How does AEF's PE Ratio compare to its peers?

AEF is expensive based on its Price-To-Earnings Ratio (47.4x) compared to the peer average (38.1x).

How does AEF's PE Ratio compare vs other companies in the AU Capital Markets Industry?

AEF is expensive based on its Price-To-Earnings Ratio (47.4x) compared to the Australian Capital Markets industry average (20x).

What is AEF's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

Insufficient data to calculate AEF's Price-To-Earnings Fair Ratio for valuation analysis.

What is the Fair Price of AEF when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

AEF (A$4.88) is trading above our estimate of [[fair value]] (A$2.16)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Insufficient data to show price forecast.

Australian Ethical Investment (CHIA:AEF) - Stock Price, News & Analysis

AEF Stock Overview

Australian Ethical Investment Ltd is a publicly owned investment manager. More details

AEF fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	0/6
Past Performance	5/6
Financial Health	6/6
Dividends	3/6

Rewards

Earnings grew by 75.3% over the past year

Risk Analysis

Large one-off items impacting financial results

Australian Ethical Investment Limited Competitors

Mirrabooka Investments

ASX:MIR

AU$670.2m

Qualitas

ASX:QAL

AU$767.0m

Carlton Investments

ASX:CIN

AU$810.3m

EQT Holdings

ASX:EQT

AU$823.4m

Price History & Performance

Summary of all time highs, changes and price drops for Australian Ethical Investment
Historical stock prices
Current Share Price	AU$4.88
52 Week High	AU$5.75
52 Week Low	AU$3.63
Beta	1.6
11 Month Change	19.49%
3 Month Change	25.00%
1 Year Change	5.52%
33 Year Change	-64.70%
5 Year Change	27.28%
Change since IPO	266.60%

Recent updates

Shareholder Returns

	AEF	AU Capital Markets	AU Market
7D	2.2%	0.1%	0.9%
1Y	5.5%	37.9%	18.4%

Return vs Industry: AEF underperformed the Australian Capital Markets industry which returned 37.8% over the past year.

Return vs Market: AEF underperformed the Australian Market which returned 18.4% over the past year.

Price Volatility

Is AEF's price volatile compared to industry and market?
AEF volatility
AEF Average Weekly Movement	5.3%
Capital Markets Industry Average Movement	4.0%
Market Average Movement	8.5%
10% most volatile stocks in AU Market	17.5%
10% least volatile stocks in AU Market	3.2%

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

How do Australian Ethical Investment's earnings and revenue compare to its market cap?
AEF fundamental statistics
Market cap	AU$546.99m
Earnings (TTM)	AU$11.53m
Revenue (TTM)	AU$100.49m

47.4x

P/E Ratio

5.4x

P/S Ratio

Is AEF overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
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 comparison

Dividends

1.9%

Current Dividend Yield

87%

Payout Ratio

AEF Stock Overview

Rewards

Risk Analysis

Australian Ethical Investment Limited Competitors

ASX:MIR

AU$670.2m

ASX:QAL

AU$767.0m

ASX:CIN

AU$810.3m

ASX:EQT

AU$823.4m

Price History & Performance

Recent News & Updates

New minor risk - Financial data availability

First half dividend increased to AU$0.06

Australian Ethical Investment Limited to Report Fiscal Year 2024 Results on Aug 29, 2024

Australian Ethical Investment Limited (ASX:AEF) agreed to acquire Altius Asset Management Pty Ltd from Australian Unity Limited for AUD 5.50 million.

First half dividend increased to AU$0.03

First half 2024 earnings released: EPS: AU$0.057 (vs AU$0.009 in 1H 2023)

Recent updates

New minor risk - Financial data availability

First half dividend increased to AU$0.06

Australian Ethical Investment Limited to Report Fiscal Year 2024 Results on Aug 29, 2024

Australian Ethical Investment Limited (ASX:AEF) agreed to acquire Altius Asset Management Pty Ltd from Australian Unity Limited for AUD 5.50 million.

First half dividend increased to AU$0.03

First half 2024 earnings released: EPS: AU$0.057 (vs AU$0.009 in 1H 2023)

Investor sentiment improves as stock rises 17%

Investor sentiment deteriorates as stock falls 17%

Upcoming dividend of AU$0.05 per share at 1.6% yield

Full year 2023 earnings released: EPS: AU$0.059 (vs AU$0.086 in FY 2022)

Australian Ethical Investment Limited Announces Final Dividend for the Six Months Ended June 30, 2023, Payable on September 21, 2023

Australian Ethical Investment Ltd. Provides Earning Guidance for the Second Half of Fiscal Year 2023

Investor sentiment improves as stock rises 17%

Investor sentiment deteriorates as stock falls 15%

First half 2023 earnings released: EPS: AU$0.009 (vs AU$0.05 in 1H 2022)

Investor sentiment improved over the past week

No independent directors

Investor sentiment deteriorated over the past week

Full year 2022 earnings released

Australian Ethical Investment Ltd. Announces Ordinary Fully Paid Dividend for the Twelve Months Ended June 30, 2022, Payable on September 15, 2022

Investor sentiment improved over the past week

Investor sentiment improved over the past week

No independent directors

Australian Ethical Investment Ltd. (ASX:AEF) has signed a Memorandum of Understanding with Christian Super Pty Ltd to explore a potential merger.

Australian Ethical Investment Ltd. (ASX:AEF) has signed a Memorandum of Understanding with Christian Super Pty Ltd to explore a potential merger.

First half 2022 earnings: Revenues and EPS in line with analyst expectations

Australian Ethical Investment Limited Declares Fully Franked Interim Dividend for the Half Year Ended December 31, 2021, Payable on March 17, 2022

Australian Ethical Investment Ltd. to Report First Half, 2022 Results on Feb 23, 2022

Australian Ethical Investment Ltd. (ASX:AEF) acquired unknown minority stake in Sentient Impact Group Pty Ltd for AUD 5.2 million.

Full year 2021 earnings released: EPS AU$0.10 (vs AU$0.086 in FY 2020)

Australian Ethical Investment Ltd. Declares Special Performance Fee Dividend, Payable on September 16, 2021

First half 2021 earnings released: EPS AU$0.048 (vs AU$0.043 in 1H 2020)

Australian Ethical Investment Ltd., Annual General Meeting, Oct 28, 2021

New 90-day high: AU$7.22

Investor sentiment improved over the past week

Investor sentiment improved over the past week

Investor sentiment improved over the past week

New 90-day high: AU$5.37

New 90-day high: AU$5.21

New 90-day high: AU$4.86

Australian Ethical Investment Ltd. (ASX: AEF) acquired Property at 64 Allara Street from Orchard Funds Management for AUD 18.5 million.

Australian Ethical Investment Ltd. to Report Q4, 2020 Results on Aug 27, 2020

An unknown buyer acquired 12.67% stake in Australian Ethical Investment Ltd (ASX:AEF) from IOOF Holdings Ltd (ASX:IFL) for AUD 74.5 million.

Shareholder Returns

Price Volatility

About the Company

Australian Ethical Investment Limited Fundamentals Summary

47.4x

5.4x

Earnings & Revenue

Dividends

1.9%

87%