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Australian Foundation Investment NZSE:AFI Stock Report

Last Price

NZ$7.92

Market Cap

NZ$10.0b

7D

2.5%

1Y

1.9%

Updated

26 Mar, 2024

Data

Company Financials

Australian Foundation Investment Company Limited

NZSE:AFI Stock Report

Market Cap: NZ$10.0b

AFI Stock Overview

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

AFI fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance1/6
Financial Health4/6
Dividends3/6

Australian Foundation Investment Company Limited Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Australian Foundation Investment
Historical stock prices
Current Share PriceAU$7.92
52 Week HighAU$8.15
52 Week LowAU$7.13
Beta0.55
1 Month Change0.13%
3 Month Change0%
1 Year Change1.93%
3 Year Change-1.49%
5 Year Change27.74%
Change since IPO254.15%

Recent News & Updates

Recent updates

Shareholder Returns

AFINZ Capital MarketsNZ Market
7D2.5%0.6%1.3%
1Y1.9%16.6%-2.3%

Return vs Industry: AFI underperformed the NZ Capital Markets industry which returned 16.6% over the past year.

Return vs Market: AFI exceeded the NZ Market which returned -0.8% over the past year.

Price Volatility

Is AFI's price volatile compared to industry and market?
AFI volatility
AFI Average Weekly Movement2.1%
Capital Markets Industry Average Movement4.2%
Market Average Movement4.0%
10% most volatile stocks in NZ Market7.2%
10% least volatile stocks in NZ Market2.5%

Stable Share Price: AFI has not had significant price volatility in the past 3 months.

Volatility Over Time: AFI's weekly volatility (2%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
n/an/aRobert Freemanhttps://www.afi.com.au

Australian Foundation Investment Company Limited is a publicly owned investment manager. The firm invests in the public equity markets of Australia and New Zealand. It invests in value stocks of companies.

Australian Foundation Investment Company Limited Fundamentals Summary

How do Australian Foundation Investment's earnings and revenue compare to its market cap?
AFI fundamental statistics
Market capNZ$9.97b
Earnings (TTM)NZ$322.77m
Revenue (TTM)NZ$369.06m

30.9x

P/E Ratio

27.0x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AFI income statement (TTM)
RevenueAU$338.79m
Cost of RevenueAU$0
Gross ProfitAU$338.79m
Other ExpensesAU$42.49m
EarningsAU$296.29m

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

n/a

Earnings per share (EPS)0.24
Gross Margin100.00%
Net Profit Margin87.46%
Debt/Equity Ratio0.1%

How did AFI perform over the long term?

See historical performance and comparison

Dividends

3.5%

Current Dividend Yield

107%

Payout Ratio
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.