FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
TSX:FSZ - Toronto Stock Exchange - CA31660A1030 - Common Stock - Currency: CAD
Overall FSZ gets a fundamental rating of 5 out of 10. We evaluated FSZ against 83 industry peers in the Capital Markets industry. Both the profitability and the financial health of FSZ get a neutral evaluation. Nothing too spectacular is happening here. FSZ scores decently on growth, while it is valued quite cheap. This could make an interesting combination.
1. Profitability
1.1 Basic Checks
FSZ had positive earnings in the past year.
In the past year FSZ had a positive cash flow from operations.
FSZ had positive earnings in 4 of the past 5 years.
FSZ had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
Looking at the Return On Assets, with a value of 3.09%, FSZ is in the better half of the industry, outperforming 66.27% of the companies in the same industry.
The Return On Equity of FSZ (13.57%) is better than 85.54% of its industry peers.
Looking at the Return On Invested Capital, with a value of 7.71%, FSZ belongs to the top of the industry, outperforming 80.72% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for FSZ is in line with the industry average of 7.96%.
The 3 year average ROIC (7.63%) for FSZ is below the current ROIC(7.71%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.09% | ||
| ROE | 13.57% | ||
| ROIC | 7.71% |
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 5.80%, FSZ is doing good in the industry, outperforming 63.86% of the companies in the same industry.
FSZ's Profit Margin has declined in the last couple of years.
Looking at the Operating Margin, with a value of 17.09%, FSZ is in line with its industry, outperforming 44.58% of the companies in the same industry.
FSZ's Operating Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 17.09% | ||
| PM (TTM) | 5.8% | ||
| 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
Compared to 1 year ago, FSZ has a worse debt to assets ratio.
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 better Altman-Z score (0.61) than 61.45% of its industry peers.
The Debt to FCF ratio of FSZ is 5.84, which is a neutral value as it means it would take FSZ, 5.84 years of fcf income to pay off all of its debts.
FSZ's Debt to FCF ratio of 5.84 is fine compared to the rest of the industry. FSZ outperforms 65.06% of its industry peers.
FSZ has a Debt/Equity ratio of 2.76. This is a high value indicating a heavy dependency on external financing.
FSZ has a Debt to Equity ratio (2.76) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.76 | ||
| Debt/FCF | 5.84 | ||
| Altman-Z | 0.61 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 1.41 indicates that FSZ should not have too much problems paying its short term obligations.
The Current ratio of FSZ (1.41) is better than 67.47% of its industry peers.
A Quick Ratio of 1.41 indicates that FSZ should not have too much problems paying its short term obligations.
Looking at the Quick ratio, with a value of 1.41, FSZ is in the better half of the industry, outperforming 67.47% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.41 | ||
| Quick Ratio | 1.41 |
3. Growth
3.1 Past
The earnings per share for FSZ have decreased strongly by -13.59% in the last year.
Measured over the past years, FSZ shows a decrease in Earnings Per Share. The EPS has been decreasing by -6.76% on average per year.
FSZ shows a decrease in Revenue. In the last year, the revenue decreased by -0.90%.
FSZ shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 0.76% yearly.
EPS 1Y (TTM)-13.59%
EPS 3Y-16.54%
EPS 5Y-6.76%
EPS Q2Q%-16.67%
Revenue 1Y (TTM)-0.9%
Revenue growth 3Y-2.86%
Revenue growth 5Y0.76%
Sales Q2Q%0.65%
3.2 Future
The Earnings Per Share is expected to grow by 9.38% on average over the next years. This is quite good.
Based on estimates for the next years, FSZ will show a small growth in Revenue. The Revenue will grow by 1.11% on average per year.
EPS Next Y13.13%
EPS Next 2Y9.38%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year-0.96%
Revenue Next 2Y1.11%
Revenue Next 3YN/A
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
Based on the Price/Earnings ratio of 7.47, the valuation of FSZ can be described as very cheap.
FSZ's Price/Earnings ratio is a bit cheaper when compared to the industry. FSZ is cheaper than 61.45% of the companies in the same industry.
FSZ's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.45.
The Price/Forward Earnings ratio is 5.98, which indicates a rather cheap valuation of FSZ.
73.49% of the companies in the same industry are more expensive than FSZ, based on the Price/Forward Earnings ratio.
The average S&P500 Price/Forward Earnings ratio is at 21.90. FSZ is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.47 | ||
| Fwd PE | 5.98 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, FSZ is valued cheaper than 89.16% of the companies in the same industry.
96.39% 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 | 4.26 | ||
| EV/EBITDA | 8.12 |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
The decent profitability rating of FSZ may justify a higher PE ratio.
PEG (NY)0.57
PEG (5Y)N/A
EPS Next 2Y9.38%
EPS Next 3YN/A
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 6.51%, FSZ is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 4.61, FSZ pays a better dividend. On top of this FSZ pays more dividend than 90.36% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 2.42, FSZ pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.51% |
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
233.03% of the earnings are spent on dividend by FSZ. This is not a sustainable payout ratio.
DP233.03%
EPS Next 2Y9.38%
EPS Next 3YN/A
TSX:FSZ (7/3/2025, 7:00:00 PM)
6.65
+0.23 (+3.58%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners19.92%
Inst Owner ChangeN/A
Ins Owners3.56%
Ins Owner ChangeN/A
Market Cap590.59M
Analysts48.89
Price Target6.89 (3.61%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.51% |
Yearly Dividend0.86
Dividend Growth(5Y)-0.28%
DP233.03%
Div Incr Years1
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-28.88%
Min EPS beat(2)-44.8%
Max EPS beat(2)-12.96%
EPS beat(4)2
Avg EPS beat(4)-8.32%
Min EPS beat(4)-44.8%
Max EPS beat(4)16.03%
EPS beat(8)4
Avg EPS beat(8)-1.38%
EPS beat(12)5
Avg EPS beat(12)-2.12%
EPS beat(16)9
Avg EPS beat(16)2.55%
Revenue beat(2)0
Avg Revenue beat(2)-9.27%
Min Revenue beat(2)-13.89%
Max Revenue beat(2)-4.65%
Revenue beat(4)1
Avg Revenue beat(4)-3.9%
Min Revenue beat(4)-13.89%
Max Revenue beat(4)4.76%
Revenue beat(8)2
Avg Revenue beat(8)-2.81%
Revenue beat(12)2
Avg Revenue beat(12)-3.09%
Revenue beat(16)5
Avg Revenue beat(16)-1.35%
PT rev (1m)-1.82%
PT rev (3m)-9.5%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-14.29%
EPS NY rev (1m)0%
EPS NY rev (3m)0.64%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)-2.21%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.47 | ||
| Fwd PE | 5.98 | ||
| P/S | 0.88 | ||
| P/FCF | 4.26 | ||
| P/OCF | 4.17 | ||
| P/B | 2.05 | ||
| P/tB | N/A | ||
| EV/EBITDA | 8.12 |
EPS(TTM)0.89
EY13.38%
EPS(NY)1.11
Fwd EY16.73%
FCF(TTM)1.56
FCFY23.46%
OCF(TTM)1.6
OCFY24.01%
SpS7.6
BVpS3.25
TBVpS-6.73
PEG (NY)0.57
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.09% | ||
| ROE | 13.57% | ||
| ROCE | 10.44% | ||
| ROIC | 7.71% | ||
| ROICexc | 8.04% | ||
| ROICexgc | 49.45% | ||
| OM | 17.09% | ||
| PM (TTM) | 5.8% | ||
| GM | N/A | ||
| FCFM | 20.53% |
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%
ROICexcg growth 3Y-10.9%
ROICexcg 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 Turnover0.53
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.76 | ||
| Debt/FCF | 5.84 | ||
| Debt/EBITDA | 4.85 | ||
| Cap/Depr | 6.69% | ||
| Cap/Sales | 0.48% | ||
| Interest Coverage | 2.49 | ||
| Cash Conversion | 86.54% | ||
| Profit Quality | 354% | ||
| Current Ratio | 1.41 | ||
| Quick Ratio | 1.41 | ||
| Altman-Z | 0.61 |
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)-13.59%
EPS 3Y-16.54%
EPS 5Y-6.76%
EPS Q2Q%-16.67%
EPS Next Y13.13%
EPS Next 2Y9.38%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-0.9%
Revenue growth 3Y-2.86%
Revenue growth 5Y0.76%
Sales Q2Q%0.65%
Revenue Next Year-0.96%
Revenue Next 2Y1.11%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-16.83%
EBIT growth 3Y-4%
EBIT growth 5Y15.69%
EBIT Next Year33.7%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y14.01%
FCF growth 3Y-5.5%
FCF growth 5Y1.99%
OCF growth 1Y12.7%
OCF growth 3Y-7.86%
OCF growth 5Y-2.2%