iA Financial Corp., Inc. (IAG) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

Alaris Equity Partners Income Trust

IGM Financial, Inc.

AGF Management Ltd.

Brookfield Asset Management Ltd.

ONEX Corp.

Sprott, Inc.

iA Financial Corp., Inc.

Brookfield Corp.

Clairvest Group, Inc.

CI Financial Corp.

Fairfax India Holdings Corp.

Why is iA Financial Corp., Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 11.42%

Poor long term growth as Operating profit has grown by an annual rate of 0%

Flat results in Jun 25

OPERATING CASH FLOW(Y) Lowest at CAD 2,864 MM
NET SALES(9M) At CAD 7,953 MM has Grown at -27.23%

With ROE of 13.19%, it has a attractive valuation with a 1.78 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 39.33%, its profits have risen by 20.5% ; the PEG ratio of the company is 0.6

Majority shareholders : Mutual Funds

Consistent Returns over the last 3 years

Along with generating 39.33% 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 iA Financial Corp., Inc. 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 iA Financial Corp., Inc. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

iA Financial Corp., Inc.

24.25%

2.56

28.96%

S&P/TSX 60

19.1%

1.54

14.62%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

-3.35%

EBIT Growth (5y)

EBIT to Interest (avg)

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

20.77%

Dividend Payout Ratio

34.24%

Pledged Shares

Institutional Holding

0.17%

ROCE (avg)

ROE (avg)

11.42%

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

1.85

EV to EBIT

EV to EBITDA

26.14

EV to Capital Employed

1.94

EV to Sales

1.16

PEG Ratio

0.59

Dividend Yield

ROCE (Latest)

ROE (Latest)

13.19%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bullish

No Trend

OBV

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

9What is working for the Company

ROCE(HY)

Highest at 13.43%

DIVIDEND PER SHARE(HY)

Highest at CAD 0

RAW MATERIAL COST(Y)

Fallen by 0% (YoY

DEBT-EQUITY RATIO (HY)

Lowest at 1.61 %

OPERATING PROFIT MARGIN(Q)

Highest at 15.62 %

NET PROFIT(Q)

Highest at CAD 344.68 MM

EPS(Q)

Highest at CAD 3.41

-5What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at CAD 2,864 MM

NET SALES(9M)

At CAD 7,953 MM has Grown at -27.23%

Here's what is working for iA Financial Corp., Inc.

Dividend per share

Highest at CAD 0 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (CAD)

Operating Profit Margin

Highest at 15.62 %

in the last five periods

MOJO Watch

Company's profit margin has improved

Operating Profit to Sales

Net Profit

Highest at CAD 344.68 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (CAD MM)

EPS

Highest at CAD 3.41

in the last five periods

MOJO Watch

Increasing profitability; company has created higher earnings for shareholders

EPS (CAD)

Debt-Equity Ratio

Lowest at 1.61 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Raw Material Cost

Fallen by 0% (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

Here's what is not working for iA Financial Corp., Inc.

Operating Cash Flow

Lowest at CAD 2,864 MM and Fallen

In each year in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (CAD MM)

Net Sales

At CAD 7,953 MM has Grown at -27.23%

Year on Year (YoY)

MOJO Watch

Near term sales trend is negative

Net Sales (CAD MM)