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About the company
Australian Ethical Investment Limited is an Australia-based company, which acts as a company for a range of public offer ethically managed investment schemes and acts as the trustee of the Australian Ethical Retail Superannuation Fund. The Company does not invest in companies whose main business is fossil fuels, or in diversified companies that earn some fossil fuel revenue and aren't creating a positive impact with their other activities. It may invest in a diversified company, which is having a positive impact in other ways, such as producing renewable energy. The Company offers managed funds, super, pension, and exchange traded fund (ETF) products. The Company’s progressive and ethical funds include high conviction fund, Australian shares fund, emerging companies fund, balanced fund, diversified shares fund, high growth fund, income fund, fixed interest fund and international shares fund. It offers six pension ethical investment options.
- Revenue in AUD (TTM)93.03m
- Net income in AUD11.90m
- 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 | 28.98m | 17.49m | 321.42m | -- | 18.28 | 1.16 | -- | 11.09 | 0.0829 | 0.0829 | 0.1374 | 1.30 | 0.1036 | -- | 9.75 | -- | 6.25 | 6.63 | 6.29 | 6.98 | 81.25 | 76.61 | 60.34 | 57.06 | -- | -- | 0.00 | 106.38 | 188.00 | -1.67 | 172.92 | -3.02 | -- | 21.29 |
| Regal Asian Investments Ltd | 37.41m | 5.94m | 356.60m | -- | 64.44 | 0.8396 | 35.39 | 9.53 | 0.0307 | 0.0307 | 0.1865 | 2.35 | 0.0527 | -- | 5.75 | -- | 0.8357 | -- | 1.26 | -- | 43.59 | -- | 15.87 | -- | -- | -- | 0.3076 | -- | 159.16 | -- | 130.70 | -- | -- | -- |
| Bell Financial Group Ltd | 256.01m | 24.32m | 433.00m | 745.00 | 17.70 | 1.84 | 12.27 | 1.69 | 0.0763 | 0.0763 | 0.8032 | 0.734 | 0.2131 | -- | 1.25 | 343,633.60 | 2.02 | 3.03 | 8.50 | 13.49 | 89.37 | 97.43 | 9.50 | 13.02 | -- | -- | 0.7232 | 85.04 | 3.99 | 2.34 | -5.31 | -0.0288 | 26.56 | 0.00 |
| Perpetual Equity Investment Company Ltd | 28.05m | 17.54m | 456.86m | 0.00 | 25.83 | 0.9778 | -- | 16.29 | 0.0465 | 0.0465 | 0.0741 | 1.23 | 0.0591 | -- | 34.16 | -- | 3.70 | 7.47 | 3.70 | 7.58 | 82.59 | 87.79 | 62.54 | 66.29 | -- | -- | 0.00 | 70.71 | 439.61 | 17.26 | 407.20 | 17.25 | -- | 15.37 |
| Future Generation Australia Ltd | 65.22m | 45.83m | 482.43m | 0.00 | 10.50 | 0.9186 | -- | 7.40 | 0.1129 | 0.1129 | 0.1607 | 1.29 | 0.1226 | -- | 4.89 | -- | 8.61 | 5.14 | 8.73 | 5.19 | 99.86 | 99.72 | 70.28 | 69.56 | -- | -- | 0.00 | 85.94 | 204.78 | 12.36 | 204.44 | 14.57 | -- | 7.81 |
| Australian Ethical Investment Ltd | 93.03m | 11.90m | 519.93m | 40.00 | 43.65 | 19.00 | 39.85 | 5.59 | 0.1056 | 0.1056 | 0.8259 | 0.2427 | 2.17 | -- | 25.40 | -- | 27.71 | 24.34 | 43.94 | 37.99 | 81.38 | 84.17 | 12.79 | 14.35 | -- | 114.84 | 0.0946 | 83.14 | 14.57 | 17.64 | -30.86 | 5.29 | 8.50 | 11.84 |
| Pacific Current Group Ltd | 45.19m | 5.90m | 520.38m | 20.00 | 98.58 | 1.04 | 50.61 | 11.52 | 0.1024 | 0.1024 | 0.8535 | 9.67 | 0.0728 | -- | 6.64 | 2,259,550.00 | 1.07 | -0.2769 | 1.10 | -0.2914 | 91.07 | 89.31 | 14.74 | -2.58 | -- | -- | 0.1079 | -- | 3.15 | 0.5607 | 55.23 | -- | 19.41 | 11.55 |
| Regal Investment Fund | 135.20m | 66.03m | 598.11m | 0.00 | 9.58 | 1.03 | -- | 4.42 | 0.3214 | 0.3214 | 0.6583 | 2.99 | 0.1266 | -- | 1.80 | -- | 6.18 | -- | 7.57 | -- | 63.91 | -- | 48.84 | -- | -- | -- | 0.00 | -- | 863.46 | -- | 206.67 | -- | -- | -- |
| Platinum Asset Management Ltd | 206.65m | 79.00m | 628.74m | -- | 7.90 | 1.88 | 7.69 | 3.04 | 0.1368 | 0.1368 | 0.3574 | 0.5748 | 0.5734 | -- | 9.33 | -- | 21.90 | 36.05 | 23.49 | 38.97 | -- | -- | 38.20 | 49.42 | -- | -- | 0.0385 | 92.90 | -17.84 | -9.97 | -20.34 | -15.64 | -16.25 | -15.24 |
| Regal Partners Ltd | 104.45m | 1.60m | 733.43m | -- | 1,266.67 | 1.60 | 56.91 | 7.02 | 0.0023 | 0.0023 | 0.3685 | 1.78 | 0.1777 | -- | 3.55 | -- | 0.4183 | 8.93 | 0.4518 | 9.65 | 96.54 | -- | 2.35 | 28.20 | -- | 7.18 | 0.0737 | 105.38 | 24.08 | -- | -86.27 | -- | -- | -- |
| Qualitas Ltd | 80.61m | 24.40m | 733.81m | -- | 30.02 | 2.00 | 27.75 | 9.10 | 0.0819 | 0.0819 | 0.2707 | 1.23 | 0.1071 | 1.35 | 4.06 | -- | 3.24 | 1.89 | 3.29 | 2.24 | 59.15 | 50.15 | 30.27 | 22.64 | -- | 40.71 | 0.4628 | -- | 87.23 | -3.84 | 86.03 | 14.37 | -5.62 | -- |
| Djerriwarrh Investments Ltd | 52.60m | 30.24m | 775.83m | 0.00 | 25.51 | 0.9012 | -- | 14.75 | 0.1156 | 0.1156 | 0.2011 | 3.27 | 0.0581 | -- | 20.84 | -- | 3.34 | 4.36 | 3.61 | 4.97 | 83.15 | 85.51 | 57.49 | 81.12 | -- | 3.37 | 0.0769 | 100.59 | 1.91 | 1.84 | -12.29 | 4.43 | -- | -5.59 |
Data as of Apr 18 2024. Currency figures normalised to Australian Ethical Investment Ltd's reporting currency: Australian Dollar AUD
8.16%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 05 Apr 2024 | 3.68m | 3.26% |
| Vanguard Investments Australia Ltd.as of 29 Feb 2024 | 1.55m | 1.37% |
| DFA Australia Ltd.as of 29 Feb 2024 | 1.06m | 0.94% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 821.72k | 0.73% |
| Dimensional Fund Advisors LPas of 04 Apr 2024 | 799.02k | 0.71% |
| BlackRock Investment Management (Australia) Ltd.as of 04 Apr 2024 | 377.16k | 0.33% |
| BlackRock Asset Management North Asia Ltd.as of 31 Jan 2024 | 319.00k | 0.28% |
| Charles Schwab Investment Management, Inc.as of 04 Apr 2024 | 226.42k | 0.20% |
| Grandeur Peak Global Advisors LLCas of 31 Jul 2023 | 220.52k | 0.20% |
| Union Bancaire Priv�e, UBP SA (UK)as of 30 Nov 2023 | 150.03k | 0.13% |
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Data from 30 Nov 2023 - 29 Feb 2024Source: FactSet Research Systems Inc.
