AEF Stock Overview
Australian Ethical Investment Ltd is a publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 5/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
My Notes
Capture your thoughts, links and company narrative
Australian Ethical Investment Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$5.37 |
| 52 Week High | AU$5.78 |
| 52 Week Low | AU$3.63 |
| Beta | 1.59 |
| 1 Month Change | 9.15% |
| 3 Month Change | 26.35% |
| 1 Year Change | 0.19% |
| 3 Year Change | -57.75% |
| 5 Year Change | 49.17% |
| Change since IPO | 4,196.00% |
Recent News & Updates
After Leaping 26% Australian Ethical Investment Limited (ASX:AEF) Shares Are Not Flying Under The Radar
Dec 10
Australian Ethical Investment (ASX:AEF) Is Paying Out A Larger Dividend Than Last Year
Sep 02Recent updates
After Leaping 26% Australian Ethical Investment Limited (ASX:AEF) Shares Are Not Flying Under The Radar
Dec 10Australian Ethical Investment (ASX:AEF) Is Paying Out A Larger Dividend Than Last Year
Sep 02Pinning Down Australian Ethical Investment Limited's (ASX:AEF) P/E Is Difficult Right Now
May 02Some Shareholders May find It Hard To Increase Australian Ethical Investment Limited's (ASX:AEF) CEO Compensation This Year
Nov 08With EPS Growth And More, Australian Ethical Investment (ASX:AEF) Is Interesting
Mar 30Should You Be Adding Australian Ethical Investment (ASX:AEF) To Your Watchlist Today?
Dec 30Is Now The Time To Put Australian Ethical Investment (ASX:AEF) On Your Watchlist?
Sep 14Here's Why I Think Australian Ethical Investment (ASX:AEF) Might Deserve Your Attention Today
Feb 25Shareholders of Australian Ethical Investment (ASX:AEF) Must Be Delighted With Their 759% Total Return
Jan 04Shareholder Returns
| AEF | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | -3.8% | -3.5% | -2.7% |
| 1Y | 0.2% | 21.2% | 6.5% |
Return vs Industry: AEF underperformed the Australian Capital Markets industry which returned 21.2% over the past year.
Return vs Market: AEF underperformed the Australian Market which returned 6.5% over the past year.
Price Volatility
| AEF volatility | |
|---|---|
| AEF Average Weekly Movement | 4.9% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 8.0% |
| 10% most volatile stocks in AU Market | 16.8% |
| 10% least volatile stocks in AU Market | 3.1% |
Stable Share Price: AEF has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: AEF's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| n/a | 125 | John McMurdo | www.australianethical.com.au |
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 Limited Fundamentals Summary
| AEF fundamental statistics | |
|---|---|
| Market cap | AU$605.64m |
| Earnings (TTM) | AU$11.53m |
| Revenue (TTM) | AU$100.49m |
52.5x
P/E Ratio6.0x
P/S RatioIs AEF overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AEF income statement (TTM) | |
|---|---|
| Revenue | AU$100.49m |
| Cost of Revenue | AU$33.96m |
| Gross Profit | AU$66.53m |
| Other Expenses | AU$55.00m |
| Earnings | AU$11.53m |
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.10 |
| Gross Margin | 66.20% |
| Net Profit Margin | 11.47% |
| Debt/Equity Ratio | 0% |
How did AEF perform over the long term?
See historical performance and comparisonDividends
1.7%
Current Dividend Yield87%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/21 21:01 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2024/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* example for US securities, for non-US equivalent regulatory forms and sources are used.
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.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Australian Ethical Investment Limited is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |