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During the past 12 months, Australian Foundation Investment Co's average Book Value per Share Growth Rate was -4.40% per year.
During the past 3 years, the average Book Value per Share Growth Rate was 3.00% per year.
During the past 5 years, the average Book Value per Share Growth Rate was 3.10% per year.
During the past 10 years, the average Book Value per Share Growth Rate was 3.60% 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 Foundation Investment Co was 24.80% per year. The lowest was -7.30% per year. And the median was 4.90% per year.
Australian Foundation Investment Co (ASX:AFI) 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 Foundation Investment Co 3-Year Book Growth Rate Related Terms
ASX:AFI vs BLK, BX, KKR: 3-Year Book Growth Rate Comparison
For the Asset Management subindustry, Australian Foundation Investment Co'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 Foundation Investment Co 3-Year Book Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian Foundation Investment Co's 3-Year Book Growth Rate distribution charts can be found below:
* The bar in red indicates where Australian Foundation Investment Co's 3-Year Book Growth Rate falls into.
Australian Foundation Investment Co 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 3.00% mean?
Australian Foundation Investment Co (ASX:AFI) has a 3-Year Book Growth Rate of 3.00% 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 Foundation Investment Co and its competitors. This is 39% below median its historical median of 4.90. According to the industry distribution chart, Australian Foundation Investment Co ranks #690 out of 1539 companies in the Asset Management industry, placing it in the top 44.8%.
Is Australian Foundation Investment Co's 3-Year Book Growth Rate too high?
Australian Foundation Investment Co's current 3-Year Book Growth Rate of 3.00% is 39% below median its 10-year median of 4.90. The Asset Management industry median 3-Year Book Growth Rate is 2.00. Australian Foundation Investment Co's value of 3.00% is 50% above this industry median. Based on the distribution chart, Australian Foundation Investment Co ranks #690 out of 1539 companies in the Asset Management industry, which is above the industry midpoint. Overall, Australian Foundation Investment Co has a GF Score™ of 63/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Australian Foundation Investment Co's 3-Year Book Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Foundation Investment Co ranks #690 out of 1539 companies for 3-Year Book Growth Rate. This puts Australian Foundation Investment Co in the upper half of its industry. The industry median 3-Year Book Growth Rate is 2.00. Australian Foundation Investment Co's value of 3.00% is 50% above this benchmark. While the company's 10-year median is 4.90 vs. the industry median of 2.00, Australian Foundation Investment Co 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 Foundation Investment Co's current 3-Year Book Growth Rate of 3.00% is 50% 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 Foundation Investment Co 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 Foundation Investment Co's current 3-Year Book Growth Rate is 3.00%, which is 39% below median its own 10-year median of 4.90. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian Foundation Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Australian Foundation Investment Co (ASX:AFI) is currently considered Fairly Valued. The stock's GF Value™ is A$7.20, compared to a current price of A$6.86 — trading 4.7% below its estimated fair value. The current 3-Year Book Growth Rate is 3.00%, which is 39% below median its 10-year median of 4.90 and 50% above the Asset Management industry median of 2.00. Australian Foundation Investment Co's overall GF Score™ is 63/100 with 2 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 Foundation Investment Co (ASX:AFI), the current 3-Year Book Growth Rate is 3.00% 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 Foundation Investment Co (ASX:AFI) Overvalued in 2026?
Based on GuruFocus' analysis, Australian Foundation Investment Co stock appears to be undervalued.
The current stock price of A$6.86 is trading 4.7% below its estimated GF Value™ of A$7.20.
GuruFocus considers Australian Foundation Investment Co to be Fairly Valued.
Key valuation signals for ASX:AFI:
3-Year Book Growth Rate: 3.00% (39% below median its 10-year median of 4.90)
GF Value™: A$7.20 vs. price of A$6.86 (4.7% below fair value)
Industry Position: 50% above the Asset Management median (#690 of 1539)
No single metric tells the full story. See the ASX:AFI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Australian Foundation Investment Co Ltd is an asset management company which invests in Australian and New Zealand equities. It aims to provide shareholders with attractive investment returns through access to a growing stream of fully franked dividends and enhancement of capital invested. Its investment goals are to pay dividends, which, over time, grow faster than the rate of inflation, and to provide attractive total returns over the medium to long term.
63GF Score
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3-Year Book Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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