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 an average financial health and profitability rating. FSZ may be a bit undervalued, certainly considering the very reasonable score on growth
1. Profitability
1.1 Basic Checks
In the past year FSZ was profitable.
FSZ had a positive operating cash flow in the past year.
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
The Return On Assets of FSZ (3.09%) is better than 66.27% of its industry peers.
With an excellent Return On Equity value of 13.57%, FSZ belongs to the best of the industry, outperforming 85.54% of the companies in the same industry.
FSZ's Return On Invested Capital of 7.71% is amongst the best of the industry. FSZ outperforms 80.72% 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 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
Compared to 1 year ago, FSZ has more shares outstanding
Compared to 5 years ago, FSZ has more shares outstanding
FSZ has a worse debt/assets ratio than last year.
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 in the better half of the industry: FSZ outperforms 62.65% 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 65.06% 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 of 2.76. This is comparable to the rest of the industry: FSZ outperforms 43.37% 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.
The Current ratio of FSZ (1.41) is better than 67.47% 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.
FSZ has a better Quick ratio (1.41) than 67.47% of its industry peers.
| 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%.
FSZ shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -6.76% yearly.
FSZ shows a decrease in Revenue. In the last year, the revenue decreased by -0.90%.
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
Based on estimates for the next years, FSZ will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.38% on average per year.
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
With a Price/Earnings ratio of 7.47, the valuation of FSZ can be described as very cheap.
Based on the Price/Earnings ratio, FSZ is valued a bit cheaper than 61.45% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 27.45. FSZ is valued rather cheaply when compared to this.
FSZ is valuated cheaply with a Price/Forward Earnings ratio of 5.98.
FSZ's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. FSZ is cheaper than 73.49% of the companies in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 21.90, FSZ is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.47 | ||
| Fwd PE | 5.98 |
4.2 Price Multiples
FSZ's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. FSZ is cheaper than 89.16% of the companies in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of FSZ indicates a rather cheap valuation: FSZ is cheaper than 96.39% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.26 | ||
| EV/EBITDA | 8.21 |
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 6.51%, FSZ is a good candidate for dividend investing.
FSZ's Dividend Yield is rather good when compared to the industry average which is at 4.61. FSZ pays more dividend than 90.36% of the companies in the same industry.
FSZ's Dividend Yield is rather good when compared to the S&P500 average which is at 2.42.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.51% |
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
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 (7/3/2025, 7:00:00 PM)
6.65
+0.16 (+2.47%)
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 | 8.21 |
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 | 0.62 |
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%