Australian Ethical Investment (ASX:AEF) ROCE %: 83.57% (As of Dec. 2025)


ASX:AEF Australian Ethical Investment Ltd ASX:AEF
98 GF Score
Price A$4.05
GF Value A$6.36
Valuation Possible Value Trap
! 2 Warning Signs
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What is Australian Ethical Investment ROCE %?

Australian Ethical Investment ASX:AEF -0.74% 98 ROCE % is 83.57% as of Dec. 2025. 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.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Australian Ethical Investment's annualized ROCE % for the quarter that ended in Dec. 2025 was 83.57%.

Australian Ethical Investment  (ASX:AEF) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Australian Ethical Investment ROCE % Related Terms

Australian Ethical Investment ROCE % Historical Data

* Premium members only.

The historical data trend for Australian Ethical Investment's ROCE % 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 ROCE % Chart

Australian Ethical Investment Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 62.92 55.17 48.52 71.68 77.25

Australian Ethical Investment Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROCE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 60.43 83.27 77.55 77.13 83.57
ASX:AEF
98GF Score
Australian Ethical Investment Ltd ASX:AEF
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Australian Ethical Investment ROCE % Calculation

Australian Ethical Investment's annualized ROCE % for the fiscal year that ended in Jun. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=29.337/( ( (50.773 - 18.021) + (69.732 - 26.535) )/ 2 )
=29.337/( (32.752+43.197)/ 2 )
=29.337/37.9745
=77.25 %

Australian Ethical Investment's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=38.392/( ( (69.732 - 26.535) + (69.904 - 21.217) )/ 2 )
=38.392/( ( 43.197 + 48.687 )/ 2 )
=38.392/45.942
=83.57 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2025) EBIT 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 83.57% mean?
Australian Ethical Investment (ASX:AEF) has a ROCE % of 83.57% as of Dec. 2025.
Is Australian Ethical Investment's ROCE % too high?
Australian Ethical Investment's current ROCE % is 83.57%. The Asset Management industry median ROCE % is 4.43. Australian Ethical Investment's value of 83.57% is 1788.6% above this industry median. 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 ROCE % compare to BLK and BX?
Australian Ethical Investment's ROCE % of 83.57% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. Australian Ethical Investment's value of 83.57% is 1788.6% 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 ROCE % for an Asset Management company?
The median ROCE % among Asset Management companies is 4.43, based on 708 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian Ethical Investment's current ROCE % of 83.57% is 1788.6% 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian Ethical Investment's current ROCE % is 83.57%. 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 ROCE % is 83.57% and 1788.6% above the Asset Management industry median of 4.43. 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 ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Australian Ethical Investment (ASX:AEF), the current ROCE % is 83.57% 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:

  • ROCE %: 83.57%
  • GF Value™: A$6.36 vs. price of A$4.05 (36.3% below fair value)
  • GF Score™: 98/100 with 2 warning signs
  • Industry Position: 1788.6% above the Asset Management median

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

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

A$4.05
Price
A$6.36
GF Value