Australian Foundation Investment Company Limited

CHIA:AFI Stock Report

Market Cap: AU$9.3b

Australian Foundation Investment Past Earnings Performance

Past criteria checks 2/6

Australian Foundation Investment has been growing earnings at an average annual rate of 1.9%, while the Capital Markets industry saw earnings growing at 6.8% annually. Revenues have been growing at an average rate of 2.4% per year. Australian Foundation Investment's return on equity is 3.6%, and it has net margins of 87.3%.

Key information

1.9%

Earnings growth rate

1.0%

EPS growth rate

Capital Markets Industry Growth6.6%
Revenue growth rate2.4%
Return on equity3.6%
Net Margin87.3%
Next Earnings Update22 Jan 2025

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Australian Foundation Investment makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

CHIA:AFI Revenue, expenses and earnings (AUD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 24339296190
31 Mar 24339296190
31 Dec 23339296180
30 Sep 23344303180
30 Jun 23350310180
31 Mar 23382344180
31 Dec 22414378180
30 Sep 22404369190
30 Jun 22394361190
31 Mar 22362329190
31 Dec 21330297190
30 Sep 21298266170
30 Jun 21265235160
31 Mar 21236206150
31 Dec 20206178140
30 Sep 20240209150
30 Jun 20274240150
31 Mar 20310276150
31 Dec 19346312140
30 Sep 19391359140
30 Jun 19437406140
31 Mar 19423394140
31 Dec 18409382150
30 Sep 18359330150
30 Jun 18309279150
31 Mar 18302271140
31 Dec 17296263140
30 Sep 17287254140
30 Jun 17278245140
31 Mar 17275242140
31 Dec 16273238140
30 Sep 16283252140
30 Jun 16294266150
31 Mar 16315286150
31 Dec 15336307150
30 Sep 15331300150
30 Jun 15326294150
31 Mar 15303271150
31 Dec 14281249140
30 Sep 14283252140
30 Jun 14285254140
31 Mar 14281251140

Quality Earnings: AFI has high quality earnings.

Growing Profit Margin: AFI's current net profit margins (87.3%) are lower than last year (88.5%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: AFI's earnings have grown by 1.9% per year over the past 5 years.

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

Earnings vs Industry: AFI had negative earnings growth (-4.4%) over the past year, making it difficult to compare to the Capital Markets industry average (15.6%).

Return on Equity

High ROE: AFI's Return on Equity (3.6%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/02 20:34
End of Day Share Price 2025/01/02 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

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.

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 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 Foundation Investment Company Limited is covered by 1 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
Sally CampbellGoldman Sachs & Partners Australia Pty Ltd