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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.

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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).

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CI Financial stock research in summary

cifinancial.com


CI Financial shares are less expensive than other comparable stocks. They are good value and are safely financed, but 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. BlackRock (XXL, US)  Asset Management & Custody
1. BlackRock (XXL, US)   Asset Management & Custody 35 75 93 93
2. Invesco (XL, US)  Asset Management & Custody
2. Invesco (XL, US)   Asset Management & Custody 99 13 79 84
3. Pershing Squares (XL, US)  Asset Management & Custody
3. Pershing Squares (XL, US)   Asset Management & Custody 89 9 84 76
4. Brookfield Corp (XXL, CA)  Asset Management & Custody
4. Brookfield Corp (XXL, CA)   Asset Management & Custody 27 81 58 68
5. Franklin Resources (XL, US)  Asset Management & Custody
5. Franklin Resources (XL, US)   Asset Management & Custody 100 1 72 67
6. The Carlyle Group (XL, US)  Asset Management & Custody
6. The Carlyle Group (XL, US)   Asset Management & Custody 59 83 18 51
7. BNY Mellon (XXL, US)  Asset Management & Custody
7. BNY Mellon (XXL, US)   Asset Management & Custody 37 51 53 41
8. Ameriprise Financial (XXL, US)  Asset Management & Custody
8. Ameriprise Financial (XXL, US)   Asset Management & Custody 31 45 73 41
9. T. Rowe Price (XL, US)  Asset Management & Custody
9. T. Rowe Price (XL, US)   Asset Management & Custody 75 29 30 23
10. Northern Trust (XL, US)  Asset Management & Custody
10. Northern Trust (XL, US)   Asset Management & Custody 49 29 33 17

November 21, 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 97 71 82 100
2. Linamar (XL, CA)  Auto Parts & Equipment
2. Linamar (XL, CA)   Auto Parts & Equipment 85 41 98 98
3. Suncor (XXL, CA)  Oil & Gas Integrated
3. Suncor (XXL, CA)   Oil & Gas Integrated 69 61 81 97
4. WSP Global (XL, CA)  Construction & Engineering
4. WSP Global (XL, CA)   Construction & Engineering 69 83 55 96
5. Russel Metals (XL, CA)  Trading & Distribution
5. Russel Metals (XL, CA)   Trading & Distribution 89 35 91 96
6. Fairfax (XXL, CA)  Property & Casualty Insurance
6. Fairfax (XXL, CA)   Property & Casualty Insurance 67 75 65 96
7. Restaurant Brands International (XL, CA)  Restaurants
7. Restaurant Brands International (XL, CA)   Restaurants 55 89 68 94
8. CCL (XL, CA)  Metal & Glass Containers
8. CCL (XL, CA)   Metal & Glass Containers 43 71 86 94
9. Barrick Gold (XL, CA)  Gold Production
9. Barrick Gold (XL, CA)   Gold Production 82 53 74 94
10. Canadian Tire (XXL, CA)  General Merchandise Stores
10. Canadian Tire (XXL, CA)   General Merchandise Stores 83 93 48 93

November 21, 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 47 97 85 100
2. StepStone Group (L, US)  Asset Management & Custody
2. StepStone Group (L, US)   Asset Management & Custody 9 100 96 96
3. IGM Financial (L, CA)  Asset Management & Custody
3. IGM Financial (L, CA)   Asset Management & Custody 93 57 55 93
4. SEI Investments (L, US)  Asset Management & Custody
4. SEI Investments (L, US)   Asset Management & Custody 41 59 94 89
5. Fairfax India Holdings (M, CA)  Asset Management & Custody
5. Fairfax India Holdings (M, CA)   Asset Management & Custody 33 85 78 85
6. Federated Investors (L, US)  Asset Management & Custody
6. Federated Investors (L, US)   Asset Management & Custody 79 21 86 77
7. Victory Capitals (L, US)  Asset Management & Custody
7. Victory Capitals (L, US)   Asset Management & Custody 61 77 28 64
8. Hamilton Lane Incorporated (M, US)  Asset Management & Custody
8. Hamilton Lane Incorporated (M, US)   Asset Management & Custody 3 85 76 55
9. AMG (L, US)  Asset Management & Custody
9. AMG (L, US)   Asset Management & Custody 69 7 73 49
10. Fiera Capital (M, CA)  Asset Management & Custody
10. Fiera Capital (M, CA)   Asset Management & Custody 95 15 37 44

November 21, 2024


Mid sized companies - similar region as CI Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Onex (L, CA)  Asset Management & Custody
1. Onex (L, CA)   Asset Management & Custody 47 97 85 100
2. Whitecap Resources (L, CA)  Oil & Gas Production
2. Whitecap Resources (L, CA)   Oil & Gas Production 93 89 65 100
3. Lassonde (L, CA)  Packaged Foods & Meats
3. Lassonde (L, CA)   Packaged Foods & Meats 89 97 84 100
4. Magellan Aerospace (M, CA)  Aerospace & Defense
4. Magellan Aerospace (M, CA)   Aerospace & Defense 95 73 98 100
5. Dundee Precious Metals (M, CA)  Gold Production
5. Dundee Precious Metals (M, CA)   Gold Production 82 69 94 100
6. Western Forest Products (L, CA)  Forest Products
6. Western Forest Products (L, CA)   Forest Products 65 83 69 99
7. Enghouse Systems (M, CA)  Application Software
7. Enghouse Systems (M, CA)   Application Software 94 34 98 98
8. Paramount (L, CA)  Oil & Gas Production
8. Paramount (L, CA)   Oil & Gas Production 71 87 86 98
9. Centerra (L, CA)  Gold Production
9. Centerra (L, CA)   Gold Production 94 41 92 96
10. Mullen (L, CA)  Trucking
10. Mullen (L, CA)   Trucking 99 55 81 96

November 21, 2024



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