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AUI

Australian United InvestmentASX:AUI Stock Report

Market Cap

AU$1.2b

7D

0.9%

1Y

21.0%

Updated

18 Oct, 2021

Data

Company Financials
AUI fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance1/6
Financial Health4/6
Dividends3/6

AUI Overview

Australian United Investment Company Limited is a publicly owned investment manager.

Price History & Performance

Summary of all time highs, changes and price drops for Australian United Investment
Historical stock prices
Current Share PriceAU$9.98
52 Week HighAU$7.95
52 Week LowAU$10.51
Beta0.72
1 Month Change0.30%
3 Month Change-1.19%
1 Year Change20.97%
3 Year Change18.67%
5 Year Change37.66%
Change since IPO419.79%

Recent News & Updates

Aug 19
Australian United Investment (ASX:AUI) Has Affirmed Its Dividend Of AU$0.19

Australian United Investment (ASX:AUI) Has Affirmed Its Dividend Of AU$0.19

Australian United Investment Company Limited ( ASX:AUI ) will pay a dividend of AU$0.19 on the 23rd of September. This...

Mar 13
Have Insiders Been Buying Australian United Investment Company Limited (ASX:AUI) Shares This Year?

Have Insiders Been Buying Australian United Investment Company Limited (ASX:AUI) Shares This Year?

It is not uncommon to see companies perform well in the years after insiders buy shares. On the other hand, we'd be...

Shareholder Returns

AUIAU Capital MarketsAU Market
7D0.9%2.9%1.7%
1Y21.0%22.7%20.3%

Return vs Industry: AUI matched the Australian Capital Markets industry which returned 21.7% over the past year.

Return vs Market: AUI matched the Australian Market which returned 20.2% over the past year.

Price Volatility

Is AUI's price volatile compared to industry and market?
AUI volatility
AUI Beta0.72
Industry Beta0.99
Market Beta1

Stable Share Price: AUI is less volatile than 75% of Australian stocks over the past 3 months, typically moving +/- 1% a week.

Volatility Over Time: AUI's weekly volatility (1%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1953n/an/ahttps://www.aui.com.au

Australian United Investment Company Limited is a publicly owned investment manager. The firm manages separate client-focused equity portfolio for its clients. It invests in the public equity markets of Australia.

Australian United Investment Fundamentals Summary

How do Australian United Investment's earnings and revenue compare to its market cap?
AUI fundamental statistics
Market CapAU$1.25b
Earnings (TTM)AU$40.51m
Revenue (TTM)AU$46.13m

30.8x

P/E Ratio

27.1x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
AUI income statement (TTM)
RevenueAU$46.13m
Cost of RevenueAU$0
Gross ProfitAU$46.13m
ExpensesAU$5.62m
EarningsAU$40.51m

Last Reported Earnings

Jun 30, 2021

Next Earnings Date

n/a

Earnings per share (EPS)0.32
Gross Margin100.00%
Net Profit Margin87.81%
Debt/Equity Ratio12.3%

How did AUI perform over the long term?

See historical performance and comparison

Dividends

3.6%

Current Dividend Yield

111%

Payout Ratio

Valuation

Is Australian United Investment undervalued compared to its fair value and its price relative to the market?

30.83x

Price to Earnings (PE) ratio


Share Price vs. Fair Value

Below Fair Value: AUI (A$9.98) is trading above our estimate of fair value (A$4.52)

Significantly Below Fair Value: AUI is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: AUI is poor value based on its PE Ratio (30.8x) compared to the Australian Capital Markets industry average (16.3x).

PE vs Market: AUI is poor value based on its PE Ratio (30.8x) compared to the Australian market (19.8x).


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate AUI's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: AUI is good value based on its PB Ratio (1.1x) compared to the AU Capital Markets industry average (1.4x).


Future Growth

How is Australian United Investment forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

9.0%

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 United 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.


Past Performance

How has Australian United Investment performed over the past 5 years?

-1.3%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: AUI has high quality earnings.

Growing Profit Margin: AUI's current net profit margins (87.8%) are lower than last year (88.4%).


Past Earnings Growth Analysis

Earnings Trend: AUI's earnings have declined by 1.3% per year over the past 5 years.

Accelerating Growth: AUI's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: AUI had negative earnings growth (-1.6%) over the past year, making it difficult to compare to the Capital Markets industry average (12.8%).


Return on Equity

High ROE: AUI's Return on Equity (3.7%) is considered low.


Financial Health

How is Australian United Investment's financial position?


Financial Position Analysis

Short Term Liabilities: AUI's short term assets (A$9.6M) do not cover its short term liabilities (A$66.1M).

Long Term Liabilities: AUI's short term assets (A$9.6M) do not cover its long term liabilities (A$280.5M).


Debt to Equity History and Analysis

Debt Level: AUI's debt to equity ratio (12.3%) is considered satisfactory.

Reducing Debt: AUI's debt to equity ratio has reduced from 14.6% to 12.3% over the past 5 years.

Debt Coverage: AUI's debt is well covered by operating cash flow (24.2%).

Interest Coverage: AUI's interest payments on its debt are well covered by EBIT (18.9x coverage).


Balance Sheet


Dividend

What is Australian United Investment current dividend yield, its reliability and sustainability?

3.61%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: AUI's dividend (3.61%) is higher than the bottom 25% of dividend payers in the Australian market (2.27%).

High Dividend: AUI's dividend (3.61%) is low compared to the top 25% of dividend payers in the Australian market (5.32%).


Stability and Growth of Payments

Stable Dividend: AUI's dividends per share have been stable in the past 10 years.

Growing Dividend: AUI's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its high payout ratio (110.9%), AUI's dividend payments are not well covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

7.6yrs

Average board tenure


CEO

Australian United Investment has no CEO, or we have no data on them.


Board Members

Experienced Board: AUI's board of directors are considered experienced (7.6 years average tenure).


Ownership

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.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Australian United Investment Company Limited's employee growth, exchange listings and data sources


Key Information

  • Name: Australian United Investment Company Limited
  • Ticker: AUI
  • Exchange: ASX
  • Founded: 1953
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Market Cap: AU$1.249b
  • Shares outstanding: 125.12m
  • Website: https://www.aui.com.au

Location

  • Australian United Investment Company Limited
  • 101 Collins Street
  • Level 20
  • Melbourne
  • Victoria
  • 3000
  • Australia

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/10/18 15:12
End of Day Share Price2021/10/18 00:00
Earnings2021/06/30
Annual Earnings2021/06/30


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.