Stock Research: CI Financial

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CI Financial

TSX:CIX CA1254911003
18
  • Value
    32
  • Growth
    37
  • Safety
    Safety
    76
  • Combined
    44
  • Sentiment
    24
  • 360° View
    360° View
    18
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Company Description

CI Financial Corp. is a global asset and wealth management company. It operates in wealth management, insurance, and other financial services. It operates in Canada, the United States, and Australia. In the last fiscal year, the company had a market cap of $3,331 million, profits of $1,707 million, and revenue of $2,067 million.

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Analysis

ANALYSIS: With an Obermatt 360° View of 18 (better than 18% compared with alternatives), overall professional sentiment and financial characteristics for the stock CI Financial are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with three out of four indicators below average for CI Financial. Only the consolidated Value Rank has an attractive rank of 76, which means that the share price of CI Financial is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means that the stock price is lower than for 76% of alternative stocks in the same industry. All other consolidated ranks are below average. The consolidated Growth Rank has a low rank of 37, which means that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth as well as stock returns. The consolidated Safety Rank has a riskier rank of 32, meaning the company has a riskier financing structure than 68% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. Finally, professionals are more pessimistic about the stock than for 76% of alternative investment opportunities, reflected in the consolidated Sentiment Rank of 24. ...read more

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Index
TSX Composite
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 21-Aug-2025.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Growth
Shows a company's growth potential.
High Growth Tough Times
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2024 2023 2022
Value
76 85 100 98
Growth
37 15 15 97
Safety
Safety
32 30 49 62
Sentiment
24 6 32 84
360° View
360° View
18 1 36 100
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Metrics Current 2024 2023 2022
Analyst Opinions
1 7 25 62
Opinions Change
50 50 72 83
Pro Holdings
n/a 16 55 98
Market Pulse
49 7 13 8
Sentiment
24 6 32 84
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Metrics Current 2024 2023 2022
Value
76 85 100 98
Growth
37 15 15 97
Safety Safety
32 30 49 62
Combined
44 27 47 100
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
93 95 100 93
Price vs. Earnings (P/E)
95 95 100 86
Price vs. Book (P/B)
24 32 67 44
Dividend Yield
69 60 92 89
Value
76 85 100 98
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Metrics Current 2024 2023 2022
Revenue Growth
43 10 26 83
Profit Growth
1 1 22 26
Capital Growth
36 18 49 100
Stock Returns
99 99 35 92
Growth
37 15 15 97
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Metrics Current 2024 2023 2022
Leverage
5 20 24 38
Refinancing
83 83 79 62
Liquidity
27 23 39 54
Safety Safety
32 30 49 62

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