AD.UN — Alaris Equity Partners Income Trust Share Price
0.000.00%
Last trade - 00:00- CA$873.60m
- CA$934.64m
- CA$154.99m
- 72
- 89
- 70
- 91
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 10.04 | ||
| PEG Ratio (f) | n/a | ||
| EPS Growth (f) | -37.95% | ||
| Dividend Yield (f) | 7.08% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 0.79 | ||
| Price to Tang. Book | 0.79 | ||
| Price to Free Cashflow | 15.48 | ||
| Price to Sales | 5.42 | ||
| EV to EBITDA | 6.97 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 11.35% | ||
| Return on Equity | 17.54% | ||
| Operating Margin | 82.95% | ||
Financial Summary
| Year End 31st Dec | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | CA$m | 68.08 | 210.86 | 198.08 | 241.25 | 154.99 | 159.22 | 183.48 | 6.08% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -32.19 | +145.17 | -11.77 | +5.35 | +60.03 | -59.71 | +14.01 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
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
- John Ripley NEC (63)
- Steven King PRE (51)
- Darren Driscoll CFO
- Curtis Krawetz SVP
- Amanda Frazer VPR
- Dan Maceachern VPR
- Elizabeth Mccarthy VPR
- Jordan Primeau VPR
- Shawn Ostrow VBD
- Devin Timberlake VBD
- Gregg Delcourt MDR
- Michael Ervin SEC
- Marla Evans DRC
- Robert Bertram IND (76)
- Mary Ritchie IND (65)
- E. Shier IND (63)
- Sophia Langlois TRT (51)
- Kim Proctor TRT
- 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
- Toronto Stock Exchange
- Shares in Issue
- 45,500,111
- Address
- Suite 250, 333 24th Avenue S.W., CALGARY, T2S 3E6
- Web
- https://www.alarisequitypartners.com/
- Phone
- Auditors
- KPMG LLP
Upcoming Events for AD.UN
Q2 2025 Alaris Equity Partners Income Trust Earnings Call
Q3 2025 Alaris Equity Partners Income Trust Earnings Release
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FAQ
What is the Alaris Equity Partners Income Trust share price?
As of Today at 19:10 UTC, shares in Alaris Equity Partners Income Trust are trading at CA$19.20. This share price information is delayed by 15 minutes.
How has the Alaris Equity Partners Income Trust share price performed this year?
Shares in Alaris Equity Partners Income Trust last closed at CA$19.20 and the price had moved by +20.3% over the past 365 days. In terms of relative price strength the Alaris Equity Partners Income Trust share price has underperformed the Toronto Stock Exchange 300 Composite Index by -1.85% over the past year.
What are the analyst and broker recommendations for Alaris Equity Partners Income Trust?
The overall consensus recommendation for Alaris Equity Partners Income Trust is Buy. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreWhat is the Alaris Equity Partners Income Trust dividend yield?
The Alaris Equity Partners Income Trust dividend yield is 7.08% based on the trailing twelve month period.
Does Alaris Equity Partners Income Trust pay a dividend?
Last year, Alaris Equity Partners Income Trust paid a total dividend of CA$1.36, and it currently has a trailing dividend yield of 7.08%.Looking ahead, the next dividend pay date is 2025-07-15.
When does Alaris Equity Partners Income Trust next pay dividends?
We do not have data on when Alaris Equity Partners Income Trust is to next pay dividends. The historic dividend yield on Alaris Equity Partners Income Trust shares is currently 7.08%.
How do I buy Alaris Equity Partners Income Trust shares?
To buy shares in Alaris Equity Partners Income Trust you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
What is the market cap of Alaris Equity Partners Income Trust?
As of the previous close price of CA$19.20, shares in Alaris Equity Partners Income Trust had a market capitalisation of CA$873.60m.
Where are Alaris Equity Partners Income Trust shares listed?
Here are the trading details for Alaris Equity Partners Income Trust:
- Country of listing: Canada
- Exchange: TOR
- Ticker Symbol: AD.UN
What kind of share is Alaris Equity Partners Income Trust?
Based on an overall assessment of its quality, value and momentum Alaris Equity Partners Income Trust is currently classified as a Super Stock. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Is there a Alaris Equity Partners Income Trust share price forecast for 2025?
The analyst consensus target price for shares in Alaris Equity Partners Income Trust is CA$25.05. That is 30.47% above the last closing price of CA$19.20.
Analysts covering Alaris Equity Partners Income Trust currently have a consensus Earnings Per Share (EPS) forecast of CA$1.79 for the next financial year.
Find out moreWhat is the trend in the Alaris Equity Partners Income Trust share price?
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Alaris Equity Partners Income Trust. Over the past six months, its share price has underperformed the Toronto Stock Exchange 300 Composite Index by -6.95%.
As of the last closing price of CA$19.20, shares in Alaris Equity Partners Income Trust were trading +1.28% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
What is the Alaris Equity Partners Income Trust PE Ratio?
The Alaris Equity Partners Income Trust PE ratio based on its reported earnings over the past 12 months is 10.04. The shares last closed at CA$19.20.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Who are the key directors of Alaris Equity Partners Income Trust?
Alaris Equity Partners Income Trust's management team is headed by:
- John Ripley - NEC
- Steven King - PRE
- Darren Driscoll - CFO
- Curtis Krawetz - SVP
- Amanda Frazer - VPR
- Dan Maceachern - VPR
- Elizabeth Mccarthy - VPR
- Jordan Primeau - VPR
- Shawn Ostrow - VBD
- Devin Timberlake - VBD
- Gregg Delcourt - MDR
- Michael Ervin - SEC
- Marla Evans - DRC
- Robert Bertram - IND
- Mary Ritchie - IND
- E. Shier - IND
- Sophia Langlois - TRT
- Kim Proctor - TRT