What is Australian Ethical Investment OCF Margin %?
Australian Ethical InvestmentASX:AEF -0.74%98 OCF Margin % is 21.18% as of Dec. 2025, which is 2% below its 10-year median of 21.63. GuruFocus rates ASX:AEF with a GF Score™ of 98/100 and a GF Value™ of A$6.36 (Possible Value Trap). The stock has 2 warning signs investors should review. Among 1,465 Asset Management companies, Australian Ethical Investment ranks better than 55.29% on this metric.
* 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.
For the Asset Management subindustry, Australian Ethical Investment's OCF Margin %, along with its competitors' market caps and OCF Margin % 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 OCF Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian Ethical Investment's OCF Margin % distribution charts can be found below:
* The bar in red indicates where Australian Ethical Investment's OCF Margin % falls into.
* 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 (ASX:AEF) has a OCF Margin % of 21.18% as of Dec. 2025. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Australian Ethical Investment and its competitors. This is near median its historical median of 21.63. Over the past decade, Australian Ethical Investment's OCF Margin % has ranged from 11.77 to 26.43. According to the industry distribution chart, Australian Ethical Investment ranks #655 out of 1465 companies in the Asset Management industry, placing it in the top 44.7%.
Is Australian Ethical Investment's OCF Margin % too high?
Australian Ethical Investment's current OCF Margin % of 21.18% is near median its 10-year median of 21.63. Over the past 10 years, this metric has ranged from a low of 11.77 to a high of 26.43. The Asset Management industry median OCF Margin % is 15.78. Australian Ethical Investment's value of 21.18% is 34.2% above this industry median. Based on the distribution chart, Australian Ethical Investment ranks #655 out of 1465 companies in the Asset Management industry, which is above the industry midpoint. Overall, Australian Ethical Investment has a GF Score™ of 98/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Australian Ethical Investment's OCF Margin % compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Ethical Investment ranks #655 out of 1465 companies for OCF Margin %. This puts Australian Ethical Investment in the upper half of its industry. The industry median OCF Margin % is 15.78. Australian Ethical Investment's value of 21.18% is 34.2% above this benchmark. Historically, Australian Ethical Investment's own OCF Margin % has ranged from 11.77 to 26.43 over the past decade. While the company's 10-year median is 21.63 vs. the industry median of 15.78, 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 OCF Margin % for an Asset Management company?
The median OCF Margin % among Asset Management companies is 15.78, based on 1,465 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian Ethical Investment's current OCF Margin % of 21.18% is 34.2% 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 OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Australian Ethical Investment and its competitors. For the Asset Management industry, the median OCF Margin % is 15.78 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian Ethical Investment's current OCF Margin % is 21.18%, which is near median its own 10-year median of 21.63. 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 Possible Value Trap. The stock's GF Value™ is A$6.36, compared to a current price of A$4.05 — trading 36.3% below its estimated fair value. The current OCF Margin % is 21.18%, which is near median its 10-year median of 21.63 and 34.2% above the Asset Management industry median of 15.78. 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 OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For Australian Ethical Investment (ASX:AEF), the current OCF Margin % is 21.18% as of Dec. 2025. 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$4.05 is trading 36.3% below its estimated GF Value™ of A$6.36.
GuruFocus considers Australian Ethical Investment to be Possible Value Trap.
Key valuation signals for ASX:AEF:
OCF Margin %: 21.18% (near median its 10-year median of 21.63)
GF Value™: A$6.36 vs. price of A$4.05 (36.3% below fair value)
Industry Position: 34.2% above the Asset Management median (#655 of 1465)
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
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
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