AGF Management Ltd. (AGF.B) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Sprott, Inc.

Alaris Equity Partners Income Trust

IGM Financial, Inc.

AGF Management Ltd.

ONEX Corp.

Brookfield Corp.

Clairvest Group, Inc.

iA Financial Corp., Inc.

Brookfield Asset Management Ltd.

CI Financial Corp.

Fairfax India Holdings Corp.

Why is AGF Management Ltd. ?

Strong Long Term Fundamental Strength with a -3.81% CAGR growth in Operating Profits

Flat results in Feb 26

DEBTORS TURNOVER RATIO(HY) Lowest at 20.65 times
PRE-TAX PROFIT(Q) Lowest at CAD 27.34 MM
NET PROFIT(Q) Lowest at CAD 20.41 MM

With ROE of 9.87%, it has a attractive valuation with a 1.01 Price to Book Value

The stock is trading at a fair value compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 63.23%, its profits have risen by 24.9% ; the PEG ratio of the company is 0.4

Consistent Returns over the last 3 years

Along with generating 63.23% returns in the last 1 year, the stock has outperformed S&P/TSX 60 in each of the last 3 annual periods

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to AGF Management Ltd. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is AGF Management Ltd. for you?

High Risk, High Return

Absolute

Risk Adjusted

Volatility

AGF Management Ltd.

-100.0%

10.76

33.18%

S&P/TSX 60

29.6%

2.31

12.81%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

5.53%

EBIT Growth (5y)

-3.81%

EBIT to Interest (avg)

29.62

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

0.45

Tax Ratio

23.32%

Dividend Payout Ratio

24.68%

Pledged Shares

Institutional Holding

0.38%

ROCE (avg)

12.51%

ROE (avg)

9.39%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.01

EV to EBIT

7.47

EV to EBITDA

7.03

EV to Capital Employed

1.02

EV to Sales

2.05

PEG Ratio

0.39

Dividend Yield

ROCE (Latest)

13.60%

ROE (Latest)

9.87%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

Bullish

No Signal

Bollinger Bands

Mildly Bearish

Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

No Trend

OBV

Mildly Bullish

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

2What is working for the Company

RAW MATERIAL COST(Y)

Fallen by -1.3% (YoY

NET SALES(Q)

Highest at CAD 150.64 MM

-6What is not working for the Company

DEBTORS TURNOVER RATIO(HY)

Lowest at 20.65 times

PRE-TAX PROFIT(Q)

Lowest at CAD 27.34 MM

NET PROFIT(Q)

Lowest at CAD 20.41 MM

EPS(Q)

Lowest at CAD 0.27

Here's what is working for AGF Management Ltd.

Net Sales

Highest at CAD 150.64 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (CAD MM)

Raw Material Cost

Fallen by -1.3% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Depreciation

Highest at CAD 2.46 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (CAD MM)

Here's what is not working for AGF Management Ltd.

Pre-Tax Profit

Lowest at CAD 27.34 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (CAD MM)

Pre-Tax Profit

At CAD 27.34 MM has Fallen at -32.7%

over average net sales of the previous four periods of CAD 40.63 MM

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (CAD MM)

Net Profit

Lowest at CAD 20.41 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (CAD MM)

Net Profit

At CAD 20.41 MM has Fallen at -36.57%

over average net sales of the previous four periods of CAD 32.17 MM

MOJO Watch

Near term Net Profit trend is negative

Net Profit (CAD MM)

EPS

Lowest at CAD 0.27

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (CAD)

Debtors Turnover Ratio

Lowest at 20.65 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio