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Alternative stocks to CI Financial (TSX:CIX)


These are the alternatives to CI Financial that fall within the same industry, Asset Management & Custody, or region, Canada.

How to read the ranks

For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:

Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).

(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.

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CI Financial stock research in summary

cifinancial.com


CI Financial shares are less expensive than other comparable stocks. While they are good value, they are riskily financed, and show below average growth. We recommend evaluating whether the future of the company CI Financial is really as difficult as the low price of the stock suggests. If you believe that the future of the company is market-typical or even better, then this could be an argument for a share purchase.


Latest Obermatt Ranks


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Country Canada
Industry Asset Management & Custody
Index
Size class Large

Large companies - similar industry as CI Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Stifel Financial (XL, US)  Investment Banking & Brokerage
1. Stifel Financial (XL, US)   Investment Banking & Brokerage 75 69 53 91
2. BlackRock (XXL, US)  Asset Management & Custody
2. BlackRock (XXL, US)   Asset Management & Custody 33 71 89 89
3. Brookfield Corp (XXL, CA)  Asset Management & Custody
3. Brookfield Corp (XXL, CA)   Asset Management & Custody 29 89 62 79
4. Invesco (XL, US)  Asset Management & Custody
4. Invesco (XL, US)   Asset Management & Custody 99 5 77 75
5. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
5. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 79 87 15 75
6. Pershing Squares (XL, US)  Asset Management & Custody
6. Pershing Squares (XL, US)   Asset Management & Custody 85 9 79 72
7. Franklin Resources (XL, US)  Asset Management & Custody
7. Franklin Resources (XL, US)   Asset Management & Custody 100 5 75 71
8. Interactive Brokers (XL, US)  Investment Banking & Brokerage
8. Interactive Brokers (XL, US)   Investment Banking & Brokerage 5 89 78 70
9. Morgan Stanley (XXL, US)  Investment Banking & Brokerage
9. Morgan Stanley (XXL, US)   Investment Banking & Brokerage 71 59 37 62
10. BNY Mellon (XL, US)  Asset Management & Custody
10. BNY Mellon (XL, US)   Asset Management & Custody 37 51 59 53

December 19, 2024

Why popular stocks have low ratings

It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.

Large companies - similar region as CI Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. ATCO (XL, CA)  Multi-Utilities
1. ATCO (XL, CA)   Multi-Utilities 95 79 81 100
2. Linamar (XL, CA)  Auto Parts & Equipment
2. Linamar (XL, CA)   Auto Parts & Equipment 85 45 98 100
3. Fortis (XL, CA)  Electric Utilities
3. Fortis (XL, CA)   Electric Utilities 75 69 82 98
4. West Fraser (XL, CA)  Forest Products
4. West Fraser (XL, CA)   Forest Products 69 100 67 98
5. Restaurant Brands International (XL, CA)  Restaurants
5. Restaurant Brands International (XL, CA)   Restaurants 57 89 66 96
6. Fairfax (XXL, CA)  Property & Casualty Insurance
6. Fairfax (XXL, CA)   Property & Casualty Insurance 67 77 65 96
7. Barrick Gold (XL, CA)  Gold Production
7. Barrick Gold (XL, CA)   Gold Production 84 59 76 96
8. Canadian Tire (XXL, CA)  General Merchandise Stores
8. Canadian Tire (XXL, CA)   General Merchandise Stores 89 91 52 95
9. Suncor (XXL, CA)  Oil & Gas Integrated
9. Suncor (XXL, CA)   Oil & Gas Integrated 73 55 83 95
10. Bank of Montreal (XXL, CA)  Diversified Banks
10. Bank of Montreal (XXL, CA)   Diversified Banks 83 69 49 94

December 19, 2024


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Mid sized companies - similar industry as CI Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Onex (L, CA)  Asset Management & Custody
1. Onex (L, CA)   Asset Management & Custody 45 97 88 100
2. StepStone Group (M, US)  Asset Management & Custody
2. StepStone Group (M, US)   Asset Management & Custody 11 100 96 96
3. IGM Financial (L, CA)  Asset Management & Custody
3. IGM Financial (L, CA)   Asset Management & Custody 93 47 56 89
4. SEI Investments (L, US)  Asset Management & Custody
4. SEI Investments (L, US)   Asset Management & Custody 29 67 91 82
5. Federated Investors (L, US)  Asset Management & Custody
5. Federated Investors (L, US)   Asset Management & Custody 81 25 84 82
6. Fairfax India Holdings (M, CA)  Asset Management & Custody
6. Fairfax India Holdings (M, CA)   Asset Management & Custody 33 87 72 81
7. Victory Capitals (L, US)  Asset Management & Custody
7. Victory Capitals (L, US)   Asset Management & Custody 61 81 18 56
8. Hamilton Lane Incorporated (M, US)  Asset Management & Custody
8. Hamilton Lane Incorporated (M, US)   Asset Management & Custody 5 83 75 56
9. Fiera Capital (M, CA)  Asset Management & Custody
9. Fiera Capital (M, CA)   Asset Management & Custody 97 23 41 54
10. AMG (L, US)  Asset Management & Custody
10. AMG (L, US)   Asset Management & Custody 65 5 67 40

December 19, 2024


Mid sized companies - similar region as CI Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Leon's Furniture (L, CA)  Homefurnishing Retail
1. Leon's Furniture (L, CA)   Homefurnishing Retail 85 75 77 100
2. Whitecap Resources (L, CA)  Oil & Gas Production
2. Whitecap Resources (L, CA)   Oil & Gas Production 94 82 63 100
3. Centerra (L, CA)  Gold Production
3. Centerra (L, CA)   Gold Production 96 53 92 100
4. Canaccord Genuity (L, CA)  Investment Banking & Brokerage
4. Canaccord Genuity (L, CA)   Investment Banking & Brokerage 97 61 77 100
5. Lassonde (L, CA)  Packaged Foods & Meats
5. Lassonde (L, CA)   Packaged Foods & Meats 85 97 84 100
6. Mullen (L, CA)  Trucking
6. Mullen (L, CA)   Trucking 96 74 79 100
7. Magellan Aerospace (M, CA)  Aerospace & Defense
7. Magellan Aerospace (M, CA)   Aerospace & Defense 99 73 98 100
8. Onex (L, CA)  Asset Management & Custody
8. Onex (L, CA)   Asset Management & Custody 45 97 88 100
9. Dundee Precious Metals (M, CA)  Gold Production
9. Dundee Precious Metals (M, CA)   Gold Production 80 67 94 100
10. Sundial Growers (M, CA)  Pharmaceuticals
10. Sundial Growers (M, CA)   Pharmaceuticals 58 79 72 98

December 19, 2024



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