Australian Ethical Investment Ltd. is a publicly owned investment manager.
No risks detected for AEF from our risk checks.
Price History & Performance
|Historical stock prices|
|Current Share Price||AU$12.68|
|52 Week High||AU$4.10|
|52 Week Low||AU$12.58|
|1 Month Change||21.22%|
|3 Month Change||53.33%|
|1 Year Change||173.28%|
|3 Year Change||712.82%|
|5 Year Change||1,308.89%|
|Change since IPO||10,044.00%|
Recent News & Updates
Is Now The Time To Put Australian Ethical Investment (ASX:AEF) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Here's Why I Think Australian Ethical Investment (ASX:AEF) Might Deserve Your Attention Today
It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
|AEF||AU Capital Markets||AU Market|
Return vs Industry: AEF exceeded the Australian Capital Markets industry which returned 23.2% over the past year.
Return vs Market: AEF exceeded the Australian Market which returned 20.2% over the past year.
Stable Share Price: AEF is not significantly more volatile than the rest of Australian stocks over the past 3 months, typically moving +/- 7% a week.
Volatility Over Time: AEF's weekly volatility (7%) has been stable over the past year.
About the Company
Australian Ethical Investment Ltd. is a publicly owned investment manager. The firm launches and manages equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe.
Australian Ethical Investment Fundamentals Summary
|AEF fundamental statistics|
Is AEF overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|AEF income statement (TTM)|
|Cost of Revenue||AU$18.77m|
Last Reported Earnings
Jun 30, 2021
Next Earnings Date
|Earnings per share (EPS)||0.099|
|Net Profit Margin||18.94%|
How did AEF perform over the long term?See historical performance and comparison
0.7%Current Dividend Yield
Is Australian Ethical Investment undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: AEF (A$12.68) is trading above our estimate of fair value (A$1.69)
Significantly Below Fair Value: AEF is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: AEF is poor value based on its PE Ratio (128.2x) compared to the Australian Capital Markets industry average (17x).
PE vs Market: AEF is poor value based on its PE Ratio (128.2x) compared to the Australian market (19.7x).
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate AEF's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: AEF is overvalued based on its PB Ratio (58.9x) compared to the AU Capital Markets industry average (1.4x).
How is Australian Ethical Investment forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Australian Ethical Investment has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
How has Australian Ethical Investment performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: AEF has high quality earnings.
Growing Profit Margin: AEF's current net profit margins (18.9%) are lower than last year (19%).
Past Earnings Growth Analysis
Earnings Trend: AEF's earnings have grown significantly by 29.4% per year over the past 5 years.
Accelerating Growth: AEF's earnings growth over the past year (17.6%) is below its 5-year average (29.4% per year).
Earnings vs Industry: AEF earnings growth over the past year (17.6%) exceeded the Capital Markets industry 12.8%.
Return on Equity
High ROE: AEF's Return on Equity (46%) is considered outstanding.
How is Australian Ethical Investment's financial position?
Financial Position Analysis
Short Term Liabilities: AEF's short term assets (A$34.0M) exceed its short term liabilities (A$13.9M).
Long Term Liabilities: AEF's short term assets (A$34.0M) exceed its long term liabilities (A$1.3M).
Debt to Equity History and Analysis
Debt Level: AEF is debt free.
Reducing Debt: AEF has not had any debt for past 5 years.
Debt Coverage: AEF has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: AEF has no debt, therefore coverage of interest payments is not a concern.
What is Australian Ethical Investment current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: AEF's dividend (0.71%) isn’t notable compared to the bottom 25% of dividend payers in the Australian market (2.27%).
High Dividend: AEF's dividend (0.71%) is low compared to the top 25% of dividend payers in the Australian market (5.33%).
Stability and Growth of Payments
Stable Dividend: AEF is not paying a notable dividend for the Australian market, therefore no need to check if payments are stable.
Growing Dividend: AEF is not paying a notable dividend for the Australian market, therefore no need to check if payments are increasing.
Current Payout to Shareholders
Dividend Coverage: AEF is not paying a notable dividend for the Australian market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of AEF's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Mr. John Paul McMurdo, MBA, GAICD, has been Managing Director & Chief Executive Officer at Australian Ethical Investment Ltd. since February 10, 2020. Mr. McMurdo serves as Director of Australian Ethical I...
CEO Compensation Analysis
Compensation vs Market: John's total compensation ($USD559.73K) is below average for companies of similar size in the Australian market ($USD989.90K).
Compensation vs Earnings: John's compensation has increased by more than 20% in the past year.
Experienced Management: AEF's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.
Experienced Board: AEF's board of directors are considered experienced (6.4 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Australian Ethical Investment Ltd.'s employee growth, exchange listings and data sources
- Name: Australian Ethical Investment Ltd.
- Ticker: AEF
- Exchange: ASX
- Founded: 1986
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: AU$1.406b
- Shares outstanding: 112.39m
- Website: https://www.australianethical.com.au
Number of Employees
- Australian Ethical Investment Ltd.
- 130 Pitt Street
- Level 8
- New South Wales
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/10/20 07:01|
|End of Day Share Price||2021/10/20 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.