AD-UN — Alaris Equity Partners Income Trust

AD-UNAlaris Equity Partners Income Trust

TSX · CA · Financial Services · Asset Management · alarisequitypartners.com

23.30CADMkt Cap: 1.06B CADP/E: 11.31Last update: 2026-05-21

Alaris Equity Partners Income Trust is a private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. The fir…

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Indicators:|

Key Statistics

Company

Market Cap1.06B CAD

Enterprise Value1.32B CAD

Revenue (TTM)177.68M CAD

Gross Profit177.68M CAD

Net Income (TTM)90.81M CAD

Revenue/Share3.914 CAD

Last Price23.30 CAD

Fiscal Year EndDec 2025

MR QuarterMar 2026

Employees—

CountryCA

SectorFinancial Services

IndustryAsset Management

ISIN—

Valuation

P/E (Trailing)11.31

P/E (Forward)10.74

PEG—

EV/EBITDA8.90

EV/Revenue7.43

P/S5.97

P/B0.92

EPS (TTM)2.06

EPS (Forward)2.17

52W Range

23.1542% of range23.51

52W High23.51 CAD

52W Low23.15 CAD

Profitability

Gross Margin100.00%

Oper. Margin66.52%

EBITDA Margin83.55%

Profit Margin51.39%

ROE8.08%

ROA6.39%

Growth

Revenue Growth2.70%

Earnings Growth61.50%

Cash Flow & Leverage

Operating CF-124.71M CAD

CapEx (TTM)—

FCF Margin52.88%

FCF Yield8.85%

Net Debt259.21M CAD

Net Debt/EBITDA1.75

Balance Sheet

Debt/Equity0.23

Current Ratio0.43

Quick Ratio0.43

Book Value/Sh25.32 CAD

Cash/Share0.1260 CAD

Dividends

Fwd Div Rate1.420 CAD

Trail. Div Rate1.420 CAD

Div. Yield6.09%

5Y Avg Yield7.62%

Payout Ratio68.93%

Ex-Div DateMar 31, 2026

Pay DateApr 15, 2026

Analyst Consensus

Rating1.8 (Buy)

Target (Mean)27.19 CAD

Target Range24.00 CAD – 29.00 CAD

# Analysts8

Ownership

Shares Out.45.56M

Float43.78M

Insiders2.38%

Institutions5.78%

Short Interest

Short Ratio6.2d

Short % Out.0.92%

Shares Short456.07K

Short (prev mo.)539.45K

Technical

SMA 5021.78 (+7.0%)

SMA 20020.50 (+13.7%)

Beta1.41

S&P 52W Chg28.31%

Avg Vol (30d)97.44K

Avg Vol (10d)74.17K

Technical Indicators

RSI (14)—

MACD—

MACD Signal—

MACD Hist.—

BB Upper—

BB Middle—

BB Lower—

BB Width—

ATR (14)—

Vol Ratio (20d)—