Compliance updated on Jun 19, 2026 Screened by AAOIFI-Certified Shariah Advisor & Auditor

Financial data updated nightly

Alaris Equity Partners Income Trust

AD-UN.TO ✗ NOT COMPLIANT ☆ Track — members

TSX · Financials · Investment Management & Fund Operators ·

Canada Small Cap Analyst: BUY

Last Close

$17.98

▼ -0.44%

Market Cap $819.22M · Vol 61.61K

Key Metrics

P/E Ratio

7.62

FWD: 10.55

Market Cap

$819.22M

Small Cap

Div Yield

6.11%

Quarterly dividend

EPS Growth

+51.07%

YoY

RSI (14)

51.80

Momentum

Beta

1.43

vs Market

52W High

$19.12

4.73% below

52W Low

$13.02

40.52% above

Volume

61.61K

Avg 95.75K

P/B

0.83

Price-to-book

ROE

N/A

Return on equity

Free Float

96.01%

Public shares

Shariah Compliance8 STANDARDS

✗ Alaris Equity Partners Income Trust (AD-UN.TO) stock is currently not Shariah compliant

AAOIFI—
Dow Jones Islamic (DJIM)—
FTSE Shariah—
MSCI Islamic—
S&P Shariah—
Al Rajhi—
Alinma—
Albilad—

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Which standards does AD-UN.TO pass?

The full report shows the verdict under each of the 8 major Shariah standards, with the business-activity and financial-ratio screens behind every one.

Do I need to purify my investment?

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Historical Returns

-3.47%

-1.82%

+6.22%

+10.94%

YTD

+20.26%

+33.50%

+67.46%

+41.11%

Financials & Valuation

TTM · Annual

Total Revenue	$128.75M
Net Income	$66.17M
Revenue Growth (YoY)	+24.55%
Gross Margin	N/A
Operating Margin	85.64%
Net Profit Margin	51.39%
ROE	N/A
ROA · ROIC	6.95% · 7.82%

P/E Ratio	7.62
Forward P/E (FY1)	10.55
PEG Ratio	-0.18
P/S	6.30
P/B	0.83
P/FCF	N/A
EPS Growth	+51.07%
Outstanding Shares	45.64M

Technical Indicators

50-Day SMA	$17.91
200-Day SMA	$16.21
RSI (14)	51.80
Beta	1.43
52-Week High	$19.12
52-Week Low	$13.02

Volume Today	61.61K
Avg Daily Volume (30D)	95.75K
Relative Volume	0.64x
Volatility (10D)	10.03
Volatility (30D)	19.43
Free Float	96.01%

Analyst Consensus

BUY

Current Price $17.98

Mean Target $20.72

52W Low$13.02 52W High$19.12

Current

Target

$13.02 $19.12

Current Analyst target

+15.20% upside potential · 5 analysts

Identifiers

ExchangeTSX

FIGIBBG001SP9TZ0

ISINCAC010971017

CountryCanada

Sub-IndustryPrivate Equity

Earnings DateNov 3, 2026

TypeStocks

Instrument TypeUNT Unit

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Company Profile

Alaris Equity Partners Income Trust (the Trust) is a Canada-based open-ended trust. The primary objective of the Trust is to provide Unitholders with stable, predictable and growing quarterly cash distributions on a tax-efficient basis. The Trust, through its subsidiaries, invests in a diversified group of private businesses (Private Company Partners) primarily through structured equity. This strategy is enhanced by common equity positions, which allows it to generate returns in alignment with the founders of its Private Company Partners. The Trust’s wholly owned subsidiaries, through which it conducts its investment activities, including Alaris Equity Partners Inc., Alaris Equity Partners USA Inc., and Salaris USA Royalty Inc. Its subsidiaries invest in private companies, using primarily preferred equity, in addition to common equity, subordinated debt and promissory notes.