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← CockpitCompetitor Analysis › AEF.AX Australian Ethical Investment LtdOpen in the cockpit ↗

Australian Ethical Investment LtdAEF.AXCompetitor analysis, valuation and peers

Australia · AUD·Financials›Investment Managers
Momentum strong 74
Mkt cap
$360M
US dollars, full cap
Free float
70%
of shares outstanding
$/day
$296,493
20-day average traded
Fwd P/E
19.1×
forward earnings
ROIC−WACC
n/a
WACC 14.6%
Hurdle
n/a
no reverse DCF
Next earnings
110 days
24 Feb 2027
Close · AUDA$4.56
1D-3.0%
1W+6.3%
1M+14.0%
3M-0.9%
6M+12.6%
YTD-9.7%
1Y-31.2%
ATR %3.1%
52w lowhigh32.1% off high

What Australian Ethical Investment does

No business profile yet.

Australian Ethical Investment at a glance

Size Australian Ethical Investment (AEF.AX) is an Australia Financials company (Investment Managers) with a market value of $360M, the 306th largest of 316 Australia companies the cockpit tracks. Shares closed at A$4.56 on 6 Nov 2026.

Performance Over six months the shares gained 12.6%, against -11.0% for the median peer and +4.1% for the Australia market (cap-weighted) — 5th highest of 21 in its peer set.

Growth Revenue grew 8.5% over the last twelve months (peer median +21.4%); the operating margin is 30.2% (peer median 24.4%).

Valuation It trades at 19.1× forward earnings against a peer median of 11.9× (4th most expensive of 14).

Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026AEF.AX 116Peer median 89
Six months, rebased to 100: Australian Ethical Investment against the median of its 20 peers (local-currency closes).

Australian Ethical Investment financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$130MA$130MA$119MA$100MA$81.1M
Revenue growth—+9%+19%+24%—
Gross profitA$106MA$106MA$95.6MA$81.7MA$65.8M
EBITDAA$40.7MA$40.8MA$36.4MA$25.3MA$15.7M
Net incomeA$25.8MA$25.8MA$20.2MA$11.5MA$6.58M
Free cash flowA$32.4MA$32.4MA$19.6MA$21.3MA$16.0M
Capital expenditureA$268,000A$268,000A$541,000A$1.02MA$203,000
Total debtn/aA$1.52MA$2.18MA$2.77MA$2.20M

Quarterly statements and history in the cockpit →

Australian Ethical Investment competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%-10%0%+10%ALTICMSINFO08066901EQV1VBPMABCAEQT9552PBEEFLAT-B600053DBAN0133BRKO4BMYFW1007908739CRAMCAEF.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Australian Ethical Investment is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×100×ALTICMSINFO0806EQV1VBPMEQT9552PBEECRAMCAEF.AXRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Australian Ethical Investment is the large dot.

Australian Ethical Investment competitors and peer comparison

How Australian Ethical Investment compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Australian Ethical Investment against its 20 peers (data as of 6 Nov 2026)
MeasureAEF.AXPeer medianRank in peer set
1-month return+14.0%-2.0%highest of 21
6-month return+12.6%-11.0%5th highest of 21
Distance from 52-week high-32.1%-26.9%9th lowest of 21
Revenue growth (TTM)+8.5%+21.4%9th lowest of 21
Operating margin30.2%24.4%8th highest of 20
Forward P/E19.1×11.9×4th most expensive of 14

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Australian Ethical Investment AEF.AXAustralia$360M+13%+9%30%19.1×n/an/a
AlTi Global ALTIUnited States$365M-40%+26%-27%9.8×n/an/a
CMS Info Systems CMSINFO.NSIndia$366M-25%+2%15%9.7×n/an/a
Value Partners 0806.HKHong Kong$367M-26%+164%39%5.1×n/an/a
Diamond BioFund 6901.TWTaiwan$371M+6%+100%n/an/an/an/a
eQ Oyj EQV1V.HEFinland$372M-15%0%45%15.7×n/an/a
B.P. Marsh & Partners BPM.LUnited Kingdom$335M+6%+31%121%4.0×n/an/a
ABC arbitrage ABCA.PAFrance$389M+14%+14%44%7.8×n/an/a
EQT EQT.AXAustralia$395M+16%-7%30%18.0×n/an/a
Quants Research Institute 9552.TJapan$325M+59%+36%29%15.6×n/an/a
PensionBee PBEE.LUnited Kingdom$405M-12%+37%-13%182.5×n/an/a
Flat Capital FLAT-B.STSweden$413M-10%+2,082%-707%n/an/an/a
Kunwu Jiuding Investment 600053.SSChina$414M-41%-1%-133%n/an/an/a
Deutsche Beteiligungs DBAN.DEGermany$414M-23%+5%-29%n/an/an/a
China Merchants China Direct Investments 0133.HKHong Kong$416M-15%+81%-99%n/an/an/a
Brooks Macdonald BRK.LUnited Kingdom$307M+5%+6%-2%10.0×n/an/a
OVB O4B.DEGermany$302M-11%+5%0%20.4×n/an/a
First Western Financial MYFWUnited States$300M+5%+6%24%11.9×n/an/a
Mirae Asset Venture Investment 100790.KSSouth Korea$433M-79%+166%58%n/an/an/a
Sparx 8739.TJapan$470M+22%+30%52%n/an/an/a
Canara Robeco Asset Management CRAMC.NSIndia$473M-11%+17%62%19.2×n/an/a

Questions

Which companies are Australian Ethical Investment's closest peers?
The cockpit's peer set: AlTi Global (ALTI), CMS Info Systems (CMSINFO.NS), Value Partners (0806.HK), Diamond BioFund (6901.TW), eQ Oyj (EQV1V.HE), B.P. Marsh & Partners (BPM.L), ABC arbitrage (ABCA.PA), EQT (EQT.AX).
Is Australian Ethical Investment expensive compared with its peers?
On forward p/e it trades at 19.1× against a peer median of 11.9×, 4th most expensive of 14 in its peer set.
How has Australian Ethical Investment stock performed?
Over six months to 6 Nov 2026 the shares returned +12.6% against -11.0% for the median peer; over one year -31.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.