AD - Alaris Royalty Corp

Alaris Equity Partners (TSE:AD.UN)

Affiliate Disclosure

Alaris is a Canadian company providing preferred equity financing to private businesses across North America. The company uses a unique structure to service a niche in the private capital markets.

About 91% of Alaris’ investment is in U.S. based companies and the balance is in Canadian companies. Alaris focuses on diversified industries such as business, professional, information and healthcare services, distribution and logistics, industrials and consumer products.

Alaris chooses to partner with companies having steady cash flows, proven management teams and are not very capital intensive. Its interest in the partner companies could be in the form of a preferred partnership interest, equity interest, loan, or ownership of intellectual property. The company provides cash financing to partners in exchange for a predetermined distribution.

Alaris Equity Partners Stock Details

  • Ticker: tse:ad.un
  • Sector: Financial Services
  • Industry: Asset Management
  • Market Cap: 0.75B
  • Market Cap Group: Small Cap
  • P/E: 6.01
  • Dividend Yield: 8.30%

AD.UN Industry Competitors

The competitive landscape is important as they compete for the same business. Below is the list of competitors in the same industry. While not displayed, a number of metrics you can also use to evaluate your picks are the Chowder Score, the Relative Strength Index (RSI), the Graham Number, and the Piotroski F-Score.

Ticker Ticker Company Market Cap P/E Yield Aristocrat Graph SectorID IndustryID
BLK NYSE:BLK BlackRock 118.59 21.83 2.56 NO 1 7 17
BAM.A TSE:BAM.A Brookfield Asset Management 101.83 22.95 1.20 YES 1 7 17
BN TSE:BN Brookfield Corp 90.13 66.98 0.78 YES 1 7 17
BK NYSE:BK Bank of New York Mellon Corporation 41.93 13.88 3.04 NO 1 7 17
AMP NYSE:AMP Ameriprise Financial, Inc. 39.77 16.74 1.36 NO 1 7 17
TROW NASDAQ:TROW T. Rowe Price Group, Inc. 23.76 13.70 4.66 YES 1 7 17
BAM TSE:BAM Brookfield Asset Management 22.44 8.60 3.77 YES 1 7 17
BEN NYSE:BEN Franklin Resources, Inc. 14.27 14.30 4.58 YES 1 7 17
IGM TSE:IGM IGM Financial 8.63 9.09 6.21 NO 1 7 17
ONEX TSE:ONEX ONEX Corporation 7.93 10.41 0.39 NO 1 7 17
IVZ NYSE:IVZ Invesco Ltd. 7.15 0.00 5.03 NO 1 7 17
BIPC TSE:BIPC Brookfield Infrastructure Partners 6.44 4284.53 4.46 NO 1 7 17
CIX TSE:CIX CI Financial 2.46 52.33 5.08 NO 1 7 17
EIT.UN TSE:EIT.UN Canoe EIT Income Fund 2.32 7.93 9.21 NO 1 7 17
SII TSE:SII Sprott 1.31 24.87 2.66 NO 1 7 17
GCG TSE:GCG Guardian Capital Group 1.23 0.00 2.81 NO 1 7 17
AD.UN TSE:AD.UN Alaris Equity Partners 0.75 6.01 8.30 NO 1 7 17
FSZ TSE:FSZ Fiera Capital Corp 0.63 44.76 11.78 YES 1 7 17
AGF.B TSE:AGF.B AGF Management 0.50 5.87 5.74 NO 1 7 17
CLP.UN TSE:CLP.UN International Clean Power 0.10 15.46 8.25 NO 1 7 17
MID.UN TSE:MID.UN Mint Inc 0.08 10.67 7.69 NO 1 7 17
RBN.UN TSE:RBN.UN Blue Ribbon Income Fund 0.07 0.00 6.19 NO 1 7 17
BGI.UN TSE:BGI.UN Brookfield Glbl Infrstrctr Scrty Incm Fd 0.06 8.71 15.00 NO 1 7 17
MDS.UN TSE:MDS.UN Healthcare Special Opportunities Fund 0.02 0.00 1.90 NO 1 7 17
MMP.UN TSE:MMP.UN Precious Metals 0.02 0.00 7.69 NO 1 7 17
INC.UN TSE:INC.UN Income Financial 0.02 0.00 9.63 NO 1 7 17
BSO.UN TSE:BSO.UN Brookfield Select Opportunities 0.01 0.00 37.97 NO 1 7 17
CIQ.UN TSE:CIQ.UN Canadian High Income 0.01 0.00 7.25 NO 1 7 17

Alaris Equity Partners - FAQ

What is the stock ticker for Alaris Equity Partners?

The stock ticker for Alaris Equity Partners is TSE:ad.un.

Is Alaris Equity Partners a good stock to buy?

You need to consider your investment strategy and how TSE:ad.un can fit in your portfolio.

The current dividend income score of 6/10 and dividend growth score of 4/10. Those 2 metrics together should help you decide the fit for your portfolio. Be it for income or for growth.

Is Alaris Equity Partners a Buy, Sell or Hold?

The Dividend Snapshot Opportunity Score of 49 out of 100.

The score reflects the strength of a buy signal but it does not show a sell signal if it's low. The higher the better.

A sell signal is more difficult as it often relies on the reason you bought the stock in the first place.

How can I buy stocks for Alaris Equity Partners?

You can easily buy the AD.UN stock with an online trading platform.

Just make sure the stock fits your risk profile and investment goals.


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