FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
Canada - Toronto Stock Exchange - TSX:FSZ - CA31660A1030 - Common Stock
6.2 CAD
+0.05 (+0.81%)
FSZ gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 82 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 cheap, but on the other hand it scores bad on growth.
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 Return On Assets of 2.56%. This is in the better half of the industry: FSZ outperforms 62.20% of its industry peers.
FSZ's Return On Equity of 11.79% is fine compared to the rest of the industry. FSZ outperforms 70.73% of its industry peers.
FSZ has a better Return On Invested Capital (7.98%) than 79.27% 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 10.02%.
The last Return On Invested Capital (7.98%) for FSZ is above the 3 year average (7.63%), which is a sign of increasing profitability.
| 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
FSZ's Profit Margin of 4.66% is in line compared to the rest of the industry. FSZ outperforms 58.54% of its industry peers.
In the last couple of years the Profit Margin of FSZ has declined.
Looking at the Operating Margin, with a value of 17.03%, FSZ is doing worse than 65.85% 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.
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
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.
The Altman-Z score of FSZ (0.57) is comparable to the rest of the 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.
FSZ has a Debt to FCF ratio of 5.70. This is in the better half of the industry: FSZ outperforms 67.07% of its industry peers.
A Debt/Equity ratio of 2.88 is on the high side and indicates that FSZ has dependencies on debt financing.
FSZ has a Debt to Equity ratio of 2.88. This is comparable to the rest of the industry: FSZ outperforms 40.24% 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 60.98% of its industry peers.
A Quick Ratio of 1.30 indicates that FSZ should not have too much problems paying its short term obligations.
FSZ's Quick ratio of 1.30 is fine compared to the rest of the industry. FSZ outperforms 62.20% 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.
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 -3.88% 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)-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
Based on estimates for the next years, FSZ will show a small growth in Earnings Per Share. The EPS will grow by 5.72% on average per year.
The Revenue is expected to grow by 1.88% on average over the next years.
EPS Next Y2.52%
EPS Next 2Y4.42%
EPS Next 3Y5.72%
EPS Next 5YN/A
Revenue Next Year-4.48%
Revenue Next 2Y0.54%
Revenue Next 3Y1.88%
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
The Price/Earnings ratio is 7.05, which indicates a rather cheap valuation of FSZ.
Compared to the rest of the industry, the Price/Earnings ratio of FSZ indicates a somewhat cheap valuation: FSZ is cheaper than 62.20% of the companies listed in the same industry.
FSZ's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.59.
FSZ is valuated cheaply with a Price/Forward Earnings ratio of 6.11.
FSZ's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. FSZ is cheaper than 78.05% of the companies in the same industry.
FSZ's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 24.03.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.05 | ||
| Fwd PE | 6.11 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, FSZ is valued cheaper than 89.02% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, FSZ is valued cheaply inside the industry as 95.12% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.01 | ||
| EV/EBITDA | 7.72 |
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)2.8
PEG (5Y)N/A
EPS Next 2Y4.42%
EPS Next 3Y5.72%
5. Dividend
5.1 Amount
FSZ has a Yearly Dividend Yield of 7.09%, which is a nice return.
Compared to an average industry Dividend Yield of 1.78, FSZ pays a better dividend. On top of this FSZ pays more dividend than 91.46% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 1.88, FSZ pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.09% |
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
219.35% of the earnings are spent on dividend by FSZ. This is not a sustainable payout ratio.
DP219.35%
EPS Next 2Y4.42%
EPS Next 3Y5.72%
TSX:FSZ (12/24/2025, 7:00:00 PM)
6.2
+0.05 (+0.81%)
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 Cap540.70M
Revenue(TTM)669.17M
Net Income(TTM)31.19M
Analysts50.91
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.09% |
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)2.76%
PT rev (3m)2.76%
EPS NQ rev (1m)-1.83%
EPS NQ rev (3m)-7.76%
EPS NY rev (1m)0.16%
EPS NY rev (3m)1.78%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-4.27%
Revenue NY rev (1m)-1.07%
Revenue NY rev (3m)-0.63%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.05 | ||
| Fwd PE | 6.11 | ||
| P/S | 0.81 | ||
| P/FCF | 4.01 | ||
| P/OCF | 3.89 | ||
| P/B | 2.04 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.72 |
EPS(TTM)0.88
EY14.19%
EPS(NY)1.01
Fwd EY16.36%
FCF(TTM)1.55
FCFY24.94%
OCF(TTM)1.59
OCFY25.69%
SpS7.67
BVpS3.03
TBVpS-6.86
PEG (NY)2.8
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 Y2.52%
EPS Next 2Y4.42%
EPS Next 3Y5.72%
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-4.48%
Revenue Next 2Y0.54%
Revenue Next 3Y1.88%
Revenue Next 5YN/A
EBIT growth 1Y-20.28%
EBIT growth 3Y-4%
EBIT growth 5Y15.69%
EBIT Next Year35.29%
EBIT Next 3Y15.36%
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 7 / 10 to FIERA CAPITAL CORP (FSZ.CA). This can be considered as Undervalued.
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 7.05 and the Price/Book (PB) ratio is 2.04.
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.