SIA Wealth Management is an independent investment management firm focused on creating financial wealth for investors by building diversified portfolios through relative strength analysis. Self-described as utilizing financial technology to empower investors.

SIA Wealth Management

Empire Life Investments is an investment management company focused on managing investment solutions for Canadians.

Empire Life Investments

AGF Management Limited is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to public and corporate DB pension plans, endowments and foundations, sovereign wealth funds, corporate plans, insurance companies, and sub-advised mandates. Through its subsidiaries, it manages separate client-focused equity, fixed income, and balanced mutual funds along with separate client-focused equity, fixed income, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. For its equity portion, it invests in growth stocks of companies. The firm employs fundamental analysis to make its investments. AGF Management Limited was founded in 1957 and is based in Toronto, Canada.

AGF Management Limited

Fidelity Investments provides digital experiences and cash management products to help individuals reach their financial goals. They offer personalized experiences, helpful tools, and prioritize account security. The company is committed to accessibility, inclusion, and diversity, working with employers to design benefit packages for a diverse workforce.

Metric
Company Name	SIA Wealth Management	Empire Life Investments	AGF Management Limited	Fidelity Investments
Symbol			AGF-B
MSH ID	COM:SIAWEALTH	CA:EMPIRELIFEINVESTMENTS	COM:AGF	COM:FIDELITY
Market	PRIVATE	PRIVATE	STOCKS	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services	Financial Services & Finance
Industry	Investment Management	Investment Management	Asset Management	Financial Services
Country	CA	CA	CA	US
Stage
Employee Count			634	74.72K
Website	siawealth.com	empirelifeinvestments.ca	agf.com	fidelity.com
LinkedIn			agf-managements	fidelity-investments
Founders

Metric
Market Cap	375.12M
Enterprise Value
Monthly Web Traffic		93.65M
Web Traffic Growth		0.13
Valuation
Raised Capital		2.50M

Metric
Revenue			315.54M
Revenue (LTM)
Revenue (NTM)
Gross Profit			116.12M
EBITDA			73.21M
Operating Income			66.76M
Net Income			62.04M
EPS			0.95
Diluted EPS			0.92
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin			0.55
Operating Profit Margin			0.21
EBITDA Margin			0.23
Net Profit Margin			0.22
Return on Equity			0.09
Return on Assets			0.07
Return on Capital Employed			0.07

SIAW

COM:SIAWEALTH

SIA Wealth Management

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio			5.65
P/B Ratio			0.46
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio			1.47
EV Multiple			6.45

Metric
Days Sales Outstanding			35.39
Days Payables Outstanding			24.43
Days Inventory Outstanding
Operating Cycle			42.89
Cash Conversion Cycle			42.89
Asset Turnover			0.31

Metric
Operating Cash Flow			61.71M
Free Cash Flow			59.28M
Cash Flow to Debt			0.97
Operating Cash Flow/Sales			0.21
Free Cash Flow Yield			0.17

Metric
Cash & Equivalents			35.69M
Accounts Receivable			-1.48M
Inventory
Goodwill			177.43M
Debt to Capitalization			0.13
Debt to Assets			0.06
Current Ratio			1.39
Quick Ratio			2.11

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue			0.02
R&D to Revenue
SG&A to Revenue			0.13