Australian Ethical InvestmentASX:AEF -1.66%98 PEG Ratio is 1.26 as of Jun. 28, 2026, which is 43% below its 10-year median of 2.21. 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 494 Asset Management companies, Australian Ethical Investment ranks better than 59.11% on this metric.
* The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
The historical rank and industry rank for Australian Ethical Investment's PEG Ratio or its related term are showing as below:
ASX:AEF'
s PEG Ratio Range Over the Past 10 Years
Min: 0.01 Med: 2.21 Max: 12.07
Current: 1.26
During the past 13 years, Australian Ethical Investment's highest PEG Ratio was 12.07. The lowest was 0.01. And the median was 2.21.
ASX:AEF's PEG Ratio is ranked better than 59.11% of 494
companies
in the Asset Management industry
Industry Median: 1.72
vs ASX:AEF: 1.26
Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.
Australian Ethical Investment (ASX:AEF) PEG Ratio Explanation
To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.
Australian Ethical Investment PEG Ratio Related Terms
Australian Ethical Investment PEG Ratio 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.
For the Asset Management subindustry, Australian Ethical Investment's PEG Ratio, along with its competitors' market caps and PEG 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 PEG Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian Ethical Investment's PEG Ratio distribution charts can be found below:
* The bar in red indicates where Australian Ethical Investment's PEG Ratio 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.
* Note: The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
Australian Ethical Investment (ASX:AEF) has a PEG Ratio of 1.26 as of Jun. 28, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Australian Ethical Investment and its competitors. This is 43% below median its historical median of 2.21. Over the past decade, Australian Ethical Investment's PEG Ratio has ranged from 0.01 to 12.07. According to the industry distribution chart, Australian Ethical Investment ranks #202 out of 494 companies in the Asset Management industry, placing it in the top 40.9%.
Is Australian Ethical Investment's PEG Ratio too high?
Australian Ethical Investment's current PEG Ratio of 1.26 is 43% below median its 10-year median of 2.21. Over the past 10 years, this metric has ranged from a low of 0.01 to a high of 12.07. The Asset Management industry median PEG Ratio is 1.72. Australian Ethical Investment's value of 1.26 is 26.7% below this industry median. Based on the distribution chart, Australian Ethical Investment ranks #202 out of 494 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 PEG Ratio compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Ethical Investment ranks #202 out of 494 companies for PEG Ratio. This puts Australian Ethical Investment in the upper half of its industry. The industry median PEG Ratio is 1.72. Australian Ethical Investment's value of 1.26 is 26.7% below this benchmark. Historically, Australian Ethical Investment's own PEG Ratio has ranged from 0.01 to 12.07 over the past decade. While the company's 10-year median is 2.21 vs. the industry median of 1.72, Australian Ethical Investment has consistently been below 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 PEG Ratio for an Asset Management company?
The median PEG Ratio among Asset Management companies is 1.72, based on 494 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian Ethical Investment's current PEG Ratio of 1.26 is 26.7% below 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 PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Australian Ethical Investment and its competitors. For the Asset Management industry, the median PEG Ratio is 1.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian Ethical Investment's current PEG Ratio is 1.26, which is 43% below median its own 10-year median of 2.21. 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$4.14 — trading 34.9% below its estimated fair value. The current PEG Ratio is 1.26, which is 43% below median its 10-year median of 2.21 and 26.7% below the Asset Management industry median of 1.72. 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 PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For Australian Ethical Investment (ASX:AEF), the current PEG Ratio is 1.26 as of Jun. 28, 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$4.14 is trading 34.9% 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:
PEG Ratio: 1.26 (43% below median its 10-year median of 2.21)
GF Value™: A$6.36 vs. price of A$4.14 (34.9% below fair value)
Industry Position: 26.7% below the Asset Management median (#202 of 494)
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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