Australian Ethical Investment Ltd. (AEF.AX)
ValueMarkers Composite Index
17% above intrinsic value ($3)
Australian Ethical Investment Ltd. (AEF.AX) — VMCI valuation read
The headline on Australian Ethical Investment Ltd. (AEF.AX) is a 63/100 VMCI score, set against a Financial Services sector median of 50. That 13-point above-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value tailwind is in the data.
AEF.AX insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.
**Investor frame.** AEF.AX trades at 25.0x earnings, 39% above the Financial Services median of 18.0x sets the value side. ROIC of 19.0% sits 9.0pp above the Financial Services median (10.0%) sets the quality side. Net debt to EBITDA of -0.4x leaves covenant headroom sets the risk side, the three lines a value buyer reads first on AEF.AX.
AEF.AX fell 3.8% over the trailing 7 days, with a -24.0% read on a 30-day basis.
Australian Ethical Investment Ltd. is a publicly owned investment manager. The firm launches and manages equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm invests in education, energy, electricity transmission & distribution, government, health & wellbeing, food production, telecommunications, transport, recycling and waste management, sustainable products & materials, Information technology, software and professional services, media, property, recreation financial services. The firm employs fundamental analysis to create its portfolios. Australian Ethical Investment Ltd. was founded in 1986 and is based in Sydney, Australia.
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