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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.

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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.


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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 33 94 89
2. Stifel Financial (XL, US)  Investment Banking & Brokerage
2. Stifel Financial (XL, US)   Investment Banking & Brokerage 71 71 53 86
3. Invesco (XL, US)  Asset Management & Custody
3. Invesco (XL, US)   Asset Management & Custody 99 11 74 79
4. BNY Mellon (XL, US)  Asset Management & Custody
4. BNY Mellon (XL, US)   Asset Management & Custody 42 86 37 74
5. Interactive Brokers (XL, US)  Investment Banking & Brokerage
5. Interactive Brokers (XL, US)   Investment Banking & Brokerage 3 91 76 69
6. Franklin Resources (XL, US)  Asset Management & Custody
6. Franklin Resources (XL, US)   Asset Management & Custody 100 1 74 69
7. Pershing Squares (XL, US)  Asset Management & Custody
7. Pershing Squares (XL, US)   Asset Management & Custody 75 9 81 67
8. Brookfield Corp (XXL, CA)  Asset Management & Custody
8. Brookfield Corp (XXL, CA)   Asset Management & Custody 25 83 57 67
9. Goldman Sachs (XXL, US)  Investment Banking & Brokerage
9. Goldman Sachs (XXL, US)   Investment Banking & Brokerage 79 63 14 55
10. CME Group (XL, US)  Financial Exchanges & Data
10. CME Group (XL, US)   Financial Exchanges & Data 31 17 100 52

January 23, 2025

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 99 61 83 100
2. Linamar (XL, CA)  Auto Parts & Equipment
2. Linamar (XL, CA)   Auto Parts & Equipment 87 47 98 100
3. Fortis (XL, CA)  Electric Utilities
3. Fortis (XL, CA)   Electric Utilities 74 58 82 98
4. West Fraser (XL, CA)  Forest Products
4. West Fraser (XL, CA)   Forest Products 56 99 68 96
5. Fairfax (XXL, CA)  Property & Casualty Insurance
5. Fairfax (XXL, CA)   Property & Casualty Insurance 71 87 65 96
6. Barrick Gold (XL, CA)  Gold Production
6. Barrick Gold (XL, CA)   Gold Production 86 57 76 94
7. Imperial (XXL, CA)  Oil & Gas Integrated
7. Imperial (XXL, CA)   Oil & Gas Integrated 33 81 97 93
8. Manulife Financial (XXL, CA)  Life & Health Insurance
8. Manulife Financial (XXL, CA)   Life & Health Insurance 55 61 100 91
9. CCL (XL, CA)  Metal & Glass Containers
9. CCL (XL, CA)   Metal & Glass Containers 45 73 85 91
10. Restaurant Brands International (XL, CA)  Restaurants
10. Restaurant Brands International (XL, CA)   Restaurants 57 81 66 90

January 23, 2025


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Mid sized companies - similar industry as CI Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. State Street (L, US)  Asset Management & Custody
1. State Street (L, US)   Asset Management & Custody 82 82 76 98
2. Onex (L, CA)  Asset Management & Custody
2. Onex (L, CA)   Asset Management & Custody 45 91 91 97
3. IGM Financial (L, CA)  Asset Management & Custody
3. IGM Financial (L, CA)   Asset Management & Custody 93 61 56 93
4. StepStone Group (M, US)  Asset Management & Custody
4. StepStone Group (M, US)   Asset Management & Custody 13 99 96 93
5. Fairfax India Holdings (M, CA)  Asset Management & Custody
5. Fairfax India Holdings (M, CA)   Asset Management & Custody 27 95 74 84
6. SEI Investments (L, US)  Asset Management & Custody
6. SEI Investments (L, US)   Asset Management & Custody 31 65 91 82
7. Federated Investors (L, US)  Asset Management & Custody
7. Federated Investors (L, US)   Asset Management & Custody 85 7 88 76
8. Victory Capitals (L, US)  Asset Management & Custody
8. Victory Capitals (L, US)   Asset Management & Custody 61 79 19 58
9. Hamilton Lane Incorporated (M, US)  Asset Management & Custody
9. Hamilton Lane Incorporated (M, US)   Asset Management & Custody 7 69 76 49
10. Fiera Capital (M, CA)  Asset Management & Custody
10. Fiera Capital (M, CA)   Asset Management & Custody 95 13 38 43

January 23, 2025


Mid sized companies - similar region as CI Financial

Similar Stocks VALUEVVV GROWTHVV SAFETYVV COMBINED
1. Whitecap Resources (L, CA)  Oil & Gas Production
1. Whitecap Resources (L, CA)   Oil & Gas Production 96 70 63 100
2. Lassonde (L, CA)  Packaged Foods & Meats
2. Lassonde (L, CA)   Packaged Foods & Meats 84 99 82 100
3. Magellan Aerospace (M, CA)  Aerospace & Defense
3. Magellan Aerospace (M, CA)   Aerospace & Defense 99 77 98 100
4. Sundial Growers (M, CA)  Pharmaceuticals
4. Sundial Growers (M, CA)   Pharmaceuticals 56 83 73 100
5. Mullen (L, CA)  Trucking
5. Mullen (L, CA)   Trucking 96 78 79 100
6. The North West (L, CA)  Food Retail
6. The North West (L, CA)   Food Retail 71 77 81 98
7. Jamieson Wellness (M, CA)  Personal Products
7. Jamieson Wellness (M, CA)   Personal Products 84 71 53 98
8. Dundee Precious Metals (M, CA)  Gold Production
8. Dundee Precious Metals (M, CA)   Gold Production 78 69 96 98
9. Lightspeed Commerce (L, CA)  Application Software
9. Lightspeed Commerce (L, CA)   Application Software 73 86 71 98
10. Onex (L, CA)  Asset Management & Custody
10. Onex (L, CA)   Asset Management & Custody 45 91 91 97

January 23, 2025



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