CI Financial (TSX:CIX) Risk Assessment

View and export this data going back to 1994. Start your Free Trial

What is CI Financial Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of CI Financial is: Moderate Risk: Sensitive, better choose undervalued stock.

Competitive Comparison of CI Financial's Risk Assessment

For the Asset Management subindustry, CI Financial's Risk Assessment, along with its competitors' market caps and Risk Assessment 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.

CI Financial's Risk Assessment Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, CI Financial's Risk Assessment distribution charts can be found below:

* The bar in red indicates where CI Financial's Risk Assessment falls into.

Save Embed

;

Save Embed

;

CI Financial (TSX:CIX) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

CI Financial Risk Assessment Related Terms

Thank you for viewing the detailed overview of CI Financial's Risk Assessment provided by GuruFocus.com. Please click on the following links to see related term pages.

CI Financial Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » CI Financial Corp (TSX:CIX) » Definitions » Risk Assessment

Comparable Companies

Traded in Other Exchanges

CIXXF:USA CF7:Germany

Address

15 York Street, 2nd Floor, Legal Department, Toronto, ON, CAN, M5J 0A3

Website

https://www.cifinancial.com

CI Financial is a provider of asset- and wealth-management products and services. The company has a decent share in the Canadian fund market (fifth behind Royal Bank of Canada, Toronto-Dominion, IGM Financial, and Fidelity at the end of last year) and remains the second-largest non-bank-affiliated asset manager in the Canadian market, with CAD 135.4 billion in assets under management (including CAD 36.0 billion in AUM managed for its CI Assante Wealth Management, CI Private Counsel, and Aligned Capital Partners subsidiaries) at the end of September. The firm also had CAD 350.7 billion in assets under advisement (including CAD 250.6 billion from its US wealth-management operations and CAD 100.1 billion from its Canadian wealth-management partners) and CAD 31.9 billion in custody assets.

Executives

Brigette Elizabeth Chang	Director
Paul Perrow	Director
William Thomas Holland	Director
Yvette Zhang	Director or Senior Officer of Insider or Subsidiary (other than in 4,5,6)
Hoi Sha Elsa Li	Director or Senior Officer of 10% Security Holder
Jennifer Francine Sinopoli	Director or Senior Officer of Insider or Subsidiary (other than in 4,5,6)
Manisha Burman	Senior Officer
Darie Urbanky	Senior Officer
Amarjit Kaur Anderson	Senior Officer
Julie Lynn Silcox	Senior Officer
Kurt Macalpine	Director, Senior Officer
Christopher James Enright	Director or Senior Officer of Insider or Subsidiary (other than in 4,5,6)
Sean Andrew Etherington	Director or Senior Officer of Insider or Subsidiary (other than in 4,5,6)
Marc-andre Lewis	Director or Senior Officer of Insider or Subsidiary (other than in 4,5,6)
Amit Muni	Senior Officer