Australian Ethical Investment (ASX:AEF) Forward PE Ratio: 18.58 (As of Jul. 09, 2026)


ASX:AEF Australian Ethical Investment Ltd ASX:AEF
98 GF Score
Price A$4.55
GF Value A$6.38
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Australian Ethical Investment Forward PE Ratio?

Australian Ethical Investment ASX:AEF +2.02% 98 Forward PE Ratio is 18.58 as of Jul. 09, 2026. GuruFocus rates ASX:AEF with a GF Score™ of 98/100 and a GF Value™ of A$6.38 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 324 Asset Management companies, Australian Ethical Investment ranks worse than 81.48% on this metric.

Australian Ethical Investment's Forward PE Ratio for today is 18.58.

Australian Ethical Investment's PE Ratio without NRI for today is 21.67.

Australian Ethical Investment's PE Ratio (TTM) for today is 21.67.


Australian Ethical Investment  (ASX:AEF) Forward PE Ratio Explanation

The Forward PE Ratio of a company is often used to compare current earnings to estimated future earnings, as well as gaining a clearer picture of what earnings will look like without charges and other accounting adjustments. If earnings are expected to grow in the future, the Forward PE Ratio will be lower than the current PE Ratio. This measure is also used to compare one company to another with a forward-looking focus.

Trailing PE Ratio relies on what is already done. It uses the current share price and divides by the total EPS (Basic) over the past 12 months. PE Ratio can be affected by Non Operating Income such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than PE Ratio .


Australian Ethical Investment Forward PE Ratio Related Terms


Australian Ethical Investment Forward PE Ratio Historical Data

* Premium members only.

The historical data trend for Australian Ethical Investment's Forward PE Ratio can be seen below:

* 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 Ethical Investment Forward PE Ratio Chart

Australian Ethical Investment Annual Data
Trend 2025-06
Forward PE Ratio
29.48

Australian Ethical Investment Semi-Annual Data
2024-12 2025-06 2025-12
Forward PE Ratio 27.74 29.48 21.42

ASX:AEF vs BLK, BX, KKR: Forward PE Ratio Comparison

For the Asset Management subindustry, Australian Ethical Investment's Forward PE Ratio, along with its competitors' market caps and Forward PE Ratio 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 Forward PE Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Australian Ethical Investment's Forward PE Ratio distribution charts can be found below:

* The bar in red indicates where Australian Ethical Investment's Forward PE Ratio falls into.


ASX:AEF
98GF Score
Australian Ethical Investment Ltd ASX:AEF
Forward PE Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Australian Ethical Investment Forward PE Ratio Calculation

It's a measure of the price-to-earnings ratio (PE Ratio) using forecasted earnings for the calculation. While the earnings used are just an estimate and are not as reliable as current earnings data, there is still benefit in estimated P/E analysis. The forecasted earnings used in the formula can either be for the next 12 months or for the next full-year fiscal period.

Frequently Asked Questions Learn more about Forward PE Ratio →
What does a Forward PE Ratio of 18.58 mean?
Australian Ethical Investment (ASX:AEF) has a Forward PE Ratio of 18.58 as of Jul. 09, 2026. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Australian Ethical Investment and its competitors. According to the industry distribution chart, Australian Ethical Investment ranks #264 out of 324 companies in the Asset Management industry, placing it in the top 81.5%.
Is Australian Ethical Investment's Forward PE Ratio too high?
Australian Ethical Investment's current Forward PE Ratio is 18.58. The Asset Management industry median Forward PE Ratio is 10.74. Australian Ethical Investment's value of 18.58 is 73% above this industry median. Based on the distribution chart, Australian Ethical Investment ranks #264 out of 324 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Australian Ethical Investment has a GF Score™ of 98/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Australian Ethical Investment's Forward PE Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Ethical Investment ranks #264 out of 324 companies for Forward PE Ratio. This places Australian Ethical Investment in the lower half of its industry. The industry median Forward PE Ratio is 10.74. Australian Ethical Investment's value of 18.58 is 73% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward PE Ratio for an Asset Management company?
The median Forward PE Ratio among Asset Management companies is 10.74, based on 324 companies in the industry. Companies in the top quartile (top 25%) have a Forward PE Ratio significantly above this median, while those in the bottom quartile fall well below. However, Forward PE Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian Ethical Investment's current Forward PE Ratio of 18.58 is 73% 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 Forward PE Ratio mean?
A high Forward PE Ratio can signal that a stock is expensive relative to its fundamentals. Forward P/E ratio is the share price dividend by the expected per-share earnings in the next 12 months. View historical data on Australian Ethical Investment and its competitors. For the Asset Management industry, the median Forward PE Ratio is 10.74 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian Ethical Investment's current Forward PE Ratio is 18.58. 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 Modestly Undervalued. The stock's GF Value™ is A$6.38, compared to a current price of A$4.55 — trading 28.7% below its estimated fair value. The current Forward PE Ratio is 18.58 and 73% above the Asset Management industry median of 10.74. Australian Ethical Investment's overall GF Score™ is 98/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward PE Ratio calculated?
Forward PE Ratio is calculated from a company's financial statements. For Australian Ethical Investment (ASX:AEF), the current Forward PE Ratio is 18.58 as of Jul. 09, 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$4.55 is trading 28.7% below its estimated GF Value™ of A$6.38. GuruFocus considers Australian Ethical Investment to be Modestly Undervalued.

Key valuation signals for ASX:AEF:

  • Forward PE Ratio: 18.58
  • GF Value™: A$6.38 vs. price of A$4.55 (28.7% below fair value)
  • GF Score™: 98/100 with 2 warning signs
  • Industry Position: 73% above the Asset Management median (#264 of 324)

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 Business Description

Other Exchanges 1OP:Germany
Address 130 Pitt Street, Level 8, Sydney, NSW, AUS, 2000
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.
98GF Score

Get the complete analysis for ASX:AEF

Forward PE Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$4.55
Price
A$6.38
GF Value