Values as of: 2025-04-08
ETF | Financial Services Equity |
Last Closing
CAD 10.56Change
-0.08 (-0.75)%Market Cap
CAD 0.10BVolume
0.02MVerdict
Verdict
Currency: CAD
Country : Canada
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| ZEB:CA | BMO S&P/TSX Equal Weight Banks |
-0.02 (-0.05%) |
CAD 4.06B |
| ZWB:CA | BMO Covered Call Canadian Bank.. |
-0.03 (-0.16%) |
CAD 3.02B |
| XFN:CA | iShares S&P/TSX Capped Financi.. |
-0.16 (-0.28%) |
CAD 1.70B |
| ZBK:CA | BMO Equal Weight US Banks Inde.. |
-0.65 (-2.12%) |
CAD 0.80B |
| FSF:CA | CI Global Financial Sector ETF |
-0.80 (-2.66%) |
CAD 0.46B |
| BANK:CA | Evolve Canadian Banks and Life.. |
-0.01 (-0.14%) |
CAD 0.40B |
| ZUB:CA | BMO Equal Weight US Banks Hedg.. |
-0.35 (-1.28%) |
CAD 0.39B |
| ZWK:CA | BMO Covered Call US Banks ETF |
-0.48 (-2.35%) |
CAD 0.32B |
| RBNK:CA | RBC Canadian Bank Yield Index .. |
-0.03 (-0.09%) |
CAD 0.25B |
| CEW:CA | iShares Equal Weight Banc & Li.. |
-0.15 (-0.76%) |
CAD 0.24B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| CES1:LSE | iShares MSCI EMU Small Ca.. | 0.00 % | 0.00 % |
+52.50 (+0.22%) |
N/A |
| Market Performance vs. Industry/Classification (Financial Services Equity) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | -20.90% | 10% | F | 14% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -20.90% | 5% | F | 14% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -13.37% | 5% | F | 21% | F | ||
| Dividend Return | 4.10% | 44% | F | 74% | C | ||
| Total Return | -9.27% | 5% | F | 22% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -10.66% | 20% | F | 21% | F | ||
| Dividend Return | 53.47% | 100% | F | 92% | A | ||
| Total Return | 42.81% | 30% | F | 44% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 2.42% | 10% | F | 42% | F | ||
| Dividend Return | 5.49% | 10% | F | 46% | F | ||
| Total Return | 3.06% | 39% | F | 74% | C | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 33.89% | 30% | F | 24% | F | ||
| Risk Adjusted Return | 16.20% | 10% | F | 30% | F | ||
| Market Capitalization | 0.10B | 37% | F | 35% | F | ||
| 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.
The stock is trading low compared to its peers on a price to earning 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.
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
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.
