IAF-PB:CA:TSX-Industrial Alliance Insurance and Financial Services Inc Pref Series B (CAD)

COMMON STOCK | Insurance - Diversified |

Last Closing

CAD 22.09

Change

+0.18 (+0.82)%

Market Cap

CAD 5.79B

Volume

3.00K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
SLF-PK:CA Sun Life Financial Inc

-0.46 (-2.33%)

CAD 41.04B
SLF-PJ:CA Sun Life Financial Inc

-0.10 (-0.60%)

CAD 40.56B
SLF:CA Sun Life Financial Inc.

+0.15 (+0.23%)

CAD 39.41B
SLF-PG:CA Sun Life Non Cum Rat 8R Cl A P..

N/A

CAD 39.07B
SLF-PH:CA Sun Lif Non Cum Rst Cl A 10R P..

-0.46 (-2.48%)

CAD 37.11B
SLF-PE:CA Sun Life Financial Sr 5 Prf

+0.06 (+0.32%)

CAD 28.38B
SLF-PD:CA Sun Life Financial Sr 4 Prf

+0.20 (+1.08%)

CAD 28.27B
SLF-PC:CA Sun Life Financial Sr 3 Prf

+0.07 (+0.37%)

CAD 28.08B
IAG:CA iA Financial Corporation Inc

-0.68 (-0.79%)

CAD 8.74B

ETFs Containing IAF-PB:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.19% 70% C- 46% F
Dividend Return 1.37% 50% F 52% F
Total Return 6.56% 70% C- 48% F
Trailing 12 Months  
Capital Gain 6.46% 60% D- 48% F
Dividend Return 4.16% 40% F 65% D
Total Return 10.61% 60% D- 51% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -6.29% 10% F 11% F
Dividend Return -3.43% 10% F 15% F
Total Return 2.86% 10% F 69% C-
Risk Return Profile  
Volatility (Standard Deviation) 8.83% 90% A- 73% C
Risk Adjusted Return -38.80% 10% F 15% F
Market Capitalization 5.79B 10% F 86% B+

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.