Fiera Capital Return On Equity vs. Revenue
| FSZ Stock | CAD 9.73 0.03 0.31% |
Return On Equity | First Reported 2010-12-31 | Previous Quarter 0.18117123 | Current Value 0.11 | Quarterly Volatility 0.06184969 |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.59 | 0.6573 |
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| Operating Profit Margin | 0.22 | 0.2066 |
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For Fiera Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fiera Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fiera Capital utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fiera Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fiera Capital over time as well as its relative position and ranking within its peers.
Fiera |
Fiera Capital Revenue vs. Return On Equity Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fiera Capital's current stock value. Our valuation model uses many indicators to compare Fiera Capital value to that of its competitors to determine the firm's financial worth. Fiera Capital is one of the top stocks in return on equity category among its peers. It also is rated as one of the top companies in revenue category among its peers totaling about 2,760,629,342 of Revenue per Return On Equity. At this time, Fiera Capital's Return On Equity is very stable compared to the past year. Comparative valuation analysis is a catch-all model that can be used if you cannot value Fiera Capital by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Fiera Capital's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Fiera Revenue vs. Return On Equity
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Fiera Capital |
| = | 0.24 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Fiera Capital |
| = | 675.53 M |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Fiera Revenue vs Competition
Fiera Capital is rated as one of the top companies in revenue category among its peers. Market size based on revenue of Financials industry is currently estimated at about 4.25 Billion. Fiera Capital retains roughly 675.53 Million in revenue claiming about 16% of equities under Financials industry.
Fiera Capital Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fiera Capital, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fiera Capital will eventually generate negative long term returns. The profitability progress is the general direction of Fiera Capital's change in net profit over the period of time. It can combine multiple indicators of Fiera Capital, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -22.7 M | -21.5 M | |
| Operating Income | 139.6 M | 146.5 M | |
| Income Before Tax | 85.9 M | 90.2 M | |
| Net Income | 58.5 M | 61.4 M | |
| Income Tax Expense | 19.6 M | 20.6 M | |
| Total Other Income Expense Net | -53.7 M | -56.3 M | |
| Net Income From Continuing Ops | 66.3 M | 69.6 M | |
| Net Income Applicable To Common Shares | 29.2 M | 19.6 M | |
| Interest Income | 25.8 M | 26.9 M | |
| Net Interest Income | -50.7 M | -48.1 M | |
| Change To Netincome | 83 M | 43.8 M | |
| Net Income Per Share | 0.56 | 0.30 | |
| Income Quality | 2.36 | 3.11 | |
| Net Income Per E B T | 0.68 | 0.97 |
Fiera Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fiera Capital. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Fiera Capital position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Fiera Capital's important profitability drivers and their relationship over time.
Use Fiera Capital in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Fiera Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Fiera Capital will appreciate offsetting losses from the drop in the long position's value.Fiera Capital Pair Trading
Fiera Capital Pair Trading Analysis
The ability to find closely correlated positions to Fiera Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fiera Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Fiera Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Fiera Capital to buy it.
The correlation of Fiera Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Fiera Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fiera Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Fiera Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Fiera Capital position
In addition to having Fiera Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Alternative Energy Thematic Idea Now
Alternative Energy
Large and mid-size companies, ETFs and funds that are either investing or directly involved in providing energy derived from sources not connected to fossil fuels, do not consume natural resources, and do not harm the environment. This includes wind power, nuclear and solar energy, biofuel, ethanol, hydrogen and others alternative sources of energy. The Alternative Energy theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Alternative Energy Theme or any other thematic opportunities.
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Other Information on Investing in Fiera Stock
To fully project Fiera Capital's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fiera Capital at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Fiera Capital's income statement, its balance sheet, and the statement of cash flows.