OLYMPIA FINANCIAL GROUP INC chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 23.37
Dividend & Yield3.24C$ (5.47%)
Beta 0.53
Market capitalization 142.58M
Operating cash flow 13.62M
ESG Scores unknown

Company description

Olympia Financial Group Inc., through its subsidiary, Olympia Trust Company, operates as a non-deposit taking trust company in Canada. The company operates through Investment Account Services, Currency and Global Payments, Private Health Services Plan, Exempt Edge, Corporate and Shareholder Services, and divisions. The Investment Account Services division acts as trustee and administrator for self-directed, non-registered, and registered investment plans, as well as tax free savings accounts. The Currency and Global Payments division offers spot trades, forward contracts, and put and call options to facilitate the exchange of currencies for sole proprietors to multi-national corporations. The Private Health Services Plan division markets, sells, and administers health and dental benefits to business owners and self-employed individuals. The Exempt Edge division engages in the development, marketing and licensing a suite of cloud-based software systems to issuers, exempt market dealers, investors, trust companies, and advisors. The Corporate and Shareholder Services division provides transfer agency and corporate trust services to public and private issuers. Olympia Financial Group Inc. was incorporated in 1994 and is headquartered in Calgary, Canada.

Sector: Financial Services - Industry: Asset Management

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 302.52k 201.11k -392.54k -53.83k
Total Cashflows From Investing Activities -1.86M -2.93M 930.16k -7.18M
Net Borrowings -605k 1.45M -2.7M 6.47M
Total Cash From Financing Activities -9.88M -5M -9.41M 12.66k
Change To Operating Activities -382.21k 167.18k -134.35k 219.66k
Issuance Of Stock
Net Income 9.58M 9.43M 7.99M 6.51M
Change In Cash -1.13M 919.18k 4.28M 4.71M
Effect Of Exchange Rate
Total Cash From Operating Activities 10.61M 8.85M 12.76M 11.88M
Depreciation 414.93k 1M 1.04M 1.38M
Change To Account Receivables -1.05M -761.39k 2.39M 2.09M
Other Cashflows From Financing Activities -3.86M 41.74k -61.18k 188.82k
Change To Netincome 1.43M -1.88M 783.65k 1.42M
Capital Expenditures -573.03k -355.31k -186.84k -247.4k

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 13.59M 12.86M 10.36M 8.5M
Net Income 9.58M 9.43M 7.99M 6.51M
Selling General Administrative 31.15M 34.6M 32.12M 32.71M
Gross Profit 46.92M 45.89M 45.75M 44.87M
Ebit 15.02M 9.75M 11.1M 9.54M
Operating Income 15.02M 9.75M 11.1M 9.54M
Interest Expense
Income Tax Expense 3.69M 3.53M 2.49M 1.99M
Total Revenue 50.03M 49.08M 48.62M 49M
Cost Of Revenue 3.11M 3.19M 2.87M 4.13M
Total Other Income ExpenseNet -1.43M 3.1M -742.64k -1.03M
Net Income From Continuing Ops 9.9M 9.33M 7.87M 6.51M
Net Income Applicable To Common Shares 9.58M 9.43M 7.99M 6.51M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 8.43M 14M 11.75M 17.78M
Total Stockholder Equity 15.19M 18.14M 18.9M 18.77M
Other Current Liabilities 725.26k 1.43M 2.91M 1.09M
Total Assets 23.52M 31.93M 30.65M 36.56M
Common Stock 7.89M 7.89M 7.89M 7.89M
Other Current Assets 406.08k 2.18M 3.34M 556.07k
Retained Earnings 7.21M 10.16M 10.93M 10.8M
Treasury Stock
Cash 12.83M 13.75M 10.4M 15.11M
Total Current Liabilities 7.64M 12.07M 11.6M 16.56M
Other Stockholder Equity
Property, Plant, and Equipment 1.24M 2.19M 1.34M 1.53M
Total Current Assets 16.35M 20.5M 24M 24.79M
Net Tangible Assets 12.68M 15.39M 16.61M 10.14M
Net Receivables 2.27M 3.25M 8.49M 7.12M
Accounts Payable 719.34k 826.6k 222.75k 109.18k


Insider Transactions

Here are the insider transactions of stock shares related to OLYMPIA FINANCIAL GROUP INC:

Filer Name Transaction Text Ownership Date Filer Relation Shares
Lanzl (Anthony)Acquisition or disposition in the public market at price 44.73 per share.D2022-10-21Director of Issuer200
Bahnuik (Jonathan Marvin)Acquisition or disposition under a purchase/ownership plan at price 44.88 per share.D2022-10-20Senior Officer of Issuer81
Skauge (Rick)Acquisition or disposition in the public market at price 45.35 per share.I2022-10-1810% Security Holder of Issuer15
Skauge (Rick)Acquisition or disposition in the public market at price 45.47 per share.I2022-10-1710% Security Holder of Issuer100
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 45.47 per share.I2022-10-03Senior Officer of Issuer6
Lanzl (Anthony)Acquisition or disposition in the public market at price 45.52 per share.I2022-10-03Director of Issuer66
Lanzl (Anthony)Acquisition or disposition in the public market at price 44.78 per share.I2022-10-03Director of Issuer100
Skauge (Rick)Acquisition or disposition in the public market at price 44.81 per share.I2022-09-3010% Security Holder of Issuer22
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 45.32 per share.I2022-09-29Senior Officer of Issuer12
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 46.87 per share.I2022-09-15Senior Officer of Issuer12
Skauge (Rick)Acquisition or disposition in the public market at price 47.21 per share.I2022-09-0210% Security Holder of Issuer149
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 47.09 per share.I2022-09-01Senior Officer of Issuer6
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 47.06 per share.I2022-08-31Senior Officer of Issuer12
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 48.05 per share.I2022-08-15Senior Officer of Issuer12
Bahnuik (Jonathan Marvin)Acquisition or disposition under a purchase/ownership plan at price 48.02 per share.D2022-08-15Senior Officer of Issuer101
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 48.56 per share.I2022-08-02Senior Officer of Issuer14
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 48.37 per share.I2022-08-02Senior Officer of Issuer5
Skauge (Rick)Acquisition or disposition in the public market at price 47.35 per share.I2022-07-2010% Security Holder of Issuer80
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 49.17 per share.I2022-07-15Senior Officer of Issuer11
Lanzl (Anthony)Acquisition or disposition in the public market at price 49.15 per share.I2022-07-12Director of Issuer69
Lanzl (Anthony)Acquisition or disposition in the public market at price 49.15 per share.I2022-07-12Director of Issuer69
du Heaume (Philip Alan)Acquisition or disposition in the public market at price 49.15 per share.D2022-07-12Director or Senior Officer of Insider or Subsidiary of Issuer (other than in 4,5,6)22
Janssen (Gerardus Adrianus)Acquisition or disposition in the public market at price 50.15 per share.D2022-07-06Director of Issuer300
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 50.48 per share.I2022-07-05Senior Officer of Issuer5
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 49.67 per share.I2022-07-05Senior Officer of Issuer11
du Heaume (Philip Alan)Acquisition or disposition in the public market at price 47.99 per share.D2022-06-21Director or Senior Officer of Insider or Subsidiary of Issuer (other than in 4,5,6)85
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 49.46 per share.I2022-06-15Senior Officer of Issuer11
Skauge (Rick)Acquisition or disposition in the public market at price 46.85 per share.I2022-06-0310% Security Holder of Issuer100
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 47.13 per share.I2022-06-01Senior Officer of Issuer6
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 46.98 per share.I2022-05-31Senior Officer of Issuer12
Janssen (Gerardus Adrianus)Acquisition or disposition in the public market at price 45.58 per share.D2022-05-20Director of Issuer200
Newman (Brian Ross)Acquisition or disposition in the public market at price 45.01 per share.I2022-05-19Director of Issuer100
Newman (Brian Ross)Acquisition or disposition in the public market at price 45.22 per share.I2022-05-19Director of Issuer700
Skauge (Rick)Acquisition or disposition in the public market at price 45.22 per share.I2022-05-1910% Security Holder of Issuer40
Skauge (Rick)Acquisition or disposition in the public market at price 44.79 per share.I2022-05-1810% Security Holder of Issuer210
Skauge (Rick)Acquisition or disposition in the public market at price 44.93 per share.I2022-05-1810% Security Holder of Issuer300
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 44.19 per share.I2022-05-16Senior Officer of Issuer13
Bahnuik (Jonathan Marvin)Acquisition or disposition under a purchase/ownership plan at price 39.57 per share.D2022-05-10Senior Officer of Issuer77
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 40.49 per share.I2022-05-02Senior Officer of Issuer6
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 40.84 per share.I2022-04-29Senior Officer of Issuer14
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 41.65 per share.I2022-04-14Senior Officer of Issuer14
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 40.74 per share.I2022-04-01Senior Officer of Issuer4
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 40.40 per share.I2022-03-31Senior Officer of Issuer15
Barnard, Gerhard StephanusI2022-03-24Senior Officer of Issuer420
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 39.81 per share.I2022-03-15Senior Officer of Issuer15
Bahnuik (Jonathan Marvin)Acquisition or disposition under a purchase/ownership plan at price 39.77 per share.D2022-03-04Senior Officer of Issuer62
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 39.64 per share.I2022-03-01Senior Officer of Issuer5
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 40.24 per share.I2022-02-28Senior Officer of Issuer15
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 40.84 per share.I2022-02-14Senior Officer of Issuer14
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 39.45 per share.I2022-02-01Senior Officer of Issuer5
McKenna (John Ryan)Acquisition or disposition under a purchase/ownership plan at price 38.52 per share.I2022-01-31Senior Officer of Issuer15

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to OLYMPIA FINANCIAL GROUP INC. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on OLYMPIA FINANCIAL GROUP INC

Here is the result of two systematic investment strategies applied to OLYMPIA FINANCIAL GROUP INC. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on OLYMPIA FINANCIAL GROUP INC

The following chart shows the equity curve of the two systematic investment strategies applied to OLYMPIA FINANCIAL GROUP INC:

OLYMPIA FINANCIAL GROUP INC automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 39.42% on the backtest period.

Performance at glance

Performance

39.42 %

Latent gain

1192.67 C$

Invested capital

3025.33 C$

Annualized return

7.7 %
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Momentum strategy results on OLYMPIA FINANCIAL GROUP INC

This is the result of two momentum investment strategies applied to OLYMPIA FINANCIAL GROUP INC. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on OLYMPIA FINANCIAL GROUP INC

The following chart shows all the entries opened by the momentum investment system on OLYMPIA FINANCIAL GROUP INC:

OLYMPIA FINANCIAL GROUP INC momentum entries
  • The first momentum investment strategy would give 43.13% of return on OLYMPIA FINANCIAL GROUP INC. That represents 2456.09C$ of latent gain with 5694.91C$ of employed capital.
  • The second momentum investment strategy would give 47.21% of return on OLYMPIA FINANCIAL GROUP INC. That represents 1553.81C$ of latent gain with 3291.19C$ of employed capital.
Performance at glance (1Q Momentum)

Performance

43.13 %

Latent gain

2456.09 C$

Invested capital

5694.91 C$

Annualized return

9.45 %
Performance at glance (2Q Momentum)

Performance

47.21 %

Latent gain

1553.81 C$

Invested capital

3291.19 C$

Annualized return

10.17 %

Momentum equity curve on OLYMPIA FINANCIAL GROUP INC

The following chart shows the equity curve of the two momentum strategies applied to OLYMPIA FINANCIAL GROUP INC:

OLYMPIA FINANCIAL GROUP INC momentum equity

Note: the dividends potentially given by OLYMPIA FINANCIAL GROUP INC are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on OLYMPIA FINANCIAL GROUP INC

The following chart shows the employed capital evolution of the two momentum strategies on OLYMPIA FINANCIAL GROUP INC since the beginning:

OLYMPIA FINANCIAL GROUP INC

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250C$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000C$.


Buy the dip strategy result on OLYMPIA FINANCIAL GROUP INC

Buy the dip entry openings on OLYMPIA FINANCIAL GROUP INC

OLYMPIA FINANCIAL GROUP INC

The performance achieved by the robo-advisor on OLYMPIA FINANCIAL GROUP INC is 29.49%. That represents 532.25$ of latent gain with 1804.75C$ of employed capital. The following chart shows OLYMPIA FINANCIAL GROUP INC stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of OLYMPIA FINANCIAL GROUP INC, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

29.49 %

Latent gain

532.25 C$

Invested capital

1804.75 C$

Annualized return

9.45 %

Equity curve of the strategy applied to OLYMPIA FINANCIAL GROUP INC

The following chart shows the result of the investment strategy applied to OLYMPIA FINANCIAL GROUP INC:

OLYMPIA FINANCIAL GROUP INC

Note: the dividends potentially given by OLYMPIA FINANCIAL GROUP INC are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on OLYMPIA FINANCIAL GROUP INC

The following chart shows the employed capital evolution since the beginning of the investment strategy on OLYMPIA FINANCIAL GROUP INC:

OLYMPIA FINANCIAL GROUP INC

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on OLYMPIA FINANCIAL GROUP INC

In this section, I will compare the three previous investment strategies applied to OLYMPIA FINANCIAL GROUP INC.

Equity curve comparison on OLYMPIA FINANCIAL GROUP INC

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

OLYMPIA FINANCIAL GROUP INC investment strategy comparison

Employed capital comparison on OLYMPIA FINANCIAL GROUP INC

OLYMPIA FINANCIAL GROUP INC investment comparison

Performance comparison on OLYMPIA FINANCIAL GROUP INC

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 39.42% 1192.67C$ 3025.33C$ 7.7%
Momentum 1 quarter 43.13% 2456.09C$ 5694.91C$ 8.84%
Momentum 2 quarters 47.21% 1553.81C$ 3291.19C$ 10.17%
Non-directional 29.49% 532.25C$ 1804.75C$ 9.45%
Annualized return comparison

Automatic investment

7.7 %

Momentum 1Q

10.17 %

Momentum 2Q

10.17 %

Non-directional

9.45 %

Correlated stocks

Here are the most positively and negatively correlated stocks with OLYMPIA FINANCIAL GROUP INC:

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

  • Tile Shop Hldgs Inc

  • Note: The algorithm computes the probability of correlation between OLYMPIA FINANCIAL GROUP INC and the other stocks. There may be false positives or some missing correlated stocks. If the price of OLYMPIA FINANCIAL GROUP INC does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name OLYMPIA FINANCIAL GROUP INC
    Country Canada
    City Calgary
    Address 520 – 3 Avenue SW
    Phone
    Website www.olympiafinancial.com
    FullTime employees 220
    Industry Asset Management
    Sector Financial Services
    Exchange XTSE
    Ticker OLY.XTSE
    Market

    OLYMPIA FINANCIAL GROUP INC ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown