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ASX:AFI'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.83 Med: 0.84 Max: 0.86
Current: 0.84
During the past 13 years, the highest Equity to Asset Ratio of Australian Foundation Investment Co was 0.86. The lowest was 0.83. And the median was 0.84.
ASX:AFI's Equity-to-Asset is ranked better than 52.66% of 1635
companies
in the Asset Management industry
Industry Median: 0.83
vs ASX:AFI: 0.84
Australian Foundation Investment Co (ASX:AFI) Equity-to-Asset Explanation
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Australian Foundation Investment Co Equity-to-Asset Related Terms
Australian Foundation Investment Co Equity-to-Asset Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Australian Foundation Investment Co Equity-to-Asset Chart
ASX:AFI vs BLK, BX, KKR: Equity-to-Asset Comparison
For the Asset Management subindustry, Australian Foundation Investment Co's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian Foundation Investment Co's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Australian Foundation Investment Co's Equity-to-Asset falls into.
Australian Foundation Investment Co Equity-to-Asset Calculation
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Australian Foundation Investment Co (ASX:AFI) has a Equity-to-Asset of 0.84 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Australian Foundation Investment Co and its competitors. This is near median its historical median of 0.84. Over the past decade, Australian Foundation Investment Co's Equity-to-Asset has ranged from 0.83 to 0.86. According to the industry distribution chart, Australian Foundation Investment Co ranks #774 out of 1635 companies in the Asset Management industry, placing it in the top 47.3%.
Is Australian Foundation Investment Co's Equity-to-Asset too high?
Australian Foundation Investment Co's current Equity-to-Asset of 0.84 is near median its 10-year median of 0.84. Over the past 10 years, this metric has ranged from a low of 0.83 to a high of 0.86. The Asset Management industry median Equity-to-Asset is 0.83. Australian Foundation Investment Co's value of 0.84 is 1.2% above this industry median. Based on the distribution chart, Australian Foundation Investment Co ranks #774 out of 1635 companies in the Asset Management industry, which is above the industry midpoint. Overall, Australian Foundation Investment Co has a GF Score™ of 64/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Australian Foundation Investment Co's Equity-to-Asset compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Foundation Investment Co ranks #774 out of 1635 companies for Equity-to-Asset. This puts Australian Foundation Investment Co in the upper half of its industry. The industry median Equity-to-Asset is 0.83. Australian Foundation Investment Co's value of 0.84 is 1.2% above this benchmark. Historically, Australian Foundation Investment Co's own Equity-to-Asset has ranged from 0.83 to 0.86 over the past decade. While the company's 10-year median is 0.84 vs. the industry median of 0.83, 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 Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,635 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian Foundation Investment Co's current Equity-to-Asset of 0.84 is 1.2% 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 Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Australian Foundation Investment Co and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian Foundation Investment Co's current Equity-to-Asset is 0.84, which is near median its own 10-year median of 0.84. 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$7.21, compared to a current price of A$6.84 — trading 5.1% below its estimated fair value. The current Equity-to-Asset is 0.84, which is near median its 10-year median of 0.84 and 1.2% above the Asset Management industry median of 0.83. Australian Foundation Investment Co's overall GF Score™ is 64/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Australian Foundation Investment Co (ASX:AFI), the current Equity-to-Asset is 0.84 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$6.84 is trading 5.1% below its estimated GF Value™ of A$7.21.
GuruFocus considers Australian Foundation Investment Co to be Fairly Valued.
Key valuation signals for ASX:AFI:
Equity-to-Asset: 0.84 (near median its 10-year median of 0.84)
GF Value™: A$7.21 vs. price of A$6.84 (5.1% below fair value)
Industry Position: 1.2% above the Asset Management median (#774 of 1635)
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.
64GF Score
Get the complete analysis for ASX:AFI
Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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