Picture of Alaris Equity Partners Income Trust logo

AD.UN Alaris Equity Partners Income Trust Share Price

0.000.00%
ca flag iconLast trade - 00:00
FinancialsConservativeMid CapSuper Stock

Momentum

Relative Strength (%)
1m+1.3%
3m-7.47%
6m-7.47%
1yr-1.76%
Volume Change (%)
10d/3m+3.84%
Price vs... (%)
52w High-6.96%
50d MA+2.04%
200d MA+1.73%

Growth & Value

12m Forecast RollingIndustryMarket
PE Ratio (f)10.09
PEG Ratio (f)n/a
EPS Growth (f)-39.11%
Dividend Yield (f)7.07%
Valuation (ttm)IndustryMarket
Price to Book Value0.79
Price to Tang. Book0.79
Price to Free Cashflow15.51
Price to Sales5.44
EV to EBITDA6.98

Shareholder Activity

TypeBuy / Hold / Sell
Institutions
Directors
Community

Guru Screens

Quality

NameIndustryMarket
Return on Capital11.35%
Return on Equity17.54%
Operating Margin82.95%

Financial Summary

Year End 31st DecUnit202020212022202320242025E2026ECAGR / Avg
Total RevenueCA$m68.08210.86198.08241.25154.99159.22183.486.08%
Operating Profitm
Net Profitm
EPS Reported
Diluted Normalised EPS
EPS Growth%-32.19+145.17-11.77+5.35+60.03-59.71+14.01n/a
PE Ratiox
PEG
Profitability
Operating Margin%
ROA%
ROCE%
ROE%
Cashflow
Op. Cashflow ps
Capex ps
Free Cashflow ps
Dividends
Dividend ps
Dividend Growth%
Dividend Yield%
Dividend Coverx
Balance Sheet
Cash etcm
Working Capitalm
NFAm
Net Debtm
Book Valuem
Diluted Weighted Average Sharesm
Book Value ps

Health Trend(F-Score)

12345678910

Bankruptcy Score(Z-Score)

Distress
Cautious
Safe

Earnings Manipulation Risk(M-Score)

Other Ratios

Leverage (ttm)Total- Intang+ Pension
Gross Gearing
Net Gearing
Cash / Assets

Recent History

Latest interim period vs. prior periodIndustryMarket
Sales Growth
EPS Growth
3yr Compound Annual Growth RateIndustryMarket
Sales CAGR
EPS CAGR
DPS CAGR

Graphical History

Revenue
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Net Income
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Normalised EPS
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PE Ratio Range
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Dividend Yield Range
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Analyst Forecasts

Price target
( price)
31st Dec 202531st Dec 2026
Est. Long Term Growth Rate: Net Profit
()
EPS
()
DPS
()
Net Profit
()
EPS
()
DPS
()
Consensus Estimate
1m Change
3m Change

Analyst Consensus

Strong SellSellHoldBuyStrong Buy

EPS 2025 / 2026

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Profile Summary

Alaris Equity Partners Income Trust (the Trust) is a Canada-based open-ended trust. The primary objective of the Trust is to provide Unitholders with stable, predictable and growing quarterly cash distributions on a tax-efficient basis. The Trust, through its subsidiaries, invests in a diversified group of private businesses (Private Company Partners) primarily through structured equity. This strategy is enhanced by common equity positions, which allows it to generate returns in alignment with the founders of its Private Company Partners. The Trust’s wholly owned subsidiaries, through which it conducts its investment activities, including Alaris Equity Partners Inc., Alaris Equity Partners USA Inc., and Salaris USA Royalty Inc. Its subsidiaries invest in private companies, using primarily preferred equity, in addition to common equity, subordinated debt and promissory notes.

Directors

Last Annual
December 31st, 2024
Last Interim
March 31st, 2025
Incorporated
September 1st, 2020
Public Since
November 18th, 2008
No. of Employees
20
Sector
Investment Banking & Investment Services
Industry
Financials
Exchange
ca flag iconToronto Stock Exchange
Shares in Issue
45,500,111

AD.UN Share Price Performance

Upcoming Events for AD.UN

Dividend For AD_u.TO - 0.3400 CAD

Q2 2025 Alaris Equity Partners Income Trust Earnings Release

Q3 2025 Alaris Equity Partners Income Trust Earnings Release

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