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Australian (ASX) Asset Management Industry Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies69
  • 7D0.1%
  • 3M7.8%
  • 1Y12.5%
  • YTDn/a

Over the last 7 days, the Asset Management industry has remained flat. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the Australian Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024AU$61.9bAU$12.0bAU$2.8b20.9x22.5x5.1x
Sun, 23 Jun 2024AU$54.7bAU$9.0bAU$2.4b20.6x22.6x6x
Tue, 21 May 2024AU$53.3bAU$9.1bAU$2.4b22.8x22x5.9x
Thu, 18 Apr 2024AU$52.5bAU$9.1bAU$2.4b23x21.5x5.8x
Sat, 16 Mar 2024AU$52.2bAU$9.1bAU$2.4b22.8x21.5x5.7x
Mon, 12 Feb 2024AU$52.4bAU$8.6bAU$2.4b21.8x21.9x6.1x
Wed, 10 Jan 2024AU$52.2bAU$9.0bAU$2.3b20.6x22.3x5.8x
Fri, 08 Dec 2023AU$48.5bAU$8.9bAU$2.3b19.6x20.8x5.4x
Sun, 05 Nov 2023AU$44.1bAU$8.4bAU$2.0b19.3x22x5.2x
Tue, 03 Oct 2023AU$45.4bAU$8.5bAU$2.0b19.3x22.6x5.4x
Thu, 31 Aug 2023AU$46.1bAU$8.6bAU$1.9b19.8x23.9x5.4x
Sat, 29 Jul 2023AU$47.1bAU$8.0bAU$2.0b22.4x23.8x5.9x
Mon, 26 Jun 2023AU$44.8bAU$8.2bAU$2.1b20.8x21.2x5.5x
Wed, 24 May 2023AU$45.0bAU$8.2bAU$2.1b20.8x21.3x5.5x
Fri, 21 Apr 2023AU$45.5bAU$8.2bAU$2.1b21x21.5x5.6x
Sun, 19 Mar 2023AU$44.4bAU$8.2bAU$2.1b21x21x5.4x
Tue, 14 Feb 2023AU$46.8bAU$8.4bAU$2.2b21.4x21.6x5.6x
Thu, 12 Jan 2023AU$45.1bAU$8.4bAU$2.2b17.6x20.7x5.4x
Sat, 10 Dec 2022AU$44.2bAU$8.4bAU$2.2b17.8x20.3x5.3x
Mon, 07 Nov 2022AU$43.3bAU$8.4bAU$2.2b17.9x19.8x5.1x
Wed, 05 Oct 2022AU$43.8bAU$8.5bAU$2.2b16.9x20.2x5.2x
Fri, 02 Sep 2022AU$46.0bAU$8.3bAU$2.2b17.7x20.8x5.5x
Sun, 31 Jul 2022AU$48.6bAU$8.1bAU$2.1b13.9x23x6x
Tue, 28 Jun 2022AU$45.7bAU$8.0bAU$2.0b14.9x22.5x5.7x
Thu, 26 May 2022AU$48.2bAU$8.1bAU$2.1b14.9x23.4x6x
Sat, 23 Apr 2022AU$50.2bAU$8.0bAU$2.1b15.7x24.5x6.3x
Mon, 21 Mar 2022AU$54.8bAU$11.5bAU$2.7b15.4x20.3x4.8x
Wed, 16 Feb 2022AU$52.8bAU$7.1bAU$2.4b14.3x22x7.5x
Fri, 14 Jan 2022AU$58.4bAU$6.9bAU$2.2b15.2x26.8x8.5x
Sun, 12 Dec 2021AU$58.6bAU$6.8bAU$2.2b17.1x26.9x8.6x
Tue, 09 Nov 2021AU$61.7bAU$6.4bAU$1.8b18.6x34.4x9.6x
Thu, 07 Oct 2021AU$57.7bAU$6.4bAU$1.9b18.5x30.7x9x
Sat, 04 Sep 2021AU$64.1bAU$6.8bAU$2.1b17.5x30x9.4x
Mon, 02 Aug 2021AU$62.7bAU$6.8bAU$2.1b16.1x29.3x9.2x
Price to Earnings Ratio

29.3x


Total Market Cap: AU$62.7bTotal Earnings: AU$2.1bTotal Revenue: AU$6.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Asset Management Industry Price to Earnings3Y Average 23.1x202220232024
Current Industry PE
  • Investors are relatively neutral on the Australian Asset Management and Custody Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 23.1x.
  • The industry is trading close to its 3-year average PS ratio of 6.2x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 4.2% per year over the last three years.
  • Revenues for these companies have grown 9.7% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Australian Asset Management compare with similar industries?

AU Market-2.20%
Financials-0.89%
Capital Markets-2.00%
Asset Management0.13%
Investment Banking and Brokerage1.50%
Financial Exchanges and Data-2.55%
Diversified Capital Markets-3.87%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
IFL Insignia FinancialAU$2.7013.4%
+AU$213.9m		-9.4%PS0.9x
GQG GQG PartnersAU$2.942.1%
+AU$177.2m		77.1%PE20.4x
RPL Regal PartnersAU$3.654.3%
+AU$47.8m		43.1%PE729x
PNI Pinnacle Investment Management GroupAU$15.930.6%
+AU$17.8m		51.9%PE41.5x
QAL QualitasAU$2.302.2%
+AU$14.6m		-6.1%PE27.6x
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PPT

AU$22.25

Perpetual

7D

-0.6%

1Y

-7.5%

GQG

AU$2.94

GQG Partners

7D

2.1%

1Y

77.1%

PL8

AU$1.22

Plato Income Maximiser

7D

-1.2%

1Y

-2.0%

NGI

AU$1.86

Navigator Global Investments

7D

-6.1%

1Y

33.8%

RPL

AU$3.65

Regal Partners

7D

4.3%

1Y

43.1%

PNI

AU$15.93

Pinnacle Investment Management Group

7D

0.6%

1Y

51.9%

AUI

AU$10.25

Australian United Investment

7D

-1.1%

1Y

2.9%

DUI

AU$5.07

Diversified United Investment

7D

-2.1%

1Y

-1.4%

WAR

AU$1.13

WAM Strategic Value

7D

3.2%

1Y

10.8%

MFF

AU$3.73

MFF Capital Investments

7D

-0.5%

1Y

31.8%

PAC

AU$11.01

Pacific Current Group

7D

1.9%

1Y

4.4%

AEF

AU$4.03

Australian Ethical Investment

7D

-2.7%

1Y

1.0%

IFL

AU$2.70

Insignia Financial

7D

13.4%

1Y

-9.4%

Insignia Financial Ltd. (ASX:IFL) Looks Inexpensive But Perhaps Not Attractive Enough

Apr 11
Insignia Financial Ltd. (ASX:IFL) Looks Inexpensive But Perhaps Not Attractive Enough

MAF

AU$4.44

MA Financial Group

7D

1.4%

1Y

-8.6%

CIN

AU$29.76

Carlton Investments

7D

-1.1%

1Y

0.9%

QAL

AU$2.30

Qualitas

7D

2.2%

1Y

-6.1%