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Future Generation Australia LimitedASX:FGX Stock Report

Market Cap AU$554.8m
Share Price
n/a
1Y8.4%
7D0%
1D-1.1%
Portfolio Value
View

Future Generation Australia Limited

ASX:FGX Stock Report

Market Cap: AU$554.8m

Future Generation Australia (FGX) Stock Overview

Future Generation Investment Fund Limited is a closed ended fund of fund launched and managed by Wilson Asset Management (International) Pty Limited. More details

FGX fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance2/6
Financial Health6/6
Dividends5/6

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Future Generation Australia Limited Competitors

 
 
 
 
 
 
 
 
 
 
 
 

Price History & Performance

Summary of share price highs, lows and changes for Future Generation Australia
Historical stock prices
Current Share PriceAU$1.35
52 Week HighAU$1.44
52 Week LowAU$1.25
Beta0.45
1 Month Change-0.74%
3 Month Change-0.74%
1 Year Change8.43%
3 Year Change17.39%
5 Year Change-4.93%
Change since IPO27.96%

Recent News & Updates

Recent updates

Shareholder Returns

FGXAU Capital MarketsAU Market
7D0%-2.1%-0.4%
1Y8.4%0.09%0.2%

Return vs Industry: FGX exceeded the Australian Capital Markets industry which returned 0.1% over the past year.

Return vs Market: FGX exceeded the Australian Market which returned 0.2% over the past year.

Price Volatility

Is FGX's price volatile compared to industry and market?
FGX volatility
FGX Average Weekly Movement2.7%
Capital Markets Industry Average Movement5.0%
Market Average Movement9.6%
10% most volatile stocks in AU Market16.7%
10% least volatile stocks in AU Market3.8%

Stable Share Price: FGX has not had significant price volatility in the past 3 months compared to the Australian market.

Volatility Over Time: FGX's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1997n/aCaroline Gurneywww.futuregeninvest.com.au

Future Generation Investment Fund Limited is a closed ended fund of fund launched and managed by Wilson Asset Management (International) Pty Limited. The fund is co-managed by Bennelong Long Short Equity Management Pty Limited, Cooper Investors Pty Limited,Bennelong Australian Equity Partners Pty Ltd,Discovery Asset Management Pty Ltd,Eley Griffiths Group Pty Limited, Eley Griffiths Group Pty Limited, Kingston Funds Management Pty Limited, Lanyon Asset Management Pty Limited, LHC Capital Pty Ltd, Optimal Fund Management Australia Pty Ltd. Paradice Investment Management Pty Ltd, Regal Funds Management Pty Limited, Sandon Capital Pty Ltd, and Smallco Investment Manager Limited.

Future Generation Australia Limited Fundamentals Summary

How do Future Generation Australia's earnings and revenue compare to its market cap?
FGX fundamental statistics
Market capAU$554.77m
Earnings (TTM)AU$52.90m
Revenue (TTM)AU$70.39m
10.5x
P/E Ratio
7.9x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
FGX income statement (TTM)
RevenueAU$70.39m
Cost of RevenueAU$0
Gross ProfitAU$70.39m
Other ExpensesAU$17.50m
EarningsAU$52.90m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

Jul 29, 2026

Earnings per share (EPS)0.13
Gross Margin100.00%
Net Profit Margin75.14%
Debt/Equity Ratio0%

How did FGX perform over the long term?

See historical performance and comparison

Dividends

5.6%
Current Dividend Yield
56%
Payout Ratio

Does FGX pay a reliable dividends?

See FGX dividend history and benchmarks
When do you need to buy FGX by to receive an upcoming dividend?
Future Generation Australia dividend dates
Ex Dividend DateNov 09 2026
Dividend Pay DateNov 20 2026
Days until Ex dividend105 days
Days until Dividend pay date116 days

Does FGX pay a reliable dividends?

See FGX dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/26 03:33
End of Day Share Price 2026/07/24 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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 Github.

Analyst Sources

Future Generation Australia Limited is covered by 4 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Matthew SpenceBofA Global Research
Cameron McDonaldDeutsche Bank
Andrew McCuskerGoldman Sachs