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← CockpitCompetitor Analysis › BJY.AX Barrenjoey Group LimitedOpen in the cockpit ↗

Barrenjoey Group LimitedBJY.AXCompetitor analysis, valuation and peers

Australia · AUD·Financials›Investment Managers
Momentum weak 36
Mkt cap
$1.74B
US dollars, full cap
$/day
$5.68M
20-day average traded
Fwd P/E
15.4×
forward earnings
ROIC−WACC
n/a
WACC 10.3%
Hurdle
n/a
no reverse DCF
Next earnings
103 days
17 Feb 2027
Close · AUDA$8.58
1D-0.3%
1W+10.1%
1M+4.6%
3M-22.1%
6M+0.8%
YTD-14.0%
1Y-8.2%
ATR %3.5%
52w lowhigh25.7% off high

What Barrenjoey does

Employees: 113

Barrenjoey at a glance

Size Barrenjoey (BJY.AX) is an Australia Financials company (Investment Managers) with a market value of $1.74B, the 133rd largest of 316 Australia companies the cockpit tracks. Shares closed at A$8.58 on 6 Nov 2026.

Performance Over six months the shares gained 0.8%, against -11.1% for the median peer and +4.1% for the Australia market (cap-weighted) — 6th highest of 20 in its peer set.

Growth Revenue fell 17.3% over the last twelve months (peer median +3.1%); the operating margin is 24.5% (peer median 28.2%).

Valuation It trades at 15.4× forward earnings against a peer median of 14.3× (9th most expensive of 18).

Next results Next results expected around 17 Feb 2027 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026BJY.AX 101Peer median 88
Six months, rebased to 100: Barrenjoey against the median of its 20 peers (local-currency closes).

Barrenjoey financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$250MA$207MA$300MA$349MA$381M
Revenue growth—-31%-14%-9%—
Gross profitA$225MA$181MA$282MA$255MA$332M
EBITDAA$63.9MA$63.9MA$208MA$333MA$274M
Net incomeA$87.9MA$87.9MA$165MA$239MA$183M
Free cash flowA$128MA$128MA$153MA$46.9MA$186M
Capital expenditureA$198,000A$198,000A$324,000A$458,000A$112,000
Total debtn/aA$2.02MA$5.11MA$7.61MA$10.2M

Quarterly statements and history in the cockpit →

Barrenjoey 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%+40%-20%0%ASHMPAXANTIN9636PPTMLPL1G000563PWP600120000567PRUDENTRATPNIGCMGUTIAMC6009060165BJY.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Barrenjoey is the large dot.

Fundamentals: revenue growth against valuation

0%+200%+400%+600%10×20×30×40×ASHMPAXANTIN9636PPTMLPL1G600120000567PRUDENTANIMUTIAMCBJY.AXRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Barrenjoey is the large dot.

Barrenjoey competitors and peer comparison

How Barrenjoey 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.

Barrenjoey against its 20 peers (data as of 6 Nov 2026)
MeasureBJY.AXPeer medianRank in peer set
1-month return+4.6%-5.2%6th highest of 20
6-month return+0.8%-11.1%6th highest of 20
Distance from 52-week high-25.7%-29.4%9th highest of 20
Revenue growth (TTM)-17.3%+3.1%3rd lowest of 21
Operating margin24.5%28.2%8th lowest of 20
Forward P/E15.4×14.3×9th most expensive of 18

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
Barrenjoey BJY.AXAustralia$1.74B+1%-17%25%15.4×n/an/a
Ashmore ASHM.LUnited Kingdom$1.83B-4%+2%62%28.6×n/an/a
Patria Investments PAXUnited States$1.55B-23%+9%36%6.8×n/an/a
Antin Infrastructure Partners ANTIN.PAFrance$1.52B-25%-12%48%13.4×n/an/a
JF SmartInvest 9636.HKHong Kong$1.47B-36%-23%-5%18.8×n/an/a
Perpetual PPT.AXAustralia$1.42B+11%-16%10%12.5×n/an/a
Mlp MLP.DEGermany$1.40B+46%+4%10%15.5×n/an/a
L1 Group Limited L1G.AXAustralia$2.19B+5%+586%82%22.1×n/an/a
Shaanxi International Trust 000563.SZChina$2.19B-12%-15%60%n/an/an/a
Perella Weinberg Partners PWPUnited States$1.35B-26%+2%6%9.6×n/an/a
Zhejiang Orient 600120.SSChina$2.22B-22%-87%n/a15.5×n/an/a
Hainan Haide Capital Management 000567.SZChina$1.29B-34%+136%73%10.7×n/an/a
Prudent Corporate Advisory Services PRUDENT.NSIndia$1.28B-1%+21%24%41.1×n/an/a
Rathbones RAT.LUnited Kingdom$2.42B-8%+5%26%9.9×n/an/a
ANIMA ANIM.MIItaly$2.42B-5%+1%28%7.6×n/an/a
Pinnacle Investment Management PNI.AXAustralia$2.54B+2%+22%10%19.2×n/an/a
GCM Grosvenor GCMGUnited States$2.57B+11%+8%28%12.6×n/an/a
EAAA India Alternatives EDELALTS.NSIndia$1.15Bn/a+13%62%n/an/an/a
UTI Asset Management UTIAMC.NSIndia$1.13B-15%-1%47%14.3×n/an/a
Caida Securities 600906.SSChina$2.78B-11%+10%36%19.7×n/an/a
China Everbright 0165.HKHong Kong$1.08B-25%+3%-69%n/an/an/a

Questions

Which companies are Barrenjoey's closest peers?
The cockpit's peer set: Ashmore (ASHM.L), Patria Investments (PAX), Antin Infrastructure Partners (ANTIN.PA), JF SmartInvest (9636.HK), Perpetual (PPT.AX), Mlp (MLP.DE), L1 Group Limited (L1G.AX), Shaanxi International Trust (000563.SZ).
Is Barrenjoey expensive compared with its peers?
On forward p/e it trades at 15.4× against a peer median of 14.3×, 9th most expensive of 18 in its peer set.
How has Barrenjoey stock performed?
Over six months to 6 Nov 2026 the shares returned +0.8% against -11.1% for the median peer; over one year -8.2%.

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.