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About the company
Australian Ethical Investment Limited is an Australia-based company, which acts as the responsible entity for a range of public offers ethically managed investment schemes and acts as the Trustee of the Australian Ethical Retail Superannuation Fund. It is focused on future-building sectors, including renewable energy, information technology, healthcare, and education, and restrict+ investment in areas like fossil fuel companies, gambling and tobacco. It creates well-diversified portfolios of ethical investments that can deliver long-term, risk-adjusted returns. All its superannuation, managed fund, pensions and exchange traded fund products are ethically screened, and investment focused. Its managed funds use professional investment management alongside ethical considerations. It offers a diverse range of super investment options depending on investment objective, timeframe and risk profile.
- Revenue in AUD (TTM)119.38m
- Net income in AUD20.20m
- Incorporated1986
- Employees40.00
- LocationAustralian Ethical Investment LtdL 8 130 Pitt StSYDNEY 2000AustraliaAUS
- Phone+61 28276-6288
- Fax+61 26201-1987
- Websitehttps://www.australianethical.com.au/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wam Microcap Ltd | 61.33m | 42.07m | 456.72m | -- | 10.82 | 1.11 | -- | 7.45 | 0.1506 | 0.1506 | 0.2198 | 1.47 | 0.1463 | -- | 38.68 | -- | 10.03 | 8.81 | 10.38 | 9.27 | 95.46 | 81.96 | 68.59 | 59.98 | -- | -- | 0.00 | 85.37 | 20.90 | 25.96 | 27.41 | 30.93 | -- | 12.05 |
| WCM Global Growth Ltd | 107.85m | 69.53m | 463.22m | -- | 5.32 | 1.03 | -- | 4.30 | 0.3476 | 0.3476 | 0.5179 | 1.79 | 0.2805 | -- | 143.03 | -- | 18.08 | 10.16 | 18.60 | 10.41 | 93.27 | 91.08 | 64.47 | 62.21 | -- | -- | 0.00 | 39.77 | 54.58 | 20.97 | 53.34 | 23.09 | -- | 13.85 |
| Bell Financial Group Ltd | 299.18m | 36.01m | 477.91m | 720.00 | 13.15 | 1.88 | 10.12 | 1.60 | 0.1133 | 0.1133 | 0.9368 | 0.7945 | 0.275 | -- | 4.06 | 415,522.20 | 3.31 | 2.73 | 12.03 | 11.52 | 93.07 | 95.26 | 12.04 | 11.90 | -- | -- | 0.7235 | 83.73 | 8.25 | -0.01 | 17.14 | -5.06 | -32.36 | -1.98 |
| Perpetual Equity Investment Company Ltd | 53.68m | 36.17m | 487.85m | 0.00 | 13.45 | 1.01 | -- | 9.09 | 0.0944 | 0.0944 | 0.1402 | 1.26 | 0.1072 | -- | 29.36 | -- | 7.23 | 8.10 | 7.34 | 8.20 | 90.59 | 89.13 | 67.37 | 66.83 | -- | -- | 0.00 | 66.95 | -25.30 | 61.97 | -23.94 | -- | -- | 12.70 |
| Regal Partners Global Investments Ltd | 209.71m | 129.09m | 558.26m | 0.00 | 4.43 | 0.933 | -- | 2.66 | 0.5219 | 0.5219 | 0.8428 | 2.48 | 0.2739 | -- | 98.91 | -- | 16.86 | 1.11 | 16.91 | 1.26 | 89.15 | 35.57 | 61.56 | 22.66 | -- | -- | 0.00 | 248.31 | -94.87 | -- | -127.38 | -- | -- | 36.85 |
| Future Generation Australia Ltd | 58.79m | 37.93m | 581.48m | 0.00 | 15.25 | 1.06 | -- | 9.89 | 0.0928 | 0.0928 | 0.1438 | 1.34 | 0.1035 | -- | 1.84 | -- | 6.67 | 5.92 | 6.88 | 5.98 | 99.84 | 99.79 | 64.51 | 69.09 | -- | -- | 0.00 | 77.86 | 6.12 | 17.45 | 4.57 | 16.40 | -- | 6.96 |
| EQT Holdings Ltd | 192.93m | 41.63m | 585.67m | 496.00 | 14.13 | 1.43 | 12.08 | 3.04 | 1.55 | 1.54 | 7.17 | 15.32 | 0.337 | -- | 4.26 | -- | 7.26 | 5.50 | 7.61 | 5.74 | -- | -- | 21.55 | 17.21 | -- | 9.67 | 0.2749 | 96.81 | 6.75 | 13.68 | 19.70 | 12.25 | 9.79 | 4.46 |
| Australian Ethical Investment Ltd | 119.38m | 20.20m | 591.92m | 40.00 | 29.32 | 14.58 | 27.43 | 4.96 | 0.1774 | 0.1774 | 1.05 | 0.3567 | 1.97 | -- | 14.87 | -- | 33.39 | 25.43 | 52.86 | 40.31 | 81.21 | 82.78 | 16.92 | 13.69 | -- | 231.34 | 0.0511 | 84.26 | 18.80 | 19.06 | 75.15 | 16.39 | -6.67 | 18.47 |
| Metrics Income Opportunities Trust | 62.98m | 60.23m | 616.99m | -- | 10.20 | 0.8633 | -- | 9.80 | 0.1814 | 0.1814 | 0.1896 | 2.14 | 0.0875 | -- | 9.48 | -- | 8.37 | 8.71 | 8.47 | 8.81 | 88.12 | 88.59 | 95.64 | 88.12 | -- | -- | 0.00 | 87.67 | -1.90 | 16.40 | 6.62 | 19.54 | -- | 3.92 |
| Mirrabooka Investments Ltd | 18.13m | 12.23m | 626.80m | 0.00 | 49.22 | 0.9415 | -- | 34.58 | 0.0569 | 0.0569 | 0.0865 | 2.97 | 0.0257 | -- | 40.59 | -- | 1.74 | 1.49 | 1.76 | 1.52 | -- | -- | 67.46 | 66.50 | -- | -- | 0.00 | 260.01 | -21.47 | 5.53 | -26.15 | 4.38 | -- | 2.03 |
| Whitefield Industrials Ltd | 25.93m | 21.96m | 634.46m | 0.00 | 28.62 | 0.8922 | 28.89 | 24.47 | 0.1834 | 0.1834 | 0.2165 | 5.88 | 0.033 | -- | 10.32 | -- | 2.80 | 2.80 | 2.84 | 2.87 | 91.99 | 91.52 | 84.69 | 82.94 | -- | -- | 0.00 | 126.67 | 6.90 | 4.60 | 9.60 | 4.86 | -- | 0.4831 |
| Ophir High Conviction Fund | 120.52m | 105.31m | 638.86m | 0.00 | 6.07 | 0.8352 | -- | 5.30 | 0.4731 | 0.4731 | 0.5414 | 3.44 | 0.1618 | -- | 60,259.00 | -- | 14.14 | 9.30 | 14.18 | 9.98 | 91.72 | 88.16 | 87.38 | 84.23 | -- | -- | 0.00 | 69.44 | 123.02 | 16.00 | 140.85 | 23.11 | -- | -- |
| Future Generation Global Ltd | 124.26m | 80.15m | 657.61m | -- | 8.16 | 1.04 | -- | 5.29 | 0.2011 | 0.2011 | 0.3116 | 1.58 | 0.1899 | -- | 7.74 | -- | 12.25 | 5.42 | 12.60 | 5.49 | 99.96 | 99.96 | 64.50 | 61.57 | -- | -- | 0.00 | 58.85 | 73.16 | 50.46 | 75.30 | 62.71 | -- | 16.15 |
| Hearts and Minds Investments Ltd | 41.59m | 19.35m | 664.05m | 4.00 | 34.30 | 0.8635 | -- | 15.97 | 0.0846 | 0.0846 | 0.1818 | 3.36 | 0.049 | -- | 121.91 | 10,398,350.00 | 2.28 | 2.14 | 2.34 | 2.19 | 67.24 | 99.97 | 46.52 | 46.59 | -- | -- | 0.00 | 187.32 | 98.49 | 103.21 | 109.74 | -- | -- | -- |
| Kkr Credit Income Fund | 70.29m | 60.12m | 677.32m | 0.00 | 11.27 | 0.8566 | -- | 9.64 | 0.1864 | 0.1864 | 0.2179 | 2.45 | 0.0854 | -- | -- | -- | 7.30 | 7.55 | 7.39 | 7.64 | 88.53 | 86.71 | 85.53 | 82.87 | -- | -- | 0.0355 | 79.87 | -38.15 | -- | -38.67 | -- | -- | -- |
| Regal Investment Fund | 80.73m | 24.54m | 715.29m | 0.00 | 24.71 | 1.05 | -- | 8.86 | 0.1376 | 0.1376 | 0.3956 | 3.23 | 0.0724 | -- | 0.5403 | -- | 2.20 | 5.99 | 2.79 | 7.96 | 40.79 | 59.30 | 30.39 | 48.17 | -- | -- | 0.00 | 95.78 | -53.23 | -2.76 | -78.11 | -10.86 | -- | -5.17 |
Data as of Mar 02 2026. Currency figures normalised to Australian Ethical Investment Ltd's reporting currency: Australian Dollar AUD
11.21%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 20 Jun 2025 | 5.39m | 4.74% |
| Vanguard Investments Australia Ltd.as of 31 Jan 2026 | 1.99m | 1.75% |
| Dimensional Fund Advisors LPas of 05 Feb 2026 | 1.31m | 1.16% |
| DFA Australia Ltd.as of 31 Jan 2026 | 1.07m | 0.94% |
| Wilson Asset Management (International) Pty Ltd.as of 30 Jun 2025 | 860.13k | 0.76% |
| Netwealth Investments Ltd.as of 01 Sep 2025 | 750.34k | 0.66% |
| Mirrabooka Investments Ltd. (Investment Management)as of 30 Jun 2025 | 469.95k | 0.41% |
| BlackRock Asset Management North Asia Ltd.as of 31 Oct 2025 | 357.95k | 0.31% |
| Norges Bank Investment Managementas of 30 Jun 2025 | 327.98k | 0.29% |
| BlackRock Investment Management (Australia) Ltd.as of 06 Feb 2026 | 224.05k | 0.20% |
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Data from 30 Jun 2025 - 20 Feb 2026Source: FactSet Research Systems Inc.
