
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)2.95
PEG (5Y)N/A
EPS Next 2Y4.21%
EPS Next 3Y5.68%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 7.18%, FSZ is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 3.00, FSZ pays a better dividend. On top of this FSZ pays more dividend than 91.14% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 2.41, FSZ pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.18% |
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
FSZ pays out 219.35% of its income as dividend. This is not a sustainable payout ratio.
DP219.35%
EPS Next 2Y4.21%
EPS Next 3Y5.68%
TSX:FSZ (11/25/2025, 7:00:00 PM)
6.13
+0.02 (+0.33%)
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 Cap534.60M
Revenue(TTM)669.17M
Net Income(TTM)31.19M
Analysts50.91
Price Target7.55 (23.16%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.18% |
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)2.07%
PT rev (3m)2.07%
EPS NQ rev (1m)-6.03%
EPS NQ rev (3m)-6.84%
EPS NY rev (1m)0.53%
EPS NY rev (3m)1.62%
Revenue NQ rev (1m)-4.27%
Revenue NQ rev (3m)-6.06%
Revenue NY rev (1m)0.45%
Revenue NY rev (3m)0.45%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 6.97 | ||
| Fwd PE | 6.07 | ||
| P/S | 0.8 | ||
| P/FCF | 3.96 | ||
| P/OCF | 3.85 | ||
| P/B | 2.02 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.68 |
EPS(TTM)0.88
EY14.36%
EPS(NY)1.01
Fwd EY16.48%
FCF(TTM)1.55
FCFY25.23%
OCF(TTM)1.59
OCFY25.98%
SpS7.67
BVpS3.03
TBVpS-6.86
PEG (NY)2.95
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 Y2.36%
EPS Next 2Y4.21%
EPS Next 3Y5.68%
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-3.44%
Revenue Next 2Y0.16%
Revenue Next 3Y1.75%
Revenue Next 5YN/A
EBIT growth 1Y-20.28%
EBIT growth 3Y-4%
EBIT growth 5Y15.69%
EBIT Next Year34.04%
EBIT Next 3Y13.42%
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 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 6.97 and the Price/Book (PB) ratio is 2.02.
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.