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OLD YORK FINANCIAL™
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OLD YORK FINANCIAL™
OLD YORK PRO
ABOUT RATINGS
RATING TERMINAL
OLD YORK ADVISORY™
OLD YORK CAPITAL PARTNERS™
CONTACT US
REGISTRY
OLD YORK PRO
ABOUT RATINGS
RATING TERMINAL
OLD YORK ADVISORY™
OLD YORK CAPITAL PARTNERS™
CONTACT US
REGISTRY

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Industry
  • Aerospace & Defense 12
  • Analytics 10
  • Apparel 6
  • Bank 16
  • Beverages / Food 4
  • Car Manufacturing 7
  • Chemicals 3
  • Communication Services 3
  • Consulting 3
  • Consumer Defensive 10
  • Consumer Discretionary 18
  • Credit Services 10
  • Cybersecurity 3
  • Data 6
  • Energy 12
  • Entertainment 4
  • Exchanges 5
  • Farm & Heavy Construction Machinery 2
  • Financial 46
  • Food Processing 1
  • Grocery Store 5
  • Hardware 18
  • Healthcare 6
  • Holding Company 5
  • Home Improvement 2
  • Industrial 37
  • Information Technology 16
  • Insurance 15
  • Investment Banking 5
  • Logistics 9
  • Luxury 6
  • Market Infrastructure 9
  • Materials 6
  • Mining 3
  • Oil & Gas 12
  • Payment 5
  • Personal Care & Beauty 1
  • Pharmaceuticals 4
  • Railroad 5
  • Ratings 6
  • Real Estate 5
  • Restaurants 4
  • Retail 16
  • Semi-Conductors 17
  • Software 17
  • Technology 39
  • Telecommunications 11
  • Trade Distributors 4
  • Utilities 6
  • Waste Management 4
Ratings
  • A 51
  • AA 57
  • AAA 25
  • B 15
  • BB 7
  • BBB 31
  • C 1
  • Pending / Speculative 2
Loblaw Companies Ltd. (L) investment Quality Rating (A)
Retail, Grocery Store, Consumer Defensive Old York GP inc . 2026-03-04 Retail, Grocery Store, Consumer Defensive Old York GP inc . 2026-03-04

Loblaw Companies Ltd. (L) investment Quality Rating (A)

Old York Financial assigns Loblaw (L) an (A) Operational Quality Rating. Following its 2025 PC Bank sale and 4-for-1 stock split, Loblaw remains Canada's retail sovereign with $6.6B in Owner Earnings and 10.2% ROIC. See the forensic analysis of its Shoppers Drug Mart moat.

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Metro Inc. (MRU) investment Quality Rating (A)
Consumer Defensive, Retail, Grocery Store Old York GP inc . 2026-03-04 Consumer Defensive, Retail, Grocery Store Old York GP inc . 2026-03-04

Metro Inc. (MRU) investment Quality Rating (A)

Old York Financial assigns Metro Inc. (MRU) an (A) Operational Quality Rating. With $1.16B in Owner Earnings and a 31-year dividend streak, Metro is Canada's grocery fortress. See the forensic analysis of its 9.1% ROIC and pharmacy-led margin stability.

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Alimentation Couche-Tard (ANCTF) investment Quality Rating (AA)
Retail, Consumer Discretionary Old York GP inc . 2026-03-04 Retail, Consumer Discretionary Old York GP inc . 2026-03-04

Alimentation Couche-Tard (ANCTF) investment Quality Rating (AA)

Old York Financial assigns Alimentation Couche-Tard (ATD) an (AA) Operational Quality Rating. With a 17.8% adjusted ROIC and $5.6B in Owner Earnings, ATD is the "M&A Sovereign" of retail. See the forensic breakdown of its fuel margins and 10% share buyback plan.

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Dollarama Inc. (DOL) investment Quality Rating (AAA)
Consumer Defensive, Retail, Grocery Store Old York GP inc . 2026-03-04 Consumer Defensive, Retail, Grocery Store Old York GP inc . 2026-03-04

Dollarama Inc. (DOL) investment Quality Rating (AAA)

Old York Financial assigns Dollarama (DOL) a (AAA) Operational Quality Rating. With a 20.9% ROIC and $1.6B in Owner Earnings, DOL is the "Value Sovereign" of Canada. See the forensic analysis of its Dollarcity growth and 2-year store payback model.

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Sherwin-Williams (SHW) investment Quality Rating (AA)
Materials, Chemicals, Retail Old York GP inc . 2026-03-01 Materials, Chemicals, Retail Old York GP inc . 2026-03-01

Sherwin-Williams (SHW) investment Quality Rating (AA)

Sherwin-Williams (SHW) receives an elite (AA) Operational Quality Rating for 2025. Forensic analysis of its $23.57B record sales, 75% ROE, and the Suvinil acquisition impact.

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Nike (NKE) investment Quality Rating (BBB)
Consumer Discretionary, Apparel, Retail Old York GP inc . 2026-03-01 Consumer Discretionary, Apparel, Retail Old York GP inc . 2026-03-01

Nike (NKE) investment Quality Rating (BBB)

Nike (NKE) receives a (BBB) Operational Quality Rating for 2025. Forensic analysis of its 20.2% ROIC, 23.1% ROE, and the $1.4B "China Problem."

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Lululemon Athletica (LULU) investment Quality Rating (AA)
Consumer Discretionary, Apparel, Luxury, Retail Old York GP inc . 2026-03-01 Consumer Discretionary, Apparel, Luxury, Retail Old York GP inc . 2026-03-01

Lululemon Athletica (LULU) investment Quality Rating (AA)

Lululemon Athletica (LULU) receives a (AA) Operational Quality Rating for 2025. Forensic analysis of its 31.9% ROIC, 42% ROE, and the friction in its North American segment.

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EssilorLuxottica (EL.PA) investment Quality Rating (A)
Consumer Discretionary, Luxury, Retail, Apparel Old York GP inc . 2026-03-01 Consumer Discretionary, Luxury, Retail, Apparel Old York GP inc . 2026-03-01

EssilorLuxottica (EL.PA) investment Quality Rating (A)

EssilorLuxottica (EL.PA) receives an Old York (AA) Quality Rating for 2025. Forensic analysis of its optical monopoly, Ray-Ban Meta growth, and ROIC/ROE metrics.

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Richemont (CFR.SW) investment Quality Rating (AA)
Consumer Discretionary, Luxury, Retail, Apparel Old York GP inc . 2026-03-01 Consumer Discretionary, Luxury, Retail, Apparel Old York GP inc . 2026-03-01

Richemont (CFR.SW) investment Quality Rating (AA)

Richemont (CFR.SW) receives an Old York (AA) Operational Quality Rating for 2025. Forensic analysis of Cartier’s dominance, Specialist Watchmaker friction, and ROIC/ROE metrics.

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LVMH Moët Hennessy Louis Vuitton (MC.PA) investment Quality Rating (AA)
Consumer Discretionary, Luxury, Retail, Apparel Old York GP inc . 2026-03-01 Consumer Discretionary, Luxury, Retail, Apparel Old York GP inc . 2026-03-01

LVMH Moët Hennessy Louis Vuitton (MC.PA) investment Quality Rating (AA)

LVMH Moët Hennessy Louis Vuitton (MC.PA) receives an Old York Operational Quality Rating for 2025. Forensic breakdown of 2025 ROIC, ROE, and operational efficiency across luxury sectors.

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Hermès International (HESAY) investment Quality Rating (AAA)
Consumer Discretionary, Luxury, Retail, Apparel Old York GP inc . 2026-03-01 Consumer Discretionary, Luxury, Retail, Apparel Old York GP inc . 2026-03-01

Hermès International (HESAY) investment Quality Rating (AAA)

Hermès International (RMS.PA) receives an elite Old York Operational Quality Rating. Forensic breakdown of 2025 ROIC, ROE, and Net Profit Margin for the world's most efficient luxury machine.

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Lowe's Companies (LOW) investment Quality Rating (A)
Retail, Home Improvement Old York GP inc . 2026-02-26 Retail, Home Improvement Old York GP inc . 2026-02-26

Lowe's Companies (LOW) investment Quality Rating (A)

Access the forensic (A) rating for Lowe's (LOW). Old York Financial Analysis LOW’s $9.8B Owner Earnings, 26.1% ROIC, and the strategic FBM acquisition. See why the "Challenger Sovereign" is an elite operator for the private principal.

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Home Depot (HD) investment Quality Rating (A)
Retail, Home Improvement Old York GP inc . 2026-02-26 Retail, Home Improvement Old York GP inc . 2026-02-26

Home Depot (HD) investment Quality Rating (A)

Access the forensic (A) rating for Home Depot (HD). Old York Financial Analysis HD’s $15.4B Owner Earnings, 21.4% ROIC, and the impact of the $18B SRS acquisition. See why the "Professional Infrastructure Sovereign" is a high-grade operator.

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Amazon (AMZN) investment Quality Rating (AA)
Retail, Data, Logistics, Market Infrastructure, Technology Old York GP inc . 2026-02-26 Retail, Data, Logistics, Market Infrastructure, Technology Old York GP inc . 2026-02-26

Amazon (AMZN) investment Quality Rating (AA)

Access the forensic (AA) rating for Amazon (AMZN). Old York Financial Analysis Amazon’s $139B Operating Cash Flow, 35% AWS margins, and the $131B "AI Infrastructure" mandate. See why AMZN is the premier infrastructure sovereign

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Walmart Inc. (WMT) investment Quality Rating (AA)
Consumer Defensive, Retail, Grocery Store Old York GP inc . 2026-02-24 Consumer Defensive, Retail, Grocery Store Old York GP inc . 2026-02-24

Walmart Inc. (WMT) investment Quality Rating (AA)

Walmart Inc. (WMT) 2025 Analysis: Why the $713B retail king earns an Old York (AA) Rating. Analysis of $33.6B in Owner Earnings, 24% eCommerce growth, and the $6.4B advertising engine.

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Costco Wholesale (COST) investment Quality Rating (AAA)
Retail, Consumer Defensive, Grocery Store Old York GP inc . 2026-02-24 Retail, Consumer Defensive, Grocery Store Old York GP inc . 2026-02-24

Costco Wholesale (COST) investment Quality Rating (AAA)

Costco Wholesale (COST) 2025 Analysis: Why the membership giant earns an Old York (AAA) Rating. Analysis of $8.6B in Owner Earnings, 30.6% ROIC, and the strategic power of a 92.3% renewal rate.

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Private Capital, Operational Advisory, Mergers and Acquisitions

Old York Financial is a boutique merchant house and private investment firm. We are not a bank, nor do we provide public securities advice or retail financial planning. All engagements are principal-to-principal.

Old York Financial operates both a corporate advisory practice and a principal investment platform.


We are not a licensed securities broker-dealer, Exempt Market Dealer (EMD), or Investment Fund Manager (IFM).


We do not sell securities to the public. All advisory and transaction services are provided on a non-brokerage basis.

Any capital commitments or investment participation by Old York Capital Partners are made as a principal under applicable private-market exemptions. Participation by outside investors is by invitation only and limited to accredited or otherwise exempt investors who complete required subscription and verification documents. Securities issued in private transactions may be subject to resale restrictions.

Nothing on this website constitutes an offer to sell or solicitation to buy securities. All information is for general purposes only and is contingent on investors and clients obtaining independent legal, tax, and financial advice.

Old York Financial is a premier investment company Mergers & Acquisitions and Corporate Advisory firm serving Prince Edward County (Picton, Bloomfield, Wellington), Belleville, Trenton, and the Bay of Quinte.

"Old York Financial is an independent advisory firm and is not affiliated with, endorsed by, or a representative of Schroders plc or its subsidiaries."

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