FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
TSX:FSZ - Toronto Stock Exchange - CA31660A1030 - Common Stock - Currency: CAD
Taking everything into account, FSZ scores 5 out of 10 in our fundamental rating. FSZ was compared to 81 industry peers in the Capital Markets industry. There are concerns on the financial health of FSZ while its profitability can be described as average. FSZ scores decently on growth, while it is valued quite cheap. This could make an interesting combination.
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.
Of the past 5 years FSZ 4 years were profitable.
In the past 5 years FSZ always reported a positive cash flow from operatings.
1.2 Ratios
FSZ's Return On Assets of 3.09% is fine compared to the rest of the industry. FSZ outperforms 65.43% of its industry peers.
FSZ's Return On Equity of 13.57% is amongst the best of the industry. FSZ outperforms 86.42% of its industry peers.
FSZ has a Return On Invested Capital of 7.71%. This is amongst the best in the industry. FSZ outperforms 80.25% of its industry peers.
The Average Return On Invested Capital over the past 3 years for FSZ is in line with the industry average of 7.88%.
The last Return On Invested Capital (7.71%) for FSZ is above the 3 year average (7.63%), which is a sign of increasing profitability.
| 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
FSZ has a Profit Margin of 5.80%. This is in the better half of the industry: FSZ outperforms 62.96% of its industry peers.
In the last couple of years the Profit Margin of FSZ has declined.
FSZ has a Operating Margin (17.09%) which is comparable to the rest of the industry.
In the last couple of years the Operating Margin of FSZ has grown nicely.
| 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.
FSZ has more shares outstanding than it did 5 years ago.
The debt/assets ratio for FSZ is higher compared to a year ago.
2.2 Solvency
FSZ has an Altman-Z score of 0.62. 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 0.62. This is comparable to the rest of the industry: FSZ outperforms 59.26% of its industry peers.
FSZ has a debt to FCF ratio of 5.84. This is a neutral value as FSZ would need 5.84 years to pay back of all of its debts.
FSZ has a Debt to FCF ratio of 5.84. This is in the better half of the industry: FSZ outperforms 62.96% of its industry peers.
A Debt/Equity ratio of 2.76 is on the high side and indicates that FSZ has dependencies on debt financing.
FSZ's Debt to Equity ratio of 2.76 is on the low side compared to the rest of the industry. FSZ is outperformed by 60.49% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.76 | ||
| Debt/FCF | 5.84 | ||
| Altman-Z | 0.62 |
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.
FSZ's Current ratio of 1.41 is fine compared to the rest of the industry. FSZ outperforms 62.96% of its industry peers.
FSZ has a Quick Ratio of 1.41. This is a normal value and indicates that FSZ is financially healthy and should not expect problems in meeting its short term obligations.
The Quick ratio of FSZ (1.41) is better than 62.96% of its industry peers.
| 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%.
The Revenue has been growing slightly by 0.76% on average over the past years.
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
FSZ is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.38% yearly.
The Revenue is expected to grow by 2.04% on average over the next years.
EPS Next Y13.13%
EPS Next 2Y9.38%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year-2.83%
Revenue Next 2Y0.66%
Revenue Next 3Y2.04%
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 7.38, 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.
The average S&P500 Price/Earnings ratio is at 26.48. FSZ is valued rather cheaply when compared to this.
Based on the Price/Forward Earnings ratio of 5.90, the valuation of FSZ can be described as very cheap.
FSZ's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. FSZ is cheaper than 71.60% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 34.04. FSZ is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.38 | ||
| Fwd PE | 5.9 |
4.2 Price Multiples
FSZ's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. FSZ is cheaper than 90.12% of the companies in the same industry.
95.06% 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 | 4.16 | ||
| EV/EBITDA | 8.15 |
4.3 Compensation for Growth
FSZ's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
FSZ has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)0.56
PEG (5Y)N/A
EPS Next 2Y9.38%
EPS Next 3YN/A
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 6.53%, FSZ is a good candidate for dividend investing.
FSZ's Dividend Yield is rather good when compared to the industry average which is at 4.54. FSZ pays more dividend than 90.12% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.40, FSZ pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.53% |
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
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 (8/8/2025, 7:00:00 PM)
6.57
-0.05 (-0.76%)
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 Cap576.52M
Analysts50.91
Price Target7.29 (10.96%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.53% |
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)0%
PT rev (3m)-9.5%
EPS NQ rev (1m)-3.09%
EPS NQ rev (3m)-21.67%
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)-0.22%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-1.89%
Revenue NY rev (3m)-3.12%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.38 | ||
| Fwd PE | 5.9 | ||
| P/S | 0.85 | ||
| P/FCF | 4.16 | ||
| P/OCF | 4.07 | ||
| P/B | 2 | ||
| P/tB | N/A | ||
| EV/EBITDA | 8.15 |
EPS(TTM)0.89
EY13.55%
EPS(NY)1.11
Fwd EY16.94%
FCF(TTM)1.58
FCFY24.03%
OCF(TTM)1.62
OCFY24.59%
SpS7.69
BVpS3.29
TBVpS-6.81
PEG (NY)0.56
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 | 0.62 |
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-2.83%
Revenue Next 2Y0.66%
Revenue Next 3Y2.04%
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%