Alaris Equity Partners Income Trust

Alaris Equity Partners Income Trustverified

AD-UN.TO

Price:

$17.59

Market Cap:

$800.31M

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, consumer products. The firm seeks to invest in companies raising capital fo...[Read more]

Industry

Asset Management - Income

IPO Date

2009-10-29

Stock Exchange

TSX

Ticker

AD-UN.TO

The ROE as of September 2024 (TTM) for Alaris Equity Partners Income Trust (AD-UN.TO) is 21.54%

According to Alaris Equity Partners Income Trust’s latest financial reports and current stock price. The company's current ROE is 21.54%. This represents a change of 299.00% compared to the average of 5.40% of the last 4 quarters.

Alaris Equity Partners Income Trust (AD-UN.TO) Historical ROE (quarterly & annually)

How has AD-UN.TO ROE performed in the past?

The mean historical ROE of Alaris Equity Partners Income Trust over the last ten years is 9.61%. The current 21.54% ROE has changed 124.16% with respect to the historical average. Over the past ten years (40 quarters), AD-UN.TO's ROE was at its highest in in the March 2024 quarter at 7.49%. The ROE was at its lowest in in the March 2020 quarter at -7.43%.

Quarterly (TTM)
Annual

Average

9.61%

Median

9.41%

Minimum

1.97%

Maximum

18.29%

Alaris Equity Partners Income Trust (AD-UN.TO) ROE by Quarter and Year

Discovering the peaks and valleys of Alaris Equity Partners Income Trust ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 445.21%

Maximum Annual ROE = 18.29%

Minimum Annual Increase = -80.67%

Minimum Annual ROE = 1.97%

Quarterly (TTM)
Annual
YearROEChange
202314.41%-0.95%
202214.55%-20.44%
202118.29%445.21%
20203.35%-44.09%
20196.00%-37.26%
20189.56%386.46%
20171.97%-80.67%
201610.17%18.95%
20158.55%-7.71%
20149.26%33.44%

Alaris Equity Partners Income Trust (AD-UN.TO) Average ROE

How has AD-UN.TO ROE performed in the past?

The current ROE of Alaris Equity Partners Income Trust (AD-UN.TO) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

15.75%

5-year avg

11.32%

10-year avg

9.61%

Alaris Equity Partners Income Trust (AD-UN.TO) ROE vs. Peers

How is AD-UN.TO’s ROE compared to its peers?

Alaris Equity Partners Income Trust’s ROE is less than Fiera Capital Corporation (20.25%), less than Slate Grocery REIT (4.75%), less than Diversified Royalty Corp. (11.99%), less than Timbercreek Financial Corp. (8.74%), less than Chemtrade Logistics Income Fund (19.03%),

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