CIW (Clime Investment Management Ltd) vs S&P/ASX 300 Comparison

CIW

S&P/ASX 300

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CIW

S&P/ASX 300

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CIW

S&P/ASX 300

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Clime Investment Management Ltd
Glance View

Market Cap

30.1m AUD

Industry

Financial Services

Clime Investment Management Ltd. engages in investing in listed and unlisted securities for clients and operating under Australian Securities and Investments Commission approved Australian Financial Services Licences in the funds management industry. The company is headquartered in Sydney, New South Wales. The company went IPO on 2000-12-15. The firm operates under Australian Securities and Investments Commission (ASIC), granted Australian Financial Services Licences (AFSLs) in the funds management and financial planning industry. The company offers various services, such as operating an individually managed accounts service for wholesale clients and separately managed accounts, providing wealth advice to wholesale and sophisticated clients, acting as investment managers for listed company Clime Capital Limited, providing licensee services to financial advisers licensed, and dealing in various financial products to retail and wholesale investors. The firm operates through its subsidiaries, including Clime Asset Management Pty Limited, Clime Private Wealth Pty Limited, CBG Asset Management Limited, Madison Financial Group Pty Limited and Stocks in Value Pty Limited.

View CIW Analysis

CIW Intrinsic Value

Overvaluation 35%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

CIW

vs

S
S&P/ASX 300

Stocks Performance
CIW vs S&P/ASX 300

Performance Gap
CIW vs S&P/ASX 300

Performance By Year
CIW vs S&P/ASX 300

Competitors Performance
Clime Investment Management Ltd vs Peers

Clime Investment Management Ltd
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Stocks

CIW vs S S&P/ASX 300

Stocks Performance CIW vs S&P/ASX 300

Performance Gap CIW vs S&P/ASX 300

Performance By Year CIW vs S&P/ASX 300

Competitors Performance Clime Investment Management Ltd vs Peers

Clime Investment Management Ltd Glance View

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Stocks

CIW

vs

S
S&P/ASX 300

Stocks Performance
CIW vs S&P/ASX 300

Performance Gap
CIW vs S&P/ASX 300

Performance By Year
CIW vs S&P/ASX 300

Competitors Performance
Clime Investment Management Ltd vs Peers

Clime Investment Management Ltd
Glance View