Alaris Equity Partners Income Trust…

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Alaris Equity Partners Income Trust (AD.UN.TO)

24.03

-0.33 (1.35%)

as of Aug 26, 2026, 8:00:01 pm Market Open.

166 watching

Investor Insights

Aug 27, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Alaris Equity Partners Income Trust (AD.UN-T) has garnered positive reviews from experts, highlighting its strong leadership under an 'Excellent CEO' and a focus on lending to private firms. Despite occasional challenges in its investments, the company has consistently achieved a high return on invested capital (ROIC). With a declining payout ratio of around 40-45% of cash flows, the company showcases a robust financial health. Furthermore, its shift towards smaller-cap companies appears to be yielding fruitful results. The stock is currently trading around its book value, with some experts suggesting it may be undervalued. It also offers a lucrative yield of 7%. Overall, it continues to be favored by analysts for its potential and track record in providing exposure to private equity.

Consensus

Positive

Valuation

Undervalued

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Carlyle, CG

BUY

Reasonable value, low volatility, not expensive at 10x earnings. Yield is 6.4%, payout ratio of 39%, not in the danger zone. Debt is reasonably high, which is a risk if there are problems. Looks fine today.

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BUY

Allan Tong’s Discover Picks When Covid hit two years ago, Alaris shares plunged from $22 to $8.25. Businesses like the gyms naturally impacted Alaris’ bottom line, but the on-off reopenings have gradually pushed shares higher. The company has beaten its last six quarters, but its most recent—Q4-2021 released on March 8—saw earnings come in at $0.93, blowing past the expected $0.41. Shares have recently soared from $17.81 to over $20. Read 4 Promising TSX Stocks for our full analysis.

BUY

Company preforming well and investing strongly into existing business. Is a long term owner of company stock. Payout ratio is sustainable. Diversified across variety of business models(fitness, cosmetic surgery etc.). Expecting stock price to go to $23.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O’Reilly We once again reiterate this private equity based income trust, who focuses on unique buyout and industry consolidation opportunities, as a TOP PICK. It generates about 85% of its cashflow from US operations (the rest in Canada), in a well diversified portfolio of assets. It trades at 6x earnings compared to peers at 24x and trades at 1.2x book value. It pays a good dividend, backed by a payout ratio under 45% of cash flow from operating activity. We recommend keeping the stop at $17.00, looking to achieve $24.00 -- upside potential over 19%. Yield 6.6% (Analysts’ price target is $23.61)

DON'T BUY

Prefers investment into direct operating companies. Attractive dividend yield. Recent investments have been troubled.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O’Reilly We once again reiterate this private equity based income trust as a TOP PICK. It generates about 85% of its cashflow from US operations (the rest in Canada), in a well diversified portfolio of assets. It trades at 6x earnings compared to peers at 24x and trades at just over 1.1x book value. It pays a growing dividend, backed by a payout ratio under 45% of cash flow from operating activity. We recommend trailing up the stop (from $15.50) to $17.00, looking to achieve $21.00 -- upside potential over 15%. Yield 7.2% (Analysts’ price target is $18.24)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is expanding its portfolio, which is overall positive. Good for income, but higher risk. It has cut dividends in past cycles. Royalty rates are high, which leads to higher dividends. Has grown over time and is good for higher risk income. Unlock Premium - Try 5i Free

BUY

The dividend is sustainable. Things are going much better than before; post-Covid there will be some upside to payout. Their balance sheet is in better shape than last year. He's owned this through thick and thin over the years. The PE remains reasonable, though ideally should be around 25x. They will be allowed to reopen their fitness operations. Their cosmetic surgery business is doing well. Payouts can rise in coming years. He remains positive about Alaris.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good choice for income. Cash flow is able to cover distributions. The distribution should also be increased. Debt looks manageable and is improving slightly. Risks are around concentration and investments not working out. Unlock Premium - Try 5i Free

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly We once again reiterate AD.UN as a TOP PICK. It generates about 85% of its cashflow from US operations (the rest in Canada), in a well diversified portfolio of assets. It trades at 6x earnings compared to peers at 8x and trades at just over 1.1x book value. It increased its dividend again in September (up 6%), creating a $1.32 annualized pay out, which is backed by a payout ratio under 60% of cash flow from operating activity. We continue to recommend a stop loss at $15.50, looking to achieve $22.75 -- upside potential over 21%. Yield 7.2% (Analysts’ price target is $22.71)

BUY

Still likes it. Things are finally coming together. Last year, put a record amount of capital to work. Payout ratio should decline, so potential for dividend increases. Companies they invest in are well diversified, from fitness to construction. Very well run. Yield is extremely attractive at just over 7%, but interest rates could cause choppiness.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly We reiterate AD.UN as a TOP PICK. It generates about 85% of its cashflow from US operations (the rest in Canada), in a well diversified portfolio of assets. It trades at 6x earnings compared to peers at 10x and trades at just over 1.1x book value. It increased its dividend in July, creating a $1.32 annualized pay out, which the company estimates will between 60-65% of cash flow. We would buy this with a stop loss at $15.50, looking to achieve $22 -- upside potential over 22%. Yield 7.01% (Analysts’ price target is $22.00)

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly AD.UN is a Calgary based investment trust that pays out about 70-80% of cash flow to investors. It generates about 85% of its cashflow from US operations. It trades at 8x earnings compared to peers at 23x and trades at 1.1x book value. Its payments to investors provides an excellent yield. We would buy this with a stop loss at $13.50, looking to achieve $20 -- upside potential over 13%. Yield 7.1% (Analysts’ price target is $19.75)

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The trust has made a $66M investment in Brown & Settle through an issue of shares at $16. It is a full service parcel site development contractor. AD has been very active this year, deploying more than $135M this year. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A relatively safe income play. Would prefer it to other peers in the space. Good for an RRSP account. Unlock Premium - Try 5i Free

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Alaris Equity Partners Income Trust (AD.UN.TO)