Australian Ethical Investment Ltd (ASX:AEF) Stock Price, Trades & News

Australian Ethical Investment Ltd is an Australia-based company engaged in the operating segment of Funds Management. The company is involved into acting as the responsible entity for a range of public offer ethically managed investment schemes and acting as the Trustee of the Australian Ethical Retail Superannuation Fund (Super Fund). The products of the company are Super, Managed funds, ETFs, and Pension.

Financial Strength

9/10

Name	Current	Vs Industry
Cash-To-Debt	13.16
Equity-to-Asset	0.63
Debt-to-Equity	0.07
Debt-to-EBITDA	0.09
Interest Coverage	162.23
Piotroski F-Score	7/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	22.12	Distress Grey Safe
Beneish M-Score	-2.59	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

10/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	19.4
	3-Year EBITDA Growth Rate	13.5
	3-Year EPS without NRI Growth Rate	451.5
	3-Year FCF Growth Rate	11.7
	3-Year Book Growth Rate	7.5
	Future 3-5Y EPS without NRI Growth Rate Estimate	-71.65
	Future 3-5Y Total Revenue Growth Rate Estimate	10.74

Momentum Rank

10/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	10.73
	9-Day RSI	24.87
	14-Day RSI	34.74
	3-1 Month Momentum %	7.36
	6-1 Month Momentum %	32.94
	12-1 Month Momentum %	14.49

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	2.28
	Quick Ratio	2.28
	Cash Ratio	1.82
	Days Sales Outstanding	17.37

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	2.14
	Dividend Payout Ratio	0.67
	3-Year Dividend Growth Rate	13.3
	Forward Dividend Yield %	2.14
	5-Year Yield-on-Cost %	3
	3-Year Average Share Buyback Ratio	-0.1
	Shareholder Yield %	1.96

Profitability Rank

10/10

	Name	Current	Vs Industry		Vs History
	Operating Margin %	24.79
	Net Margin %	13.56
	FCF Margin %	24.5
	ROE %	48.01
	ROA %	29.03
	ROIC %	91.12
	3-Year ROIIC %	61.35
	ROC (Joel Greenblatt) %	685.51
	ROCE %	79.29
	Years of Profitability over Past 10-Year	10

GF Value Rank

10/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	41.4
	Forward PE Ratio	25.55
	PE Ratio without NRI	41.4
	Shiller PE Ratio	80.35
	Price-to-Owner-Earnings	49.47
	PEG Ratio	2.8
	PS Ratio	5.72
	PB Ratio	17.95
	Price-to-Tangible-Book	20.44
	Price-to-Free-Cash-Flow	23.31
	Price-to-Operating-Cash-Flow	22.92
	EV-to-EBIT	20.42
	EV-to-EBITDA	19.34
	EV-to-Revenue	5.03
	EV-to-FCF	22.55
	Price-to-GF-Value	0.7
	Price-to-Projected-FCF	2.59
	Price-to-DCF (Earnings Based)	1.22
	Price-to-DCF (FCF Based)	0.74
	Price-to-Median-PS-Value	1
	Price-to-Peter-Lynch-Fair-Value	0.02
	Price-to-Graham-Number	5.81
	Price-to-Net-Current-Asset-Value	28.39
	Price-to-Net-Cash	51.1
	Earnings Yield (Greenblatt) %	4.89
	FCF Yield %	4.62
	Forward Rate of Return (Yacktman) %	17

Financials

Annual Quarterly TTM

ASX:AEF's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

Not Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

Not Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

Not Enough Data

Operating Revenue by Business Segment

Operating Revenue by Geographic Region

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

Not Enough Data

Guru Trades

See Details

Insider Trades

See Details

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016

Australian Ethical Investment Ltd Executives

Details

GF Value: A$7.27

ASX:AEF

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 1 Severe warning sign with AEF. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil A$)	109.301
	EPS (TTM) (A$)	0.134
	Beta	1.9
	3-Year Sharpe Ratio	0.03
	3-Year Sortino Ratio	0.05
	Volatility %	33.42
	14-Day RSI	34.74
	14-Day ATR (A$)	0.271214
	20-Day SMA (A$)	5.6845
	12-1 Month Momentum %	14.49
	52-Week Range (A$)	3.63 - 6.54
	Shares Outstanding (Mil)	113.42

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	7
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Australian Ethical Investment Ltd Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Australian Ethical Investment Ltd Stock Events

Financials Calendars

	Event	Date	Price (A$)
No Event Data

Australian Ethical Investment Ltd Frequently Asked Questions

What is Australian Ethical Investment Ltd(ASX:AEF)'s stock price today?

The current price of ASX:AEF is A$5.11. The 52 week high of ASX:AEF is A$6.54 and 52 week low is A$3.63.

When is next earnings date of Australian Ethical Investment Ltd(ASX:AEF)?

The next earnings date of Australian Ethical Investment Ltd(ASX:AEF) is .

Does Australian Ethical Investment Ltd(ASX:AEF) pay dividends? If so, how much?

The Dividend Yield % of Australian Ethical Investment Ltd(ASX:AEF) is 2.14% (As of Today), Highest Dividend Payout Ratio of Australian Ethical Investment Ltd(ASX:AEF) was 0.95. The lowest was 0.01. And the median was 0.69. The Forward Dividend Yield % of Australian Ethical Investment Ltd(ASX:AEF) is 2.14%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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