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AEF.AX$4.12+1.73%
Fair $4.12+0.0%

AEF.AX

Australian Ethical Investment Limited

Financial Services / Asset ManagementASX

$4.12

+0.07 (+1.73%)

Fairly Valued+0.0%Fair Value $4.12Fund rank 40/100 · Data gapFallback financials|
SA 60/B
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 40/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 92/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

60/100

B

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · AEF.AXLocal privado en este navegador · Australian Ethical Investment Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$469M

P/E

19.6x

↑

EV/EBITDA

18.0x

↑

ROE

38.3%

↑

Gross Margin

100.0%

↑

Debt/Equity

0.09

↓
52-Week Range$4
$4$8

TradingView lightweight chart

AEF.AX price, volumen y niveles de valoración

Último $4.120Periodo +2475.0%
Fair value: $4.120

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+19.1%

FCF CAGR

+11.3%

FCF margin

21.5%

FCF / Net income

1.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $99.1M · net income $11.5M · FCF $21.3M

2021-FY → 2024-FY

Gross margin

100.0%+0.0% pts

Operating margin

22.5%-3.3% pts

Net margin

11.6%-7.3% pts

FCF margin

21.5%-4.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$99.1M$99.1M$80.3M$70.7M$58.7M
Net Income$11.5M$11.5M$6.6M$9.5M$11.1M
EBITDA$23.6M$23.6M$14.5M$15.2M$16.3M
EPS0.110.110.060.08—
Gross Margin100.0%100.0%100.0%100.0%100.0%
Operating Margin22.5%22.5%16.5%19.8%25.7%
Net Margin11.6%11.6%8.2%13.4%19.0%
Balance Sheet
Debt/Equity0.090.090.080.030.07
Current Ratio2.602.60———
Cash Flow
Free Cash Flow$21.3M$21.3M$16.0M$15.4M$15.4M
Returns
ROE38.3%38.3%24.6%38.6%46.0%
Valuation
P/E19.6219.6254.2866.12—
EV/EBITDA18.0518.0522.4839.5755.66
P/B15.2615.2613.3425.4938.53
Growth & Yield
Revenue Growth23.4%23.4%13.6%20.6%—
EPS Growth80.0%80.0%-31.1%——
Dividend Yield4.2%4.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

51.5%

muy exigente

EPS terminal req.

$0.37

Spread vs growth

28.4%

5Y implied EPS CAGR

33.3%

muy exigente

EPS terminal req.

$0.44

Spread vs growth

46.7%

10Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$0.71

Spread vs growth

58.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -28.7%

Total return

-28.7%

Start / end P/E

105.1x → 39.2x

EPS bridge

0.06 → 0.11

Residual

-50.2%

EPS growth+80.0%
Multiple rerating-62.7%
Dividend+4.2%
Residual / FX / buybacks / cross-term-50.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.