Alaris Equity Partners Income Trust (AD-UN : TSX)
Common Stock
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AD-UN
Alaris Equity Partners Income Trust
WealthAwesomePerformance
1 Day
+0.97%
1 Week
-6.41%
1 Month
-7.88%
YTD
+5.07%
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Key Statistics
Market Cap
$1.10B
52W High
$25.87
52W Low
$17.64
P/E Ratio
14.60
50 Day MA
$23.41
200 Day MA
$23.13
Beta
1.42
Dividend Yield
7.01%
WA Score
How AD-UN stacks up against 947 Canadian stocks
67
out of 99
- Value81
Earnings yield 6.8% (P/E 14.6).
- Quality56
Return on equity 6.3%, profit margin 66.4%.
- Momentum42
5.1% this year, below its 200-day average, 50% of the way up its 52-week range.
- Analysts60
Average analyst target is 36.6% above the price.
- Insidersn/a
Not covered by our SEDI insider data yet.
Each factor is a percentile against Canadian common stocks worth $50M or more on the TSX and TSX Venture (90 = better than 90% of them). Built from exchange prices, company financials, analyst targets and SEDI insider filings. A data summary, not advice. How it works · Top-scoring stocks
Performance history
AD-UN returns since 2023
Alaris Equity Partners Income Trust has traded since Nov 2023 in our data, with 2 up years out of 2 full calendar years. Its deepest fall was −17.8% (Aug 2026 to Nov 2026).
1 year / yr
+11.1%
3 years / yr
+18.1%
5 years / yr
—
10 years / yr
—
Calendar-year returns
- 2023*+16.7%
- 2024+24.9%
- 2025+7.5%
- 2026*+5.3%
* Partial year (first year of data, or year to date).
$10,000 invested in AD-UN
- 1 year ago$11,113
- 2023 (start of our data)$16,494
- Best year
- 2024: +24.9%
- Worst year
- 2025: +7.5%
- All-time high in our data
- $26 on Aug 11, 2026 · now −16.3%
Total-return basis using adjusted daily closes from the Toronto Stock Exchange and TSX Venture (dividends and splits folded in), Nov 2023 to Nov 2026. Past returns do not predict future ones.
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Looking past AD-UN? Our 10 best Canadian stocks, in one list.
14.8% a year since 2017 against 9.7% for the S&P/TSX Composite (+5.0 points a year). Reviewed every month.
Technical Indicators
Price vs 50-Day SMA
Price vs 200-Day SMA
Recent Price History
| Date | Open | High | Low | Close | Adj Close | Volume |
|---|---|---|---|---|---|---|
| 11/10/2026 | $21.76 | $21.85 | $21.55 | $21.67 | $21.67 | 128,379 |
| 11/9/2026 | $21.76 | $21.89 | $21.54 | $21.75 | $21.75 | 169,357 |
| 11/6/2026 | $21.30 | $21.68 | $21.15 | $21.54 | $21.54 | 223,203 |
| 11/5/2026 | $22.10 | $22.10 | $21.26 | $21.28 | $21.28 | 286,653 |
| 11/4/2026 | $23.03 | $23.05 | $21.35 | $22.03 | $22.03 | 424,069 |
| 11/3/2026 | $23.01 | $23.28 | $23.01 | $23.17 | $23.17 | 52,207 |
| 11/2/2026 | $23.04 | $23.34 | $23.04 | $23.24 | $23.24 | 53,813 |
| 10/30/2026 | $23.03 | $23.14 | $22.96 | $23.08 | $23.08 | 109,641 |
| 10/29/2026 | $23.44 | $23.44 | $23.04 | $23.20 | $23.20 | 58,639 |
| 10/28/2026 | $23.31 | $23.33 | $23.15 | $23.26 | $23.26 | 31,360 |
Analyst Price Targets
Based on analyst covering AD-UN · as of Nov 11, 2026
Wall Street analysts forecast AD-UN stock price to rise 30.0% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$28.29
+30.0% Upside
Previously C$29.71 on Oct 26, 2026
Current Price
C$21.75
Last close
Targets are snapshotted when they change. Unchanged figures keep their original date. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on AD-UN's historical volatility
30-Day Vol
19.9%
Annualized
90-Day Vol
18.9%
Annualized
Trend (90d)
-50.0%
Annualized drift
90d Mean
C$18.13
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$20.42 | C$19.06 – C$21.87 |
| 60 trading days | C$19.24 | C$17.46 – C$21.20 |
| 90 trading days | C$18.13 | C$16.09 – C$20.41 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
About Alaris Equity Partners Income Trust
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, consulting services, consumer products and construction related services. The firm seeks to invest in companies raising capital for a partial liquidity, generational transfer, recapitalization, and growth and who do not want to give up control or chance the added risk that comes with high leverage levels. It prefers to invest in companies that are mostly individual or family controlled. The firm typically provides alternative financing for a diversified group of private businesses (Private Company Partners) in exchange for royalties or distributions from the Private Company Partners, with the principal objective of generating stable and predictable cash flows for dividend payments to its shareholders. It seeks to invest in the companies based in Canada, and The United States. It typically invests between $30 million and $150 million in companies with an enterprise values between $10 million and $400 million and EBITDA between $5 million and $50 million, historical EBITDA in excess of $10 million, and Low levels of debt and capital expenditure. The firm also makes small cap investments up to $20 million in private companies that have historical EBITDA in excess of $2 million. However, for larger companies, transactions can be structured to include additional investments. The firm seeks to invest in industries that do not experience large cyclical swings. It does not own any shares and does not require
Financials
- Revenue (TTM)
- $114.27M
- EBITDA
- $81.12M
- Profit Margin
- 66.38%
- ROE (TTM)
- 6.31%
- EPS (Diluted)
- 1.49
- Book Value
- 24.87
Classification
- Sector
- Financials
- Industry
- Capital Markets
- Group
- Financial Services
Recent Dividends
$0.3900CAD
Ex: Sep 29, 2026
Pay: Oct 15
$0.3800CAD
Ex: Jun 30, 2026
$0.3700CAD
Ex: Dec 31, 2025
Pay: Jan 15
$0.3400CAD
Ex: Sep 29, 2025
Pay: Oct 15
$0.3400CAD
Ex: Jun 30, 2025
Pay: Jul 15
$0.3400CAD
Ex: Mar 31, 2025
Pay: Apr 15
$0.3400CAD
Ex: Dec 31, 2024
Pay: Jan 15
$0.3400CAD
Ex: Sep 27, 2024
Pay: Oct 15
$0.3400CAD
Ex: Jun 28, 2024
Pay: Jul 15
$0.3400CAD
Ex: Mar 27, 2024
Pay: Apr 15
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