Alaris Equity Partners Income Trust (AD.UN) Stock Overview
A private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 3/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 3/6 |
AD.UN Community Fair Values
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Analyst Price Targets
Alaris Equity Partners Income Trust Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CA$23.59 |
| 52 Week High | CA$24.01 |
| 52 Week Low | CA$17.80 |
| Beta | 1.43 |
| 1 Month Change | 3.15% |
| 3 Month Change | 14.02% |
| 1 Year Change | 25.75% |
| 3 Year Change | 54.79% |
| 5 Year Change | 41.85% |
| Change since IPO | 177.53% |
Recent News & Updates
AD.UN: Higher Payout And Buyback Will Support Future Cash Flow Stability
Analysts have nudged their price target on Alaris Equity Partners Income Trust higher, with recent CA$0.50 and CA$3 increases cited, alongside updated assumptions around discount rates, revenue growth, profit margins and forward P/E that support a revised fair value of CA$27.22. Analyst Commentary Bullish Takeaways Bullish analysts see recent price target moves, including CA$0.50 and CA$3 upward revisions, as support for a higher fair value framework around CA$27.22.AD.UN: Income Model And Completed Buyback Will Support Forward Portfolio Stability
Analysts have inched up their price target on Alaris Equity Partners Income Trust to CA$26.69 from CA$26.56, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent bullish research coverage. Analyst Commentary Bullish Takeaways Bullish analysts frame the updated target price of CA$26.69 as reflecting their view that current assumptions on revenue growth and profit margins still support the existing income oriented model.Recent updates
AD.UN: Higher Payout And Buyback Will Support Future Cash Flow Stability
Analysts have nudged their price target on Alaris Equity Partners Income Trust higher, with recent CA$0.50 and CA$3 increases cited, alongside updated assumptions around discount rates, revenue growth, profit margins and forward P/E that support a revised fair value of CA$27.22. Analyst Commentary Bullish Takeaways Bullish analysts see recent price target moves, including CA$0.50 and CA$3 upward revisions, as support for a higher fair value framework around CA$27.22.AD.UN: Income Model And Completed Buyback Will Support Forward Portfolio Stability
Analysts have inched up their price target on Alaris Equity Partners Income Trust to CA$26.69 from CA$26.56, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent bullish research coverage. Analyst Commentary Bullish Takeaways Bullish analysts frame the updated target price of CA$26.69 as reflecting their view that current assumptions on revenue growth and profit margins still support the existing income oriented model.AD.UN: Buyback Completion And Income Stability Will Support Future Returns
Analysts have nudged their price target on Alaris Equity Partners Income Trust slightly higher to CA$26.56 from CA$26.50, reflecting updated views on discount rates, revenue growth and future P/E following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the refreshed price target of CA$26.56 as consistent with their constructive view on Alaris Equity Partners Income Trust, suggesting the current valuation still leaves room for execution on the updated assumptions.AD.UN: Stable Assumptions And Buyback Will Support Future Income Profile
Narrative Update: Alaris Equity Partners Income Trust Analysts have trimmed their price target on Alaris Equity Partners Income Trust to CA$26.50 from about CA$26.71, citing a slightly lower implied future P/E multiple. Discount rate, revenue growth, and profit margin assumptions remain essentially unchanged, supported by a recently initiated bullish research stance on the name.AD.UN: Contracted Distributions And Recent Buyback Will Support Forward Return Potential
Analysts have inched their average price target for Alaris Equity Partners Income Trust up by about CA$0.14 to roughly CA$26.71, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions following recent bullish research coverage. Analyst Commentary Bullish Takeaways Bullish analysts link the higher average price target to updated P/E assumptions that they see as more aligned with the trust’s current mix of partner companies and income profile.AD.UN: Contracted Distributions And Diversified Cash Flows Will Support Forward Return Potential
Analysts kept their CA$26.57 price target for Alaris Equity Partners Income Trust intact, citing only minor adjustments to the discount rate, revenue growth, and profit margin assumptions as reasons for maintaining their view. Analyst Commentary Street research around Alaris Equity Partners Income Trust has centered on how its current valuation lines up with its income profile and the perceived reliability of its underlying earnings stream.AD.UN: Contracted Cash Flows And Distributions Will Drive Forward Return Potential
Analysts have nudged their average price target for Alaris Equity Partners Income Trust to about CA$26.57 from roughly CA$26.42, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E following recent bullish Street research. Analyst Commentary Recent bullish research on Alaris Equity Partners Income Trust has focused on how updated discount rate, revenue growth, margin, and P/E assumptions line up with the revised average price target around CA$26.57.AD.UN: Higher Distribution And Buybacks Will Support Forward Return Potential
Analysts have raised their price target on Alaris Equity Partners Income Trust to C$26.42 from C$24.95, citing updated assumptions regarding revenue growth, profit margins, and a lower assumed future P/E multiple. Recent Street research indicates a target of C$26.Alaris Equity Partners Income Trust (TSE:AD.UN) Will Pay A Larger Dividend Than Last Year At CA$0.37
Alaris Equity Partners Income Trust's ( TSE:AD.UN ) dividend will be increasing from last year's payment of the same...Alaris Equity Partners Income Trust (TSE:AD.UN) Is Due To Pay A Dividend Of CA$0.34
Alaris Equity Partners Income Trust's ( TSE:AD.UN ) investors are due to receive a payment of CA$0.34 per share on 15th...
Expansions By Sono Bello And Ohana May Influence Future Earnings, But Revenue Declines And Reporting Changes Pose Risks
Strategic expansion and new market growth are expected to drive future revenue and earnings for Alaris through investments and new service offerings.Alaris Equity Partners Income Trust (TSE:AD.UN) Has Announced A Dividend Of CA$0.34
The board of Alaris Equity Partners Income Trust ( TSE:AD.UN ) has announced that it will pay a dividend on the 15th of...Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Dividend Of CA$0.34
Alaris Equity Partners Income Trust ( TSE:AD.UN ) has announced that it will pay a dividend of CA$0.34 per share on the...Alaris Equity Partners Income Trust's (TSE:AD.UN) Dividend Will Be CA$0.34
The board of Alaris Equity Partners Income Trust ( TSE:AD.UN ) has announced that it will pay a dividend on the 15th of...Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Larger Dividend Than Last Year
Alaris Equity Partners Income Trust's ( TSE:AD.UN ) dividend will be increasing from last year's payment of the same...Alaris Equity Partners Income Trust (TSE:AD.UN) Has Announced That It Will Be Increasing Its Dividend To CA$0.34
The board of Alaris Equity Partners Income Trust ( TSE:AD.UN ) has announced that it will be paying its dividend of...Alaris Equity Partners Income Trust Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
As you might know, Alaris Equity Partners Income Trust ( TSE:AD.UN ) just kicked off its latest yearly results with...Shareholder Returns
| AD.UN | CA Capital Markets | CA Market | |
|---|---|---|---|
| 7D | -0.2% | -1.6% | -0.6% |
| 1Y | 25.7% | 2.6% | 30.5% |
Return vs Industry: AD.UN exceeded the Canadian Capital Markets industry which returned 2.4% over the past year.
Return vs Market: AD.UN underperformed the Canadian Market which returned 30.5% over the past year.
Price Volatility
| AD.UN volatility | |
|---|---|
| AD.UN Average Weekly Movement | 2.7% |
| Capital Markets Industry Average Movement | 6.9% |
| Market Average Movement | 10.1% |
| 10% most volatile stocks in CA Market | 17.8% |
| 10% least volatile stocks in CA Market | 3.8% |
Stable Share Price: AD.UN has not had significant price volatility in the past 3 months compared to the Canadian market.
Volatility Over Time: AD.UN's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2004 | 20 | Steve King | www.alarisequitypartners.com |
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 firm does not invest in turnarounds and start-ups. It prefers to invest in the companies based in all industries except for those with a declining asset base, such as oil and gas resource companies, or any industry that carry the risk of obsolescence such as high tech and focuses on business services, professional services, information services, healthcare services, distribution & logistics, industrials, consulting services, consumer products and construction related services.
Alaris Equity Partners Income Trust Fundamentals Summary
| AD.UN fundamental statistics | |
|---|---|
| Market cap | CA$1.07b |
| Earnings (TTM) | CA$108.25m |
| Revenue (TTM) | CA$177.68m |
Is AD.UN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AD.UN income statement (TTM) | |
|---|---|
| Revenue | CA$177.68m |
| Cost of Revenue | CA$0 |
| Gross Profit | CA$177.68m |
| Other Expenses | CA$69.43m |
| Earnings | CA$108.25m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.38 |
| Gross Margin | 100.00% |
| Net Profit Margin | 60.92% |
| Debt/Equity Ratio | 23.0% |
How did AD.UN perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/08 05:25 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Alaris Equity Partners Income Trust is covered by 16 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Trevor Reynolds | Acumen Capital Finance Partners Limited |
| Jeffrey Fenwick | ATB Cormark |
| Matthew Lee | Canaccord Genuity |