ADLRF (Alaris Equity Partnersome Trust) PEG Ratio: 1.47 (As of Jun. 27, 2026) — 27% Below Median


ADLRF Alaris Equity Partners Income Trust ADLRF
84 GF Score
Price $16.84
GF Value $13.50
Valuation Modestly Overvalued
! 11 Warning Signs
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What is Alaris Equity Partnersome Trust PEG Ratio?

Alaris Equity Partnersome Trust ADLRF 84 PEG Ratio is 1.47 as of Jun. 27, 2026, which is 27% below its 10-year median of 2.02. GuruFocus rates ADLRF with a GF Score™ of 84/100 and a GF Value™ of $13.50 (Modestly Overvalued). The stock has 11 warning signs investors should review. Among 497 Asset Management companies, Alaris Equity Partnersome Trust ranks better than 53.12% on this metric.

PE Ratio without NRI / 5-Year EBITDA Growth Rate*

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The growth rate we use is the 5-Year EBITDA growth rate. As of today, Alaris Equity Partnersome Trust's PE Ratio without NRI is 9.27. Alaris Equity Partnersome Trust's 5-Year EBITDA growth rate is 6.30%. Therefore, Alaris Equity Partnersome Trust's PEG Ratio for today is 1.47.

* The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.


The historical rank and industry rank for Alaris Equity Partnersome Trust's PEG Ratio or its related term are showing as below:

ADLRF' s PEG Ratio Range Over the Past 10 Years
Min: 0.7   Med: 2.02   Max: 7.91
Current: 1.47


During the past 13 years, Alaris Equity Partnersome Trust's highest PEG Ratio was 7.91. The lowest was 0.70. And the median was 2.02.


ADLRF's PEG Ratio is ranked better than
53.12% of 497 companies
in the Asset Management industry
Industry Median: 1.72 vs ADLRF: 1.47

Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.


Alaris Equity Partnersome Trust  (OTCPK:ADLRF) PEG Ratio Explanation

To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.


Alaris Equity Partnersome Trust PEG Ratio Related Terms


Alaris Equity Partnersome Trust PEG Ratio Historical Data

* Premium members only.

The historical data trend for Alaris Equity Partnersome Trust's PEG Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Alaris Equity Partnersome Trust PEG Ratio Chart

Alaris Equity Partnersome Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 2.06

Alaris Equity Partnersome Trust Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
PEG Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 2.06 0.00

ADLRF vs BLK, BX, KKR: PEG Ratio Comparison

For the Asset Management subindustry, Alaris Equity Partnersome Trust's PEG Ratio, along with its competitors' market caps and PEG Ratio 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 PEG Ratio vs Asset Management Industry

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

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


ADLRF
84GF Score
Alaris Equity Partners Income Trust ADLRF
PEG Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Alaris Equity Partnersome Trust PEG Ratio Calculation

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The ratio we use is the 5-Year EBITDA growth rate.

Alaris Equity Partnersome Trust's PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year EBITDA Growth Rate*
=9.273127753304/6.30
=1.47

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Note: The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.

Frequently Asked Questions Learn more about PEG Ratio →
What does a PEG Ratio of 1.47 mean?
Alaris Equity Partnersome Trust (ADLRF) has a PEG Ratio of 1.47 as of Jun. 27, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Alaris Equity Partnersome Trust and its competitors. This is 27% below median its historical median of 2.02. Over the past decade, Alaris Equity Partnersome Trust's PEG Ratio has ranged from 0.70 to 7.91. According to the industry distribution chart, Alaris Equity Partnersome Trust ranks #233 out of 497 companies in the Asset Management industry, placing it in the top 46.9%.
Is Alaris Equity Partnersome Trust's PEG Ratio too high?
Alaris Equity Partnersome Trust's current PEG Ratio of 1.47 is 27% below median its 10-year median of 2.02. Over the past 10 years, this metric has ranged from a low of 0.70 to a high of 7.91. The Asset Management industry median PEG Ratio is 1.72. Alaris Equity Partnersome Trust's value of 1.47 is 14.5% below this industry median. Based on the distribution chart, Alaris Equity Partnersome Trust ranks #233 out of 497 companies in the Asset Management industry, which is above the industry midpoint. Overall, Alaris Equity Partnersome Trust has a GF Score™ of 84/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alaris Equity Partnersome Trust's PEG Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Alaris Equity Partnersome Trust ranks #233 out of 497 companies for PEG Ratio. This puts Alaris Equity Partnersome Trust in the upper half of its industry. The industry median PEG Ratio is 1.72. Alaris Equity Partnersome Trust's value of 1.47 is 14.5% below this benchmark. Historically, Alaris Equity Partnersome Trust's own PEG Ratio has ranged from 0.70 to 7.91 over the past decade. While the company's 10-year median is 2.02 vs. the industry median of 1.72, Alaris Equity Partnersome Trust has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good PEG Ratio for an Asset Management company?
The median PEG Ratio among Asset Management companies is 1.72, based on 497 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Alaris Equity Partnersome Trust's current PEG Ratio of 1.47 is 14.5% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Alaris Equity Partnersome Trust and its competitors. For the Asset Management industry, the median PEG Ratio is 1.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alaris Equity Partnersome Trust's current PEG Ratio is 1.47, which is 27% below median its own 10-year median of 2.02. 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 $13.50, compared to a current price of $16.84 — trading 24.7% above its estimated fair value. The current PEG Ratio is 1.47, which is 27% below median its 10-year median of 2.02 and 14.5% below the Asset Management industry median of 1.72. Alaris Equity Partnersome Trust's overall GF Score™ is 84/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For Alaris Equity Partnersome Trust (ADLRF), the current PEG Ratio is 1.47 as of Jun. 27, 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 24.7% above its estimated GF Value™ of $13.50. GuruFocus considers Alaris Equity Partnersome Trust to be Modestly Overvalued.

Key valuation signals for ADLRF:

  • PEG Ratio: 1.47 (27% below median its 10-year median of 2.02)
  • GF Value™: $13.50 vs. price of $16.84 (24.7% above fair value)
  • GF Score™: 84/100 with 11 warning signs
  • Industry Position: 14.5% below the Asset Management median (#233 of 497)

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.
84GF Score

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

$16.84
Price
$13.50
GF Value