Header cover image

Australian (ASX) Asset Management Industry Analysis

UpdatedApr 19, 2025
DataAggregated Company Financials
Companies68
  • 7D0.6%
  • 3M-12.3%
  • 1Y1.9%
  • YTDn/a

In the last week, the Asset Management industry is flat overall, with Perpetual standing out by going down 9.9%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Apr 2025AU$55.5bAU$9.7bAU$3.1b13.8x18.1x5.7x
Mon, 17 Mar 2025AU$59.6bAU$9.7bAU$3.1b14.1x19.4x6.2x
Wed, 12 Feb 2025AU$67.3bAU$10.1bAU$2.5b18.5x26.5x6.7x
Fri, 10 Jan 2025AU$65.2bAU$9.8bAU$2.3b18.7x28.9x6.7x
Sun, 08 Dec 2024AU$66.1bAU$9.7bAU$2.2b19.3x29.6x6.8x
Tue, 05 Nov 2024AU$64.3bAU$9.7bAU$2.2b19.2x28.9x6.6x
Thu, 03 Oct 2024AU$58.3bAU$9.6bAU$2.1b17.7x27.3x6.1x
Sat, 31 Aug 2024AU$56.6bAU$9.6bAU$2.1b18.2x26.6x5.9x
Mon, 29 Jul 2024AU$57.2bAU$9.1bAU$2.4b21.4x23.5x6.3x
Wed, 26 Jun 2024AU$54.6bAU$9.0bAU$2.4b20.8x22.6x6x
Fri, 24 May 2024AU$53.4bAU$9.0bAU$2.4b25.1x22.1x5.9x
Sun, 21 Apr 2024AU$52.0bAU$9.1bAU$2.4b22.8x21.3x5.7x
Tue, 19 Mar 2024AU$52.5bAU$9.1bAU$2.4b22.8x21.6x5.8x
Thu, 15 Feb 2024AU$51.7bAU$8.6bAU$2.4b20.8x21.5x6x
Sat, 13 Jan 2024AU$52.6bAU$9.0bAU$2.3b20.9x22.5x5.8x
Mon, 11 Dec 2023AU$48.7bAU$8.9bAU$2.3b19.6x21x5.5x
Wed, 08 Nov 2023AU$45.7bAU$9.0bAU$2.3b19.5x19.6x5.1x
Fri, 06 Oct 2023AU$45.4bAU$8.5bAU$2.0b19.3x22.5x5.4x
Sun, 03 Sep 2023AU$46.7bAU$8.5bAU$2.0b19.6x23.2x5.5x
Tue, 01 Aug 2023AU$47.1bAU$8.0bAU$2.0b22.2x23.8x5.9x
Thu, 29 Jun 2023AU$44.8bAU$8.2bAU$2.1b21.5x21.2x5.5x
Sat, 27 May 2023AU$44.2bAU$8.2bAU$2.1b20.6x20.8x5.4x
Mon, 24 Apr 2023AU$45.2bAU$8.2bAU$2.1b21x21.4x5.5x
Wed, 22 Mar 2023AU$43.9bAU$8.2bAU$2.1b21.2x20.7x5.4x
Fri, 17 Feb 2023AU$47.6bAU$8.4bAU$2.2b22x21.9x5.7x
Sun, 15 Jan 2023AU$45.7bAU$8.4bAU$2.2b17.6x21x5.5x
Tue, 13 Dec 2022AU$43.9bAU$8.4bAU$2.2b17.8x20.1x5.2x
Thu, 10 Nov 2022AU$43.2bAU$8.4bAU$2.2b17.3x19.8x5.1x
Sat, 08 Oct 2022AU$43.6bAU$8.5bAU$2.2b17.6x20.1x5.1x
Mon, 05 Sep 2022AU$45.8bAU$8.4bAU$2.2b18.3x21.2x5.4x
Wed, 03 Aug 2022AU$49.2bAU$8.1bAU$2.1b13.9x23.3x6.1x
Fri, 01 Jul 2022AU$44.8bAU$8.0bAU$2.0b14.9x22.1x5.6x
Sun, 29 May 2022AU$48.6bAU$8.1bAU$2.1b15.2x23.5x6x
Tue, 26 Apr 2022AU$50.2bAU$8.0bAU$2.1b15.7x24.5x6.3x
Price to Earnings Ratio

24.5x


Total Market Cap: AU$50.2bTotal Earnings: AU$2.1bTotal Revenue: AU$8.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Australian Asset Management Industry Price to Earnings3Y Average 22.8x202320242025
Current Industry PE
  • Investors are pessimistic on the Australian Asset Management and Custody Banks industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 18.1x which is lower than its 3-year average PE of 22.8x.
  • The industry is trading close to its 3-year average PS ratio of 5.8x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 6.5% 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 Market2.20%
Financials3.06%
Capital Markets0.47%
Asset Management0.62%
Investment Banking and Brokerage1.97%
Diversified Capital Markets0.48%
Financial Exchanges and Data-0.96%
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
NWL Netwealth GroupAU$25.831.5%
+AU$93.1m
37.2%PE62.2x
AFI Australian Foundation InvestmentAU$7.111.0%
+AU$87.8m
-0.4%PE29.7x
ARG Argo InvestmentsAU$8.510.8%
+AU$53.4m
-1.5%PE26.1x
NGI Navigator Global InvestmentsAU$1.766.0%
+AU$49.0m
5.7%PE4.4x
PNI Pinnacle Investment Management GroupAU$16.181.1%
+AU$39.7m
55.7%PE26.3x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

PTM

AU$0.56

Platinum Investment Management

7D

-0.9%

1Y

-47.9%

PPT

AU$15.53

Perpetual

7D

-9.9%

1Y

-35.7%

PNI

AU$16.18

Pinnacle Investment Management Group

7D

1.1%

1Y

55.7%

GQG

AU$2.04

GQG Partners

7D

0.5%

1Y

-11.3%

HMC

AU$4.57

HMC Capital

7D

-1.3%

1Y

-24.8%

MAF

AU$6.08

MA Financial Group

7D

-3.3%

1Y

36.9%

NGI

AU$1.76

Navigator Global Investments

7D

6.0%

1Y

5.7%

AEF

AU$5.01

Australian Ethical Investment

7D

-4.9%

1Y

10.1%

NWL

AU$25.83

Netwealth Group

7D

1.5%

1Y

37.2%

ARG

AU$8.51

Argo Investments

7D

0.8%

1Y

-1.5%

PCG

AU$0.67

Pengana Capital Group

7D

-8.8%

1Y

-18.8%

AVC

AU$0.52

Pier 12 Capital

7D

-7.1%

1Y

-16.1%

BKI

AU$1.64

BKI Investment

7D

2.5%

1Y

-2.4%