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Overview
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CI Financial stock

CIX.TO
CA1254911003
A0RENJ

Price

18.93
Today +/-
+0.25
Today %
+2.03 %
P

CI Financial stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the CI Financial stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the CI Financial stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the CI Financial stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze CI Financial's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

CI Financial Stock Price History

DateCI Financial Price
10/3/202418.93 undefined
10/2/202418.55 undefined
10/1/202418.50 undefined
9/30/202418.39 undefined
9/27/202418.41 undefined
9/26/202418.38 undefined
9/25/202418.26 undefined
9/24/202418.37 undefined
9/23/202418.25 undefined
9/20/202418.27 undefined
9/19/202418.17 undefined
9/18/202417.65 undefined
9/17/202417.66 undefined
9/16/202417.56 undefined
9/13/202417.40 undefined
9/12/202417.63 undefined
9/11/202417.54 undefined
9/10/202417.41 undefined
9/9/202417.22 undefined
9/6/202417.15 undefined
9/5/202417.32 undefined

CI Financial Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into CI Financial, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by CI Financial from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects CI Financial’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of CI Financial. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into CI Financial’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing CI Financial’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on CI Financial’s growth potential.

CI Financial Revenue, EBIT and net profit per share

DateCI Financial RevenueCI Financial EBITCI Financial Net Income
2029e3.29 B undefined0 undefined675.14 M undefined
2028e3.09 B undefined669.9 M undefined615.67 M undefined
2027e2.79 B undefined413.01 M undefined566.74 M undefined
2026e2.88 B undefined608.02 M undefined695.03 M undefined
2025e3.19 B undefined771.64 M undefined585.82 M undefined
2024e3.15 B undefined538.33 M undefined524.84 M undefined
20232.63 B undefined511.35 M undefined5.02 M undefined
20222.43 B undefined789.59 M undefined299.76 M undefined
20212.17 B undefined755.3 M undefined409.33 M undefined
20202.05 B undefined770.7 M undefined476 M undefined
20192.12 B undefined783.5 M undefined538.4 M undefined
20182.24 B undefined886.4 M undefined617.5 M undefined
20172.11 B undefined832.7 M undefined549.1 M undefined
20161.95 B undefined706 M undefined503 M undefined
20152 B undefined771.6 M undefined553.5 M undefined
20141.88 B undefined735.9 M undefined525 M undefined
20131.62 B undefined601.5 M undefined426.4 M undefined
20121.46 B undefined528.7 M undefined352.2 M undefined
20111.5 B undefined548.6 M undefined376.9 M undefined
20101.38 B undefined492.6 M undefined328.6 M undefined
20091.22 B undefined368 M undefined244.8 M undefined
20081.37 B undefined502.2 M undefined445.4 M undefined
20071.65 B undefined600.9 M undefined625.1 M undefined
2006805 M undefined337.2 M undefined354.7 M undefined
20051.32 B undefined488.6 M undefined309 M undefined
20041.2 B undefined460.9 M undefined284.7 M undefined

CI Financial Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)EBIT (M)EBIT MARGIN (%)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
199219931994199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e2027e2028e2029e
0.020.070.110.120.150.180.20.450.620.450.580.841.21.320.811.651.371.221.381.51.461.621.8821.952.112.242.122.052.172.432.633.153.192.882.793.093.29
-257.8958.8211.1120.8324.8312.71122.5535.46-26.9928.2946.5341.5910.71-39.15105.47-17.41-10.8313.228.48-2.6110.9116.036.51-2.458.375.92-5.10-3.495.9111.858.2919.721.40-9.85-2.9610.576.48
84.2188.2489.8190.0091.0390.6191.1893.6193.1791.0991.15----------93.6393.9794.0493.4393.2393.0290.2987.6581.7083.2683.21------
0.020.060.10.110.130.160.190.430.570.410.5300000000001.511.761.881.821.972.081.921.81.772.022.19000000
1719191716216161-311294054604883376005023684925485286017357717068328867837707557895115387716084136690
5.2610.2917.5915.8311.728.8410.2913.449.92-6.9022.4047.9938.4936.8941.8636.2836.7530.2135.6836.6336.2437.1939.2038.6136.2439.4139.6236.9037.6034.8132.5219.4517.1124.1821.1514.8021.69-
041010988-211-61712212843093546254452443283763524265255535035496175384764092995524585695566615675
--150.00--10.00-11.11--125.00-650.00-654.55-216.39211.2728.518.8014.5676.55-28.80-45.1734.4314.63-6.3821.0223.245.33-9.049.1512.39-12.80-11.52-14.08-26.89-98.3310,380.0011.6418.80-18.568.669.76
--------------------------------------
--------------------------------------
106.4107.1131.9131.8131.1147.5145.8209190.2176228.4268.1293.3285.9283.2283.3280.5293.6290.4288.2284284.9284.6279.4271.2264.6259.6235.2215.6202.47189.76171.5000000
--------------------------------------
Details

Keystats

ⓘ

Revenue and Growth

The CI Financial Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the CI Financial is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (B)CURRENT ASSETS (B)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (B)GOODWILL (B)OTHER NON-CURRENT ASSETS (B)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (B)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (B)PROVISIONS (M)OTHER SHORT-TERM LIAB. (B)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
19981999200020012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
                                                   
20.99.65.945.552.653.9105.5125.836.8149.245.978.6249.8164.690.3193.2135135.3202.9325.5305.3256.8617362.55194.07179.81
5.916.4171741.193.694.291.985.6211.6127.492.795.170.270.682.198.9122.5148.2236.4156.8170.2240.8272.96298.78388.03
1.50006.16.91.91.302.400000000008.925.87.73.6133.9933.91
00000000000000000000000000
00000.010.120.110.110.090.440.560.130.110.130.130.130.130.160.190.330.370.370.971.21.311.07
0.030.030.020.060.110.270.310.330.210.80.740.30.450.360.290.410.360.420.540.890.840.821.841.841.831.68
6.58.54.12.64.726.121.334.432.734.92118.237.949.646.942.73833.234.743.24590.897.6195.2195.01314.84
000000000000000000000064.248.5632.9531.51
000000000000000000000036.536.4241.7341.04
0.130.3100000000001.081.081.091.051.051.131.221.851.851.862.242.933.163.21
00.180.100.330.920.950.950.951.131.051.051.121.121.121.141.141.161.191.521.521.532.053.264.074.37
0.010.010.330.230.581.281.381.511.541.661.811.640.510.470.430.450.420.550.480.040.040.070.030.360.380.34
0.150.510.430.230.922.222.352.492.532.832.882.712.752.732.682.692.652.882.923.463.463.554.526.827.878.31
0.180.530.460.291.032.492.662.822.743.633.613.013.213.082.973.093.023.33.464.354.294.376.368.669.719.98
                                                   
0.130.310.310.290.941.741.691.691.651.791.992.011.981.961.961.991.971.961.892.362.131.941.871.811.711.44
00000000039.347.611.421.820.114.58.410.413.618.122.125.323.422.828.3730.2434.83
-3.7-15-45.7-236.7-305.9-207.1-217.9-140.1-281.3-378-431.2-409.1-440.4-362.4-303.1-183.3-84.7-86.8-166.9-493.5-720.6-474-287.6-226.72-160.57-454.44
0000000000.8-0.6-0.30.1-1.80.26.78.36.79.114.30.30.3-20.7-23.2933.2210.68
00000000000000000000000000
0.130.290.260.060.631.531.471.551.371.451.61.611.571.621.681.821.91.891.751.91.431.491.581.591.611.03
0.020.040.030.030.040.210.260.180.190.70.220.250.240.240.250.280.30.320.410.670.620.611.281.571.611.46
000031.246.128.794.24327.20.133.900000000000000
0000.0400.020.020.060.110.120.440.040.150.050.050.080.10.10.110.130.190.090.350.661.343.09
00000000028.4020.700000000000000
00013.82425.540.7084135.3187.48.1102.7257.824199.82202220460.9218.7464.7343.99454.83
0.020.040.030.080.10.290.360.340.431.020.850.350.50.560.320.560.40.420.511.020.811.171.852.73.295.01
00.120.060.070.120.220.350.420.490.790.810.670.770.520.570.30.310.560.760.91.51.222.313.494.053.36
31.577.399.577.6169.7442.8485.9525.1443.6347332.3373.9348.8361.2379379.9367.9376.2379.2470.4466.1464.8470.7480.78480.5479.15
1.92.321.73.22.700018.719.7028.22523.836.133.542.559.849.675.318.5107.8379.64270.5796.95
0.030.20.160.150.290.670.840.940.941.161.161.041.140.910.970.720.710.981.21.422.051.72.894.354.83.93
0.050.240.190.230.390.961.191.281.372.182.011.41.641.461.31.271.111.41.712.442.862.874.747.048.088.94
0.180.530.450.291.022.492.662.822.743.633.613.013.213.092.973.093.013.293.464.344.294.366.328.639.699.97
Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of CI Financial provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand CI Financial's financial health and stability.

Assets

CI Financial's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that CI Financial must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of CI Financial after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into CI Financial's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES ()TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
19981999200020012002200320042005null200620072008200920102011201220132014201520162017201820192020202120222023
8-211-61712212843093093546254512963283763524265255525025486175374754123016
16483100261366713116101311121215101420324396155191
114125-21-4584541919-60-71-234861217-4-12-14-20-3-30-1-42-4-30
011-939-67151-23-20-214-75375-63-62825-40356-47-231815-85-113
671251702052185637105105181051511481551711661581511331271420106183112394
046357101313133639261527251918141522384963115139166
0186139861041241245913121157213136146186244214206240205147193224156
88241282262177369441417420297677583553576511541621702647654581608558542665478449
-2-3-200-7-7-35-38-14-4-9-5-26-21-7-5-5-4-12-19-16-16-29-20-28-51
-118-308-173-132-81-578-235-153-156-88-328-200-30-313-168-153-133-134-285-132-151-28-46-598-1,401-508-524
-116-305-170-131-81-570-228-118-118-73-324-190-24-287-147-146-127-128-281-120-131-12-29-569-1,381-479-473
000000000000000000000000000
066-572161101145262615831771-322193-90-187-96-19124919835838488833996239-665
-184-41-132-90244-147-19-19-142-994-36-96-91-300-108-243-290-413-656-447-257-364-144875
-2262-112-126-97231-202-193-193-285-315-358-526-123-436-486-393-635-356-460-422-567-530421483-4758
--4.00-9.00-5.00-4.00-5.00-2.00------------------3.00-5.00-26.00
-3-4-4-10-64-108-198-200-200-301-623-524-166-220-254-269-297-335-362-368-368-295-170-155-146-137-125
-52-5-33-12337070-763324-2139-93-9894-67561612-18365-252-77-16
86.7237.9279.7261.6177.5361.8434.3381.90283.4673.2573.5548549.9489.6534.1616697.3643.3642.5561.2592.1541.2512.9645.74450.08398.24
000000000000000000000000000

CI Financial stock margins

The CI Financial margin analysis displays the gross margin, EBIT margin, as well as the profit margin of CI Financial. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for CI Financial.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

ⓘ

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the CI Financial's sales revenue. A higher gross margin percentage indicates that the CI Financial retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the CI Financial's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the CI Financial's total revenue generated. When comparing the revenue margin year over year, investors can gauge the CI Financial's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the CI Financial. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the CI Financial's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

CI Financial Margin History

CI Financial Gross marginCI Financial Profit marginCI Financial EBIT marginCI Financial Profit margin
2029e83.25 %0 %20.55 %
2028e83.25 %21.71 %19.96 %
2027e83.25 %14.8 %20.31 %
2026e83.25 %21.15 %24.18 %
2025e83.25 %24.2 %18.37 %
2024e83.25 %17.11 %16.68 %
202383.25 %19.46 %0.19 %
202283.27 %32.54 %12.35 %
202181.72 %34.81 %18.87 %
202087.63 %37.62 %23.24 %
201990.28 %36.91 %25.37 %
201893.03 %39.64 %27.61 %
201793.24 %39.44 %26.01 %
201693.42 %36.24 %25.82 %
201594.01 %38.63 %27.71 %
201493.97 %39.23 %27.99 %
201393.6 %37.21 %26.37 %
201283.25 %36.27 %24.16 %
201183.25 %36.66 %25.19 %
201083.25 %35.7 %23.82 %
200983.25 %30.2 %20.09 %
200883.25 %36.76 %32.6 %
200783.25 %36.31 %37.77 %
200683.25 %41.89 %44.06 %
200583.25 %36.92 %23.35 %
200483.25 %38.57 %23.82 %

CI Financial Stock Sales Revenue, EBIT, Earnings per Share

The CI Financial earnings per share therefore indicates how much revenue CI Financial has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue CI Financial earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates CI Financial's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of CI Financial’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating CI Financial's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

CI Financial Revenue, EBIT and net profit per share

DateCI Financial Sales per ShareCI Financial EBIT per shareCI Financial Earnings per Share
2029e22.55 undefined0 undefined4.63 undefined
2028e21.17 undefined0 undefined4.23 undefined
2027e19.15 undefined0 undefined3.89 undefined
2026e19.73 undefined0 undefined4.77 undefined
2025e21.89 undefined0 undefined4.02 undefined
2024e21.59 undefined0 undefined3.6 undefined
202315.32 undefined2.98 undefined0.03 undefined
202212.79 undefined4.16 undefined1.58 undefined
202110.72 undefined3.73 undefined2.02 undefined
20209.5 undefined3.57 undefined2.21 undefined
20199.02 undefined3.33 undefined2.29 undefined
20188.61 undefined3.41 undefined2.38 undefined
20177.98 undefined3.15 undefined2.08 undefined
20167.18 undefined2.6 undefined1.85 undefined
20157.15 undefined2.76 undefined1.98 undefined
20146.59 undefined2.59 undefined1.84 undefined
20135.67 undefined2.11 undefined1.5 undefined
20125.13 undefined1.86 undefined1.24 undefined
20115.19 undefined1.9 undefined1.31 undefined
20104.75 undefined1.7 undefined1.13 undefined
20094.15 undefined1.25 undefined0.83 undefined
20084.87 undefined1.79 undefined1.59 undefined
20075.84 undefined2.12 undefined2.21 undefined
20062.84 undefined1.19 undefined1.25 undefined
20054.63 undefined1.71 undefined1.08 undefined
20044.07 undefined1.57 undefined0.97 undefined

CI Financial business model

CI Financial Corp is a Canadian company that was founded in 1965 and is headquartered in Toronto. Over the past decades, CI Financial Corp has become one of the largest independent investment management companies in Canada and has also had branches in the US and Europe. The business model of CI Financial Corp is focused on offering its customers a wide range of investment products and services tailored to their individual needs. The company serves retail clients, institutional investors, and high-net-worth individuals. The investment management division offers a broad range of investment products ranging from equity and bond funds to alternative investments such as hedge funds and private equity strategies. One of the key features of CI Financial Corp's business model is its strong focus on customer needs and high-quality services. The company has a well-trained team of investment experts who work closely with customers to understand and meet their specific requirements. CI Financial Corp is divided into various divisions including the investment management division, wealth management division, and investment advisory division. Each of these divisions has its own specialized services and investment products aimed at meeting customer needs. The investment management division includes a wide range of investment products including equity, bond, and multi-asset funds tailored to the needs of retail clients, institutional investors, and high-net-worth individuals. Thanks to a reliable analysis process and collaboration with professional investment advisors, the investment products are continuously reviewed and improved. The wealth management division offers customized portfolios for high-net-worth individuals who desire an individual and personal investment strategy. This division has a variety of portfolios with different asset classes and strategies to meet the specific needs of customers. The investment advisory division not only offers a wide range of investment products and services but also supports customers in planning their financial goals and provides strategic advice. The goal is to help customers shape their financial future and achieve their goals. In recent years, CI Financial Corp has expanded its product offering to cover the rapidly growing area of sustainable investments. The focus is on investments in companies that achieve sustainable impact and aim to bring about positive changes in society. In summary, CI Financial Corp is a leading independent investment management company specializing in customized investment products and services for retail clients, institutional investors, and high-net-worth individuals. The company is known for its strong commitment to service quality as well as its broad range of investment solutions tailored to customer needs. With its extensive expertise and years of experience, the company continuously strives to achieve its customers' financial goals and support them in shaping their financial future. CI Financial is one of the most popular companies on Eulerpool.com.

CI Financial SWOT Analysis

Strengths

CI Financial Corp boasts a strong market position and brand reputation within the financial services industry. With its long-standing history and experience, the company has established a wide customer base, giving it stability and steady revenue streams. Additionally, CI Financial Corp has a diverse portfolio of investment products, providing customers with a variety of options to suit their needs.

Weaknesses

One of the weaknesses of CI Financial Corp is its heavy reliance on the Canadian market. This exposes the company to potential risks associated with economic downturns or regulatory changes specific to Canada. Moreover, CI Financial Corp may face challenges in innovating and adapting to rapidly changing technologies and digital disruptions, potentially impacting its competitiveness in the market.

Opportunities

CI Financial Corp has numerous opportunities in global expansion. By diversifying its presence in international markets, the company can tap into new customer segments and reduce its dependency on a single market. Additionally, the growing demand for sustainable and socially responsible investing presents an opportunity for CI Financial Corp to develop and market ESG-focused investment products, meeting the evolving preferences of investors.

Threats

The increasing competition within the financial services industry poses a threat to CI Financial Corp. With new entrants and existing competitors, the company needs to continuously differentiate and improve its offerings to retain customers. Regulatory changes and compliance requirements also pose threats, as non-compliance or failure to adapt could result in reputational damage and financial penalties.

CI Financial Eulerpool Fair Value

Details

Fair Value

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Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

CI Financial historical P/E ratio, EBIT multiple, and P/S ratio

CI Financial shares outstanding

The number of shares was CI Financial in 2023 — This indicates how many shares 171.503 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue CI Financial earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates CI Financial's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of CI Financial’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating CI Financial's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

CI Financial stock splits

In CI Financial's history, there have been no stock splits.

CI Financial dividend history and estimates

In 2023, CI Financial paid a dividend amounting to 0.74 CAD. Dividend means that CI Financial distributes a portion of its profits to its owners.

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Dividend
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Dividend

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Dividend Overview

The dividend per year chart for CI Financial provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify CI Financial’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating CI Financial's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

CI Financial Dividend History

DateCI Financial Dividend
2029e0.82 undefined
2028e0.82 undefined
2027e0.82 undefined
2026e0.82 undefined
2025e0.82 undefined
2024e0.82 undefined
20230.74 undefined
20220.72 undefined
20210.72 undefined
20200.72 undefined
20190.72 undefined
20181.18 undefined
20171.4 undefined
20161.36 undefined
20151.3 undefined
20141.19 undefined
20131.07 undefined
20120.95 undefined
20110.89 undefined
20100.77 undefined
20090.59 undefined
20081.69 undefined
20072.07 undefined
20061.4 undefined
20050.66 undefined
20040.6 undefined

CI Financial dividend payout ratio

In 2023, CI Financial had a payout ratio of 37.92%. The payout ratio indicates the percentage of the company's profits that CI Financial distributes as dividends.

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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for CI Financial represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for CI Financial could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate CI Financial's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

CI Financial Payout Ratio History

DateCI Financial Payout ratio
2029e39.98 %
2028e40.25 %
2027e40.11 %
2026e39.57 %
2025e41.07 %
2024e39.71 %
202337.92 %
202245.58 %
202135.61 %
202032.58 %
201931.44 %
201849.68 %
201767.31 %
201673.51 %
201565.66 %
201464.67 %
201371 %
201277.02 %
201167.94 %
201068.14 %
200971.08 %
2008106.96 %
200793.67 %
2006111.6 %
200561.11 %
200461.86 %
Unfortunately, there are currently no price targets and forecasts available for CI Financial.

CI Financial latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20240.87 0.9  (3.94 %)2024 Q2
3/31/20240.86 0.86  (-0.57 %)2024 Q1
12/31/20230.81 0.81  (0.31 %)2023 Q4
9/30/20230.81 0.81  (0.04 %)2023 Q3
6/30/20230.79 0.76  (-3.92 %)2023 Q2
3/31/20230.78 0.74  (-5.47 %)2023 Q1
12/31/20220.76 0.88  (16.56 %)2022 Q4
9/30/20220.74 0.73  (-1.16 %)2022 Q3
6/30/20220.8 0.78  (-2.71 %)2022 Q2
3/31/20220.85 0.85  (0.02 %)2022 Q1
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Eulerpool ESG Scorecard© for the CI Financial stock

Eulerpool World ESG Rating (EESG©)

46/ 100

🌱 Environment

34

👫 Social

61

🏛️ Governance

43

Environment

Scope 1 - Direct Emissions
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Scope 2 - Indirect emissions from purchased energy
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Scope 3 - Indirect emissions within the value chain
—
Total CO₂ emissions
—
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
—
Pesticides
—
Palm Oil
—
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
❌
Environmentally friendly packaging
❌
Hazardous substances
❌
Fuel consumption and efficiency
❌
Water consumption and efficiency
❌

Social

Percentage of female employees—
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content❌
Alcohol❌
Weapons—
Firearms
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Gambling❌
Military contracts❌
Human rights concept❌
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting❌
Stakeholder Engagement❌
Call Back Policies❌
Antitrust law❌

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

CI Financial shareholders

%
Name
Stocks
Change
Date
6.81352 % Holland (William Thomas)9,927,433366,0675/12/2023
6.68916 % G. Raymond Chang Ltd9,746,24005/9/2023
3.48060 % RBC Global Asset Management Inc.5,071,30453,0962/29/2024
3.02829 % The Vanguard Group, Inc.4,412,273-210,7183/31/2024
2.73061 % BlackRock Institutional Trust Company, N.A.3,978,54722,9843/31/2024
1.42167 % Dimensional Fund Advisors, L.P.2,071,40603/31/2024
0.85033 % Quadravest Capital Management Inc.1,238,95006/30/2023
0.68430 % Lombard Odier Asset Management (USA) Corp.997,039-213,8631/31/2024
0.54961 % MacAlpine (Kurt)800,799141,55312/29/2023
0.48599 % LSV Asset Management708,100-26,90012/31/2023
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CI Financial Executives and Management Board

Mr. Kurt Macalpine41
CI Financial Chief Executive Officer, Director (since 2019)
Compensation 7.33 M
Mr. Marc-Andre Lewis
CI Financial Executive Vice President, Chief Investment Officer
Compensation 2.6 M
Mr. Amit Muni
CI Financial Chief Financial Officer, Executive Vice President
Compensation 1.62 M
Mr. Darie Urbanky
CI Financial President, Chief Operating Officer
Compensation 1.61 M
Ms. Julie Silcox
CI Financial Executive Vice President, Chief Marketing Officer
Compensation 1.32 M
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CI Financial Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
Burford Capital Stock
Burford Capital
SupplierCustomer0,030,690,780,800,710,57
Conduit Holdings Stock
Conduit Holdings
SupplierCustomer-0,060,900,490,840,46-
Safestyle UK Stock
Safestyle UK
SupplierCustomer-0,36-0,400,520,820,660,60
1

Most common questions regarding CI Financial

What values and corporate philosophy does CI Financial represent?

CI Financial Corp represents a strong set of values and a clear corporate philosophy. The company is committed to providing exceptional investment products and services with unwavering integrity. CI Financial Corp prioritizes putting clients' interests first and ensuring their financial goals are achieved. With a client-centric approach, the company strives to build long-term relationships by delivering innovative solutions and superior customer service. CI Financial Corp's corporate philosophy is centered around teamwork, collaboration, and a relentless pursuit of excellence. By focusing on these values, CI Financial Corp has established itself as a trusted and leading investment management company.

In which countries and regions is CI Financial primarily present?

CI Financial Corp is primarily present in Canada.

What significant milestones has the company CI Financial achieved?

CI Financial Corp has achieved various significant milestones over the years. The company has successfully expanded its investment offerings and gained recognition as a leading provider of wealth management services in Canada. CI Financial Corp has also demonstrated consistent growth in its assets under management, showcasing its strong track record and ability to attract investors. The company's commitment to innovation can be seen through its adoption of digital tools and technologies to enhance client experience. Moreover, CI Financial Corp has made strategic acquisitions, reinforcing its position in the industry and expanding its product offerings. These achievements highlight CI Financial Corp's success in establishing itself as a prominent player in the financial services sector.

What is the history and background of the company CI Financial?

CI Financial Corp is a leading independent investment management company based in Canada. With a rich history dating back to 1965, CI Financial Corp has established itself as a trusted financial services provider. Over the years, the company has grown both organically and through strategic acquisitions, expanding its offerings to include a wide range of investment products and services. With a commitment to delivering exceptional value and superior client service, CI Financial Corp has become a go-to choice for investors. With its strong track record and dedication to innovation, CI Financial Corp continues to be at the forefront of the financial industry.

Who are the main competitors of CI Financial in the market?

The main competitors of CI Financial Corp in the market include companies such as Bank of Montreal, Royal Bank of Canada, The Toronto-Dominion Bank, and Manulife Financial Corporation.

In which industries is CI Financial primarily active?

CI Financial Corp is primarily active in the financial services industry.

What is the business model of CI Financial?

The business model of CI Financial Corp is centered around asset management and wealth management services. As one of Canada's largest investment management companies, CI Financial Corp offers a range of investment options to individuals and institutions. With a diverse portfolio of mutual funds, ETFs (exchange-traded funds), and other investment vehicles, the company aims to help clients achieve their financial goals. CI Financial Corp also operates subsidiaries that provide advisory services, financial planning, and wealth management solutions. By focusing on delivering superior investment performance and personalized client support, CI Financial Corp solidifies its position as a leading player in the financial industry.

What is the P/E ratio of CI Financial 2024?

The CI Financial P/E ratio is 6.19.

What is the P/S ratio of CI Financial 2024?

The CI Financial P/S ratio is 1.03.

What is the AlleAktien quality score of CI Financial?

The AlleAktien quality score for CI Financial is 4/10.

What is the revenue of CI Financial 2024?

The expected CI Financial revenue is 3.15 B CAD.

How high is the profit of CI Financial 2024?

The expected CI Financial profit is 524.84 M CAD.

What is the business model of CI Financial

CI Financial Corp is a leading Canadian company in the asset management sector. The company's business model is based on providing top-quality financial products and services to a broad customer base, including private investors, institutional investors, and advisors. The CI Financial Corp offers a variety of investment funds and other investment products that are invested in various asset classes such as stocks, bonds, real estate, and commodities. The company is divided into several business segments, each focused on different markets and customers. These include CI Investments, Assante Wealth Management, Stone Asset Management, Grant Samuel Funds Management, and Aligned Capital Partners Inc. CI Investments is the flagship business of the company and manages a wide range of investment funds that are overseen by experienced fund managers. These funds offer investors diversified portfolios based on various asset classes and strategies. Assante Wealth Management is a financial advisory firm that offers a comprehensive range of services to private investors, including financial planning, asset management, tax advisory, and estate planning. Stone Asset Management is a specialized investment manager that focuses on Canadian stocks and other securities. Stone has a strong track record in identifying undervalued companies and creating long-term value for its clients. Grant Samuel Funds Management is an Australia-based manager of investment funds that focuses on the Australian market. Aligned Capital Partners is a network of independent financial advisors that offers a wide range of products and services to its clients. In addition to these business segments, CI Financial Corp also operates a market-leading asset management platform called WealthBar. This platform offers a digital solution for managing investment portfolios, including a robo-advisory service supported by a team of financial experts. The business model of CI Financial Corp is based on building strong, long-term relationships with customers and advisors, as well as delivering top-quality services in a highly competitive environment. The company pursues a diversified business strategy based on various asset classes and geographic markets to capitalize on opportunities in different market situations. The company is well positioned to remain a leading provider of financial services in Canada and beyond. Overall, CI Financial Corp is a diversified company that offers a wide range of products and services to meet the diverse needs and goals of its customers. With the use of innovative technology and a dedicated workforce, the company is well positioned to continue playing a leading role in the asset management industry.

What is the CI Financial dividend?

CI Financial pays a dividend of 0.72 CAD distributed over payouts per year.

How often does CI Financial pay dividends?

The dividend cannot currently be calculated for CI Financial or the company does not pay out a dividend.

What is the CI Financial ISIN?

The ISIN of CI Financial is CA1254911003.

What is the CI Financial WKN?

The WKN of CI Financial is A0RENJ.

What is the CI Financial ticker?

The ticker of CI Financial is CIX.TO.

How much dividend does CI Financial pay?

Over the past 12 months, CI Financial paid a dividend of 0.74 CAD . This corresponds to a dividend yield of about 3.91 %. For the coming 12 months, CI Financial is expected to pay a dividend of 0.82 CAD.

What is the dividend yield of CI Financial?

The current dividend yield of CI Financial is 3.91 %.

When does CI Financial pay dividends?

CI Financial pays a quarterly dividend. This is distributed in the months of July, October, October, January.

How secure is the dividend of CI Financial?

CI Financial paid dividends every year for the past 26 years.

What is the dividend of CI Financial?

For the upcoming 12 months, dividends amounting to 0.82 CAD are expected. This corresponds to a dividend yield of 4.34 %.

In which sector is CI Financial located?

CI Financial is assigned to the 'Finance' sector.

Wann musste ich die Aktien von CI Financial kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of CI Financial from 1/15/2025 amounting to 0.2 CAD, you needed to have the stock in your portfolio before the ex-date on 12/31/2024.

When did CI Financial pay the last dividend?

The last dividend was paid out on 1/15/2025.

What was the dividend of CI Financial in the year 2023?

In the year 2023, CI Financial distributed 0.72 CAD as dividends.

In which currency does CI Financial pay out the dividend?

The dividends of CI Financial are distributed in CAD.

All fundamentals about CI Financial

Our stock analysis for CI Financial Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of CI Financial Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.