Australian United Investment Co (ASX:AUI) ROE % Adjusted to Book Value: 3.91% (As of Dec. 2025)


ASX:AUI Australian United Investment Co Ltd ASX:AUI
50 GF Score
Price A$11.08
GF Value A$10.84
Valuation Fairly Valued
! 8 Warning Signs
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What is Australian United Investment Co ROE % Adjusted to Book Value?

Australian United Investment Co ASX:AUI 50 ROE % Adjusted to Book Value is 3.91% as of Dec. 2025. GuruFocus rates ASX:AUI with a GF Score™ of 50/100 and a GF Value™ of A$10.84 (Fairly Valued). The stock has 8 warning signs investors should review.

Australian United Investment Co's ROE % for the quarter that ended in Dec. 2025 was 4.14%. Australian United Investment Co's PB Ratio for the quarter that ended in Dec. 2025 was 1.06. Australian United Investment Co's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 3.91%.


Australian United Investment Co ROE % Adjusted to Book Value Related Terms


Australian United Investment Co ROE % Adjusted to Book Value Historical Data

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The historical data trend for Australian United Investment Co's ROE % Adjusted to Book Value 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 United Investment Co ROE % Adjusted to Book Value Chart

Australian United Investment Co Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.44 5.96 4.75 3.92 3.81

Australian United Investment Co Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value 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 3.93 3.86 4.00 3.66 3.91

ASX:AUI vs BLK, BX, KKR: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Australian United Investment Co's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 United Investment Co ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Australian United Investment Co's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Australian United Investment Co's ROE % Adjusted to Book Value falls into.


ASX:AUI
50GF Score
Australian United Investment Co Ltd ASX:AUI
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Australian United Investment Co ROE % Adjusted to Book Value Calculation

Australian United Investment Co's ROE % Adjusted to Book Value for the fiscal year that ended in Jun. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=3.96% / 1.04
=3.81%

Australian United Investment Co's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=4.14% / 1.06
=3.91%

* 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.

What does a ROE % Adjusted to Book Value of 3.91% mean?
Australian United Investment Co (ASX:AUI) has a ROE % Adjusted to Book Value of 3.91% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Australian United Investment Co and its competitors.
Is Australian United Investment Co's ROE % Adjusted to Book Value too high?
Australian United Investment Co's current ROE % Adjusted to Book Value is 3.91%. Overall, Australian United Investment Co has a GF Score™ of 50/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Australian United Investment Co's ROE % Adjusted to Book Value compare to BLK and BX?
Australian United Investment Co's ROE % Adjusted to Book Value of 3.91% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Australian United Investment Co and its competitors. Australian United Investment Co's current ROE % Adjusted to Book Value is 3.91%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian United Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Australian United Investment Co (ASX:AUI) is currently considered Fairly Valued. The stock's GF Value™ is A$10.84, compared to a current price of A$11.08 — trading 2.2% above its estimated fair value. The current ROE % Adjusted to Book Value is 3.91%. Australian United Investment Co's overall GF Score™ is 50/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Australian United Investment Co (ASX:AUI), the current ROE % Adjusted to Book Value is 3.91% 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 United Investment Co (ASX:AUI) Overvalued in 2026?

Based on GuruFocus' analysis, Australian United Investment Co stock appears to be overvalued. The current stock price of A$11.08 is trading 2.2% above its estimated GF Value™ of A$10.84. GuruFocus considers Australian United Investment Co to be Fairly Valued.

Key valuation signals for ASX:AUI:

  • ROE % Adjusted to Book Value: 3.91%
  • GF Value™: A$10.84 vs. price of A$11.08 (2.2% above fair value)
  • GF Score™: 50/100 with 8 warning signs

No single metric tells the full story. See the ASX:AUI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Australian United Investment Co Business Description

Address 101 Collins Street, Level 20, Melbourne, VIC, AUS, 3000
Australian United Investment Co Ltd (AUI) is an investment company. The company's objective is to take a medium to long-term view and to invest in a diversified portfolio of Australian equities that have the potential to provide income and capital appreciation over the longer term. AUI's funds are invested predominantly in shares of companies listed on the ASX.
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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$11.08
Price
A$10.84
GF Value