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Home CompaniesEconomic Investment Trust Ltd

Economic Investment Trust Ltd

PortfolioPortfolio WatchlistWatchlist
Company price
24.75 CAD 0.00(0%)
Last update at 2026-11-03T14:30:00Z
Market Cap
127.75M
P/E
0.44

Momentum Score

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Economic Investment Trust Limited is a closed-ended equity mutual fund launched and managed by Burgundy Asset Management Ltd. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund benchmarks the performance of its portfolio against the S&P/TSX Composite Index, MSCI World Index, and S&P 500 Index. Economic Investment Trust Limited was formed in January 28, 1927 and is domiciled in Canada.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
24.75
Low
24.75
High
52 Week Price Range
14.44
Low
176.64
High

Momentum Score

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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Economic Investment Trust Ltd (TSX: EVT.TO) is a Toronto Stock Exchange–listed investment trust, but public disclosures about its portfolio, strategy and operations are limited. Because detailed information is sparse, specific long-term growth drivers are not clearly disclosed; investors may find the vehicle attractive for potential income and capital appreciation typical of closed-end trusts, but should review official filings for confirmation.

The primary risk is limited transparency and disclosure, which heightens governance, valuation and liquidity risk and could compound market or concentration losses common to investment trusts.

Risk Score
High

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
24.75
Dividend Yield
0.53%
Revenue TTM
396.30M
Revenue Per Share
7.31
Gross Profit TTM
396.30M
Debt / Equity
-
ROE
24.69%
Net Debt
-
ROCE
36.29%
Diluted EPS TTM
51.46

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax 393.54M 307.43M 159.86M -19.82M 236.95M
Net income 350.63M 272.89M 137.81M -17.46M 211.81M
Selling general administrative 1.22M 1.20M 1.26M 1.37M 0.98M
Gross profit 394.76M 308.62M 161.12M -18.45M 237.93M
Ebit - - - -19.61M 236.95M
Operating income 393.54M 307.43M 159.86M -19.82M 236.95M
Interest expense - - - - 0.00M
Tax provision 42.91M 34.54M 22.05M -2.37M 25.14M
Income tax expense - - - -2.37M 25.14M
Total revenue 396.30M 310.10M 162.42M -17.01M 241.35M
Total operating expenses 2.76M 2.67M 2.56M - -
Cost of revenue 1.54M 1.48M 1.30M 1.44M 3.42M
Net income applicable to common shares 350.63M 272.89M 137.81M -17.46M 211.81M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 1677.45M 1446.31M 1201.10M 1099.26M 1194.55M
Total liab 158.27M 124.87M 93.61M 90.38M 96.45M
Total stockholder equity 1519.17M 1321.44M 1107.49M 1008.88M 1098.09M
Other current liab - - - - 23.05M
Common stock 197.60M 197.63M 197.75M 199.19M 203.60M
Retained earnings 1321.57M 1123.81M 909.74M 809.69M 894.49M
Other liab - - - 75.60M 73.25M
Other assets - - - 1.78M 0.89M
Cash 5.38M - - - 46.11M
Cash and equivalents - 13.55M 13.12M 12.83M 46.11M
Total current liabilities - - - 14.78M 23.21M
Short term debt 0.00M 0.00M 0.00M 0.00M 0.00M
Total current assets - - - 24.17M 47.62M
Net tangible assets - - - 1008.88M 1098.09M
Net receivables 2.77M 2.24M 2.26M 11.34M 1.51M
Long term debt - - 0.00M 14.50M -
Long term debt total 0.00M 0.00M 0.00M 14.50M 0.00M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Change to liabilities - - - 0.00M 0.00M
Net borrowings - - - 14.50M 14.50M
Total cash from financing activities -152.90M -58.94M -53.69M -57.26M -29.71M
Change to operating activities - - - -33.52M 23.34M
Net income 350.63M 272.89M 137.81M -17.46M 211.81M
Change in cash -8.18M 0.43M 0.29M -33.28M 34.86M
Total cash from operating activities 144.72M 59.38M 53.98M 23.98M 64.57M
Dividends paid 152.74M 58.43M 33.77M 6.66M 6.70M
Sale purchase of stock -0.17M -0.51M -5.42M -16.56M -0.26M
Change to netincome - - - 74.96M -170.58M
Capital expenditures 0.00M 0.00M 0.00M 0.00M 0.00M
Change in working capital 52.91M 3.32M 23.74M -20.58M 29.78M

Peer Comparison*

Sector: Industry:

Stock Name
Change
(CAD)
Price
(CAD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
EVT
Economic Investment Trust Ltd		 -
-%		 24.75 0.44 - 0.32 -
TD-PFI
Toronto-Dominion Bank Pref Series 16		 -0.06
0.23%		 25.60 3.05 - 3.16 -
ENB-PFV
Enbridge Inc Pref 5		 -
-%		 25.00 9.90 - 2.43 -
ENB-PFA
Enbridge Inc Pref 9		 0.09
0.37%		 24.11 5.94 - 2.27 -
ENB-PFC
Enbridge Inc Pref 11		 0.09
0.38%		 23.85 5.67 - 2.15 -

Profile*

Economic Investment Trust Ltd

Economic Investment Trust Limited is a closed-ended equity mutual fund launched and managed by Burgundy Asset Management Ltd. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund benchmarks the performance of its portfolio against the S&P/TSX Composite Index, MSCI World Index, and S&P 500 Index. Economic Investment Trust Limited was formed in January 28, 1927 and is domiciled in Canada.

Bay Wellington Tower, Brookfield Place, Toronto, ON, Canada, M5J 2T3

416-869-3222

https://www.evt.ca

Name Title Year Born
Mr. Duncan Newton Rowell Jackman Chairman, Chief Exec. Officer and Pres 1967
Mr. Richard B. Carty Corp. Sec. 1968
Mr. Duncan Newton Rowell Jackman Chairman, Chief Executive Officer and President 1967
Mr. Richard B. Carty Corporate Secretary 1968
Mr. Duncan Newton Rowell Jackman L.L.B. Chairman, Chief Executive Officer and President 1967

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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