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Employees: 22
Size Alaris Equity Partners Income Trust Trust Units Reg S 3c7 (AD-UN.TO) is a Canada Financials company (Investment Managers) with a market value of $780M, the 282nd largest of 420 Canada companies the cockpit tracks. Shares closed at C$21.54 on 6 Nov 2026.
Performance Over six months the shares fell 4.7%, against -5.7% for the median peer and +5.2% for the Canada market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 4.0% over the last twelve months (peer median +5.8%); the operating margin is 62.1% (peer median 31.8%).
Valuation It trades at 10.9× forward earnings against a peer median of 7.9× (6th most expensive of 16).
Next results Next results expected around 11 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | C$267M | C$223M | C$276M | C$176M | C$228M |
| Revenue growth | — | -19% | +57% | -23% | — |
| Gross profit | C$237M | C$194M | C$254M | n/a | n/a |
| EBITDA | C$166M | C$237M | C$228M | C$205M | C$169M |
| Net income | C$75.8M | C$90.8M | C$234M | C$138M | C$131M |
| Free cash flow | -C$151M | -C$125M | C$59.4M | C$83.0M | C$152M |
| Capital expenditure | C$0 | C$0 | C$0 | C$0 | C$0 |
| Total debt | C$272M | C$264M | C$64.6M | C$403M | C$372M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AD-UN.TO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.5% | +4.7% | 4th lowest of 21 |
| 6-month return | -4.7% | -5.7% | 11th highest of 21 |
| Distance from 52-week high | -18.1% | -22.5% | 9th highest of 21 |
| Revenue growth (TTM) | +4.0% | +5.8% | 11th highest of 21 |
| Operating margin | 62.1% | 31.8% | 8th highest of 21 |
| Forward P/E | 10.9× | 7.9× | 6th most expensive of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Alaris Equity Partners Income Trust Trust Units Reg S 3c7 AD-UN.TO | Canada | $780M | -5% | +4% | 62% | 10.9× | n/a | n/a |
| Mutares SE & Co. KGaA MUX.DE | Germany | $769M | +2% | +17% | -10% | 2.3× | n/a | n/a |
| Clairvest CVG.TO | Canada | $808M | +15% | -94% | 1,366% | n/a | n/a | n/a |
| Kayne Anderson BDC KBDC | United States | $820M | -17% | -3% | 70% | 7.9× | n/a | n/a |
| Pollen Street POLN.L | United Kingdom | $741M | +11% | -5% | 68% | 11.4× | n/a | n/a |
| Hansa Investment HAN.L | United Kingdom | $830M | +12% | +27% | 418% | n/a | n/a | n/a |
| Virtus Investment Partners VRTS | United States | $843M | -12% | -5% | 15% | 6.0× | n/a | n/a |
| Centuria Capital CNI.AX | Australia | $848M | -25% | +3% | 56% | 9.4× | n/a | n/a |
| Compass Diversified CODI | United States | $851M | -9% | +8% | 5% | 18.5× | n/a | n/a |
| JAFCO 8595.T | Japan | $713M | -1% | -38% | 27% | 18.1× | n/a | n/a |
| Investment AB Oresund ORES.ST | Sweden | $712M | +8% | -8% | 741% | n/a | n/a | n/a |
| Navigator Global Investments NGI.AX | Australia | $858M | -21% | +2% | 11% | 7.8× | n/a | n/a |
| Abacus Global Management ABX | United States | $859M | -3% | +64% | 33% | 7.8× | n/a | n/a |
| Liberty Financial LFG.AX | Australia | $705M | +3% | -3% | 70% | 6.4× | n/a | n/a |
| Polar Capital POLR.L | United Kingdom | $872M | -8% | +19% | 29% | 7.1× | n/a | n/a |
| Generation Development GDG.AX | Australia | $897M | -23% | +66% | 104% | 27.4× | n/a | n/a |
| AGF Management AGF-B.TO | Canada | $662M | -13% | +12% | 31% | 6.9× | n/a | n/a |
| MA Financial MAF.AX | Australia | $661M | -23% | +42% | 33% | 10.7× | n/a | n/a |
| HashKey 3887.HK | Hong Kong | $660M | -56% | +34% | -130% | n/a | n/a | n/a |
| CFM Indosuez Wealth MLCFM.PA | France | $964M | +30% | -19% | 30% | n/a | n/a | n/a |
| XPS Pensions XPS.L | United Kingdom | $966M | +19% | +13% | 16% | 14.8× | n/a | n/a |