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About the company
Australian Ethical Investment Limited is an Australia-based company, which act 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, pension 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. Its Ethical Criteria apply to all portfolios it manages, including its pension options.
- Revenue in AUD (TTM)100.49m
- Net income in AUD11.53m
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pengana Private Equity Trust | 7.23m | -134.00k | 335.61m | -- | 24,200.00 | 0.7805 | -- | 46.43 | 0.00005 | 0.00005 | 0.026 | 1.55 | 0.0157 | -- | 30.96 | -- | -0.0292 | 7.83 | -0.0305 | 8.04 | 11.29 | 86.75 | -1.85 | 77.31 | -- | -- | 0.0501 | 57.64 | -69.76 | 33.31 | -100.78 | -- | -- | -- |
| Platinum Asia Investments Ltd | 24.13m | 13.72m | 343.90m | -- | 25.01 | 0.8998 | -- | 14.25 | 0.0372 | 0.0372 | 0.0652 | 1.03 | 0.0629 | -- | 14.54 | -- | 3.57 | 4.05 | 3.58 | 4.09 | 81.86 | 82.15 | 56.87 | 54.85 | -- | -- | 0.00 | 118.11 | 92.66 | 30.88 | 202.54 | -- | -- | -8.97 |
| AMCIL Ltd | 10.13m | 7.48m | 361.08m | 0.00 | 47.71 | 1.01 | -- | 35.65 | 0.0238 | 0.0238 | 0.0322 | 1.13 | 0.0271 | -- | 7.39 | -- | 2.00 | 2.14 | 2.00 | 2.16 | 98.88 | 98.94 | 73.83 | 74.58 | -- | -- | 0.00 | 175.39 | -2.08 | 2.24 | -1.02 | 1.29 | -- | -8.64 |
| Bell Financial Group Ltd | 277.46m | 29.87m | 404.14m | 745.00 | 13.51 | 1.69 | 9.92 | 1.46 | 0.0933 | 0.0933 | 0.866 | 0.7465 | 0.2064 | -- | 0.8479 | 372,426.80 | 2.22 | 3.03 | 10.51 | 13.49 | 88.44 | 97.43 | 10.77 | 13.02 | -- | -- | 0.7382 | 84.18 | 3.99 | 2.34 | -5.31 | -0.0288 | 26.56 | 0.00 |
| Platinum Capital Limited | 25.11m | 12.80m | 406.22m | 0.00 | 31.71 | 0.9101 | -- | 16.18 | 0.0434 | 0.0434 | 0.085 | 1.51 | 0.0545 | -- | 12.57 | -- | 2.78 | 3.94 | 2.78 | 3.97 | 78.87 | 83.86 | 50.97 | 55.83 | -- | -- | 0.00 | 101.62 | -58.59 | 30.88 | -66.22 | -- | -- | -3.04 |
| Wam Microcap Ltd | 57.37m | 34.21m | 409.74m | -- | 9.91 | 1.09 | -- | 7.14 | 0.1494 | 0.1494 | 0.2561 | 1.36 | 0.1667 | -- | 24.99 | -- | 9.94 | 7.84 | 10.48 | 8.27 | 82.39 | 78.85 | 59.62 | 58.02 | -- | -- | 0.00 | 94.99 | 32.72 | 34.59 | 29.96 | 37.24 | -- | 18.47 |
| Argo Global Listed Infrastructure Ltd | 22.68m | 12.85m | 412.44m | 0.00 | 32.10 | 0.9888 | -- | 18.18 | 0.0723 | 0.0723 | 0.1278 | 2.35 | 0.053 | -- | 5.50 | -- | 3.00 | 3.18 | 3.04 | 3.25 | 77.31 | 79.22 | 56.64 | 52.87 | -- | 164.10 | 0.00 | 108.91 | 13.78 | -20.17 | 33.43 | -22.15 | -- | 7.22 |
| Perpetual Equity Investment Company Ltd | 43.60m | 28.56m | 453.05m | 0.00 | 15.84 | 0.9369 | -- | 10.39 | 0.0751 | 0.0751 | 0.1149 | 1.27 | 0.0876 | -- | 6.39 | -- | 5.74 | 7.55 | 5.76 | 7.65 | 88.87 | 88.19 | 65.49 | 65.94 | -- | -- | 0.00 | 69.87 | -46.25 | 14.54 | -48.09 | 13.41 | -- | 4.56 |
| Australian Ethical Investment Ltd | 100.49m | 11.53m | 483.84m | 40.00 | 41.91 | 16.05 | 38.26 | 4.81 | 0.1024 | 0.1024 | 0.8918 | 0.2673 | 2.04 | -- | 32.83 | -- | 23.40 | 23.88 | 36.86 | 37.60 | 82.46 | 83.58 | 11.47 | 13.35 | -- | 8.52 | 0.0842 | 81.75 | 23.92 | 19.65 | 75.35 | 11.76 | 25.17 | 12.47 |
| VGI Partners Global Investments Ltd | 135.28m | 64.15m | 509.96m | 0.00 | 8.88 | 0.8227 | -- | 3.77 | 0.2071 | 0.2071 | 0.4251 | 2.24 | 0.1544 | -- | 23.09 | -- | 7.32 | 0.5509 | 7.57 | 0.6369 | 68.39 | 26.30 | 47.42 | 14.73 | -- | -- | 0.00 | 392.61 | 16.78 | 6.44 | 19.22 | 4.85 | -- | -- |
| Future Generation Australia Ltd | 70.02m | 48.33m | 518.36m | 0.00 | 10.68 | 0.9669 | -- | 7.40 | 0.1189 | 0.1189 | 0.1722 | 1.31 | 0.1284 | -- | 2.48 | -- | 8.86 | 5.14 | 9.06 | 5.19 | 99.91 | 99.72 | 69.03 | 69.56 | -- | -- | 0.00 | 85.94 | 204.78 | 12.36 | 204.44 | 14.57 | -- | 7.81 |
| Future Generation Global Ltd | 78.96m | 51.79m | 541.50m | -- | 10.43 | 0.9368 | 78.38 | 6.86 | 0.1304 | 0.1304 | 0.1994 | 1.45 | 0.1321 | -- | 8.12 | -- | 8.67 | 2.58 | 8.81 | 2.60 | 99.97 | 99.94 | 65.59 | 54.42 | -- | -- | 0.00 | 106.70 | 170.24 | 31.47 | 162.50 | 34.28 | -- | 23.56 |
| Perpetual Credit Income Trust | 46.23m | 42.32m | 558.91m | -- | 10.90 | 1.05 | -- | 12.09 | 0.1055 | 0.1055 | 0.1153 | 1.10 | 0.104 | -- | 4.87 | -- | 9.52 | 5.02 | 9.63 | 5.09 | 92.85 | 86.80 | 91.53 | 84.48 | -- | -- | 0.00 | 101.05 | 34.60 | 83.87 | 39.33 | 93.30 | -- | 153.34 |
| Pacific Current Group Ltd | 42.91m | 110.08m | 566.34m | 7.00 | 5.11 | 0.9454 | 5.01 | 13.20 | 2.12 | 2.12 | 0.8096 | 11.48 | 0.0643 | -- | 5.93 | 6,129,857.00 | 16.54 | 2.41 | 16.74 | 2.49 | 90.50 | 89.92 | 257.18 | 26.82 | -- | -- | 0.0911 | 159.99 | -5.89 | -7.29 | 797.12 | 23.96 | -10.36 | 8.73 |
| Ophir High Conviction Fund | 75.47m | 64.15m | 583.21m | 0.00 | 9.09 | 0.9091 | -- | 7.73 | 0.2884 | 0.2884 | 0.3393 | 2.88 | 0.1172 | -- | 14.32 | -- | 9.96 | 6.61 | 10.45 | 7.02 | 89.38 | 78.54 | 85.00 | 74.82 | -- | -- | 0.00 | 73.85 | -30.38 | 13.94 | -34.31 | -7.50 | -- | -- |
| Regal Investment Fund | 172.61m | 112.09m | 599.82m | 0.00 | 5.60 | 0.9788 | -- | 3.47 | 0.5698 | 0.5698 | 0.8697 | 3.26 | 0.1477 | -- | 1.09 | -- | 9.59 | 7.01 | 12.37 | 9.41 | 73.05 | 61.76 | 64.94 | 50.15 | -- | -- | 0.00 | 86.75 | 38.33 | 84.30 | 100.37 | 80.72 | -- | -- |
Data as of Sep 20 2024. Currency figures normalised to Australian Ethical Investment Ltd's reporting currency: Australian Dollar AUD
8.84%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 04 Sep 2024 | 3.80m | 3.37% |
| Vanguard Investments Australia Ltd.as of 31 Jul 2024 | 1.60m | 1.42% |
| Dimensional Fund Advisors LPas of 05 Sep 2024 | 1.47m | 1.30% |
| DFA Australia Ltd.as of 31 Jul 2024 | 1.16m | 1.03% |
| Norges Bank Investment Managementas of 31 Dec 2023 | 821.72k | 0.73% |
| BlackRock Asset Management North Asia Ltd.as of 31 Jul 2024 | 351.94k | 0.31% |
| BlackRock Investment Management (Australia) Ltd.as of 05 Sep 2024 | 294.58k | 0.26% |
| Charles Schwab Investment Management, Inc.as of 05 Sep 2024 | 221.13k | 0.20% |
| Union Bancaire Priv�e, UBP SA (UK)as of 28 Mar 2024 | 144.68k | 0.13% |
| Van Eck Associates Corp.as of 06 Sep 2024 | 101.84k | 0.09% |
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Data from 30 Jun 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
