AGL Energy Limited (AGLNF)

AGL Energy Limited (AGLNF) — VMCI valuation read

AGL Energy Limited (AGLNF) carries a VMCI composite of 46/100, 4 points below the Utilities sector median of 50. Among mid-cap names, that gap places AGLNF in the bottom third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The AGLNF insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.

**Investor frame.** Value reads AGLNF trades at 16.0x earnings, 11% below the Utilities median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Utilities 12.0x. Quality: ROIC of 14.0% sits 4.0pp above the Utilities median (10.0%). Risk: net debt to EBITDA of 0.6x leaves covenant headroom, the line to track on AGL Energy Limited's next 10-Q.

AGLNF rose 0.4% over the trailing 7 days, with a -3.1% read on a 30-day basis.