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Australian Ethical Investment Ltd
ASX:AEF

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Australian Ethical Investment Ltd Logo
Australian Ethical Investment Ltd
ASX:AEF
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Price: 4.93 AUD -0.4% Market Closed
Updated: Mar 28, 2024

Intrinsic Value

Australian Ethical Investment Ltd. engages in the provision of investment management services. [ Read More ]

The intrinsic value of one AEF stock under the Base Case scenario is 4.39 AUD. Compared to the current market price of 4.93 AUD, Australian Ethical Investment Ltd is Overvalued by 11%.

Key Points:
AEF Intrinsic Value
Base Case
4.39 AUD
Overvaluation 11%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Valuation Backtest
Australian Ethical Investment Ltd

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Fundamental Analysis

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Financials

Balance Sheet Decomposition
Australian Ethical Investment Ltd

Current Assets 35.5m
Cash & Short-Term Investments 27.5m
Receivables 6.2m
Other Current Assets 1.8m
Non-Current Assets 10.6m
Long-Term Investments 3.4m
PP&E 4.1m
Other Non-Current Assets 3.1m
Current Liabilities 15.5m
Accounts Payable 9m
Accrued Liabilities 5.4m
Other Current Liabilities 973k
Non-Current Liabilities 3.3m
Long-Term Debt 2.3m
Other Non-Current Liabilities 945k
Efficiency

Earnings Waterfall
Australian Ethical Investment Ltd

Revenue
93m AUD
Cost of Revenue
-17.3m AUD
Gross Profit
75.7m AUD
Operating Expenses
-57.6m AUD
Operating Income
18.1m AUD
Other Expenses
-6.3m AUD
Net Income
11.9m AUD

Free Cash Flow Analysis
Australian Ethical Investment Ltd

Last Value
3-Years Average
FCF Margin
Conversion Rate
History
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Fundamental Scores

AEF Profitability Score
Profitability Due Diligence

Australian Ethical Investment Ltd's profitability score is 77/100. The higher the profitability score, the more profitable the company is.

Exceptional 3-Year Average ROIC
Exceptional 3-Year Average ROE
Positive Gross Profit
Positive Free Cash Flow
77/100
Profitability
Score

Australian Ethical Investment Ltd's profitability score is 77/100. The higher the profitability score, the more profitable the company is.

AEF Solvency Score
Solvency Due Diligence

Australian Ethical Investment Ltd's solvency score is 79/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Negative Net Debt
Low D/E
Long-Term Solvency
79/100
Solvency
Score

Australian Ethical Investment Ltd's solvency score is 79/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

AEF Price Targets Summary
Australian Ethical Investment Ltd

There are no price targets for AEF.
Lowest
Price Target
Not Available
Average
Price Target
Not Available
Highest
Price Target
Not Available
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

Shareholder Return

AEF Price
Australian Ethical Investment Ltd

1M 1M
-4%
6M 6M
+12%
1Y 1Y
+72%
3Y 3Y
-28%
5Y 5Y
+116%
10Y 10Y
+1 878%
Annual Price Range
4.93
52w Low
2.69
52w High
5.7
Price Metrics
Average Annual Return 49.69%
Standard Deviation of Annual Returns 102.65%
Max Drawdown -81%
Shares Statistics
Market Capitalization 556m AUD
Shares Outstanding 112 782 100
Percentage of Shares Shorted
N/A

AEF Return Decomposition
Main factors of price return

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Company Profile

Australian Ethical Investment Ltd Logo
Australian Ethical Investment Ltd

Country

Australia

Industry

Financial Services

Market Cap

556m AUD

Dividend Yield

1.21%

Description

Australian Ethical Investment Ltd. engages in the provision of investment management services. The company is headquartered in Sydney, New South Wales. The company went IPO on 2002-12-17. The firm acknowledges the traditional owners of the country on which it works, the Gadigal people of the Eora Nation, and recognizes their continuing connection to land, waters and culture. Its principal activities include to act as a entity for a range of public offer investment schemes and act as the Trustee of the Australian Ethical Retail Superannuation Fund (Super Fund). The firm offers managed funds, super and pension products. Managed funds balance ethical considerations and professional investment management. Super offers to access a range of ethical super investment options.

Contact

NEW SOUTH WALES
Sydney
L 8 130 Pitt St
+61282766288.0
https://www.australianethical.com.au/

IPO

2002-12-17

Employees

-

Officers

CEO, MD & Director
Mr. John Paul McMurdo M.B.A.
Chief Financial Officer
Mr. Mark Simons
Chief Investment Officer
Mr. Ludovic Theau
Chief People & Culture Officer
Eveline Moos B.Com.
Chief Customer Officer
Ms. Maria Loyez
Chief Strategy & Innovation Officer
Ms. Marion Enander B.Com., M.B.A.
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Chief Executive of Superannuation
Mr. Ross Piper B.Sc., M.B.A.
Chief Risk Officer & Company Secretary
Ms. Karen Hughes A.C.A., B.Sc.
Chief Technology Officer
Mr. Kwong Yue Tsang
Head of Domestic Equities
Mr. Michael Murray
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See Also

Discover More
What is the Intrinsic Value of one AEF stock?

The intrinsic value of one AEF stock under the Base Case scenario is 4.39 AUD.

Is AEF stock undervalued or overvalued?

Compared to the current market price of 4.93 AUD, Australian Ethical Investment Ltd is Overvalued by 11%.