Australian Ethical Investment (ASX:AEF) Momentum Rank: 5 (As of Aug. 22, 2026) — Near Median

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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

ASX:AEF Australian Ethical Investment Ltd ASX:AEF
98 GF Score
Price A$4.40
GF Value A$6.44
Valuation Possible Value Trap
! 2 Warning Signs
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What is Australian Ethical Investment Momentum Rank?

Australian Ethical Investment ASX:AEF -2.22% 98 Momentum Rank is 5 as of Aug. 22, 2026, which is at its 10-year median of 5.00. GuruFocus rates ASX:AEF with a GF Score™ of 98/100 and a GF Value™ of A$6.44 (Possible Value Trap). The stock has 2 warning signs investors should review.

Australian Ethical Investment has the Momentum Rank of 5.

Momentum Rank measures the strength and persistence of a stock's price movement over time, rated on a scale of 1 to 10.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

A higher score reflects strong price momentum and indicates greater potential for superior performance. Conversely, a lower score indicates that momentum is either too high or too low, and stocks tend to underperform.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Australian Ethical Investment Momentum Rank Related Terms

ASX:AEF vs BLK, BX, KKR: Momentum Rank Comparison

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

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

* The bar in red indicates where Australian Ethical Investment's Momentum Rank falls into.


ASX:AEF
98GF Score
Australian Ethical Investment Ltd ASX:AEF
Momentum Rank is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Momentum Rank →
What does a Momentum Rank of 5 mean?
Australian Ethical Investment (ASX:AEF) has a Momentum Rank of 5 as of Aug. 22, 2026. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on Australian Ethical Investment and its competitors. This is near median its historical median of 5.00. Over the past decade, Australian Ethical Investment's Momentum Rank has ranged from 1.00 to 10.00.
Is Australian Ethical Investment's Momentum Rank too high?
Australian Ethical Investment's current Momentum Rank of 5 is near median its 10-year median of 5.00. Over the past 10 years, this metric has ranged from a low of 1.00 to a high of 10.00. 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 Momentum Rank compare to BLK and BX?
Australian Ethical Investment's Momentum Rank of 5 can be compared against companies in the Asset Management industry. Historically, Australian Ethical Investment's own Momentum Rank has ranged from 1.00 to 10.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Momentum Rank for an Asset Management company?
A good Momentum Rank depends on the Asset Management industry context. However, Momentum Rank should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Momentum Rank mean?
A high Momentum Rank can signal that a stock is expensive relative to its fundamentals. Momentum Rank is determined using the standardized momentum ratio, measuring the speed and velocity of price changes in a stock. View historical data on Australian Ethical Investment and its competitors. Australian Ethical Investment's current Momentum Rank is 5, which is near median its own 10-year median of 5.00. 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$6.44, compared to a current price of A$4.40 — trading 31.7% below its estimated fair value. The current Momentum Rank is 5, which is near median its 10-year median of 5.00. 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 Momentum Rank calculated?
Momentum Rank is calculated from a company's financial statements. For Australian Ethical Investment (ASX:AEF), the current Momentum Rank is 5 as of Aug. 22, 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$4.40 is trading 31.7% below its estimated GF Value™ of A$6.44. GuruFocus considers Australian Ethical Investment to be Possible Value Trap.

Key valuation signals for ASX:AEF:

  • Momentum Rank: 5 (near median its 10-year median of 5.00)
  • GF Value™: A$6.44 vs. price of A$4.40 (31.7% below fair value)
  • GF Score™: 98/100 with 2 warning signs

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

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

A$4.40
Price
A$6.44
GF Value