Australian Ethical Investment (ASX:AEF) Risk Assessment


ASX:AEF Australian Ethical Investment Ltd ASX:AEF
98 GF Score
Price A$4.45
GF Value A$6.38
Valuation Possible Value Trap
! 2 Warning Signs
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What is Australian Ethical Investment Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Australian Ethical Investment is: High Risk: Good fundamentals, beware of shrinking business.

Australian Ethical Investment  (ASX:AEF) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Australian Ethical Investment Risk Assessment Related Terms

ASX:AEF vs BLK, BX, KKR: Risk Assessment Comparison

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

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

* The bar in red indicates where Australian Ethical Investment's Risk Assessment falls into.


ASX:AEF
98GF Score
Australian Ethical Investment Ltd ASX:AEF
Risk Assessment is just one metric. See GF Score™, valuation, warning signs, and more.
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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$4.45 is trading 30.3% below its estimated GF Value™ of A$6.38. GuruFocus considers Australian Ethical Investment to be Possible Value Trap.

Key valuation signals for ASX:AEF:

  • Risk Assessment:
  • GF Value™: A$6.38 vs. price of A$4.45 (30.3% 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

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

A$4.45
Price
A$6.38
GF Value