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Australian Ethical InvestmentASX:AEF 96 3-Year Book Growth Rate is 23.40% as of Jun. 2026, which is 140% above its 10-year median of 9.75. GuruFocus rates ASX:AEF with a GF Score™ of 96/100 and a GF Value™ of A$6.40 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 1,539 Asset Management companies, Australian Ethical Investment ranks better than 93.11% on this metric.
During the past 12 months, Australian Ethical Investment's average Book Value per Share Growth Rate was 24.60% per year.
During the past 3 years, the average Book Value per Share Growth Rate was 23.40% per year.
During the past 5 years, the average Book Value per Share Growth Rate was 16.10% per year.
During the past 10 years, the average Book Value per Share Growth Rate was 13.50% per year.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.
During the past 13 years, the highest 3-Year average Book Value per Share Growth Rate of Australian Ethical Investment was 23.40% per year. The lowest was -7.60% per year. And the median was 9.75% per year.
Australian Ethical Investment (ASX:AEF) 3-Year Book Growth Rate Explanation
Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.
Australian Ethical Investment 3-Year Book Growth Rate Related Terms
ASX:AEF vs BLK, BX, KKR: 3-Year Book Growth Rate Comparison
For the Asset Management subindustry, Australian Ethical Investment's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Australian Ethical Investment 3-Year Book Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian Ethical Investment's 3-Year Book Growth Rate distribution charts can be found below:
* The bar in red indicates where Australian Ethical Investment's 3-Year Book Growth Rate falls into.
Australian Ethical Investment 3-Year Book Growth Rate Calculation
This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.
What does a 3-Year Book Growth Rate of 23.40% mean?
Australian Ethical Investment (ASX:AEF) has a 3-Year Book Growth Rate of 23.40% as of Jun. 2026. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for Australian Ethical Investment and its competitors. This is 140% above median its historical median of 9.75. According to the industry distribution chart, Australian Ethical Investment ranks #106 out of 1539 companies in the Asset Management industry, placing it in the top 6.9%.
Is Australian Ethical Investment's 3-Year Book Growth Rate too high?
Australian Ethical Investment's current 3-Year Book Growth Rate of 23.40% is 140% above median its 10-year median of 9.75. The Asset Management industry median 3-Year Book Growth Rate is 2.00. Australian Ethical Investment's value of 23.40% is 1070% above this industry median. Based on the distribution chart, Australian Ethical Investment ranks #106 out of 1539 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Australian Ethical Investment has a GF Score™ of 96/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Australian Ethical Investment's 3-Year Book Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Ethical Investment ranks #106 out of 1539 companies for 3-Year Book Growth Rate. This places Australian Ethical Investment in the top 7% of its industry — outperforming the majority of peers. The industry median 3-Year Book Growth Rate is 2.00. Australian Ethical Investment's value of 23.40% is 1070% above this benchmark. While the company's 10-year median is 9.75 vs. the industry median of 2.00, Australian Ethical Investment has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Book Growth Rate for an Asset Management company?
The median 3-Year Book Growth Rate among Asset Management companies is 2.00, based on 1,539 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Book Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Book Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian Ethical Investment's current 3-Year Book Growth Rate of 23.40% is 1070% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Book Growth Rate mean?
A high 3-Year Book Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for Australian Ethical Investment and its competitors. For the Asset Management industry, the median 3-Year Book Growth Rate is 2.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian Ethical Investment's current 3-Year Book Growth Rate is 23.40%, which is 140% above median its own 10-year median of 9.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian Ethical Investment stock overvalued right now?
Based on GuruFocus' analysis, Australian Ethical Investment (ASX:AEF) is currently considered Significantly Undervalued. The stock's GF Value™ is A$6.40, compared to a current price of A$4.21 — trading 34.2% below its estimated fair value. The current 3-Year Book Growth Rate is 23.40%, which is 140% above median its 10-year median of 9.75 and 1070% above the Asset Management industry median of 2.00. Australian Ethical Investment's overall GF Score™ is 96/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Book Growth Rate calculated?
3-Year Book Growth Rate is calculated from a company's financial statements. For Australian Ethical Investment (ASX:AEF), the current 3-Year Book Growth Rate is 23.40% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Australian Ethical Investment (ASX:AEF) Overvalued in 2026?
Based on GuruFocus' analysis, Australian Ethical Investment stock appears to be undervalued.
The current stock price of A$4.21 is trading 34.2% below its estimated GF Value™ of A$6.40.
GuruFocus considers Australian Ethical Investment to be Significantly Undervalued.
Key valuation signals for ASX:AEF:
3-Year Book Growth Rate: 23.40% (140% above median its 10-year median of 9.75)
GF Value™: A$6.40 vs. price of A$4.21 (34.2% below fair value)
Industry Position: 1070% above the Asset Management median (#106 of 1539)
No single metric tells the full story. See the ASX:AEF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Australian Ethical Investment Ltd is an Australian-based company engaged in the operating segment of Funds Management. The company is involved in 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 various products offered by the company are Super, Managed funds, ETFs, Insurance, and Pension.
96GF Score
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