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Fiera Capital Corporation (FSZ.TO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Fiera Capital Corporation (FSZ.TO)

Equity · Currency in CAD · Last updated Nov 14, 2024

Company Info

ISINCA31660A1030
CUSIP31660A103
SectorFinancial Services
IndustryAsset Management

Highlights

Market CapCA$1.07B
EPS (TTM)CA$0.55
PE Ratio18.18
Total Revenue (TTM)CA$698.49M
Gross Profit (TTM)CA$489.62M
EBITDA (TTM)CA$141.84M
Year RangeCA$4.39 - CA$10.92
Target PriceCA$10.21
Short %5.08%
Short Ratio5.57

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Popular comparisons: FSZ.TO vs. FTN.TO, FSZ.TO vs. TF.TO, FSZ.TO vs. SPY, FSZ.TO vs. FIE.TO

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Fiera Capital Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

0.00%10.00%20.00%30.00%40.00%50.00%60.00%JuneJulyAugustSeptemberOctoberNovember
46.02%
16.13%
FSZ.TO (Fiera Capital Corporation)
Benchmark (^GSPC)

Returns By Period

Fiera Capital Corporation had a return of 77.43% year-to-date (YTD) and 104.99% in the last 12 months. Over the past 10 years, Fiera Capital Corporation had an annualized return of 5.12%, while the S&P 500 had an annualized return of 11.39%, indicating that Fiera Capital Corporation did not perform as well as the benchmark.

PeriodReturnBenchmark
Year-To-Date77.43%25.48%
1 month11.92%2.14%
6 months44.27%12.76%
1 year104.99%33.14%
5 years (annualized)7.34%13.96%
10 years (annualized)5.12%11.39%

Monthly Returns

The table below presents the monthly returns of FSZ.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
202410.18%23.40%2.35%-16.95%4.84%12.32%4.21%-5.07%9.40%17.55%77.43%
20238.18%-7.67%-8.51%-4.01%-11.75%1.57%1.24%-4.86%-6.65%-17.08%8.63%25.31%-20.20%
2022-4.29%3.89%2.18%-6.03%3.91%-6.53%-2.04%2.43%-4.82%-0.23%4.29%-1.70%-9.43%
20212.06%-1.83%-4.85%9.43%-2.03%3.82%1.84%-3.94%0.29%1.53%0.31%0.38%6.42%
20205.89%-12.82%-37.55%37.62%5.45%2.48%8.95%1.74%-1.16%-7.54%16.02%-0.56%0.20%
20196.55%1.00%3.13%1.23%-4.85%-3.18%-0.62%-8.20%2.18%1.94%8.58%4.65%11.77%
2018-0.46%-5.41%-10.21%4.83%7.13%-1.42%1.78%3.68%2.04%-0.72%-5.92%-1.48%-7.26%
20173.83%-2.71%8.10%3.34%-0.92%-1.36%4.73%3.35%-1.77%-2.63%-5.14%-1.22%6.99%
2016-6.17%2.82%24.83%-0.96%-0.78%-2.21%-0.62%1.26%-4.24%-1.39%7.84%-0.16%18.39%
2015-2.36%9.11%2.82%-0.44%0.19%-8.96%1.45%0.79%-4.87%-2.10%4.71%-6.05%-6.81%
2014-5.57%7.46%0.17%-0.77%-9.49%0.39%-4.69%9.46%-1.74%-0.69%3.62%-4.22%-7.39%
201310.07%9.76%11.92%-3.21%2.19%16.77%7.00%-4.66%-0.52%20.98%3.99%-1.18%97.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FSZ.TO is 92, placing it in the top 8% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of FSZ.TO is 9292
Combined Rank
The Sharpe Ratio Rank of FSZ.TO is 9797Sharpe Ratio Rank
The Sortino Ratio Rank of FSZ.TO is 9292Sortino Ratio Rank
The Omega Ratio Rank of FSZ.TO is 9494Omega Ratio Rank
The Calmar Ratio Rank of FSZ.TO is 8888Calmar Ratio Rank
The Martin Ratio Rank of FSZ.TO is 9090Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fiera Capital Corporation (FSZ.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

FSZ.TO
Sharpe ratio
The chart of Sharpe ratio for FSZ.TO, currently valued at 3.13, compared to the broader market-4.00-2.000.002.004.003.13
Sortino ratio
The chart of Sortino ratio for FSZ.TO, currently valued at 3.47, compared to the broader market-4.00-2.000.002.004.006.003.47
Omega ratio
The chart of Omega ratio for FSZ.TO, currently valued at 1.52, compared to the broader market0.501.001.502.001.52
Calmar ratio
The chart of Calmar ratio for FSZ.TO, currently valued at 2.07, compared to the broader market0.002.004.006.002.07
Martin ratio
The chart of Martin ratio for FSZ.TO, currently valued at 11.93, compared to the broader market0.0010.0020.0030.0011.93
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current Fiera Capital Corporation Sharpe ratio is 3.13. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fiera Capital Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
3.13
3.29
FSZ.TO (Fiera Capital Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Fiera Capital Corporation provided a 8.64% dividend yield over the last twelve months, with an annual payout of CA$0.86 per share. The company has been increasing its dividends for 14 consecutive years.

2.00%4.00%6.00%8.00%10.00%12.00%14.00%CA$0.00CA$0.20CA$0.40CA$0.60CA$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
DividendCA$0.86CA$0.86CA$0.86CA$0.85CA$0.84CA$0.84CA$0.78CA$0.70CA$0.62CA$0.54CA$0.46CA$0.38

Dividend yield

8.64%14.12%9.91%8.06%7.87%7.17%6.91%5.38%4.85%4.76%3.62%2.68%

Monthly Dividends

The table displays the monthly dividend distributions for Fiera Capital Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024CA$0.00CA$0.00CA$0.22CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.00CA$0.65
2023CA$0.00CA$0.00CA$0.22CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.00CA$0.86
2022CA$0.00CA$0.00CA$0.22CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.00CA$0.00CA$0.22CA$0.00CA$0.86
2021CA$0.00CA$0.00CA$0.21CA$0.00CA$0.21CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.22CA$0.00CA$0.85
2020CA$0.00CA$0.00CA$0.21CA$0.00CA$0.21CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.21CA$0.00CA$0.84
2019CA$0.00CA$0.00CA$0.00CA$0.21CA$0.21CA$0.00CA$0.00CA$0.21CA$0.00CA$0.00CA$0.21CA$0.00CA$0.84
2018CA$0.00CA$0.00CA$0.00CA$0.19CA$0.19CA$0.00CA$0.00CA$0.20CA$0.00CA$0.00CA$0.20CA$0.00CA$0.78
2017CA$0.00CA$0.00CA$0.17CA$0.00CA$0.17CA$0.00CA$0.00CA$0.18CA$0.00CA$0.00CA$0.18CA$0.00CA$0.70
2016CA$0.00CA$0.00CA$0.15CA$0.00CA$0.15CA$0.00CA$0.00CA$0.16CA$0.00CA$0.00CA$0.16CA$0.00CA$0.62
2015CA$0.00CA$0.00CA$0.13CA$0.00CA$0.13CA$0.00CA$0.00CA$0.14CA$0.00CA$0.00CA$0.14CA$0.00CA$0.54
2014CA$0.00CA$0.00CA$0.11CA$0.00CA$0.11CA$0.00CA$0.00CA$0.12CA$0.00CA$0.00CA$0.12CA$0.00CA$0.46
2013CA$0.09CA$0.00CA$0.09CA$0.00CA$0.00CA$0.10CA$0.00CA$0.00CA$0.10CA$0.00CA$0.38

Dividend Yield & Payout

Dividend Yield
5.0%10.0%15.0%8.6%
Fiera Capital Corporation has a dividend yield of 8.64%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%78.9%
Fiera Capital Corporation has a payout ratio of 78.90%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-8.72%
0
FSZ.TO (Fiera Capital Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fiera Capital Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fiera Capital Corporation was 87.32%, occurring on Oct 9, 2002. Recovery took 5433 trading sessions.

The current Fiera Capital Corporation drawdown is 8.72%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.32%Sep 24, 19971246Oct 9, 20025433Oct 30, 20246679
-27.27%Jun 21, 199045Oct 17, 199062Mar 18, 1991107
-21.51%Jan 27, 1992251May 10, 199397Oct 22, 1993348
-16.67%Feb 21, 19977Mar 4, 199746May 23, 199753
-12.94%Jul 23, 199133Oct 9, 199136Dec 31, 199169

Volatility

Volatility Chart

The current Fiera Capital Corporation volatility is 17.67%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
17.67%
4.13%
FSZ.TO (Fiera Capital Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Fiera Capital Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Annual
Quarterly
0.0

Valuation

The Valuation section provides an assessment of the market value of Fiera Capital Corporation compared to its peers in the Asset Management industry.

PE Ratio
100.0200.0300.0400.0500.018.2
The chart displays the price to earnings (P/E) ratio for FSZ.TO in comparison to other companies of the Asset Management industry. Currently, FSZ.TO has a PE value of 18.2. This PE ratio falls in the average range for the industry.
PEG Ratio
-4.0-2.00.02.04.00.0
The chart displays the price to earnings to growth (PEG) ratio for FSZ.TO in comparison to other companies of the Asset Management industry. Currently, FSZ.TO has a PEG value of 0.0. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Fiera Capital Corporation.

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Income Statement

Income Statement
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Values in undefined except per share items