- The trend backdrop is active with a 88-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
SRV-UN
TOR
Week ended 24 Jul 2026
Weekly Investor Report
SIR Royalty Income Fund · Consumer Cyclical · Restaurants
Latest close
15.74 CAD
-2.2%
latest week
Weekly setup
Mixed setup
The weekly trend is active. Price is 2.3% above the Trend Line and sits at 85.2% of its 52-week range. The latest completed week returned -2.2%, after a -0.1% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks weakly; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 47/100.
Setup score
69
out of 100
Latest Close
15.74 CAD
24 Jul 2026
1W Return
-2.2%
latest completed week
4W Return
-0.1%
short-term follow-through
12W Return
1.7%
quarterly tape
Trend Breadth
100.0%
52 of 52 weeks active
Volume Ratio
1.2x
vs 13-week average
- No major top-level risk cluster is currently dominant.
- Price is close to its 52-week high; watch for continuation or exhaustion.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-2.2%
Latest completed week; four-week move -0.1%.
Indicator stack
100/69
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Positive 57.04%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
News sentiment
47/100
6 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 2.3% above the Trend Line and sits at 85.2% of its 52-week range. The latest completed week returned -2.2%, after a -0.1% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.2x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
30 Jan
6 Feb
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.9412-week average 0.92
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure3/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.94Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -0.1% over four weeks, 1.7% over 12 weeks, and 15.7% over one year. The current trend has remained active for 88 consecutive weeks.
Performance by holding period
Active trend streak88 weeks
Active weeks in one year52
Trend breadth100.0%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.33Latest activity-pressure read.
Pressure change159.1%Four-week change in activity pressure.
Leadership-2.96Latest relative-leadership reading.
RS change-31.0%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks weakly; valuation is neither clearly cheap nor expensive.
Factor week 26 Jul 2026
Financial statements through 31 Mar 2026
Field coverage 73%
Model confidence 70%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength64/100Blend of value, momentum, and quality. Underlying universe rank 37; rank 1 is best.
Value67/100Relative valuation strength. Underlying universe rank 34; rank 1 is best.
Quality64/100Profitability and accounting quality. Underlying universe rank 37; rank 1 is best.
Momentum29/100Medium-term price momentum. Underlying universe rank 72; rank 1 is best.
Growth4/100Revenue and earnings growth. Underlying universe rank 97; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 15.0x Price divided by trailing earnings.
- Price / sales
- 10.2x Market value relative to trailing revenue.
- EV / EBITDA
- - Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 8.1% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- - Gross profit retained from each unit of revenue.
- Operating margin
- - Operating profit retained from revenue.
- Free-cash-flow margin
- 82.6% Free cash flow generated from revenue.
- Return on invested capital
- - Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- -22.0% Latest one-year revenue growth.
- EPS growth
- -29.6% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- -8.0% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 4/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 8.1% Cash dividends relative to market value.
- Buyback yield
- 0.0% Net share repurchases relative to market value.
- Shareholder yield
- 8.1% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- - Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment47/100
Weighted news tone is neutral across 6 relevant articles.
0 positive · 5 neutral · 1 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-2.8%Distance below the 52-week high.
13-week volatility0.9%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
30 Jan
27 Feb
27 Mar
24 Apr
22 May
19 Jun
24 Jul
Weeks higher16 of 2610 weeks finished lower.
Best week+2.6%Week of 17 Apr.
Worst week-3.2%Week of 27 Mar.
Latest week-2.2%Week of 24 Jul.
Shape of recent returns
Strong gains0
Modest gains16
Flat weeks0
Modest losses10
Sharp losses0
Recent vol0.9%13-week weekly-return volatility.
Base vol1.8%52-week weekly-return volatility.
Up/down split32/20Count of positive and negative weeks in the 52-week window.
Average skew1.4% / -1.4%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorCA Consumer Cyclical
4-week rank27 / 51
Group average-3.2%
Trend breadth45.1%
Trend45.1%active weekly trend signals
MD56.9%positive activity pressure
RS31.4%positive relative leadership
Four-week leaders
IndustryCA Restaurants
4-week rank3 / 7
Group average-3.2%
Trend breadth28.6%
Trend28.6%active weekly trend signals
MD42.9%positive activity pressure
RS0.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape74/100
Trend, activity pressure, participation, and risk combine to a 74/100 tape read.
Indicator analysis56/100Latest 12-week confirmation: trend 12/12, activity pressure 3/12, relative leadership 0/12.
Activity pressure 0.94; No reversal markers Next-Week ExpectancyPositive 57.04%Next-week expectancy is positive with a 57.04% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors56/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 64; Small Cap Core rank 37 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment47/100Weighted news tone is neutral across 6 relevant articles.
Monthly Dividend Stock In Focus: SIR Royalty Income Fund Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 24 Jul 2026 | 15.74 CAD | -2.2% | 15.39 CAD | 12.84 CAD | 0.33 | -2.96 | 14.3K | On |
| 17 Jul 2026 | 16.10 CAD | 1.2% | 15.33 CAD | 12.82 CAD | 0.44 | -0.65 | 15.8K | On |
| 10 Jul 2026 | 15.91 CAD | 0.7% | 15.26 CAD | 12.80 CAD | 0.07 | -2.14 | 12.2K | On |
| 3 Jul 2026 | 15.80 CAD | 0.3% | 15.18 CAD | 12.78 CAD | -0.27 | -2.70 | 11.3K | On |
| 26 Jun 2026 | 15.76 CAD | 0.9% | 15.10 CAD | 12.77 CAD | -0.56 | -2.26 | 15.4K | On |
| 19 Jun 2026 | 15.62 CAD | 1.0% | 15.03 CAD | 12.75 CAD | -0.71 | -3.15 | 3.4K | On |
| 12 Jun 2026 | 15.46 CAD | -0.3% | 14.96 CAD | 12.74 CAD | -0.70 | -4.13 | 502 | On |
| 5 Jun 2026 | 15.51 CAD | -0.5% | 14.89 CAD | 12.72 CAD | -0.51 | -2.51 | 1.8K | On |
| 29 May 2026 | 15.59 CAD | 0.9% | 14.82 CAD | 12.71 CAD | -0.33 | -3.09 | 8.8K | On |
| 22 May 2026 | 15.45 CAD | -0.5% | 14.77 CAD | 12.70 CAD | -0.27 | -3.22 | 10.8K | On |
| 15 May 2026 | 15.53 CAD | 0.2% | 14.71 CAD | 12.68 CAD | -0.22 | -0.97 | 22.0K | On |
| 8 May 2026 | 15.49 CAD | 0.1% | 14.67 CAD | 12.67 CAD | -0.17 | -1.93 | 27.0K | On |
| 1 May 2026 | 15.48 CAD | -1.1% | 14.60 CAD | 12.65 CAD | -0.27 | -1.48 | 12.7K | On |
| 24 Apr 2026 | 15.66 CAD | -0.1% | 14.55 CAD | 12.64 CAD | -0.24 | -0.43 | 6.8K | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.