FIERA CAPITAL CORP (FSZ.CA) Stock Fundamental Analysis
Canada - TSX:FSZ - CA31660A1030 - Common Stock
6.35 CAD
+0.01 (+0.16%)
Overall FSZ gets a fundamental rating of 5 out of 10. We evaluated FSZ against 78 industry peers in the Capital Markets industry. While FSZ is still in line with the averages on profitability rating, there are concerns on its financial health. FSZ has a bad growth rate and is valued cheaply.
1. Profitability
1.1 Basic Checks
FSZ had positive earnings in the past year.
FSZ had a positive operating cash flow in the past year.
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 better Return On Assets (3.15%) than 67.06% of its industry peers.
The Return On Equity of FSZ (14.22%) is better than 81.18% of its industry peers.
FSZ's Return On Invested Capital of 8.02% is fine compared to the rest of the industry. FSZ outperforms 78.82% of its industry peers.
The Average Return On Invested Capital over the past 3 years for FSZ is below the industry average of 10.39%.
The 3 year average ROIC (7.63%) for FSZ is below the current ROIC(8.02%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.15% | ||
| ROE | 14.22% | ||
| ROIC | 8.02% |
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 5.64%, FSZ is doing good in the industry, outperforming 63.53% of the companies in the same industry.
FSZ's Profit Margin has declined in the last couple of years.
With a Operating Margin value of 17.28%, FSZ perfoms like the industry average, outperforming 41.18% 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 | 17.28% | ||
| PM (TTM) | 5.64% | ||
| 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
FSZ has more shares outstanding than it did 5 years ago.
FSZ has a worse debt/assets ratio than last year.
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.
Looking at the Altman-Z score, with a value of 0.61, FSZ is in line with its industry, outperforming 56.47% of the companies in the same industry.
FSZ has a debt to FCF ratio of 6.26. This is a slightly negative value and a sign of low solvency as FSZ would need 6.26 years to pay back of all of its debts.
FSZ has a Debt to FCF ratio of 6.26. This is in the better half of the industry: FSZ outperforms 61.18% of its industry peers.
FSZ has a Debt/Equity ratio of 2.93. This is a high value indicating a heavy dependency on external financing.
FSZ has a worse Debt to Equity ratio (2.93) than 61.18% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.93 | ||
| Debt/FCF | 6.26 | ||
| Altman-Z | 0.61 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
FSZ has a Current Ratio of 1.44. This is a normal value and indicates that FSZ is financially healthy and should not expect problems in meeting its short term obligations.
Looking at the Current ratio, with a value of 1.44, FSZ is in the better half of the industry, outperforming 64.71% of the companies in the same industry.
A Quick Ratio of 1.44 indicates that FSZ should not have too much problems paying its short term obligations.
Looking at the Quick ratio, with a value of 1.44, FSZ is in the better half of the industry, outperforming 64.71% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.44 | ||
| Quick Ratio | 1.44 |
3. Growth
3.1 Past
The earnings per share for FSZ have decreased strongly by -11.76% in the last year.
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 -1.49%.
FSZ shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 0.76% yearly.
EPS 1Y (TTM)-11.76%
EPS 3Y-16.54%
EPS 5Y-6.76%
EPS Q2Q%4.35%
Revenue 1Y (TTM)-1.49%
Revenue growth 3Y-2.86%
Revenue growth 5Y0.76%
Sales Q2Q%0.4%
3.2 Future
FSZ is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 5.68% yearly.
Based on estimates for the next years, FSZ will show a small growth in Revenue. The Revenue will grow by 1.75% on average per year.
EPS Next Y2.36%
EPS Next 2Y4.21%
EPS Next 3Y5.68%
EPS Next 5YN/A
Revenue Next Year-3.44%
Revenue Next 2Y0.16%
Revenue Next 3Y1.75%
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.
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
With a Price/Earnings ratio of 7.06, the valuation of FSZ can be described as very cheap.
FSZ's Price/Earnings is on the same level as the industry average.
FSZ is valuated cheaply when we compare the Price/Earnings ratio to 25.89, which is the current average of the S&P500 Index.
With a Price/Forward Earnings ratio of 6.29, 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 72.94% of the companies in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 34.59, FSZ is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.06 | ||
| Fwd PE | 6.29 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, FSZ is valued cheaply inside the industry as 88.24% of the companies are valued more expensively.
95.29% 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 | 4.37 | ||
| EV/EBITDA | 7.93 |
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.
FSZ has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)2.99
PEG (5Y)N/A
EPS Next 2Y4.21%
EPS Next 3Y5.68%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 6.81%, FSZ is a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 5.09, FSZ pays a better dividend. On top of this FSZ pays more dividend than 91.76% of the companies listed in the same industry.
Compared to an average S&P500 Dividend Yield of 2.44, FSZ pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.81% |
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
210.39% of the earnings are spent on dividend by FSZ. This is not a sustainable payout ratio.
DP210.39%
EPS Next 2Y4.21%
EPS Next 3Y5.68%
TSX:FSZ (11/14/2025, 7:00:00 PM)
6.35
+0.01 (+0.16%)
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 Cap553.78M
Revenue(TTM)673.49M
Net Income(TTM)37.99M
Analysts50.91
Price Target7.4 (16.54%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.81% |
Yearly Dividend0.86
Dividend Growth(5Y)-0.28%
DP210.39%
Div Incr Years1
Div Non Decr Years4
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)6.72%
Min EPS beat(2)-12.96%
Max EPS beat(2)26.4%
EPS beat(4)2
Avg EPS beat(4)-3.83%
Min EPS beat(4)-44.8%
Max EPS beat(4)26.4%
EPS beat(8)5
Avg EPS beat(8)2.26%
EPS beat(12)5
Avg EPS beat(12)-0.85%
EPS beat(16)9
Avg EPS beat(16)3.13%
Revenue beat(2)0
Avg Revenue beat(2)-3.78%
Min Revenue beat(2)-4.65%
Max Revenue beat(2)-2.9%
Revenue beat(4)1
Avg Revenue beat(4)-4.17%
Min Revenue beat(4)-13.89%
Max Revenue beat(4)4.76%
Revenue beat(8)2
Avg Revenue beat(8)-2.75%
Revenue beat(12)2
Avg Revenue beat(12)-3.02%
Revenue beat(16)4
Avg Revenue beat(16)-1.54%
PT rev (1m)0%
PT rev (3m)1.4%
EPS NQ rev (1m)0%
EPS NQ rev (3m)3.57%
EPS NY rev (1m)0.53%
EPS NY rev (3m)-9.52%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.67%
Revenue NY rev (1m)0.45%
Revenue NY rev (3m)-0.63%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.06 | ||
| Fwd PE | 6.29 | ||
| P/S | 0.82 | ||
| P/FCF | 4.37 | ||
| P/OCF | 4.24 | ||
| P/B | 2.07 | ||
| P/tB | N/A | ||
| EV/EBITDA | 7.93 |
EPS(TTM)0.9
EY14.17%
EPS(NY)1.01
Fwd EY15.91%
FCF(TTM)1.45
FCFY22.88%
OCF(TTM)1.5
OCFY23.6%
SpS7.72
BVpS3.06
TBVpS-6.87
PEG (NY)2.99
PEG (5Y)N/A
Graham Number7.88
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.15% | ||
| ROE | 14.22% | ||
| ROCE | 10.86% | ||
| ROIC | 8.02% | ||
| ROICexc | 8.27% | ||
| ROICexgc | 49.64% | ||
| OM | 17.28% | ||
| PM (TTM) | 5.64% | ||
| GM | N/A | ||
| FCFM | 18.81% |
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-Score5
Asset Turnover0.56
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.93 | ||
| Debt/FCF | 6.26 | ||
| Debt/EBITDA | 4.75 | ||
| Cap/Depr | 8.24% | ||
| Cap/Sales | 0.59% | ||
| Interest Coverage | 2.44 | ||
| Cash Conversion | 79.43% | ||
| Profit Quality | 333.52% | ||
| Current Ratio | 1.44 | ||
| Quick Ratio | 1.44 | ||
| Altman-Z | 0.61 |
F-Score5
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)-11.76%
EPS 3Y-16.54%
EPS 5Y-6.76%
EPS Q2Q%4.35%
EPS Next Y2.36%
EPS Next 2Y4.21%
EPS Next 3Y5.68%
EPS Next 5YN/A
Revenue 1Y (TTM)-1.49%
Revenue growth 3Y-2.86%
Revenue growth 5Y0.76%
Sales Q2Q%0.4%
Revenue Next Year-3.44%
Revenue Next 2Y0.16%
Revenue Next 3Y1.75%
Revenue Next 5YN/A
EBIT growth 1Y-14.14%
EBIT growth 3Y-4%
EBIT growth 5Y15.69%
EBIT Next Year34.04%
EBIT Next 3Y13.42%
EBIT Next 5YN/A
FCF growth 1Y41.58%
FCF growth 3Y-5.5%
FCF growth 5Y1.99%
OCF growth 1Y40.37%
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 7.06 and the Price/Book (PB) ratio is 2.07.
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.