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← CockpitCompetitor Analysis › AOV.AX Amotiv LimitedOpen in the cockpit ↗

Amotiv LimitedAOV.AXCompetitor analysis, valuation and peers

Australia · AUD·Consumer Discretionary›Motor Vehicles
Momentum weak 22
Mkt cap
$476M
US dollars, full cap
Free float
94%
of shares outstanding
$/day
$3.01M
20-day average traded
Fwd P/E
6.5×
forward earnings
ROIC−WACC
+1.7 pp
WACC 8.1%
Hurdle
-18 pp
Req g minus delivered
Next earnings
102 days
16 Feb 2027
Close · AUDA$5.13
1D-0.4%
1W+1.8%
1M-8.9%
3M-20.0%
6M-19.2%
YTD-42.8%
1Y-41.6%
ATR %3.8%
52w lowhigh44.1% off high

What Amotiv does

Employees: 1,910

Amotiv at a glance

Size Amotiv (AOV.AX) is an Australia Consumer Discretionary company (Motor Vehicles) with a market value of $476M, the 268th largest of 316 Australia companies the cockpit tracks. Shares closed at A$5.13 on 6 Nov 2026.

Performance Over six months the shares fell 19.2%, against -19.3% for the median peer and +4.1% for the Australia market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue grew 2.7% over the last twelve months (peer median -8.2%); the operating margin is 16.5% (peer median 1.9%).

Valuation It trades at 6.5× forward earnings against a peer median of 11.8× (cheapest of 11).

Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -18 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.7 points above its cost of capital (8.1% WACC).

Next results Next results expected around 16 Feb 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026AOV.AX 82Peer median 79
Six months, rebased to 100: Amotiv against the median of its 20 peers (local-currency closes).

Amotiv financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$1.02BA$1.02BA$997MA$987MA$917M
Revenue growth—+3%+1%+8%—
Gross profitA$415MA$415MA$412MA$434MA$396M
EBITDAA$226MA$226MA$226MA$245MA$238M
Net incomeA$75.1MA$75.1M-A$106MA$99.6MA$98.5M
Free cash flowA$109MA$109MA$102MA$130MA$170M
Capital expenditureA$28.4MA$28.4MA$25.1MA$20.1MA$12.5M
Total debtn/aA$541MA$570MA$506MA$575M

Quarterly statements and history in the cockpit →

Amotiv 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%-10%AML000017000868600653300978MLR60080562589914002501524360067919583009946455530674896037873162AOV.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Amotiv is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%10×15×MLR6258991452432227300994645553063162AOV.AXRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Amotiv is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%000017600653300978MLR9914524360067930099464555306AOV.AXGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Amotiv is the large dot.

Amotiv competitors and peer comparison

How Amotiv 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.

Amotiv against its 20 peers (data as of 6 Nov 2026)
MeasureAOV.AXPeer medianRank in peer set
1-month return-8.9%-11.7%10th highest of 21
6-month return-19.2%-19.3%11th highest of 21
Distance from 52-week high-44.1%-43.3%11th highest of 21
Revenue growth (TTM)+2.7%-8.2%3rd highest of 20
Operating margin16.5%1.9%2nd highest of 20
Forward P/E6.5×11.8×cheapest of 11
Growth the price implies (Req g, 7 yrs)-4.7%4.0%5th least demanding of 12
Growth delivered (Del g)+13.0%+6.6%2nd highest of 12
Hurdle (Req g minus delivered)-17.7 pp-3.7 pp2nd least demanding of 12
ROIC minus cost of capital+1.7 pp-3.3 pp6th highest of 20
EV / EBITDA5.2×7.6×3rd cheapest of 10
Net debt / EBITDA2.2×-0.0×3rd most indebted of 11

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
Amotiv AOV.AXAustralia$476M-19%+3%16%6.5×-4.7%+13.0%
Aston Martin Lagonda Global AML.LUnited Kingdom$474M-26%0%-12%n/an/an/a
Shenzhen China Bicycle Company (Holdings) 000017.SZChina$469M-1%-39%6%n/a31.4%+44.2%
Anhui Ankai Automobile 000868.SZChina$468M-26%-1%-4%n/an/an/a
Liaoning Shenhua 600653.SSChina$450M-16%-42%-3%n/a35.7%-11.9%
WINBO-Dongjian Automotive Technology 300978.SZChina$522M-24%-8%11%n/a2.2%+6.7%
Miller Industries MLRUnited States$526M-4%-21%3%16.4×4.0%+3.9%
Jiangsu Yueda Investment 600805.SSChina$559M-17%-4%0%n/an/an/a
Hirata 6258.TJapan$564M-14%+9%11%11.0×4.1%+7.8%
Merida Industry 9914.TWTaiwan$573M+9%-16%6%11.5×-4.9%-0.3%
Jilin Liyuan Precision Manufacturing 002501.SZChina$591M-25%-9%-55%n/an/an/a
Eson Precision Ind 5243.TWTaiwan$382M-31%-11%10%11.3×-7.0%+4.1%
Yulon Nissan Motor 2227.TWTaiwan$379M-21%-24%-5%10.7×n/an/a
Shanghai Phoenix Enterprise (Group)Co 600679.SSChina$617M-6%+1%3%n/a10.0%+9.4%
BAIC Motor 1958.HKHong Kong$629M-55%-20%2%n/an/an/a
Joy Kie 300994.SZChina$345M-29%-3%2%13.3×9.9%+8.0%
Morita 6455.TJapan$660M-6%0%12%10.0×-13.0%+6.6%
KMC (Kuei Meng) International 5306.TWTaiwan$325M+6%-2%22%12.0×-8.8%-5.3%
Voyah Automotive Technology 7489.HKHong Kong$704M-75%n/an/a16.2×n/an/a
Jiangsu Xinri E-Vehicle 603787.SSChina$318M-23%-12%-3%n/an/an/a
United Alloy-Tech 3162.TWOTaiwan$317M-18%+26%1%14.9×n/an/a

Questions

Which companies are Amotiv's closest peers?
The cockpit's peer set: Aston Martin Lagonda Global (AML.L), Shenzhen China Bicycle Company (Holdings) (000017.SZ), Anhui Ankai Automobile (000868.SZ), Liaoning Shenhua (600653.SS), WINBO-Dongjian Automotive Technology (300978.SZ), Miller Industries (MLR), Jiangsu Yueda Investment (600805.SS), Hirata (6258.T).
Is Amotiv expensive compared with its peers?
On forward p/e it trades at 6.5× against a peer median of 11.8×, cheapest of 11 in its peer set. For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -18 pp: the price already allows for a slowdown.
How has Amotiv stock performed?
Over six months to 6 Nov 2026 the shares returned -19.2% against -19.3% for the median peer; over one year -41.6%.

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.