ADLRF (Alaris Equity Partnersome Trust) Moat Score: 3/10 (As of Jun. 28, 2026)


ADLRF Alaris Equity Partners Income Trust ADLRF
85 GF Score
Price $16.84
GF Value $13.03
Valuation Modestly Overvalued
! 11 Warning Signs
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What is Alaris Equity Partnersome Trust Moat Score?

Alaris Equity Partnersome Trust ADLRF 85 Moat Score is 3 as of Jun. 28, 2026. GuruFocus rates ADLRF with a GF Score™ of 85/100 and a GF Value™ of $13.03 (Modestly Overvalued). The stock has 11 warning signs investors should review. Among 1,695 Asset Management companies, Alaris Equity Partnersome Trust ranks better than 90.68% on this metric.

Alaris Equity Partnersome Trust has the Moat Score of 3, which implies that the company might have No Moat - Very weak/transient advantages.

Alaris Equity Partnersome Trust has No Moat: Alaris Equity Partners Income Trust operates in the financial sector with limited competitive advantages. It lacks market leadership, brand strength, and significant regulatory barriers. The company's business model does not provide substantial customer switching costs or intellectual property.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Alaris Equity Partnersome Trust might have No Moat - Very weak/transient advantages.

Alaris Equity Partnersome Trust  (OTCPK:ADLRF) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Alaris Equity Partnersome Trust Moat Score Related Terms

ADLRF vs BLK, BX, KKR: Moat Score Comparison

For the Asset Management subindustry, Alaris Equity Partnersome Trust's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Alaris Equity Partnersome Trust Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Alaris Equity Partnersome Trust's Moat Score distribution charts can be found below:

* The bar in red indicates where Alaris Equity Partnersome Trust's Moat Score falls into.


ADLRF
85GF Score
Alaris Equity Partners Income Trust ADLRF
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 3 mean?
Alaris Equity Partnersome Trust (ADLRF) has a Moat Score of 3 as of Jun. 28, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Alaris Equity Partnersome Trust ranks #158 out of 1695 companies in the Asset Management industry, placing it in the top 9.3%.
Is Alaris Equity Partnersome Trust's Moat Score too high?
Alaris Equity Partnersome Trust's current Moat Score is 3. Based on the distribution chart, Alaris Equity Partnersome Trust ranks #158 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Alaris Equity Partnersome Trust has a GF Score™ of 85/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alaris Equity Partnersome Trust's Moat Score compare to BLK and BX?
According to the Asset Management industry distribution chart, Alaris Equity Partnersome Trust ranks #158 out of 1695 companies for Moat Score. This places Alaris Equity Partnersome Trust in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Alaris Equity Partnersome Trust's current Moat Score is 3. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alaris Equity Partnersome Trust stock overvalued right now?
Based on GuruFocus' analysis, Alaris Equity Partnersome Trust (ADLRF) is currently considered Modestly Overvalued. The stock's GF Value™ is $13.03, compared to a current price of $16.84 — trading 29.2% above its estimated fair value. The current Moat Score is 3. Alaris Equity Partnersome Trust's overall GF Score™ is 85/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Alaris Equity Partnersome Trust (ADLRF), the current Moat Score is 3 as of Jun. 28, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Alaris Equity Partnersome Trust (ADLRF) Overvalued in 2026?

Based on GuruFocus' analysis, Alaris Equity Partnersome Trust stock appears to be overvalued. The current stock price of $16.84 is trading 29.2% above its estimated GF Value™ of $13.03. GuruFocus considers Alaris Equity Partnersome Trust to be Modestly Overvalued.

Key valuation signals for ADLRF:

  • Moat Score: 3
  • GF Value™: $13.03 vs. price of $16.84 (29.2% above fair value)
  • GF Score™: 85/100 with 11 warning signs

No single metric tells the full story. See the ADLRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Alaris Equity Partnersome Trust Business Description

Other Exchanges AD.UN:Canada
Address 333 - 24th Avenue SW, Suite 250, Calgary, AB, CAN, T2S 3E6
Alaris Equity Partners Income Trust is an open-ended trust. The Trust, through its subsidiaries, indirectly provides alternative financing to private companies (Partners) in exchange for distributions with the principal objective of generating stable and predictable cash flows for payment of distributions to unitholders of the Trust. Distributions from the Partners are adjusted each year based on the percentage change of a top-line financial performance measure, such as gross margin and same-store sales, and rank in priority to the owner's common equity position.
85GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$16.84
Price
$13.03
GF Value