PWF-PE chart

Last update: 2022-12-29
Key statistics and financials
Revenue per share 86.54
Dividend & Yield1.38C$ (6.49%)
Beta 0.23
Market capitalization N/A
Operating cash flow 9.57B
ESG Scores unknown

Company description

Power Financial Corporation operates as an international management and holding company with interests in financial services and asset management businesses in Canada, the United States, and Europe. It offers life, disability, critical illness, accidental death, dismemberment, dental protection, creditor, and health insurance; retirement and investment management; and reinsurance and retrocession; and investment advisory, financial planning, and related services, as well as wealth savings and income products, and specialty products. The company also provides employer-sponsored defined contribution plans, individual retirement accounts, enrollment services, communication materials, investment options and education services, fund management services, and investment and advisory services. In addition, it offers private label record keeping and administrative services; investment products, such as equity, fixed income, absolute return and alternative strategies, hedge fund, and model-based separately managed accounts and portfolios; and protection and wealth management products, such as payout annuities, equity release mortgages, life bonds, retirement drawdown, and pension, as well as securities, mortgages, and other financial services; and private equity, and debt and thematic funds. Further, the company holds interests in various businesses, such as mineral-based specialty solutions; testing, inspection, and certification; cement, aggregates, and concrete; wines and spirits; sporting goods design and distribution; materials technology and recycling of precious metals; food and beverage; disposable hygiene products; Atlantic salmon; customer experience and business process outsourcing; developer and publisher of mobile games; and regional leisure parks. Additionally, it operates a digital investing platform. The company was founded in 1984 and is based in Montréal, Canada. Power Financial Corporation is a subsidiary of Power Corporation of Canada.

Sector: Financial Services - Industry: Insurance—Life

Financial data

Financial Statements

Cashflow Statement 2016-12-31 2017-12-31 2018-12-31 2019-12-31
Change To Liabilities
Total Cashflows From Investing Activities -5.48B -5.15B -4.71B -1.06B
Net Borrowings 1.31B 338M -148M -680M
Total Cash From Financing Activities -1.01B -1.16B -2.28B -4.87B
Change To Operating Activities 7.07B 6.08B 335M 10.08B
Issuance Of Stock 1M 18M 7M
Net Income 2.04B 1.85B 2.38B 2.1B
Change In Cash 208M 925M 303M 648M
Effect Of Exchange Rate -198M -28M 166M -130M
Total Cash From Operating Activities 6.9B 7.25B 7.13B 6.71B
Depreciation 302M 317M 380M 481M
Change To Account Receivables
Other Cashflows From Financing Activities -1.1B -469M -777M -1.16B
Change To Netincome -2.72B -1.2B 4.03B -5.96B
Capital Expenditures

Income Statement 2016-12-31 2017-12-31 2018-12-31 2019-12-31
Research Development
Income Before Tax 3.97B 3.4B 4.18B 3.77B
Net Income 2.04B 1.85B 2.38B 2.1B
Selling General Administrative 6.32B 6.55B 6.91B 7.16B
Gross Profit 10.86B 10.63B 11.45B 11.23B
Ebit 4.54B 4.08B 4.54B 4.07B
Operating Income 4.54B 4.08B 4.54B 4.07B
Interest Expense -379M -396M -331M -416M
Income Tax Expense 581M 584M 602M 601M
Total Revenue 49.16B 49.99B 47.02B 47.8B
Cost Of Revenue 38.3B 39.36B 35.58B 36.57B
Total Other Income ExpenseNet -573M -682M -356M -298M
Net Income From Continuing Ops 3.39B 2.81B 3.58B 3.17B
Net Income Applicable To Common Shares 1.92B 1.72B 2.25B 1.96B

Balance Sheet Statement 2016-12-31 2017-12-31 2018-12-31 2019-12-31
Total Liabilities 386.19B 406.7B 412.11B 437.66B
Total Stockholder Equity 16.9B 17.68B 18.75B 17.98B
Other Current Liabilities 2.98B 2.86B 7.36B 3.2B
Total Assets 418.41B 440.22B 447.06B 471.37B
Common Stock 805M 826M 833M 1.29B
Other Current Assets 6.08B 5.68B 11.55B 22.44B
Retained Earnings 14.85B 15.38B 15.97B 14.61B
Treasury Stock 1.25B 1.48B 1.95B 2.08B
Cash 4.21B 5.08B 5.29B 5.69B
Total Current Liabilities 6.59B 7.36B 13.3B 11.31B
Other Stockholder Equity 1.25B 1.48B 1.95B 2.08B
Property, Plant, and Equipment 1.13B 1.17B 1.33B 1.89B
Total Current Assets 16.78B 17.86B 124.8B 132.3B
Net Tangible Assets 2.39B 3.12B 3.58B 2.9B
Net Receivables 5.51B 6.02B 6.17B 6.93B
Accounts Payable 2.73B 3.44B 5.01B 5.22B


Insider Transactions

Here are the insider transactions of stock shares related to PWF-PE:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

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 PWF-PE. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on PWF-PE

Here is the result of two systematic investment strategies applied to PWF-PE. 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 PWF-PE

The following chart shows the equity curve of the two systematic investment strategies applied to PWF-PE:

PWF-PE automated entries

The systematic investment strategy that buys the first day of the month would give a performance of -8.37% on the backtest period.

Performance at glance

Performance

-8.37 %

Latent gain

-63.4 C$

Invested capital

757.9 C$

Annualized return

-6.54 %
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Momentum strategy results on PWF-PE

This is the result of two momentum investment strategies applied to PWF-PE. 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 PWF-PE

The following chart shows all the entries opened by the momentum investment system on PWF-PE:

PWF-PE momentum entries
  • The first momentum investment strategy would give -9.55% of return on PWF-PE. That represents -171.1C$ of latent gain with 1791.6C$ of employed capital.
  • The second momentum investment strategy would give -9.68% of return on PWF-PE. That represents -124.1C$ of latent gain with 1281.6C$ of employed capital.
Performance at glance (1Q Momentum)

Performance

-9.55 %

Latent gain

-171.1 C$

Invested capital

1791.6 C$

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

-9.68 %

Latent gain

-124.1 C$

Invested capital

1281.6 C$

Annualized return

-12.1 %

Momentum equity curve on PWF-PE

The following chart shows the equity curve of the two momentum strategies applied to PWF-PE:

PWF-PE momentum equity

Note: the dividends potentially given by PWF-PE 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 PWF-PE

The following chart shows the employed capital evolution of the two momentum strategies on PWF-PE since the beginning:

PWF-PE

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 PWF-PE

Buy the dip entry openings on PWF-PE

PWF-PE

The performance achieved by the robo-advisor on PWF-PE is 0%. That represents 0.0$ of latent gain with 0.0C$ of employed capital. The following chart shows PWF-PE stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of PWF-PE, 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

0 %

Latent gain

0.0 C$

Invested capital

0.0 C$

Annualized return

-0.0 %

Equity curve of the strategy applied to PWF-PE

The following chart shows the result of the investment strategy applied to PWF-PE:

PWF-PE

Note: the dividends potentially given by PWF-PE 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 PWF-PE

The following chart shows the employed capital evolution since the beginning of the investment strategy on PWF-PE:

PWF-PE

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 PWF-PE

In this section, I will compare the three previous investment strategies applied to PWF-PE.

Equity curve comparison on PWF-PE

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

PWF-PE investment strategy comparison

Employed capital comparison on PWF-PE

PWF-PE investment comparison

Performance comparison on PWF-PE

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment -8.37% -63.4C$ 757.9C$ -6.54%
Momentum 1 quarter -9.55% -171.1C$ 1791.6C$ -9.18%
Momentum 2 quarters -9.68% -124.1C$ 1281.6C$ -12.1%
Non-directional 0% 0.0C$ 0.0C$ -0.0%
Annualized return comparison

Automatic investment

-6.54 %

Momentum 1Q

-12.1 %

Momentum 2Q

-12.1 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with PWF-PE:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

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


Company information

Company name PWF-PE
Country Canada
City Montreal
Address 751 Victoria Square
Phone
Website www.powerfinancial.com
FullTime employees 28400
Industry Insurance—Life
Sector Financial Services
Exchange XTSE
Ticker PWF-PE.XTSE
Market

PWF-PE 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