AUSTRALIAN ETHICAL INVESTMENT LIMITED (AEF)
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AEF - AUSTRALIAN ETHICAL INVESTMENT LIMITED

FNArena Sector : Wealth Management & Investments
Year End: June
GICS Industry Group : Diversified Financials
Debt/EBITDA: 0.11
Index: ASX300 | ALL-ORDS

Australian Ethical is an Australian funds manager specialising in ethical and sustainable investment. Founded in 1986, the company listed on the ASX in 2002.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.29

23 Dec
2024

-0.080

OPEN

$5.25

-1.49%

HIGH

$5.32

33,686

LOW

$5.18

TARGET
$6.70 26.7% upside
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FNARENA'S MARKET CONSENSUS FORECASTS
AEF: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 10.3 N/A xxx
DPS (cps) xxx 9.0 N/A xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A N/A xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx 87.1% N/A xxx

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

Estimated Dividend Growth
(Average Of Past Three Years)

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 01/09 - ex-div 3.5c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx10.3
DPS All xxxxxxxxxxxxxxx9.0
Sales/Revenue xxxxxxxxxxxxxxx100.5 M
Book Value Per Share xxxxxxxxxxxxxxx26.7
Net Operating Cash Flow xxxxxxxxxxxxxxx22.3 M
Net Profit Margin xxxxxxxxxxxxxxx11.47 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx40.53 %
Return on Invested Capital xxxxxxxxxxxxxxx37.87 %
Return on Assets xxxxxxxxxxxxxxx23.40 %
Return on Equity xxxxxxxxxxxxxxx40.53 %
Return on Total Capital xxxxxxxxxxxxxxx78.08 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx12.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx2 M
Total Debt xxxxxxxxxxxxxxx3 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx36 M
Price To Book Value xxxxxxxxxxxxxxx16.16

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx1.0 M
Capex % of Sales xxxxxxxxxxxxxxx1.02 %
Cost of Goods Sold xxxxxxxxxxxxxxx19 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx58 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

09/12/2024

1

Initiation of coverage with Buy

$6.70

26.65%

Ord Minnett initiates coverage on Australian Ethical Investment, a fund manager and superannuation fund operator, with a Buy rating.

The company invests in renewable energy, environmentally sustainable, healthcare, and technology sectors, while restricting investments in fossil fuels, nuclear energy, and tobacco.

The broker highlights a strong growth runway for funds under management (FUM), supported by compulsory superannuation contributions and an average investor age of 39 years.

A prime position in the socially responsible investment (SRI) market, strong management, and a revamped administrative structure are expected to drive FUM growth into increased revenue, explains the broker. Ord Minnett sets a target price of $6.70.
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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

0

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY
Access Extra Coverage Research History >

AEF STOCK CHART

FNArena News on AEF

1
ESG Focus: Care Needed In Ethical Investment

Jun 02 2023 - ESG Focus
2
ESG Focus: Tough Season But Winners Grin

Mar 24 2023 - ESG Focus
3
ESG Focus: ASX300 Galloping Into Transition

Sep 23 2022 - ESG Focus
4
January In Review: Interest Rates Weigh On Growth Stocks

Feb 07 2022 - Australia
5
October In Review: Shares Flat As Bond Yields Rise

Nov 04 2021 - Australia

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