ADLRF (Alaris Equity Partnersome Trust) Pretax Margin %: 106.23% (As of Mar. 2026) — 59% Above 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 Pretax Margin %?

Alaris Equity Partnersome Trust ADLRF 84 Pretax Margin % is 106.23% as of Mar. 2026, which is 59% above its 10-year median of 66.92. 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 1,576 Asset Management companies, Alaris Equity Partnersome Trust ranks worse than 63.45% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Alaris Equity Partnersome Trust's Pre-Tax Income for the three months ended in Mar. 2026 was $28.9 Mil. Alaris Equity Partnersome Trust's Revenue for the three months ended in Mar. 2026 was $27.2 Mil. Therefore, Alaris Equity Partnersome Trust's pretax margin for the quarter that ended in Mar. 2026 was 106.23%.

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

ADLRF' s Pretax Margin % Range Over the Past 10 Years
Min: 22.08   Med: 66.92   Max: 151.91
Current: 61.1


ADLRF's Pretax Margin % is ranked worse than
63.45% of 1576 companies
in the Asset Management industry
Industry Median: 89.475 vs ADLRF: 61.10

Alaris Equity Partnersome Trust  (OTCPK:ADLRF) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Alaris Equity Partnersome Trust Pretax Margin % Related Terms


Alaris Equity Partnersome Trust Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Alaris Equity Partnersome Trust's Pretax Margin % 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 Pretax Margin % Chart

Alaris Equity Partnersome Trust Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 105.37 67.97 96.69 151.91 51.51

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
Pretax Margin % 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 60.91 -50.86 115.68 -1.00 106.23

ADLRF vs BLK, BX, KKR: Pretax Margin % Comparison

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

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

* The bar in red indicates where Alaris Equity Partnersome Trust's Pretax Margin % falls into.


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

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Alaris Equity Partnersome Trust's Pretax Margin for the fiscal year that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=65.986/128.091
=51.51 %

Alaris Equity Partnersome Trust's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=28.934/27.237
=106.23 %

* 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.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 106.23% mean?
Alaris Equity Partnersome Trust (ADLRF) has a Pretax Margin % of 106.23% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Alaris Equity Partnersome Trust and its competitors. This is 59% above median its historical median of 66.92. Over the past decade, Alaris Equity Partnersome Trust's Pretax Margin % has ranged from 22.08 to 151.91. According to the industry distribution chart, Alaris Equity Partnersome Trust ranks #1000 out of 1576 companies in the Asset Management industry, placing it in the top 63.5%.
Is Alaris Equity Partnersome Trust's Pretax Margin % too high?
Alaris Equity Partnersome Trust's current Pretax Margin % of 106.23% is 59% above median its 10-year median of 66.92. Over the past 10 years, this metric has ranged from a low of 22.08 to a high of 151.91. The Asset Management industry median Pretax Margin % is 89.48. Alaris Equity Partnersome Trust's value of 106.23% is 18.7% above this industry median. Based on the distribution chart, Alaris Equity Partnersome Trust ranks #1000 out of 1576 companies in the Asset Management industry, which is below 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 Pretax Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Alaris Equity Partnersome Trust ranks #1000 out of 1576 companies for Pretax Margin %. This places Alaris Equity Partnersome Trust in the lower half of its industry. The industry median Pretax Margin % is 89.48. Alaris Equity Partnersome Trust's value of 106.23% is 18.7% above this benchmark. Historically, Alaris Equity Partnersome Trust's own Pretax Margin % has ranged from 22.08 to 151.91 over the past decade. While the company's 10-year median is 66.92 vs. the industry median of 89.48, Alaris Equity Partnersome Trust has consistently been above 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.48, based on 1,576 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Alaris Equity Partnersome Trust's current Pretax Margin % of 106.23% is 18.7% above 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Alaris Equity Partnersome Trust and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alaris Equity Partnersome Trust's current Pretax Margin % is 106.23%, which is 59% above median its own 10-year median of 66.92. 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 Pretax Margin % is 106.23%, which is 59% above median its 10-year median of 66.92 and 18.7% above the Asset Management industry median of 89.48. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Alaris Equity Partnersome Trust (ADLRF), the current Pretax Margin % is 106.23% as of Mar. 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:

  • Pretax Margin %: 106.23% (59% above median its 10-year median of 66.92)
  • GF Value™: $13.50 vs. price of $16.84 (24.7% above fair value)
  • GF Score™: 84/100 with 11 warning signs
  • Industry Position: 18.7% above the Asset Management median (#1000 of 1576)

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

Get the complete analysis for ADLRF

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

$16.84
Price
$13.50
GF Value