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 83 industry peers in the Capital Markets industry. FSZ has only an average score on both its financial health and profitability. 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.
Each year in the past 5 years FSZ had a positive operating cash flow.
1.2 Ratios
FSZ has a better Return On Assets (3.09%) than 65.85% of its industry peers.
FSZ's Return On Equity of 13.57% is amongst the best of the industry. FSZ outperforms 85.37% of its industry peers.
FSZ's Return On Invested Capital of 7.71% is amongst the best of the industry. FSZ outperforms 80.49% of its industry peers.
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 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 better Profit Margin (5.80%) than 63.41% of its industry peers.
FSZ's Profit Margin has declined in the last couple of years.
FSZ has a Operating Margin of 17.09%. This is comparable to the rest of the industry: FSZ outperforms 43.90% of its industry peers.
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.
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 0.62, we must say that FSZ is in the distress zone and has some risk of bankruptcy.
FSZ's Altman-Z score of 0.62 is fine compared to the rest of the industry. FSZ outperforms 60.98% 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 63.41% 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 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 | 0.62 |
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.
With a decent Current ratio value of 1.41, FSZ is doing good in the industry, outperforming 64.63% of the companies in the same industry.
A Quick Ratio of 1.41 indicates that FSZ should not have too much problems paying its short term obligations.
With a decent Quick ratio value of 1.41, FSZ is doing good in the industry, outperforming 64.63% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.41 | ||
| Quick Ratio | 1.41 |
3. Growth
3.1 Past
FSZ shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -13.59%.
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.
The Revenue has decreased by -0.90% in the past year.
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)-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.
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
A Price/Earnings ratio of 7.51 indicates a rather cheap valuation of FSZ.
FSZ's Price/Earnings ratio is a bit cheaper when compared to the industry. FSZ is cheaper than 60.98% of the companies in the same industry.
FSZ is valuated cheaply when we compare the Price/Earnings ratio to 27.30, which is the current average of the S&P500 Index.
FSZ is valuated cheaply with a Price/Forward Earnings ratio of 6.00.
Based on the Price/Forward Earnings ratio, FSZ is valued a bit cheaper than the industry average as 71.95% of the companies are valued more expensively.
FSZ is valuated cheaply when we compare the Price/Forward Earnings ratio to 21.76, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.51 | ||
| Fwd PE | 6 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, FSZ is valued cheaper than 87.80% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, FSZ is valued cheaply inside the industry as 93.90% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.28 | ||
| EV/EBITDA | 8.22 |
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.
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 6.47%, FSZ is a good candidate for dividend investing.
FSZ's Dividend Yield is rather good when compared to the industry average which is at 5.39. FSZ pays more dividend than 90.24% of the companies in the same industry.
FSZ's Dividend Yield is rather good when compared to the S&P500 average which is at 2.35.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.47% |
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 233.03% of its income as dividend. This is not a sustainable payout ratio.
DP233.03%
EPS Next 2Y9.38%
EPS Next 3YN/A
TSX:FSZ (7/11/2025, 7:00:00 PM)
6.68
0 (0%)
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 Cap586.17M
Analysts50.91
Price Target6.89 (3.14%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.47% |
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)-7.62%
EPS NQ rev (3m)-20.82%
EPS NY rev (1m)0%
EPS NY rev (3m)0.64%
Revenue NQ rev (1m)1.33%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)0%
Revenue NY rev (3m)-2.21%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.51 | ||
| Fwd PE | 6 | ||
| P/S | 0.88 | ||
| P/FCF | 4.28 | ||
| P/OCF | 4.18 | ||
| P/B | 2.06 | ||
| P/tB | N/A | ||
| EV/EBITDA | 8.22 |
EPS(TTM)0.89
EY13.32%
EPS(NY)1.11
Fwd EY16.66%
FCF(TTM)1.56
FCFY23.35%
OCF(TTM)1.6
OCFY23.9%
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 | 0.62 |
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-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%