Alaris Equity Partners Income Trust (AD.UN) (AD.UN) Competitors

C$16.84
+0.51 (+3.12%)
(As of 05/10/2024 ET)

AD.UN vs. ZBK, AGF.B, HTA, GCG.A, VRE, PBY.UN, FIH.U, CWB.PD, DC.A, and PIC.A

Should you be buying Alaris Equity Partners Income Trust (AD.UN) stock or one of its competitors? The main competitors of Alaris Equity Partners Income Trust (AD.UN) include BMO Equal Weight US Banks Index ETF (ZBK), AGF Management (AGF.B), Harvest Tech Achievers Growth & Income ETF (HTA), Guardian Capital Group (GCG.A), Vanguard FTSE Canadian Capped REIT Index ETF (VRE), Canso Credit Trust - Canso Credit Income Fund (PBY.UN), Fairfax India (FIH.U), Canadian Western Bank (CWB.PD), Dundee (DC.A), and Premium Income (PIC.A). These companies are all part of the "finance" sector.

Alaris Equity Partners Income Trust (AD.UN) vs.

Alaris Equity Partners Income Trust (AD.UN) (TSE:AD.UN) and BMO Equal Weight US Banks Index ETF (TSE:ZBK) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, media sentiment, valuation, community ranking, institutional ownership, dividends, analyst recommendations, risk and earnings.

Alaris Equity Partners Income Trust (AD.UN) pays an annual dividend of C$1.36 per share and has a dividend yield of 8.1%. BMO Equal Weight US Banks Index ETF pays an annual dividend of C$0.68 per share and has a dividend yield of 2.3%. Alaris Equity Partners Income Trust (AD.UN) pays out 31.4% of its earnings in the form of a dividend.

Alaris Equity Partners Income Trust (AD.UN) has higher revenue and earnings than BMO Equal Weight US Banks Index ETF.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Alaris Equity Partners Income Trust (AD.UN)C$234.06M3.27C$206.67MC$4.333.89
BMO Equal Weight US Banks Index ETFN/AN/AN/AN/AN/A

6.1% of Alaris Equity Partners Income Trust (AD.UN) shares are held by institutional investors. 2.2% of Alaris Equity Partners Income Trust (AD.UN) shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Alaris Equity Partners Income Trust (AD.UN) presently has a consensus target price of C$20.70, indicating a potential upside of 22.92%. Given Alaris Equity Partners Income Trust (AD.UN)'s higher probable upside, equities research analysts clearly believe Alaris Equity Partners Income Trust (AD.UN) is more favorable than BMO Equal Weight US Banks Index ETF.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Alaris Equity Partners Income Trust (AD.UN)
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
BMO Equal Weight US Banks Index ETF
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

In the previous week, Alaris Equity Partners Income Trust (AD.UN) had 1 more articles in the media than BMO Equal Weight US Banks Index ETF. MarketBeat recorded 2 mentions for Alaris Equity Partners Income Trust (AD.UN) and 1 mentions for BMO Equal Weight US Banks Index ETF. Alaris Equity Partners Income Trust (AD.UN)'s average media sentiment score of 1.08 beat BMO Equal Weight US Banks Index ETF's score of 0.00 indicating that Alaris Equity Partners Income Trust (AD.UN) is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Alaris Equity Partners Income Trust (AD.UN)
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
BMO Equal Weight US Banks Index ETF
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Alaris Equity Partners Income Trust (AD.UN) received 428 more outperform votes than BMO Equal Weight US Banks Index ETF when rated by MarketBeat users. Likewise, 70.87% of users gave Alaris Equity Partners Income Trust (AD.UN) an outperform vote while only 66.67% of users gave BMO Equal Weight US Banks Index ETF an outperform vote.

CompanyUnderperformOutperform
Alaris Equity Partners Income Trust (AD.UN)Outperform Votes
450
70.87%
Underperform Votes
185
29.13%
BMO Equal Weight US Banks Index ETFOutperform Votes
22
66.67%
Underperform Votes
11
33.33%

Alaris Equity Partners Income Trust (AD.UN) has a net margin of 88.30% compared to BMO Equal Weight US Banks Index ETF's net margin of 0.00%. Alaris Equity Partners Income Trust (AD.UN)'s return on equity of 22.01% beat BMO Equal Weight US Banks Index ETF's return on equity.

Company Net Margins Return on Equity Return on Assets
Alaris Equity Partners Income Trust (AD.UN)88.30% 22.01% 10.99%
BMO Equal Weight US Banks Index ETF N/A N/A N/A

Summary

Alaris Equity Partners Income Trust (AD.UN) beats BMO Equal Weight US Banks Index ETF on 13 of the 14 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AD.UN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of TSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

AD.UN vs. The Competition

MetricAlaris Equity Partners Income Trust (AD.UN)Credit Services IndustryFinance SectorTSE Exchange
Market CapC$766.22MC$279.62MC$9.76BC$5.44B
Dividend Yield8.08%7.91%6.09%5.55%
P/E Ratio3.89301.3338.0921.47
Price / Sales3.27110.19102.231,785.84
Price / Cash28.2314.8328.3579.76
Price / Book0.782.463.073.22
Net IncomeC$206.67MC$22.83MC$1.01BC$293.62M
7 Day Performance6.05%1.99%1.06%1.39%
1 Month Performance4.01%6.48%2.61%0.92%
1 Year Performance4.53%9.77%19.78%23.67%

Alaris Equity Partners Income Trust (AD.UN) Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ZBK
BMO Equal Weight US Banks Index ETF
0 of 5 stars
C$29.68
+0.1%
N/A+49.1%C$718.35MN/A0.00N/ANews Coverage
AGF.B
AGF Management
2.8939 of 5 stars
C$8.20
+1.0%
C$10.75
+31.1%
+16.2%C$529.97MC$494.62M5.47652Positive News
HTA
Harvest Tech Achievers Growth & Income ETF
0 of 5 stars
C$17.67
+0.1%
N/A+30.7%C$481.54MN/A0.00333News Coverage
GCG.A
Guardian Capital Group
1.9197 of 5 stars
C$45.50
+4.0%
C$55.67
+22.3%
+5.4%C$1.02BC$241.18M11.40N/ANews Coverage
VRE
Vanguard FTSE Canadian Capped REIT Index ETF
0 of 5 stars
C$29.13
-0.7%
N/A-0.8%C$276.74MN/A0.002,018
PBY.UN
Canso Credit Trust - Canso Credit Income Fund
0 of 5 stars
C$14.95
+0.1%
N/A+4.6%C$196.44MN/A0.00N/ANews Coverage
FIH.U
Fairfax India
0 of 5 stars
C$14.19
-1.1%
N/A+11.3%C$1.50BC$600.57M5.2212News Coverage
CWB.PD
Canadian Western Bank
0 of 5 stars
C$25.63
+0.1%
N/A+8.0%C$2.28BC$1.08B6.762,289High Trading Volume
DC.A
Dundee
0 of 5 stars
C$1.30
-7.1%
N/A+3.1%C$111.11MC$8.31M-13.00N/AGap Down
PIC.A
Premium Income
0 of 5 stars
C$4.13
-2.1%
N/A-30.0%C$69.63MC$-29,090,000.00-1.29N/A

Related Companies and Tools

This page (TSE:AD.UN) was last updated on 5/12/2024 by MarketBeat.com Staff

From Our Partners