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Australian Ethical Investment stock price, quote, forecast and news

AEF.AX
AU000000AEF4
256479

Price

4.18 AUD
Today +/-
+0.16 AUD
Today %
+6.42 %
P

Australian Ethical Investment stock price

AUD
%
Weekly
Details

Price

Overview

The Quote Chart provides detailed and dynamic insights into the Australian Ethical Investment stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Australian Ethical Investment stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Australian Ethical Investment stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Australian Ethical Investment's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Australian Ethical Investment Stock Price History

DateAustralian Ethical Investment Price
9/11/20244.18 AUD
9/10/20243.92 AUD
9/9/20243.96 AUD
9/6/20243.86 AUD
9/5/20243.94 AUD
9/4/20243.89 AUD
9/3/20244.00 AUD
9/2/20244.10 AUD
8/30/20244.14 AUD
8/29/20244.11 AUD
8/28/20243.83 AUD
8/27/20243.87 AUD
8/26/20243.92 AUD
8/23/20243.90 AUD
8/22/20244.08 AUD
8/21/20244.00 AUD
8/20/20244.01 AUD
8/19/20243.93 AUD
8/16/20243.95 AUD
8/15/20243.85 AUD

Australian Ethical Investment Revenue, EBIT, Net Income

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Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

Understanding Revenue, EBIT, and Income

Gain insights into Australian Ethical Investment, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Australian Ethical Investment from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Australian Ethical Investment’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Australian Ethical Investment. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Australian Ethical Investment’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Australian Ethical Investment’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Australian Ethical Investment’s growth potential.

Australian Ethical Investment Revenue, EBIT and net profit per share

DateAustralian Ethical Investment RevenueAustralian Ethical Investment EBITAustralian Ethical Investment Net Income
202381.1 M AUD13.27 M AUD6.58 M AUD
202270.78 M AUD13.82 M AUD9.51 M AUD
202158.71 M AUD15.15 M AUD11.12 M AUD
202049.9 M AUD12.95 M AUD9.46 M AUD
201940.98 M AUD9.16 M AUD6.61 M AUD
201835.99 M AUD7.4 M AUD5.08 M AUD
201728.31 M AUD6 M AUD2.92 M AUD
201623.04 M AUD5.99 M AUD3.19 M AUD
201521.17 M AUD4.14 M AUD1.97 M AUD
201419.89 M AUD4.43 M AUD2.54 M AUD
201316.38 M AUD2.55 M AUD1.06 M AUD
201214.79 M AUD930,000 AUD400,000 AUD
201115.14 M AUD1.95 M AUD1.28 M AUD
201014.07 M AUD1.61 M AUD1.02 M AUD
200913.13 M AUD1.82 M AUD1.2 M AUD
200814.07 M AUD2.45 M AUD1.65 M AUD
200712.09 M AUD2.66 M AUD1.82 M AUD
20069.66 M AUD1.99 M AUD1.36 M AUD
20057.42 M AUD1.16 M AUD810,000 AUD
20047.68 M AUD660,000 AUD460,000 AUD

Australian Ethical Investment Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M AUD)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M AUD)EBIT (M AUD)EBIT MARGIN (%)NET INCOME (M AUD)NET INCOME GROWTH (%)DIV. (AUD)DIV. GROWTH (%)SHARES (M)DOCUMENTS
2002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
557791214131415141619212328354049587081
--40.00-28.5733.3316.67-7.147.697.14-6.6714.2918.7510.539.5221.7425.0014.2922.5018.3720.6915.71
---100.00100.0091.6792.8692.3192.8693.33100.0093.7589.4785.7182.6185.7185.7185.0085.7182.7685.7182.72
000791113121314141517181924303442486067
00011221110244557912151313
---14.2911.1116.6714.297.697.146.67-12.5021.0519.0521.7417.8620.0022.5024.4925.8618.5716.05
00001111110121325691196
------------100.00-50.00200.00-33.33150.0020.0050.0022.22-18.18-33.33
----------------------
----------------------
70.8281.986.8588.4393.99899.8898.9100.19100.29102.06103.84105.44109.02110.75111.48112.02112.02112.3112.34112.29112.68
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Details

Keystats

Revenue and Growth

The Australian Ethical Investment Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Australian Ethical Investment is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M AUD)RECEIVABLES (M AUD)OTHER REC. (k AUD)INVENTORIES (M AUD)OTHER CURRENT LIAB. (M AUD)CURRENT ASSETS (M AUD)TANGIBLE ASSETS (M AUD)LONG-T. INVEST. (M AUD)LONG-T. REC. (k AUD)INTANGIBLE ASSETS (k AUD)GOODWILL (M AUD)OTHER NON-CURRENT ASSETS (M AUD)NON-CURRENT ASSETS (M AUD)TOTAL ASSETS (M AUD)LIABILITIESCOMMON STOCK (M AUD)ADDITIONAL PAID-IN CAPITAL (M AUD)RETAINED EARNINGS (M AUD)OTHER EQUITY (M AUD)UNREAL. GAINS/LOSSES (M AUD)EQUITY (M AUD)LIABILITIES (M AUD)PROVISIONS (M AUD)OTHER SHORT-TERM LIAB. (M AUD)SHORT-TERM DEBTS (M AUD)LONG-TERM DEBT PORTION (k AUD)SHORT-TERM REC. (M AUD)LONG-T. LIAB. (M AUD)DEFERRED TAXES (k AUD)OTHER LIAB. (k AUD)LONG-T. LIABILITIES (M AUD)DEBT (M AUD)TOTAL CAPITAL (M AUD)
2002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
                                           
2.874.054.354.8643.54.34.292.893.052.6640014.3212.5916.4818.8321.4327.8127.3932.73
0.530.60.590.790.991.451.791.783.043.241.712.47000.50.960.852.384.774.221.742.48
102020205040202030103000003030004652490
0000000000000001.611.611.540000
0.110.090.120.160.140.180.250.280.340.230.172.74000.370.350.370.451.621.541.971.51
3.524.765.085.835.185.176.366.376.36.534.579.210015.1915.8219.3123.1827.8234.0331.3536.72
0.130.190.20.282.614.334.214.144.224.043.620.62001.822.061.811.442.041.410.562.47
00.10.150.20.170.160.10.080.10.060.0300000.50.580.580.640.655.812.67
000000000000000000440000
00000000505020908357000313743477889723
0000000000000000000000
0.110.10.170.220.320.390.490.460.440.610.40.35000.910.91.451.812.132.93.340.75
0.240.390.520.73.14.884.84.684.814.764.071.060.080.062.743.473.854.1465.4410.596.61
3.765.155.66.538.2810.0511.1611.0511.1111.298.6410.270.080.0617.9219.2823.1627.3233.8239.4741.9443.33
                                           
2.293.773.794.114.634.955.745.745.795.926.046.28008.699.9210.210.6311.1910.688.9710.52
0000000000000000000000
0.550.570.750.931.652.742.642.772.311.780.791.01004.553.995.116.389.6313.515.6913.94
00000000000000000-0-0.01002.3
0000000-0.06-0.04-0.07-0.120-0000000000
2.844.344.545.046.287.698.388.458.067.636.717.29-0013.2413.9115.3117.0120.8224.1824.6726.76
0.40.210.080.210.240.30.290.250.440.410.240.24001.512.563.361.114.885.596.758.51
0.340.320.490.690.220.570.730.710.650.740.380.28001.51.732.867.553.854.5967.58
0.140.250.410.551.471.421.641.561.862.411.22.08001.510.210.750.812.083.023.121.48
0000000000000000000000
000000000000000000529740787379
0.880.780.981.451.932.292.662.522.953.561.822.6004.514.496.969.4711.3413.9516.6517.95
0000000000000000001.110.830.051.82
2010100303030303030403010000025353414
203070305040805060607035000168879888840519470542768
0.040.040.080.030.080.070.110.080.090.090.110.38000.170.880.890.841.661.340.622.6
0.920.821.061.482.012.362.772.63.043.651.932.98004.685.377.8510.311315.2917.2820.55
3.765.165.66.528.2910.0511.1511.0511.111.288.6410.27-0017.9219.2823.1627.3233.8239.4741.9447.31
Details

Balance Sheet

Understanding the Balance Sheet

The balance sheet of Australian Ethical Investment provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Australian Ethical Investment's financial health and stability.

Assets

Australian Ethical Investment's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Australian Ethical Investment must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Australian Ethical Investment after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Australian Ethical Investment's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M AUD)DEPRECIATION (k AUD)DEFERRED TAXES (M AUD)CHANGES IN WORKING CAPITAL (M AUD)NON-CASH ITEM (M AUD)PAID INTEREST (M AUD)PAID TAXES (M AUD)NET CASH FLOW FROM OPERATING ACTIVITIES (M AUD)CAPITAL EXPENDITURES (M AUD)CASH FLOW FROM INVESTING ACTIVITIES (M AUD)CASH FLOW FROM OTHER INVESTING ACTIVITIES (k AUD)INTEREST INCOME AND EXPENSES (M AUD)NET DEBT CHANGE (M AUD)NET CHANGE IN EQUITY (k AUD)CASH FLOW FROM FINANCING ACTIVITIES (k AUD)CASH FLOW FROM OTHER FINANCING ACTIVITIES (AUD)TOTAL DIVIDENDS PAID (M AUD)NET CHANGE IN CASH FLOW (M AUD)FREE CASH FLOW (M AUD)SHARE-BASED COMPENSATION (M AUD)
2002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
0000000000000000000006
0000000000000000000001,000
0000000000000000000000
0000000000000000000-1-10
0000000000000000000009
0000000000000000000000
000000-100000-1-1-2-1-1-2-3-3-4-4
0001122102125643888161616
0000-2-1000000000-1000000
0-300-1-1000000000-20000-4-4
0-3,00000000000000000001,0000-3,000-3,000
0000000000000000000000
0000000000000000000000
1,0001,00000000000000000000-1,000-2,0000
1,0001,0000000-1,000-1,000-1,000-1,000-1,0000-1,000-2,000-2,000-2,000-4,000-5,000-6,000-9,000-12,000-6,000
----------------------
000000-1-1-1-1-10-1-2-2-2-4-4-6-7-8-5
2-11123421314101293141315272227
0.33-0.020.630.9-0.660.021.911.360.352.091.161.745.246.364.621.348.188.078.0916.0915.416
0000000000000000000000

Australian Ethical Investment stock margins

The Australian Ethical Investment margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Australian Ethical Investment. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Australian Ethical Investment.
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Gross margin
EBIT margin
Profit margin
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Margin

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Australian Ethical Investment's sales revenue. A higher gross margin percentage indicates that the Australian Ethical Investment retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Australian Ethical Investment's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Australian Ethical Investment's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Australian Ethical Investment's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Australian Ethical Investment. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Australian Ethical Investment's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Australian Ethical Investment Margin History

Australian Ethical Investment Gross marginAustralian Ethical Investment Profit marginAustralian Ethical Investment EBIT marginAustralian Ethical Investment Profit margin
202382.69 %16.36 %8.11 %
202285.6 %19.52 %13.44 %
202183.24 %25.81 %18.94 %
202084.83 %25.94 %18.95 %
201985.17 %22.35 %16.14 %
201885.32 %20.55 %14.12 %
201785.24 %21.18 %10.33 %
201685.58 %25.98 %13.83 %
201586.23 %19.54 %9.31 %
201486.07 %22.27 %12.77 %
201391.88 %15.57 %6.47 %
201299.05 %6.29 %2.7 %
201198.88 %12.88 %8.45 %
201098.58 %11.44 %7.25 %
200998.63 %13.86 %9.14 %
200897.94 %17.41 %11.73 %
200797.85 %22 %15.05 %
200697.2 %20.6 %14.08 %
200596.77 %15.63 %10.92 %
200482.69 %8.59 %5.99 %

Australian Ethical Investment Stock Sales Revenue, EBIT, Earnings per Share

The Australian Ethical Investment earnings per share therefore indicates how much revenue Australian Ethical Investment has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Australian Ethical Investment earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Australian Ethical Investment's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Australian Ethical Investment’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Australian Ethical Investment's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Australian Ethical Investment Revenue, EBIT and net profit per share

DateAustralian Ethical Investment Sales per ShareAustralian Ethical Investment EBIT per shareAustralian Ethical Investment Earnings per Share
20230.72 AUD0.12 AUD0.06 AUD
20220.63 AUD0.12 AUD0.08 AUD
20210.52 AUD0.13 AUD0.1 AUD
20200.44 AUD0.12 AUD0.08 AUD
20190.37 AUD0.08 AUD0.06 AUD
20180.32 AUD0.07 AUD0.05 AUD
20170.25 AUD0.05 AUD0.03 AUD
20160.21 AUD0.05 AUD0.03 AUD
20150.19 AUD0.04 AUD0.02 AUD
20140.19 AUD0.04 AUD0.02 AUD
20130.16 AUD0.02 AUD0.01 AUD
20120.14 AUD0.01 AUD0 AUD
20110.15 AUD0.02 AUD0.01 AUD
20100.14 AUD0.02 AUD0.01 AUD
20090.13 AUD0.02 AUD0.01 AUD
20080.14 AUD0.02 AUD0.02 AUD
20070.12 AUD0.03 AUD0.02 AUD
20060.1 AUD0.02 AUD0.01 AUD
20050.08 AUD0.01 AUD0.01 AUD
20040.09 AUD0.01 AUD0.01 AUD

Australian Ethical Investment business model

Australian Ethical Investment Ltd is an Australian investment company that specializes in ethical and sustainable investments. The company was founded in 1986 and is headquartered in Sydney. AEI has been listed on the Australian stock exchange since 2003 and has over 115,000 customers across Australia. AEI follows an active and positive investment approach, considering ethical, social, and environmental factors when selecting investments. The company aims to achieve sustainable returns for its customers while also having a positive impact on society and the environment. AEI's business models are based on the belief that companies committed to ethical and sustainable practices will be successful in the long run. The company uses a screening process to ensure that the companies it selects adhere to strict ethical standards. In addition, AEI uses its shareholder voting rights to encourage companies to act with more accountability and sustainability. AEI has various divisions focusing on different areas. One of the key divisions is equity management, where the company invests in stocks of companies that meet its ethical standards. Most of these companies operate in the renewable energy, environmental protection, health and wellbeing, fair trade practices, and social justice sectors. Furthermore, AEI also offers bonds, real estate investments, and alternative investments. The bonds selected by the company must be issued by companies that meet ethical standards. AEI's real estate investments focus on sustainable and energy-efficient real estate projects. The company's alternative investments include investments in renewable energy and green technologies. AEI also offers various products tailored to different investment needs, including investment funds and retirement savings products. For individual clients, the company also provides customized portfolios tailored to their specific needs and goals. The company has also developed a brand called "Sustainably," covering a wide range of topics such as renewable energy, green transportation, and sustainable food. This initiative aims to encourage consumers to adopt and support sustainable lifestyles and shopping practices. Overall, Australian Ethical Investment Ltd is a pioneer in the field of ethical investments and has introduced many innovative solutions over the years that have changed investment practices in Australia and beyond. The company has demonstrated that ethical and sustainable investments are not only beneficial for the environment and society but can also be profitable in the long term. Given the growing demand for ethical and responsible investments, AEI is well-positioned to continue growing in the coming years. Australian Ethical Investment is one of the most popular companies on Eulerpool.com.

Australian Ethical Investment SWOT Analysis

Strengths

1. Ethical investment focus: Australian Ethical Investment Ltd has established a strong reputation as a leading ethical investment company in Australia. Their commitment to investing in companies that have a positive impact on society and the environment provides them with a unique selling point.

2. Strong brand recognition: The company has built a strong brand image and is well known among socially conscious investors. This brand recognition gives them a competitive advantage in attracting clients who align with their values.

3. Experienced management team: Australian Ethical Investment Ltd boasts a team of experienced and knowledgeable professionals who have extensive expertise in the field of ethical investment. This enables them to make informed decisions and effectively manage investment portfolios.

Weaknesses

1. Limited investment options: Australian Ethical Investment Ltd focuses solely on ethical investments, which may limit the variety of investment options available to their clients. This could potentially hinder growth and diversification opportunities.

2. Dependence on market trends: Like any investment firm, Australian Ethical Investment Ltd is susceptible to market fluctuations and economic downturns. Their performance may be affected if there is a decline in the overall market or if ethical investing becomes less popular.

3. Relatively small market share: Despite their strong brand recognition, Australian Ethical Investment Ltd has a relatively small market share compared to larger and more established investment firms. This can make it challenging to compete with industry giants and attract a significant client base.

Opportunities

1. Growing demand for ethical investments: As social and environmental issues gain more attention, there is a growing demand for ethical investments. Australian Ethical Investment Ltd can capitalize on this trend by expanding their offerings and attracting new clients who prioritize responsible investing.

2. Emerging technology and innovation: The advancement of technology and innovation presents opportunities for Australian Ethical Investment Ltd to develop new investment strategies and enhance their service offerings. They can leverage these advancements to gain a competitive advantage in the market.

Threats

1. Intense competition: The ethical investment sector is becoming increasingly saturated, with numerous competitors entering the market. This heightened competition poses a potential threat to Australian Ethical Investment Ltd's market share and profitability.

2. Regulatory changes: Changes in government regulations and policies related to investments and ethical practices can impact the operations of Australian Ethical Investment Ltd. Adapting to new regulatory requirements may require additional resources and could affect their profitability.

3. Economic downturns: Economic recessions or financial crises can significantly impact the investment industry as a whole, including Australian Ethical Investment Ltd. These downturns can lead to decreased investor confidence, lower returns, and potential client withdrawals.

Australian Ethical Investment Eulerpool Fair Value

Details

Fair Value

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Australian Ethical Investment historical P/E ratio, EBIT, and P/S ratio.

Australian Ethical Investment shares outstanding

The number of shares was Australian Ethical Investment in 2023 — This indicates how many shares 112.68 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
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Number of stocks
Details

Revenue, EBIT and Earnings per share

Revenue Per Share

Revenue per share represents the total revenue Australian Ethical Investment earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Australian Ethical Investment's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Australian Ethical Investment’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Australian Ethical Investment's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Australian Ethical Investment Stock splits

In Australian Ethical Investment's history, there have been no stock splits.

Australian Ethical Investment dividend history and estimates

In 2023, Australian Ethical Investment paid a dividend amounting to 0.1 AUD. Dividend means that Australian Ethical Investment distributes a portion of its profits to its owners.
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Dividend
Dividend (Estimate)
Details

Dividend

Dividend Overview

The dividend per year chart for Australian Ethical Investment provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Australian Ethical Investment’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Australian Ethical Investment's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Australian Ethical Investment Dividend History

DateAustralian Ethical Investment Dividend
20230.1 AUD
20220.09 AUD
20210.1 AUD
20200.05 AUD
20190.07 AUD
20180.06 AUD
20170.04 AUD
20160.04 AUD
20150.03 AUD
20140.03 AUD
20130.01 AUD
20120.01 AUD
20110.02 AUD
20100.01 AUD
20090.02 AUD
20080.02 AUD
20070.03 AUD
20060.01 AUD
20050.01 AUD
20040.01 AUD

Australian Ethical Investment dividend payout ratio

In 2023, Australian Ethical Investment had a payout ratio of 85.75%. The payout ratio indicates the percentage of the company's profits that Australian Ethical Investment distributes as dividends.
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Payout ratio
Details

Payout ratio

What is Yearly Payout Ratio?

The yearly payout ratio for Australian Ethical Investment represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Australian Ethical Investment could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Australian Ethical Investment's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Australian Ethical Investment Payout Ratio History

DateAustralian Ethical Investment Payout ratio
202385.75 %
2022101.2 %
202198.71 %
202057.33 %
2019116.81 %
2018123.42 %
2017141.6 %
2016148.96 %
2015158.12 %
2014142.86 %
2013121.43 %
201285.75 %
2011207.29 %
2010142.43 %
2009210 %
2008117.86 %
2007137.14 %
2006121.43 %
2005102.86 %
200474.29 %
Unfortunately, there are currently no price targets and forecasts available for Australian Ethical Investment.

Eulerpool ESG Scorecard© for the Australian Ethical Investment stock

Eulerpool World ESG Rating (EESG©)

87/ 100

🌱 Environment

99

👫 Social

92

🏛️ Governance

71

Environment

Scope 1 - Direct Emissions
Scope 2 - Indirect emissions from purchased energy
Scope 3 - Indirect emissions within the value chain
Total CO₂ emissions
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees28
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Australian Ethical Investment list of shareholders

%
Name
Stocks
Change
Date
4.49267 % Thier (James Andrew)5,066,92009/1/2023
3.68397 % Le Couteur (Caroline Margaret)4,154,855-6,0009/1/2023
2.67443 % The Vanguard Group, Inc.3,016,2723,1383/31/2024
2.03933 % Boag (Judith Margaret)2,300,00009/1/2023
1.90633 % Lee (Trevor Roland)2,150,000-100,0009/1/2023
1.78648 % McGregor (Ann Marion)2,014,82709/1/2023
1.68436 % Tse (Yin Wang Eric)1,899,650-799,8509/1/2023
1.58292 % Pender (Howard)1,785,249-37,3019/1/2023
1.42569 % Vanguard Investments Australia Ltd.1,607,9195952/29/2024
1.35633 % Thier (Daisy)1,529,70009/1/2023
1
2
3
4
5
...
7

Australian Ethical Investment Executives and Management Board

Mr. John Mcmurdo
Australian Ethical Investment Chief Executive Officer, Managing Director, Director (since 2020)
Compensation 899,432 AUD
Mr. Mark Simons
Australian Ethical Investment Chief Financial Officer
Compensation 626,051 AUD
Ms. Maria Loyez
Australian Ethical Investment Chief Customer Officer
Compensation 485,711 AUD
Ms. Karen Hughes
Australian Ethical Investment Chief Risk Officer, Company Secretary
Compensation 481,782 AUD
Ms. Marion Enander
Australian Ethical Investment Chief Strategy & Innovation Officer
Compensation 449,078 AUD
1
2
3

Australian Ethical Investment Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
Palla Pharma Stock
Palla Pharma
SupplierCustomer---0,630,09-0,69
SupplierCustomer0,880,640,720,870,70-
SupplierCustomer0,860,900,520,470,190,67
SupplierCustomer0,820,100,45-0,69-0,42-
SupplierCustomer0,820,64-0,570,12-0,100,55
SupplierCustomer0,730,08-0,16-0,71-0,120,47
SupplierCustomer0,400,630,78-0,68-0,300,41
SupplierCustomer0,260,850,850,900,730,76
SupplierCustomer0,060,840,330,900,450,69
1

Most common questions regarding Australian Ethical Investment

What values and corporate philosophy does Australian Ethical Investment represent?

Australian Ethical Investment Ltd represents values of ethical investing and a corporate philosophy centered around sustainable, responsible, and impactful financial solutions. Guided by their commitment to delivering positive outcomes for investors and the planet, Australian Ethical Investment Ltd ensures that every investment made aligns with their strict ethical framework. They prioritize investing in companies that contribute to positive social and environmental change, such as renewable energy, healthcare, and technology. By actively engaging with the companies they invest in and advocating for sustainable practices, Australian Ethical Investment Ltd sets a benchmark for ethical investment in the financial industry.

In which countries and regions is Australian Ethical Investment primarily present?

Australian Ethical Investment Ltd is primarily present in Australia.

What significant milestones has the company Australian Ethical Investment achieved?

Australian Ethical Investment Ltd has achieved several significant milestones since its inception. The company was established in 1986 and has since become a leading ethical investment manager in Australia. It has grown its funds under management to over AUD 3 billion, demonstrating its strong financial performance and investor confidence. Australian Ethical Investment Ltd has also received numerous awards and accolades for its commitment to ethical investing and sustainable practices. It continues to expand its range of investment products and services, catering to the growing demand for socially responsible investing.

What is the history and background of the company Australian Ethical Investment?

Australian Ethical Investment Ltd is a renowned Australian company that has a rich history and background. Established in 1986, Australian Ethical is a leading ethical fund manager that focuses on sustainable and responsible investment solutions. The company is committed to investing in businesses that make positive contributions to society and the environment. With a strong emphasis on ethical investment principles, Australian Ethical has built a solid reputation for integrating environmental, social, and governance (ESG) factors into its investment decision-making process. Over the years, the company has demonstrated its dedication to supporting the growth of ethical businesses and sustainable practices, making it a trusted choice for investors seeking ethical investment opportunities.

Who are the main competitors of Australian Ethical Investment in the market?

The main competitors of Australian Ethical Investment Ltd in the market are companies like Magellan Financial Group, AMP Limited, IOOF Holdings Ltd, and Perpetual Limited.

In which industries is Australian Ethical Investment primarily active?

Australian Ethical Investment Ltd is primarily active in the industries of sustainable investments, ethical finance, and responsible investing.

What is the business model of Australian Ethical Investment?

The business model of Australian Ethical Investment Ltd revolves around sustainable and ethical investing practices. As a leading ethical investment company in Australia, Australian Ethical focuses on supporting businesses that align with its Environmental, Social, and Governance (ESG) criteria. Through thorough research and analysis, the company carefully selects investments that promote positive contributions to society and the planet. Australian Ethical actively avoids industries such as fossil fuels, tobacco, and weapons, instead opting for sectors such as renewable energy, healthcare, and education. With its commitment to responsible investing, Australian Ethical aims to generate long-term financial growth while making a positive impact on society and the environment.

What is the P/E ratio of Australian Ethical Investment 2024?

The P/E ratio cannot be calculated for Australian Ethical Investment at the moment.

What is the P/S ratio of Australian Ethical Investment 2024?

The P/S cannot be calculated for Australian Ethical Investment currently.

What is the AlleAktien quality score of Australian Ethical Investment?

The AlleAktien quality score for Australian Ethical Investment is 8/10.

What is the revenue of Australian Ethical Investment 2024?

The revenue cannot currently be calculated for Australian Ethical Investment.

How high is the profit of Australian Ethical Investment 2024?

The profit cannot currently be calculated for Australian Ethical Investment.

What is the business model of Australian Ethical Investment

Australian Ethical Investment Ltd is an investment company based in Sydney that specializes in ethical responsible investing. The company was founded in 1986 and has expanded its influence across various sectors over the years. The business model of Australian Ethical Investment Ltd is based on the principle that investments should generate both financial returns and social benefits. The company believes that sustainability and ethical responsibility in business operations are important factors for long-term business success. Australian Ethical Investment Ltd offers its customers a wide range of investment solutions that aim to achieve positive impacts on the environment and society. This includes investments in renewable energy, healthcare, socially responsible companies, and many other areas. The company's proprietary investment strategies are based on strict investment guidelines, which ensure that no investments are made in areas harmful to the environment or society, such as fossil fuels and tobacco products. The company also offers a Self-Managed Super Fund (SMSF) investment product specifically tailored to the needs of customers who wish to manage their own pension plans. The product provides a wide range of options focused on ethical and sustainable investments. Additionally, the company supports its customers through personal advisory services, financial planning, and educational programs to ensure that customers can make the best investment decisions. Another important division of Australian Ethical Investment Ltd is asset management. The company manages assets worth over 5 billion AUD and offers its customers a wide range of investment opportunities based on their individual risk tolerance and investment goals. The company is also a strong advocate for ethical and sustainable behavior and works closely with organizations and nonprofit projects to achieve positive impacts on society. Australian Ethical Investment Ltd regularly supports projects focusing on environmental protection, social justice, and sustainable business practices. Overall, the business model of Australian Ethical Investment Ltd is based on a robust framework of ethical responsibility and sustainability. The company aims to help customers use their money in a way that generates both financial and social returns while having a positive impact on society and the environment.

What is the Australian Ethical Investment dividend?

Australian Ethical Investment pays a dividend of 0.09 AUD distributed over payouts per year.

How often does Australian Ethical Investment pay dividends?

The dividend cannot currently be calculated for Australian Ethical Investment or the company does not pay out a dividend.

What is the Australian Ethical Investment ISIN?

The ISIN of Australian Ethical Investment is AU000000AEF4.

What is the Australian Ethical Investment WKN?

The WKN of Australian Ethical Investment is 256479.

What is the Australian Ethical Investment ticker?

The ticker of Australian Ethical Investment is AEF.AX.

How much dividend does Australian Ethical Investment pay?

Over the past 12 months, Australian Ethical Investment paid a dividend of 0.1 AUD . This corresponds to a dividend yield of about 2.39 %. For the coming 12 months, Australian Ethical Investment is expected to pay a dividend of 0.1 AUD.

What is the dividend yield of Australian Ethical Investment?

The current dividend yield of Australian Ethical Investment is 2.39 %.

When does Australian Ethical Investment pay dividends?

Australian Ethical Investment pays a quarterly dividend. This is distributed in the months of April, October, April, October.

How secure is the dividend of Australian Ethical Investment?

Australian Ethical Investment paid dividends every year for the past 20 years.

What is the dividend of Australian Ethical Investment?

For the upcoming 12 months, dividends amounting to 0.1 AUD are expected. This corresponds to a dividend yield of 2.39 %.

In which sector is Australian Ethical Investment located?

Australian Ethical Investment is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Australian Ethical Investment kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Australian Ethical Investment from 9/18/2024 amounting to 0.086 AUD, you needed to have the stock in your portfolio before the ex-date on 9/3/2024.

When did Australian Ethical Investment pay the last dividend?

The last dividend was paid out on 9/18/2024.

What was the dividend of Australian Ethical Investment in the year 2023?

In the year 2023, Australian Ethical Investment distributed 0.086 AUD as dividends.

In which currency does Australian Ethical Investment pay out the dividend?

The dividends of Australian Ethical Investment are distributed in AUD.

All fundamentals about Australian Ethical Investment

Our stock analysis for Australian Ethical Investment Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Australian Ethical Investment Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.