ASX:PNI's ROE % is ranked better than 72.46% of 1612
companies
in the Asset Management industry
Industry Median: 6.395
vs ASX:PNI: 13.60
Pinnacle Investment Management Group (ASX:PNI) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Pinnacle Investment Management Group ROE % Related Terms
Pinnacle Investment Management Group ROE % 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, Pinnacle Investment Management Group's ROE %, along with its competitors' market caps and ROE % 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.
Pinnacle Investment Management Group ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Pinnacle Investment Management Group's ROE % distribution charts can be found below:
* The bar in red indicates where Pinnacle Investment Management Group's ROE % 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Pinnacle Investment Management Group (ASX:PNI) has a ROE % of 14.54% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Pinnacle Investment Management Group and its competitors. This is 32% below median its historical median of 21.31. Over the past decade, Pinnacle Investment Management Group's ROE % has ranged from 10.83 to 30.99. According to the industry distribution chart, Pinnacle Investment Management Group ranks #444 out of 1612 companies in the Asset Management industry, placing it in the top 27.5%.
Is Pinnacle Investment Management Group's ROE % too high?
Pinnacle Investment Management Group's current ROE % of 14.54% is 32% below median its 10-year median of 21.31. Over the past 10 years, this metric has ranged from a low of 10.83 to a high of 30.99. The Asset Management industry median ROE % is 6.40. Pinnacle Investment Management Group's value of 14.54% is 127.4% above this industry median. Based on the distribution chart, Pinnacle Investment Management Group ranks #444 out of 1612 companies in the Asset Management industry, which is above the industry midpoint. Overall, Pinnacle Investment Management Group has a GF Score™ of 91/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Pinnacle Investment Management Group's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Pinnacle Investment Management Group ranks #444 out of 1612 companies for ROE %. This puts Pinnacle Investment Management Group in the upper half of its industry. The industry median ROE % is 6.40. Pinnacle Investment Management Group's value of 14.54% is 127.4% above this benchmark. Historically, Pinnacle Investment Management Group's own ROE % has ranged from 10.83 to 30.99 over the past decade. While the company's 10-year median is 21.31 vs. the industry median of 6.40, Pinnacle Investment Management Group has consistently been above 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.40, based on 1,612 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Pinnacle Investment Management Group's current ROE % of 14.54% is 127.4% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Pinnacle Investment Management Group and its competitors. For the Asset Management industry, the median ROE % is 6.40 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Pinnacle Investment Management Group's current ROE % is 14.54%, which is 32% below median its own 10-year median of 21.31. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pinnacle Investment Management Group stock overvalued right now?
Based on GuruFocus' analysis, Pinnacle Investment Management Group (ASX:PNI) is currently considered Modestly Undervalued. The stock's GF Value™ is A$23.17, compared to a current price of A$16.70 — trading 27.9% below its estimated fair value. The current ROE % is 14.54%, which is 32% below median its 10-year median of 21.31 and 127.4% above the Asset Management industry median of 6.40. Pinnacle Investment Management Group's overall GF Score™ is 91/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Pinnacle Investment Management Group (ASX:PNI), the current ROE % is 14.54% 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 Pinnacle Investment Management Group (ASX:PNI) Overvalued in 2026?
Based on GuruFocus' analysis, Pinnacle Investment Management Group stock appears to be undervalued.
The current stock price of A$16.70 is trading 27.9% below its estimated GF Value™ of A$23.17.
GuruFocus considers Pinnacle Investment Management Group to be Modestly Undervalued.
Key valuation signals for ASX:PNI:
ROE %: 14.54% (32% below median its 10-year median of 21.31)
GF Value™: A$23.17 vs. price of A$16.70 (27.9% below fair value)
Industry Position: 127.4% above the Asset Management median (#444 of 1612)
No single metric tells the full story. See the ASX:PNI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Pinnacle Investment Management Group Business Description
Pinnacle Investment Management Group is an Australia-based multiaffiliate investment management firm. The principal activities of the firm are equity, seed capital, and working capital, and providing distribution services, business support, and responsible entity services to a network of boutique asset managers, termed as "affiliates." Apart from deriving revenue from its services, Pinnacle also earns a share of profits from its affiliates by holding equity interests in them. The business is growing rapidly, with the number of boutiques and FUM growing to 18 and around AUD 208 billion in March 2026, respectively, from seven and AUD 23 billion in December 2016.
91GF Score
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